Michiana Area Electrical Workers Plan 4 Trust — Form 5500 plan (Michiana Area Electrical Workers Plan 4 Trust)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Michiana Area Electrical Workers Plan 4 Trust is a benefit plan reported by Michiana Area Electrical Workers Plan 4 Trust under EIN 82-1241822 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,396 participants and $10,273,964 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.1MPlan net assets, end of year$10,133,253
Participants1.4KCovered participants reported1,396
Assets / participant$7.4KComputed: assets ÷ participants$7,360 (computed)
Provider compensation$45.1K5 Schedule C provider row(s)$45,079
- Plan sponsor
- Michiana Area Electrical Workers Plan 4 Trust
- EIN
- 82-1241822
- Plan number
- 501
- Plan type
- 1
- Location
- Lansing, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,396 | H, C | 20250217143008NAL0001689217001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$10.3M total assets
Net assets$10.1MLiabilities$140.7K
Full reported line items
Net assets
- Total assets (EOY)
- $10,273,964
- Total liabilities (EOY)
- $140,711
- Net assets (EOY)
- $10,133,253
- Net assets (BOY)
- $7,769,690
Income & contributions
- Employer contributions
- $2,862,131
- Total contributions
- $2,862,131
- Total income / additions
- $3,452,313
Expenses & distributions
- Benefits paid
- $1,024,748
- Administrative expenses
- $64,002
- Total expenses
- $1,088,750
- Net increase / (decrease)
- $2,363,563
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benda, Grace, Stulz & Company, P.C. | NONE | $14,500 | not reported in the loaded dataset | 2023 |
| Foster & Foster | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $8,399 | not reported in the loaded dataset | 2023 |
| May, Oberfell, Lorber Law Firm | NONE | $6,976 | not reported in the loaded dataset | 2023 |
| Ledbetter Perisi LLC | NONE | $5,204 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Michiana Area Electrical Workers Plan 4 Trust
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Benda, Grace, Stulz & Company, P.C. — Schedule C compensation
- Foster & Foster — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- May, Oberfell, Lorber Law Firm — Schedule C compensation
- Ledbetter Perisi LLC — Schedule C compensation