Okemos, 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, Okemos, MI has 31 loaded benefit plan(s) reported by 21 plan sponsor(s), with $693,365,682 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 31
- Plan sponsors
- 21
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $693,365,682
- Total reported liabilities (EOY)
- $32,178
- Total reported net assets (EOY)
- $693,333,504
Contributions & income
- Employer contributions
- $10,070,541
- Participant contributions
- $15,765,866
- Total income / additions
- $95,936,193
Expenses & distributions
- Benefits paid / distributions
- $59,604,509
- Total expenses
- $60,987,798
- Net increase / (decrease)
- $34,948,395
Coverage
- Total reported participants
- 12,504
- Plans with financial statements
- 21
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Okemos, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Delta Dental Plan Of Michigan, Inc. Retirement Income Plan | Delta Dental Plan Of Michigan, Inc. | $372,271,521 | 2023 |
| Delta Dental Plan Of Michigan Employees' 401k Plan | Delta Dental Plan Of Michigan, Inc. | $91,765,523 | 2023 |
| Michigan Public Health Institute 403(B) Retirement Savings Plan | Michigan Public Health Institute | $85,965,796 | 2023 |
| Delta Dental Plan Of Michigan, Inc. Hourly Rated Pension Plan | Delta Dental Plan Of Michigan, Inc. | $57,192,634 | 2023 |
| Michigan Health & Hospital Association 401(K) Thrift & Savings Plan | Michigan Health & Hospital Association | $31,761,741 | 2023 |
| The Leona Group, LLC Employee Deferred Compensation Plan | The Leona Group, LLC | $31,517,484 | 2023 |
| Asu Group Profit Sharing 401(K) Plan | The Asu Group | $6,538,074 | 2023 |
| Agate Software, Inc. 401(K) Retirement Plan | Agate Software, Inc. | $4,337,472 | 2023 |
| Lowe Law Firm, Pc 401(K) Profit Sharing Plan | Lowe Law Firm, Pc | $4,138,806 | 2023 |
| Asu Group Employee Stock Ownership Plan | The Asu Group | $2,752,223 | 2023 |
| Anil K Jain Profit Sharing Plan | Anil K Jain | $2,136,339 | 2023 |
| Mckearney Gowan Incorporated Retirement Plan | Mckearney Gowan Incorporated | $1,506,450 | 2023 |
| Anil K Jain Money Purchase Plan | Anil K Jain | $668,502 | 2023 |
| Jkohn Corporation 401(K) Profit Sharing Plan | Jkohn Corporation | $283,522 | 2023 |
| Lifeplan Financial Design 401(K) Profit Sharing Plan & Trust | Lifeplan Financial Design | $170,601 | 2023 |
| All Michigan Insurance Agency Retirement Plan | All Michigan Insurance Agency, Inc. | $125,000 | 2023 |
| Segret, Inc. 401(K) Profit Sharing Plan | Segret, Inc. | $119,124 | 2023 |
| Aline Holdings Corp. 401(K) Plan | Aline Holdings Corp. | $114,870 | 2023 |
| D. Moerland, Inc Retirement Plan | D. Moerland, Inc | $0 | 2023 |
| Michigan Health And Hospital Association Staff Pension Plan | Michigan Health And Hospital Association | $0 | 2023 |
| Rsi Logistics, Inc. Employee Deferred Compensation Plan | Rsi Logistics, Inc. | $0 | 2023 |
| Health Management Associates, Inc. Welfare Benefits Plan | Health Management Associates, Inc. | not reported in the loaded dataset | 2023 |
| Renaissance Holding Company Welfare Benefit Plan | Renaissance Holding Company | not reported in the loaded dataset | 2023 |
| The Mha Welfare Benefit Plan | The Michigan Health And Hospital Association | not reported in the loaded dataset | 2023 |
| The Leona Group, LLC Flexible Benefit Plan | The Leona Group, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Okemos → · Okemos plans by participants → · Okemos plans with financial data → · Okemos plans with provider compensation → · $1B+ plans in Okemos →
Related Form 5500 pages
- All MI Form 5500 filings
- Delta Dental Plan Of Michigan, Inc. Retirement Income Plan (plan 001)
- Delta Dental Plan Of Michigan, Inc. — all reported plans
- Delta Dental Plan Of Michigan Employees' 401k Plan (plan 003)
- Michigan Public Health Institute 403(B) Retirement Savings Plan (plan 001)
- Michigan Public Health Institute — all reported plans
- Delta Dental Plan Of Michigan, Inc. Hourly Rated Pension Plan (plan 002)
- Michigan Health & Hospital Association 401(K) Thrift & Savings Plan (plan 334)
- Michigan Health & Hospital Association — all reported plans
- The Leona Group, LLC Employee Deferred Compensation Plan (plan 001)
- The Leona Group, LLC — all reported plans
- Asu Group Profit Sharing 401(K) Plan (plan 003)
- The Asu Group — all reported plans
- Agate Software, Inc. 401(K) Retirement Plan (plan 001)
- Agate Software, Inc. — all reported plans
- Lowe Law Firm, Pc 401(K) Profit Sharing Plan (plan 001)
- Lowe Law Firm, Pc — all reported plans
- Asu Group Employee Stock Ownership Plan (plan 009)
- Anil K Jain Profit Sharing Plan (plan 002)
- Anil K Jain — all reported plans
- Mckearney Gowan Incorporated Retirement Plan (plan 001)
- Mckearney Gowan Incorporated — all reported plans
- Anil K Jain Money Purchase Plan (plan 001)
- Jkohn Corporation 401(K) Profit Sharing Plan (plan 001)
- Jkohn Corporation — all reported plans
- Lifeplan Financial Design 401(K) Profit Sharing Plan & Trust (plan 001)
- Lifeplan Financial Design — all reported plans
- Methodology
- Data sources