Plan5500

Bellaire, 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, Bellaire, MI has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $23,730,079 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Bellaire

  • 3 loaded plans hold $23.7M in reported assets across 3 sponsors.
  • The largest, Anchor Lamina America, Inc. 401(K) Retirement Plan, holds 96% of reported Bellaire plan assets.
  • Plans cover 219 participants — about 73 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$23.7MSummed across loaded plans$23,730,079
Total reported assets$23.7M$23,730,079
Total reported participants219
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$23.7M total assets
Net assets$23.7MLiabilities$0
Contributions & income
Employer contributions$373.7K
Participant contributions$957.4K
Total income / additions$4.2M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.5M
Net increase / (decrease)$2.8M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bellaire, 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

Bellaire market comparison

Largest plan share of assets96%Anchor Lamina America, Inc. 401(K) Retirement Plan
Participants per plan73Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Bellaire

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

  1. 1
    Anchor Lamina America, Inc. 401(K) Retirement Plan$22.7M
    Anchor Lamina America, Inc. · 2023
  2. 2
    Bellaire Animal Hospital, Inc. 401(K) Plan$555.1K
    Bellaire Animal Hospital, Inc. · 2023
  3. 3
    Ellis Point Investments 401(K) Profit Sharing Plan$486.2K
    Ellis Point, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bellaire, MI?
3 plan(s) reported by 3 sponsor(s) are loaded for Bellaire, MI.

Related Form 5500 pages