St. Clair, 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, St. Clair, MI has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $31,094,370 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$31,094,370
Total reported liabilities (EOY)
$1,235
Total reported net assets (EOY)
$31,093,135

Contributions & income

Employer contributions
$2,190,759
Participant contributions
$3,691,260
Total income / additions
$10,718,309

Expenses & distributions

Benefits paid / distributions
$4,532,362
Total expenses
$4,736,619
Net increase / (decrease)
$5,981,690

Coverage

Total reported participants
1,542
Plans with financial statements
3
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for St. Clair, 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 St. Clair, MI
PlanSponsorReported assets (EOY)Year
Ross Innovative Employment Solutions 401(K) PlanRoss Innovative Employment Solutions$21,888,9522023
Orbis Holdings Group, LLC 401(K) Savings & Investment PlanOrbis Holdings Group, LLC$8,677,8832023
Blue Water Developmental Housing 401(K) PlanBlue Water Developmental Housing$527,5352023
Ross Ies Welfare PlanRoss Iesnot reported in the loaded dataset2023

Related Form 5500 pages