Hancock, 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, Hancock, MI has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $32,089,294 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
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$32,089,294
Total reported liabilities (EOY)
$2,367
Total reported net assets (EOY)
$32,086,927

Contributions & income

Employer contributions
$1,226,134
Participant contributions
$1,788,759
Total income / additions
$8,116,660

Expenses & distributions

Benefits paid / distributions
$2,444,986
Total expenses
$2,571,941
Net increase / (decrease)
$5,544,719

Coverage

Total reported participants
607
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hancock, 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 Hancock, MI
PlanSponsorReported assets (EOY)Year
Superior National Bank 401(K) & Profit Sharing PlanSuperior National Bank$25,509,9472023
Upper Great Lakes Family Health Center Retirement PlanUpper Great Lakes Family Heath Center$6,579,3472023
Superior National Bank Wrap PlanSuperior National Bank & Trust Companynot reported in the loaded dataset2023

Related Form 5500 pages