Plan5500

Bear Lake, 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, Bear Lake, MI has 4 loaded benefit plan(s) reported by 1 plan sponsor(s), with $11,245,813 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
1
Latest filing year
2023

What stands out in Bear Lake

  • 4 loaded plans hold $11.2M in reported assets across 1 sponsors.
  • The largest, Blarney Castle Oil Co. 401(K) Plan, holds 100% of reported Bear Lake plan assets.
  • Plans cover 1,962 participants — about 491 per plan.
  • 25% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.2MSummed across loaded plans$11,245,813
Total reported assets$11.2M$11,245,813
Total reported participants2K1,962
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.2M total assets
Net assets$11.2MLiabilities$0
Contributions & income
Employer contributions$390.8K
Participant contributions$1.1M
Total income / additions$2.9M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.3M
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bear Lake, 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.

Computed from loaded plans

Bear Lake market comparison

Largest plan share of assets100%Blarney Castle Oil Co. 401(K) Plan
Participants per plan491Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Bear Lake

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Blarney Castle Oil Co. 401(K) Plan$11.2M
    Blarney Castle Oil Co. · 2023
  2. 2
    Blarney Castle Oil Co. Medical Plannot reported in the loaded dataset
    Blarney Castle Oil Co. · 2023
  3. 3
    Blarney Castle Oil Co. Dental Vision Plannot reported in the loaded dataset
    Blarney Castle Oil Co. · 2023
  4. 4
    Blarney Castle Oil Co. Life & Ad&D Plannot reported in the loaded dataset
    Blarney Castle Oil Co. · 2023

Largest plans in Bear Lake → · Bear Lake plans by participants → · Bear Lake plans with financial data → · Bear Lake plans with provider compensation → · $1B+ plans in Bear Lake →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bear Lake, MI?
4 plan(s) reported by 1 sponsor(s) are loaded for Bear Lake, MI.

Related Form 5500 pages