Michigan Upper Peninsula Intrl Brotherhood Of Elec Workers Pension Plan — Form 5500 plan (Michigan Upper Peninsula Ibew)
Plain-English plan 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, Michigan Upper Peninsula Intrl Brotherhood Of Elec Workers Pension Plan is a benefit plan reported by Michigan Upper Peninsula Ibew under EIN 36-3020872 and plan number 001. The latest loaded filing year is 2023. The filing reports 628 participants and $89,960,912 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Michigan Upper Peninsula Ibew
- EIN
- 36-3020872
- Plan number
- 001
- Plan type
- 1
- Location
- Marquette, MI
- Latest filing year
- 2023
- Participants
- 628
- End-of-year plan assets
- $89,960,912
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 628 | H, C | 20240920104506NAL0007323249003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $89,960,912
- Total liabilities (EOY)
- $76,603
- Net assets (EOY)
- $89,884,309
- Net assets (BOY)
- $78,060,937
Income & contributions
- Employer contributions
- $5,180,749
- Total contributions
- $5,180,749
- Total income / additions
- $16,396,089
Expenses & distributions
- Benefits paid
- $4,108,943
- Administrative expenses
- $463,774
- Total expenses
- $4,572,717
- Net increase / (decrease)
- $11,823,372
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Michigan U.P. Ibew Pension Plan LLC | NONE | $133,078 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren S.C. | NONE | $64,832 | not reported in the loaded dataset | 2023 |
| Andco Consulting | NONE | $40,500 | not reported in the loaded dataset | 2023 |
| First Bank | NONE | $29,864 | not reported in the loaded dataset | 2023 |
| United Actuarial Servcies | NONE | $19,500 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz & Company, P.C. | NONE | $15,400 | not reported in the loaded dataset | 2023 |
| Anderson, Tackman & Company, Plc | NONE | $8,972 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Michigan Upper Peninsula Ibew
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Marquette, MI
- Michigan U.P. Ibew Pension Plan LLC — Schedule C compensation
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- Andco Consulting — Schedule C compensation
- First Bank — Schedule C compensation
- United Actuarial Servcies — Schedule C compensation
- Benda, Grace, Stulz & Company, P.C. — Schedule C compensation
- Anderson, Tackman & Company, Plc — Schedule C compensation