Utica, 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, Utica, MI has 12 loaded benefit plan(s) reported by 7 plan sponsor(s), with $123,733,725 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$123,733,725
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$123,733,725

Contributions & income

Employer contributions
$3,801,351
Participant contributions
$6,875,471
Total income / additions
$27,768,757

Expenses & distributions

Benefits paid / distributions
$8,807,195
Total expenses
$9,058,195
Net increase / (decrease)
$18,710,562

Coverage

Total reported participants
5,470
Plans with financial statements
5
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Utica, 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 Utica, MI
PlanSponsorReported assets (EOY)Year
Mnp Corporation 401(K) Profit Sharing PlanMnp Corporation$43,621,2882023
The Romine Group, Inc. 401(K) PlanThe Romine Group$33,667,3992023
W&P Management Profit Sharing And 401(K) PlanW&P Management, LLC$25,332,8272023
Utica Services, LLC 401(K) PlanUtica Services, LLC$13,095,0102023
Meade Lexus 401k Plan And TrustM&M Luxury Automotive, LLC$8,017,2012023
M&M Luxury Automotive, LLC Health And Welfare BeneM&M Luxury Automotive, LLCnot reported in the loaded dataset2023
A-Line Staffing Solutions LLC Employee Benefits PlanA-Line Staffing Solutions LLCnot reported in the loaded dataset2023
Utica Services LLC Welfare PlanUtica Services LLCnot reported in the loaded dataset2023
The Romine GroupThe Romine Groupnot reported in the loaded dataset2023
Mnp Corporation Employee Benefit PlanMnp Corporationnot reported in the loaded dataset2023
Jd Russell Company Employee Health And Welfare PlanThe J D Russell Companynot reported in the loaded dataset2023
W And P Management Group Insurance PlanW And P Management, LLCnot reported in the loaded dataset2023

Related Form 5500 pages