Michigan Electrical Employees' Pension Plan — Form 5500 plan (Trustees Of Michigan Electrical Employees' 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, Michigan Electrical Employees' Pension Plan is a benefit plan reported by Trustees Of Michigan Electrical Employees' Pension Fund under EIN 38-6233977 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,104 participants and $500,933,851 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Michigan Electrical Employees' Pension Fund
- EIN
- 38-6233977
- Plan number
- 001
- Plan type
- 1
- Location
- Madison Heights, MI
- Latest filing year
- 2023
- Participants
- 5,104
- End-of-year plan assets
- $500,933,851
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,104 | H, C | 20241015084511NAL0048533056006 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $500,933,851
- Total liabilities (EOY)
- $2,768,056
- Net assets (EOY)
- $498,165,795
- Net assets (BOY)
- $440,635,333
Income & contributions
- Employer contributions
- $24,593,082
- Total contributions
- $24,593,082
- Total income / additions
- $93,915,249
Expenses & distributions
- Benefits paid
- $33,571,538
- Administrative expenses
- $2,813,249
- Total expenses
- $36,384,787
- Net increase / (decrease)
- $57,530,462
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $991,214 | $0 | 2023 |
| Wcm Investment Management | NONE | $402,355 | $0 | 2023 |
| Wilson Mcshane Corporation | NONE | $247,750 | not reported in the loaded dataset | 2023 |
| Eagle Capital Management, LLC | NONE | $246,373 | $0 | 2023 |
| American Realty Advisors | NONE | $242,353 | not reported in the loaded dataset | 2023 |
| Tic International Corporation | NONE | $111,845 | not reported in the loaded dataset | 2023 |
| Centersquare Investment Management | NONE | $70,106 | not reported in the loaded dataset | 2023 |
| Watkins Pawlick Calati & Prifti, Pc | SEE ATTACHED | $60,304 | not reported in the loaded dataset | 2023 |
| Cuni, Rust, Stren, Inc. | NONE | $57,200 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $29,832 | not reported in the loaded dataset | 2023 |
| Trade Solutions | NONE | $27,983 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz & Company, P.C. | NONE | $27,500 | not reported in the loaded dataset | 2023 |
| Metropolitan West Asset Managment | NONE | $19,099 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $0 | $0 | 2023 |
| Delaware/Mondrian Int'L Adr | NONE | $0 | $0 | 2023 |
| Eip Energy Infr & Mlp Str | NONE | $0 | $0 | 2023 |
| Polen Capital | NONE | $0 | $0 | 2023 |
| John Hancock | NONE | $0 | $0 | 2023 |
| Geneva Capital | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Michigan Electrical Employees' Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Madison Heights, MI
- Morgan Stanley Smith Barney — Schedule C compensation
- Wcm Investment Management — Schedule C compensation
- Wilson Mcshane Corporation — Schedule C compensation
- Eagle Capital Management, LLC — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Tic International Corporation — Schedule C compensation
- Centersquare Investment Management — Schedule C compensation
- Watkins Pawlick Calati & Prifti, Pc — Schedule C compensation
- Cuni, Rust, Stren, Inc. — Schedule C compensation
- National Investment Services — Schedule C compensation
- Trade Solutions — Schedule C compensation
- Benda, Grace, Stulz & Company, P.C. — Schedule C compensation
- Metropolitan West Asset Managment — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Delaware/Mondrian Int'L Adr — Schedule C compensation
- Eip Energy Infr & Mlp Str — Schedule C compensation
- Polen Capital — Schedule C compensation
- John Hancock — Schedule C compensation
- Geneva Capital — Schedule C compensation