Pension Plan A For Employees Of Consumer Energy Company — Form 5500 plan (Consumers Energy Company)
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, Pension Plan A For Employees Of Consumer Energy Company is a benefit plan reported by Consumers Energy Company under EIN 38-0442310 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,843 participants and $1,960,610,552 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Consumers Energy Company
- EIN
- 38-0442310
- Plan number
- 004
- Plan type
- 2
- Location
- Jackson, MI
- Latest filing year
- 2023
- Participants
- 2,843
- End-of-year plan assets
- $1,960,610,552
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,843 | H, C | 20241009075407NAL0032151952001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,960,610,552
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,960,610,552
- Net assets (BOY)
- $1,822,930,785
Income & contributions
- Total contributions
- $0
- Total income / additions
- $225,364,644
Expenses & distributions
- Benefits paid
- $85,693,474
- Administrative expenses
- $1,991,403
- Total expenses
- $87,684,877
- Net increase / (decrease)
- $137,679,767
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Invt Mgr | CONSULTANT | $942,833 | not reported in the loaded dataset | 2023 |
| Northern Trust | TRUSTEE | $922,888 | not reported in the loaded dataset | 2023 |
| Fidelity Invest Instit Oper Co | RECORDKEEPER | $325,568 | not reported in the loaded dataset | 2023 |
| Wellington Mgmt Company Llp | INVESTMENT MANAGEMENT | $139,965 | not reported in the loaded dataset | 2023 |
| Aon Hewitt | ACTUARY | $125,442 | not reported in the loaded dataset | 2023 |
| Blackrock | INVESTMENT | $57,826 | not reported in the loaded dataset | 2023 |
| Earnest Partneres, LLC | INVESTMENT MGR | $44,797 | not reported in the loaded dataset | 2023 |
| New England Pension Consultants | CONSULTANT | $6,037 | not reported in the loaded dataset | 2023 |
| Comerica | CUSTODIAN | $5,584 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Consumers Energy Company
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Jackson, MI
- Aon Invt Mgr — Schedule C compensation
- Northern Trust — Schedule C compensation
- Fidelity Invest Instit Oper Co — Schedule C compensation
- Wellington Mgmt Company Llp — Schedule C compensation
- Aon Hewitt — Schedule C compensation
- Blackrock — Schedule C compensation
- Earnest Partneres, LLC — Schedule C compensation
- New England Pension Consultants — Schedule C compensation
- Comerica — Schedule C compensation