2023 Form 5500 filing — Midland Cogeneration Venture Limited Partnership 401(K) Savings 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 20240826135856NAL0017594576001) for Midland Cogeneration Venture Limited Partnership 401(K) Savings Plan, reported by Midland Cogeneration Venture Limited Partnership under EIN 38-2726166 and plan number 002. It reports 118 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826135856NAL0017594576001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Midland Cogeneration Venture Limited Partnership
- EIN
- 38-2726166
- Plan number
- 002
- Location
- Midland, MI
- Participants
- 118
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,810,416
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,810,416
- Employer contributions
- $962,053
- Participant contributions
- $1,053,111
- Total income / additions
- $11,923,499
- Benefits paid
- $2,337,662
- Administrative expenses
- $90,496
- Total expenses
- $2,455,091
- Net increase / (decrease)
- $9,468,408
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wintrust Investments LLC | INVESTMENT ADVISOR | $56,905 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,107 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $4,484 | not reported in the loaded dataset |