2023 Form 5500 filing — Baker College Employees' Pension Trust
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 20250613133421NAL0017597521001) for Baker College Employees' Pension Trust, reported by Baker College Professional Services, Inc. under EIN 38-3043861 and plan number 003. It reports 970 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613133421NAL0017597521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baker College Professional Services, Inc.
- EIN
- 38-3043861
- Plan number
- 003
- Location
- Owosso, MI
- Participants
- 970
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,858,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,858,382
- Employer contributions
- $2,082,616
- Participant contributions
- $0
- Total income / additions
- $14,483,997
- Benefits paid
- $10,979,202
- Administrative expenses
- $8,615
- Total expenses
- $10,987,817
- Net increase / (decrease)
- $3,496,180
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mml Investors Services Inc | BROKER/ ADVISOR | $0 | $11,736 |
| Empower Annuity Insurance Company | RECORD KEEPER | $5,850 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $1,165 | not reported in the loaded dataset |