Sturgis, 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, Sturgis, MI has 11 loaded benefit plan(s) reported by 5 plan sponsor(s), with $120,566,232 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $120,566,232
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $120,566,232
Contributions & income
- Employer contributions
- $3,369,105
- Participant contributions
- $4,939,427
- Total income / additions
- $24,994,017
Expenses & distributions
- Benefits paid / distributions
- $22,368,991
- Total expenses
- $23,096,009
- Net increase / (decrease)
- $1,898,008
Coverage
- Total reported participants
- 3,157
- Plans with financial statements
- 5
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sturgis, 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 |
|---|---|---|---|
| Burr Oak Tool Inc. Employees' Profit Sharing Plan | Burr Oak Tool Inc. | $69,917,150 | 2023 |
| Sturgis Hospital, Inc. Retirement Plan | Sturgis Hospital, Inc. | $31,811,393 | 2023 |
| Sturgis Bank & Trust Company 401(K) Profit Sharing Plan & Trust | Sturgis Bank & Trust Company | $12,488,192 | 2023 |
| Gt Independence 401(K) Plan | Guardiantrac, LLC Dba Gt Independence | $6,349,497 | 2023 |
| Sturgis Molded Products Company Employees' Pension Plan | Sturgis Molded Products Company | $0 | 2023 |
| Burr Oak Tool Inc. Employees Welfare Benefit Plan | Burr Oak Tool Inc. | not reported in the loaded dataset | 2023 |
| Sturgis Molded Products Company Group Benefit Plan | Sturgis Molded Products Company | not reported in the loaded dataset | 2023 |
| Gt Independence Welfare Benefit Plan | Guardian Trac LLC | not reported in the loaded dataset | 2023 |
| Sturgis Hospital Erisa Healthcare Plan | Sturgis Hospital, Inc. | not reported in the loaded dataset | 2023 |
| Sturgis Bank & Trust Company Medical Plan | Sturgis Bank & Trust Company | not reported in the loaded dataset | 2023 |
| Sturgis Bank & Trust Disability Insurance Plan | Sturgis Bank & Trust | not reported in the loaded dataset | 2023 |
Largest plans in Sturgis → · Sturgis plans by participants → · Sturgis plans with financial data → · Sturgis plans with provider compensation → · $1B+ plans in Sturgis →
Related Form 5500 pages
- All MI Form 5500 filings
- Burr Oak Tool Inc. Employees' Profit Sharing Plan (plan 005)
- Burr Oak Tool Inc. — all reported plans
- Sturgis Hospital, Inc. Retirement Plan (plan 001)
- Sturgis Hospital, Inc. — all reported plans
- Sturgis Bank & Trust Company 401(K) Profit Sharing Plan & Trust (plan 004)
- Sturgis Bank & Trust Company — all reported plans
- Gt Independence 401(K) Plan (plan 001)
- Guardiantrac, LLC Dba Gt Independence — all reported plans
- Sturgis Molded Products Company Employees' Pension Plan (plan 001)
- Sturgis Molded Products Company — all reported plans
- Burr Oak Tool Inc. Employees Welfare Benefit Plan (plan 580)
- Sturgis Molded Products Company Group Benefit Plan (plan 501)
- Gt Independence Welfare Benefit Plan (plan 501)
- Sturgis Hospital Erisa Healthcare Plan (plan 501)
- Sturgis Bank & Trust Company Medical Plan (plan 501)
- Sturgis Bank & Trust Disability Insurance Plan (plan 502)
- Methodology
- Data sources