2023 Form 5500 filing — Michiana Area Electrical Workers' Money Purchase 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 20241008141506NAL0017765489003) for Michiana Area Electrical Workers' Money Purchase Plan, reported by Trustees Of Michiana Area Elec Workers' Money Purchase Plan under EIN 35-1861971 and plan number 001. It reports 1,307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008141506NAL0017765489003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Michiana Area Elec Workers' Money Purchase Plan
- EIN
- 35-1861971
- Plan number
- 001
- Location
- Lansing, MI
- Participants
- 1,307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $110,150,659
- Total liabilities (EOY)
- $74,586
- Net assets (EOY)
- $110,076,073
- Employer contributions
- $6,642,577
- Total income / additions
- $18,568,637
- Benefits paid
- $4,579,185
- Administrative expenses
- $152,728
- Total expenses
- $4,731,913
- Net increase / (decrease)
- $13,836,724
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Graystone Consulting | NONE | $41,298 | $0 |
| Empower Annuity Insurance Company | NONE | $39,063 | not reported in the loaded dataset |
| May, Oberfell, Lorber | NONE | $22,172 | not reported in the loaded dataset |
| Ledbetter Parisi, LLC | NONE | $15,554 | not reported in the loaded dataset |
| Tic International Corporation | NONE | $11,751 | not reported in the loaded dataset |
| Benda, Grace, Stulz & Company, P.C. | NONE | $10,300 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $7,056 | not reported in the loaded dataset |