2023 Form 5500 filing — Security Police Fire Professionals Of America Retirement 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 20241219085329NAL0004234545001) for Security Police Fire Professionals Of America Retirement Plan, reported by International Union,Security Police Fire Professionals Of America under EIN 38-1294556 and plan number 003. It reports 17,055 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241219085329NAL0004234545001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- International Union,Security Police Fire Professionals Of America
- EIN
- 38-1294556
- Plan number
- 003
- Location
- Roseville, MI
- Participants
- 17,055
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $121,130,137
- Total liabilities (EOY)
- $170,281
- Net assets (EOY)
- $120,959,856
- Employer contributions
- $14,385,385
- Participant contributions
- $429,135
- Total income / additions
- $32,013,857
- Benefits paid
- $19,601,813
- Administrative expenses
- $1,387,204
- Total expenses
- $20,989,017
- Net increase / (decrease)
- $11,024,840
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $545,739 | $0 |
| Lawrence C. Musgrove | CONTRACT ADMINISTRATOR | $216,519 | not reported in the loaded dataset |
| Bdo | CONTRACT ADMINISTRATOR | $176,595 | not reported in the loaded dataset |
| Gregory, Moore, Brooks | CONTRACT ADMINISTRATOR | $57,754 | not reported in the loaded dataset |
| Cowden Associates, Inc. | CONTRACT ADMINISTRATOR | $47,519 | not reported in the loaded dataset |
| Brian Patten Associates | CONTRACT ADMINISTRATOR | $40,000 | not reported in the loaded dataset |
| General Placement | CONTRACT ADMINISTRATOR | $30,062 | not reported in the loaded dataset |
| Beckerman Company | INVESTMENT ADVISORY | $28,500 | not reported in the loaded dataset |
| Western International Se | CONTRACT ADMINISTRATOR | $24,378 | not reported in the loaded dataset |
| Varnum | CONTRACT ADMINISTRATOR | $22,423 | not reported in the loaded dataset |
| International Union | CONTRACT ADMINISTRATOR | $13,550 | not reported in the loaded dataset |
| Andrea Gibbs | CONTRACT ADMINISTRATOR | $7,435 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |