# Consumers Energy Company Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/consumers-energy-company-380442310-510

> Consumers Energy Company&#39;s Health &amp; Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Consumers Energy Company

- **Sponsor EIN:** 380442310

- **Sponsor Address:** ONE ENERGY PLAZA, JACKSON, MI, 492012277

- **Plan Type:** Health & Welfare

- **Plan Number:** 510

- **Total Participants:** 0

- **Total Assets:** $1.2B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$1.2B|$11.9M|$3.9M|

| 2023|0|$1.1B|$10.6M|$4.4M|

| 2022|0|$1.0B|$8.5M|$4.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| AON INVESTMENTS USA INC|Other Service Provider|$349,211|—|$349,211|

| NORTHERN TRUST|Custodian / Trustee|$303,068|—|$303,068|

| CLARION PARTNERS, LLD|Other Service Provider|$146,307|—|$146,307|

| EARNEST PARTNERS|Other Service Provider|$104,094|—|$104,094|

| LOOMIS|Other Service Provider|$80,512|—|$80,512|

| PIMCO|Other Service Provider|$65,383|—|$65,383|

| METLIFE INVESTMENT MGMT HOLDINGS|Other Service Provider|$53,832|—|$53,832|

| STATE STREET RESEARCH & MGMT|Other Service Provider|$37,235|—|$37,235|

| FRANKLIN TEMPLETON|Other Service Provider|$25,064|—|$25,064|

| DELOITTE TAX|Other Service Provider|$13,640|—|$13,640|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,178,346

- **Estimated Expense Ratio:** 0.102% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,779,372|$1,779,372|—|—|—|

| 2023|$8,009,796|$8,009,796|—|—|—|

| 2022|$2,756,192|$2,756,192|—|—|—|

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