Lake Michigan Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Lake Michigan Credit Union (EIN 38-1215360) is a plan sponsor located in Grand Rapids, MI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
38-1215360
Location
Grand Rapids, MI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$43,084,544
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$43,084,544

Contributions & income

Total income / additions
$5,272,416

Expenses & distributions

Benefits paid / distributions
$4,074,457
Total expenses
$4,200,863
Net increase / (decrease)
$1,071,553

Coverage

Total reported participants
3,169
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Lake Michigan Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Lake Michigan Credit Union Cash Balance Defined Benefit Plan And Trust0011,768$43,084,5442023
Lake Michigan Credit Union Welfare Benefit Plan5081,401not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Lake Michigan Credit Union
YearPlanParticipantsSchedulesFiling
2023Lake Michigan Credit Union Cash Balance Defined Benefit Plan And Trust1,768H, C20240730104522NAL0020565201001
2023Lake Michigan Credit Union Welfare Benefit Plan1,40120240812183936NAL0009788481001

Related Form 5500 pages