Plan5500

Twin Lake, 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, Twin Lake, MI has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,957,139 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Twin Lake

  • 2 loaded plans hold $4M in reported assets across 2 sponsors.
  • The largest, Blue Lake Fine Arts Camp Money Purchase Pension Trust, holds 97% of reported Twin Lake plan assets.
  • Plans cover 60 participants — about 30 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4MSummed across loaded plans$3,957,139
Total reported assets$4M$3,957,139
Total reported participants60
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$4M total assets
Net assets$4MLiabilities—
Contributions & income
Employer contributions$189.2K
Participant contributionsNot reported
Total income / additions$719.7K
Expenses & distributions
Benefits paid / distributions$77.3K
Total expenses$106K
Net increase / (decrease)$613.8K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Twin Lake, 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.

Computed from loaded plans

Twin Lake market comparison

Largest plan share of assets97%Blue Lake Fine Arts Camp Money Purchase Pension Trust
Participants per plan30Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Twin Lake

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Blue Lake Fine Arts Camp Money Purchase Pension Trust$3.9M
    Blue Lake Fine Arts Camp · 2023
  2. 2
    Builders & Contractors Supp Unemployment Ins Plan$103.3K
    Mccormick Sand, Inc. · 2023

Largest plans in Twin Lake → · Twin Lake plans by participants → · Twin Lake plans with financial data → · Twin Lake plans with provider compensation → · $1B+ plans in Twin Lake →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Twin Lake, MI?
2 plan(s) reported by 2 sponsor(s) are loaded for Twin Lake, MI.

Related Form 5500 pages