2023 Form 5500 filing — Mea, Messa, Mea Financial Services Employee Deferred Compensation 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 20241010081144NAL0019780081001) for Mea, Messa, Mea Financial Services Employee Deferred Compensation Plan, reported by Michigan Education Association under EIN 38-0827000 and plan number 002. It reports 701 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010081144NAL0019780081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Michigan Education Association
- EIN
- 38-0827000
- Plan number
- 002
- Location
- East Lansing, MI
- Participants
- 701
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,934,659
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,934,659
- Participant contributions
- $2,502,644
- Total income / additions
- $10,026,735
- Benefits paid
- $6,252,781
- Administrative expenses
- $79,183
- Total expenses
- $6,331,964
- Net increase / (decrease)
- $3,694,771
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $59,791 | $0 |
| Pnc Institutional Asset Management | ADVISOR | $15,806 | not reported in the loaded dataset |
| Manel Costerisan | AUDITOR | $8,000 | not reported in the loaded dataset |
| Pnc Bank Amg Ops Fee Group | ADVISOR | $3,500 | not reported in the loaded dataset |
| Afca 2 Shadow Post - No Payee | NONE | $86 | not reported in the loaded dataset |