Outstate Michigan Trowel Trades Pension Fund — Form 5500 plan (Trustees Of Outstate Michigan Trowel Trades Pension Fund)
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, Outstate Michigan Trowel Trades Pension Fund is a benefit plan reported by Trustees Of Outstate Michigan Trowel Trades Pension Fund under EIN 38-6222545 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,591 participants and $81,541,241 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Outstate Michigan Trowel Trades Pension Fund
- EIN
- 38-6222545
- Plan number
- 001
- Plan type
- 1
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 1,591
- End-of-year plan assets
- $81,541,241
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,591 | H, C | 20241014150013NAL0013492579002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,541,241
- Total liabilities (EOY)
- $347,776
- Net assets (EOY)
- $81,193,465
- Net assets (BOY)
- $73,991,926
Income & contributions
- Employer contributions
- $4,007,168
- Total contributions
- $4,007,168
- Total income / additions
- $13,410,928
Expenses & distributions
- Benefits paid
- $5,773,417
- Administrative expenses
- $435,972
- Total expenses
- $6,209,389
- Net increase / (decrease)
- $7,201,539
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marquette Associates, Inc. | NONE | $70,000 | not reported in the loaded dataset | 2023 |
| Tic International Corporatioin | NONE | $63,998 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $25,809 | not reported in the loaded dataset | 2023 |
| United Actuarial Servcies | NONE | $23,300 | not reported in the loaded dataset | 2023 |
| Stefansky Holloway & Nichols, Inc. | NONE | $21,986 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz & Company, P.C. | NONE | $21,850 | not reported in the loaded dataset | 2023 |
| Watkins Pawlick Calatie & Prifti Pc | NONE | $17,113 | not reported in the loaded dataset | 2023 |
| Clarkston Capital Partners | NONE | $16,751 | not reported in the loaded dataset | 2023 |
| Trade Solutions | NONE | $11,147 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Outstate Michigan Trowel Trades Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Marquette Associates, Inc. — Schedule C compensation
- Tic International Corporatioin — Schedule C compensation
- Comerica Bank — Schedule C compensation
- United Actuarial Servcies — Schedule C compensation
- Stefansky Holloway & Nichols, Inc. — Schedule C compensation
- Benda, Grace, Stulz & Company, P.C. — Schedule C compensation
- Watkins Pawlick Calatie & Prifti Pc — Schedule C compensation
- Clarkston Capital Partners — Schedule C compensation
- Trade Solutions — Schedule C compensation