2023 Form 5500 filing — Great Lakes Resources, Inc. Health And Welfare Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240819230628NAL0004594610001) for Great Lakes Resources, Inc. Health And Welfare Plan, reported by Great Lakes Resources, Inc. under EIN 01-0786169 and plan number 501. It reports 410 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819230628NAL0004594610001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Great Lakes Resources, Inc.
- EIN
- 01-0786169
- Plan number
- 501
- Location
- Milwaukee, WI
- Participants
- 410
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $269,584
- Total liabilities (EOY)
- -$133,554
- Net assets (EOY)
- $403,138
- Employer contributions
- $3,174,378
- Participant contributions
- $915
- Total income / additions
- $3,175,293
- Benefits paid
- $2,611,221
- Administrative expenses
- $298,432
- Total expenses
- $2,909,653
- Net increase / (decrease)
- $265,640
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fce Benefit Administrators, Inc. | PLAN SERVICE PROVIDER | $211,223 | not reported in the loaded dataset |
| Trust Management Services | PLAN SERVICE PROVIDER | $23,522 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | PLAN SERVICE PROVIDER | $21,266 | not reported in the loaded dataset |
| First Health Group Corp | PLAN SERVICE PROVIDER | $7,711 | not reported in the loaded dataset |