Albion, MI Form 5500 retirement and benefit plan filings

City Form 5500 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, Albion, MI has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $140,278,209 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$140,278,209
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$140,278,209

Contributions & income

Employer contributions
$1,915,219
Participant contributions
$2,002,601
Total income / additions
$22,876,748

Expenses & distributions

Benefits paid / distributions
$11,432,232
Total expenses
$11,514,424
Net increase / (decrease)
$11,362,324

Coverage

Total reported participants
1,537
Plans with financial statements
3
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Albion, MI plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Albion, MI
PlanSponsorReported assets (EOY)Year
Albion College Defined Contribution Retirement PlanAlbion College$133,832,7652023
Starr Commonwealth 403(B) PlanStarr Commonwealth$5,663,0982023
Rvl Camping, Inc. 401(K) PlanRvl Camping, Inc.$782,3462023
Albion College Employee Benefit PlanAlbion Collegenot reported in the loaded dataset2023

Related Form 5500 pages