2023 Form 5500 filing — Michigan Upper Peninsula Intrl Brotherhood Of Elec Workers Pension 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 20240920104506NAL0007323249003) for Michigan Upper Peninsula Intrl Brotherhood Of Elec Workers Pension Plan, reported by Michigan Upper Peninsula Ibew under EIN 36-3020872 and plan number 001. It reports 628 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920104506NAL0007323249003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Michigan Upper Peninsula Ibew
- EIN
- 36-3020872
- Plan number
- 001
- Location
- Marquette, MI
- Participants
- 628
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $89,960,912
- Total liabilities (EOY)
- $76,603
- Net assets (EOY)
- $89,884,309
- Employer contributions
- $5,180,749
- Total income / additions
- $16,396,089
- Benefits paid
- $4,108,943
- Administrative expenses
- $463,774
- Total expenses
- $4,572,717
- Net increase / (decrease)
- $11,823,372
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Michigan U.P. Ibew Pension Plan LLC | NONE | $133,078 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren S.C. | NONE | $64,832 | not reported in the loaded dataset |
| Andco Consulting | NONE | $40,500 | not reported in the loaded dataset |
| First Bank | NONE | $29,864 | not reported in the loaded dataset |
| United Actuarial Servcies | NONE | $19,500 | not reported in the loaded dataset |
| Benda, Grace, Stulz & Company, P.C. | NONE | $15,400 | not reported in the loaded dataset |
| Anderson, Tackman & Company, Plc | NONE | $8,972 | not reported in the loaded dataset |