Plan5500

Bruce Twp, 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, Bruce Twp, MI has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $4,620,983 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Bruce Twp

  • 1 loaded plans hold $4.6M in reported assets across 1 sponsors.
  • The largest, Romeo Rim, Inc. Retirement Plan, holds 100% of reported Bruce Twp plan assets.
  • Plans cover 147 participants — about 147 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.6MSummed across loaded plans$4,620,983
Total reported assets$4.6M$4,620,983
Total reported participants147
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.6M total assets
Net assets$4.6MLiabilities$0
Contributions & income
Employer contributions$154.6K
Participant contributionsNot reported
Total income / additions$952.7K
Expenses & distributions
Benefits paid / distributions$239.1K
Total expenses$255.5K
Net increase / (decrease)$697.2K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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

Bruce Twp market comparison

Largest plan share of assets100%Romeo Rim, Inc. Retirement Plan
Participants per plan147Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Bruce Twp

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

  1. 1
    Romeo Rim, Inc. Retirement Plan$4.6M
    Romeo Rim, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages