Search public Form 5500 filings

Plans

• planMea-Messa-Mea Financial Services Staff Retirement Plan & TrustFinancial statementProvider compensation2023 filing
  $707.9Mreported assets (EOY)
  Sponsor: Michigan Education AssociationEIN: 38-0827000Plan: 001Participants: 1,575Assets: $707,937,624Net assets: $688.5MAssets / participant: $449.5KLocation: East Lansing, MILatest: 2023
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• planMea-Messa-Mea-Fin. Svrs Retiree Health Benefit PlanFinancial statementProvider compensation2023 filing
  $264Mreported assets (EOY)
  Sponsor: Mea-Messa-Mea Financial Services Retiree Health Benefit PlanEIN: 38-3306252Plan: 522Participants: 1,515Assets: $264,039,908Net assets: $262.8MAssets / participant: $174.3KLocation: East Lansing, MILatest: 2023
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• planMichigan State University Federal Credit UnionFinancial statementProvider compensation2023 filing
  $144.3Mreported assets (EOY)
  Sponsor: Michigan State University Federal Credit UnionEIN: 38-1373106Plan: 002Participants: 1,424Assets: $144,292,609Net assets: $144.3MAssets / participant: $101.3KLocation: East Lansing, MILatest: 2023
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• planTechsmith Corporation Retirement PlanFinancial statementProvider compensation2023 filing
  $59.3Mreported assets (EOY)
  Sponsor: Techsmith CorporationEIN: 38-2776204Plan: 002Participants: 445Assets: $59,341,735Net assets: $59.3MAssets / participant: $133.4KLocation: East Lansing, MILatest: 2023
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• planCbm Retirement Investment And 401(K) PlanFinancial statementProvider compensation2023 filing
  $54.5Mreported assets (EOY)
  Sponsor: Bankers Retirement Services, Inc.EIN: 85-3255425Plan: 001Participants: 924Assets: $54,498,699Net assets: $54.5MAssets / participant: $59KLocation: East Lansing, MILatest: 2023
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• planMea, Messa, Mea Financial Services Employee Deferred Compensation PlanFinancial statementProvider compensation2023 filing
  $47.9Mreported assets (EOY)
  Sponsor: Michigan Education AssociationEIN: 38-0827000Plan: 002Participants: 701Assets: $47,934,659Net assets: $47.9MAssets / participant: $68.4KLocation: East Lansing, MILatest: 2023
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• planFirst National Bank Of America Retirement PlanFinancial statementProvider compensation2023 filing
  $47Mreported assets (EOY)
  Sponsor: First National Bank Of AmericaEIN: 38-1470765Plan: 001Participants: 654Assets: $46,956,659Net assets: $47MAssets / participant: $71.8KLocation: East Lansing, MILatest: 2023
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• planL. O. Eye Care Employee Retirement PlanFinancial statementProvider compensation2023 filing
  $32.4Mreported assets (EOY)
  Sponsor: L.O. Eye CareEIN: 38-1818892Plan: 001Participants: 337Assets: $32,430,422Net assets: $32.4MAssets / participant: $96.2KLocation: East Lansing, MILatest: 2023
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