Semco Energy, Inc. Non-Union Employees' Retirement Plan — Form 5500 plan (Semco Energy, Inc.)
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, Semco Energy, Inc. Non-Union Employees' Retirement Plan is a benefit plan reported by Semco Energy, Inc. under EIN 38-2144267 and plan number 010. The latest loaded filing year is 2023. The filing reports 584 participants and $142,917,348 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Semco Energy, Inc.
- EIN
- 38-2144267
- Plan number
- 010
- Plan type
- 2
- Location
- Port Huron, MI
- Latest filing year
- 2023
- Participants
- 584
- End-of-year plan assets
- $142,917,348
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 584 | H, C | 20241114170028NAL0011382707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $142,917,348
- Total liabilities (EOY)
- $718,262
- Net assets (EOY)
- $142,199,086
- Net assets (BOY)
- $158,589,754
Income & contributions
- Employer contributions
- $413,280
- Total contributions
- $413,280
- Total income / additions
- $19,323,134
Expenses & distributions
- Benefits paid
- $5,942,977
- Administrative expenses
- $739,753
- Total expenses
- $6,682,730
- Net increase / (decrease)
- $12,640,404
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwartz & Co. | INVESTMENT ADVISOR | $63,785 | $0 | 2023 |
| Bdo Usa, P.C. | PLAN AUDITOR | $46,539 | not reported in the loaded dataset | 2023 |
| Comerica Bank | DIRECTED TRUSTEE | $36,604 | $0 | 2023 |
| Willis Towers Watson Us LLC | ACTUARY | $35,596 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Semco Energy, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Port Huron, MI
- Schwartz & Co. — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation