Great Lakes Energy Non-Union 401(K) Plan — Form 5500 plan (Great Lakes Energy Cooperative, 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, Great Lakes Energy Non-Union 401(K) Plan is a benefit plan reported by Great Lakes Energy Cooperative, Inc under EIN 38-3321875 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $33,103,509 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Great Lakes Energy Cooperative, Inc
EIN
38-3321875
Plan number
001
Plan type
2
Location
Boyne City, MI
Latest filing year
2023
Participants
176
End-of-year plan assets
$33,103,509

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023176H, C20241004072701NAL0011098305001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,103,509
Net assets (EOY)
$33,103,509
Net assets (BOY)
$27,435,310

Income & contributions

Employer contributions
$430,877
Participant contributions
$1,634,218
Total contributions
$2,323,807
Total income / additions
$7,268,645

Expenses & distributions

Benefits paid
$1,613,496
Administrative expenses
$92,571
Total expenses
$1,706,067
Net increase / (decrease)
$5,562,578

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Insurance CompanyRECORDKEEPER$87,220$02023
Mesirow Financial IncINVESTMENT ADVISOR$5,351not reported in the loaded dataset2023

Related Form 5500 pages