Jackson, 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, Jackson, MI has 73 loaded benefit plan(s) reported by 39 plan sponsor(s), with $12,575,388,585 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
73
Plan sponsors
39
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$12,575,388,585
Total reported liabilities (EOY)
$7,165,295
Total reported net assets (EOY)
$12,568,223,290

Contributions & income

Employer contributions
$175,941,845
Participant contributions
$158,734,571
Total income / additions
$1,932,726,444

Expenses & distributions

Benefits paid / distributions
$599,709,418
Total expenses
$618,372,357
Net increase / (decrease)
$1,314,354,087

Coverage

Total reported participants
106,182
Plans with financial statements
49
Plans with provider compensation
38

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Jackson, 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 Jackson, MI
PlanSponsorReported assets (EOY)Year
Consumer Energy Company Master Trust For The Pension PlansConsumers Energy Company$3,386,514,7612023
Consumers Energy Company Employees' Savings PlanConsumers Energy Company$2,464,822,7752023
Pension Plan A For Employees Of Consumer Energy CompanyConsumers Energy Company$1,960,610,5522023
Pension Plan B For Employees Of Consumers Energy CompanyConsumers Energy Company$1,425,904,2092023
Group Health Care Plan For Retired EmployeesConsumers Energy Company$1,119,256,8852023
Master Trust For Alro Steel CorporationAlro Steel Corporation$472,373,9602023
Alro Steel Corporation And Subsidiaries Retirement/401(K) PlanAlro Steel Corporation$470,114,7892023
Henry Ford Health System Allegiance Combined Pension PlanHenry Ford Allegiance Health$328,611,5912023
Dawn Foods Retirement Savings PlanDawn Foods, Inc.$209,418,1692023
Gerdau Macsteel Savings Plan And Gerdau Macsteel Bargaining Plan Master TrustGerdau Macsteel, Inc.$152,978,5092023
Gerdau Macsteel Savings PlanGerdau Macsteel, Inc.$96,703,5312023
Gerdau Macsteel Savings Plan For Bargaining EmployeesGerdau Macsteel, Inc.$60,036,0042023
Retired Employees Group Term Life Insurance PlanConsumers Energy Company$59,915,4242023
Commonwealth Associates Inc. 401k Profit Sharing PlanCommonwealth Associates Inc.$41,001,0532023
Lansing Local #826 Glaziers' Retirement Trust FundLansing Local #826 Glaziers' Retirement Trust Fund$31,738,1402023
The Melling Employees' 401(K) PlanMelling Tool Company$31,474,0102023
True Community Credit Union Cash Balance Defined Benefit Plan And TrustTrue Community Credit Union$26,405,4102023
C.T.I. Pension PlanC. Thorrez Industries, Inc.$22,468,3442023
Alro Steel Corporation And Subsidiaries Retirement/401(K) Plan (Money Purchase Portion)Alro Steel Corporation$22,440,5022023
Advance Turning & Manufacturing, Inc. 401(K) PlanAdvance Turning & Manufacturing, Inc.$22,222,5972023
Dawn Foods Union Retirement Savings PlanDawn Foods, Inc.$13,990,3252023
Center For Family Health 403(B) Employer Retirement PlanCenter For Family Health$13,312,5512023
Libra Industries, Inc. Of Michigan Employee Stock Ownership PlanLibra Industries, Inc. Of Michigan$13,030,1362023
Orthopaedic Rehab Specialists, P.C. Profit Sharing Plan And TrustOrthopaedic Rehab Specialists, P.C.$11,877,7652023
Orbitform Employees Retirement Savings PlanOrbitform Group, LLC$11,285,1042023

Related Form 5500 pages