2023 Form 5500 filing — Michigan Beverage Collective Employee Benefit 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 20240910151934NAL0003076051001) for Michigan Beverage Collective Employee Benefit Plan, reported by Michigan Beer & Wine Wholesalers Assn. under EIN 38-0832060 and plan number 505. It reports 2,370 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910151934NAL0003076051001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Michigan Beer & Wine Wholesalers Assn.
- EIN
- 38-0832060
- Plan number
- 505
- Location
- Lansing, MI
- Participants
- 2,370
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,137,168
- Total liabilities (EOY)
- $4,110,552
- Net assets (EOY)
- $26,616
- Employer contributions
- $19,836,356
- Total income / additions
- $19,892,600
- Benefits paid
- $19,952,463
- Administrative expenses
- $697,700
- Total expenses
- $20,650,163
- Net increase / (decrease)
- -$757,563
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mbwwa Services, Inc. | PLAN SPONSOR SUBSIDIARY | $529,390 | not reported in the loaded dataset |
| Gallagher Benefit Services | CONSULTANT | $82,964 | not reported in the loaded dataset |
| Clark Hill Plc | ATTORNEY | $29,726 | not reported in the loaded dataset |
| Byrum & Fisk | CONSULTANT | $18,338 | not reported in the loaded dataset |
| Maner Costerisan Pc | AUDITOR | $16,900 | not reported in the loaded dataset |