Iron Mountain, 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, Iron Mountain, MI has 16 loaded benefit plan(s) reported by 8 plan sponsor(s), with $329,697,776 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
16
Plan sponsors
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$329,697,776
Total reported liabilities (EOY)
$3,808,811
Total reported net assets (EOY)
$325,888,965

Contributions & income

Employer contributions
$14,086,487
Participant contributions
$10,656,559
Total income / additions
$104,081,682

Expenses & distributions

Benefits paid / distributions
$54,317,449
Total expenses
$55,191,779
Net increase / (decrease)
$48,889,903

Coverage

Total reported participants
8,046
Plans with financial statements
9
Plans with provider compensation
8

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Iron Mountain, 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 Iron Mountain, MI
PlanSponsorReported assets (EOY)Year
Cci Systems, Inc. Employee Stock Ownership PlanCci Systems, Inc.$168,750,2092023
Northern Star Industries, Inc. 401k Profit Sharing PlanNorthern Star Industries, Inc.$40,486,9332023
Dickinson County Healthcare System 401(K) PlanDickinson County Healthcare System$36,682,4682023
Cci Systems, Inc. 401(K) PlanCci Systems, Inc.$30,140,6022023
Champion, Incorporated 401(K) Safe Harbor PlanChampion, Inc.$23,375,0962023
Ibew Lu2221 Employee Retirement PlanNorthern Star Industries, Inc.$16,574,1042023
Coleman Engineering Company Retirement PlanColeman Engineering Company$9,358,6262023
Ibew Lu2221 Health & Welfare PlanNorthern Star Industries, Inc$3,686,2362023
Selene Retirement PlanSelene Inc$643,5022023
Coleman Engineering Company Welfare Benefit PlanColeman Engineering Companynot reported in the loaded dataset2023
Northern Star Industries, Inc Health & Welfare PlanNorthern Star Industries, Inc Dba Systems Controlnot reported in the loaded dataset2023
Cci Systems, Inc. Health And Welfare Benefit PlanCci Systems, Inc.not reported in the loaded dataset2023
Us Special Delivery, LLC Health & Welfare Benefit PlanUs Special Delivery, LLCnot reported in the loaded dataset2023
First National Bank & Trust Life Insurance PlanFirst National Bank & Trustnot reported in the loaded dataset2023
Marshfield Medical Center - Dickinson Welfare Benefit PlanDickinson County Healthcare Systemnot reported in the loaded dataset2023
Champion Group Insurance PlanChampion, Incnot reported in the loaded dataset2023

Related Form 5500 pages