Michigan Mutual Inc. 401k Plan — Form 5500 plan (Michigan Mutual, 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, Michigan Mutual Inc. 401k Plan is a benefit plan reported by Michigan Mutual, Inc. under EIN 38-3092473 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $16,567,442 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Michigan Mutual, Inc.
EIN
38-3092473
Plan number
001
Plan type
2
Location
Port Huron, MI
Latest filing year
2023
Participants
276
End-of-year plan assets
$16,567,442

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023276H, C20241007064037NAL0008695811001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,567,442
Total liabilities (EOY)
$0
Net assets (EOY)
$16,567,442
Net assets (BOY)
$14,424,738

Income & contributions

Employer contributions
$117,380
Participant contributions
$1,161,065
Total contributions
$1,337,193
Total income / additions
$3,685,993

Expenses & distributions

Benefits paid
$1,439,574
Administrative expenses
$26,579
Total expenses
$1,543,289
Net increase / (decrease)
$2,142,704

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$0$52,1282023
Adp, Inc.RECORD KEEPER$26,579$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages