2023 Form 5500 filing — Liuna Training Of Michigan
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 20250616160012NAL0001626112003) for Liuna Training Of Michigan, reported by Liuna Training Of Michigan under EIN 23-7187036 and plan number 501. It reports 7,476 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616160012NAL0001626112003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Liuna Training Of Michigan
- EIN
- 23-7187036
- Plan number
- 501
- Location
- Lansing, MI
- Participants
- 7,476
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,831,083
- Total liabilities (EOY)
- $112,709
- Net assets (EOY)
- $24,718,374
- Employer contributions
- $6,737,119
- Total income / additions
- $10,205,896
- Benefits paid
- $4,381,650
- Administrative expenses
- $2,620,731
- Total expenses
- $7,002,381
- Net increase / (decrease)
- $3,203,515
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Daryl K. Gallant | EMPLOYEE OF THE FUND | $128,955 | not reported in the loaded dataset |
| Jeffrey D. Smrz | EMPLOYEE OF THE FUND | $109,154 | not reported in the loaded dataset |
| David D. Koenig | EMPLOYEE OF THE FUND | $105,241 | not reported in the loaded dataset |
| Scott H. Mcdonald | EMPLOYEE OF THE FUND | $101,840 | not reported in the loaded dataset |
| Welfare & Pension Administration | NONE | $100,633 | not reported in the loaded dataset |
| Elliott J. Cook | EMPLOYEE OF THE FUND | $99,301 | not reported in the loaded dataset |
| Greogory Taylor | EMPLOYEE OF THE FUND | $98,788 | not reported in the loaded dataset |
| Tyrese A. West | EMPLOYEE OF THE FUND | $93,808 | not reported in the loaded dataset |
| Gregory A. Blair | EMPLOYEE OF THE FUND | $93,665 | not reported in the loaded dataset |
| James D. Rubel | EMPLOYEE OF THE FUND | $93,106 | not reported in the loaded dataset |
| Derek Inman | EMPLOYEE OF THE FUND | $90,595 | not reported in the loaded dataset |
| Kim L. Dennison | EMPLOYEE OF THE FUND | $88,775 | not reported in the loaded dataset |
| Antonio Calzadia | EMPLOYEE OF THE FUND | $88,586 | not reported in the loaded dataset |
| Theresa R. Frederick | EMPLOYEE OF THE FUND | $87,207 | not reported in the loaded dataset |
| David P. Miller | EMPLOYEE OF THE FUND | $80,047 | not reported in the loaded dataset |
| Craig R. Pallas | EMPLOYEE OF THE FUND | $76,110 | not reported in the loaded dataset |
| Luis Perez | EMPLOYEE OF THE FUND | $71,897 | not reported in the loaded dataset |
| Tim M. Stein | EMPLOYEE OF THE FUND | $70,606 | not reported in the loaded dataset |
| Terrell D. Garner | EMPLOYEE OF THE FUND | $70,125 | not reported in the loaded dataset |
| Sawyer J. Coleman | EMPLOYEE OF THE FUND | $64,904 | not reported in the loaded dataset |
| April M. Holley | EMPLOYEE OF THE FUND | $57,394 | not reported in the loaded dataset |
| Hrisais K. Skorna | EMPLOYEE OF THE FUND | $56,848 | not reported in the loaded dataset |
| Jamie J. Rupert | EMPLOYEE OF THE FUND | $53,823 | not reported in the loaded dataset |
| Danielle K. Lares | EMPLOYEE OF THE FUND | $51,711 | not reported in the loaded dataset |
| Leroy Bunker Ii | EMPLOYEE OF THE FUND | $47,500 | not reported in the loaded dataset |
| Paychex, Inc | NONE | $42,018 | not reported in the loaded dataset |
| Benda, Grace, Stulz & Company, P.C. | NONE | $25,100 | not reported in the loaded dataset |
| Pnc Bank | NONE | $23,236 | not reported in the loaded dataset |
| Watkins Pawlick Calati Prifti Pc | NONE | $15,301 | not reported in the loaded dataset |
| Laborers Joint Deliquency Comm. | NONE | $15,189 | not reported in the loaded dataset |
| Segall, Bryant & Hamill | NONE | $9,230 | not reported in the loaded dataset |
| Michigan Laborers Jdc | NONE | $6,631 | not reported in the loaded dataset |
| Cliftonlartsonallen, Lo | NONE | $5,543 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $5,000 | not reported in the loaded dataset |