· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ADRIAN RETIREE MEDICAL & PRESCRIPTION DRUG PLAN — Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250602160812NAL0006688403001
ADRIAN RETIREE MEDICAL & PRESCRIPTION DRUG PLAN
Form 5500
FILING_RECEIVED
ADRIAN RETIREE MEDICAL & PRESCRIPTION DRUG PLAN
Health & welfare plan
Signals · 1
94% in single holding
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ADRIAN RETIREE MEDICAL & PRESCRIPTION DRUG PLAN
.
Find decision makers
Plan sponsor
Name
ADRIAN RETIREE MEDICAL & PRESCRIPTION DRUG PLAN
EIN
33-1196416
Address
4084 S PITTSFORD RD · PITTSFORD, MI · 492719818
Phone
(517) 548-6684
Industry
Commercial Banking
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
550
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-02
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
SHEA & ASSOCIATES ADVISORY AND ACCT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities
· $1.2M
(99% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
MetLife Annuities
—
—
$2.1M
$1.1M
92.4%
Fifth Third Money Market
—
—
$78K
$78K
6.3%
Related plans
Similar-size Commercial Banking plans
GENOA COMMUNITY BANK
GENOA COMMUNITY BANK 401K PROFIT SHARING PLAN
$1.2M · 9 participants
COUNTY SCHOOLS FEDERAL CREDIT
COUNTY SCHOOLS FEDERAL CREDIT 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 15 participants
NEW HAMPSHIRE BANKERS ASSOCIATION
NEW HAMPSHIRE BANKERS ASSOCIATION 401(K) PROFIT SHARING PLAN
$1.2M · 5 participants
FIRST NEIGHBORHOOD BANK
FIRST NEIGHBORHOOD BANK 401(K) PLAN
$1.2M · 25 participants
FIRST STATE BANK OF SAUK CENTRE
90
Knocking points off
Top holding "MetLife Annuities" is 94% of plan.
No active participants reported but plan still holds assets.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
FIRST STATE BANK OF SAUK CENTRE EMPLOYEE'S 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 17 participants
BONAIRE INVESTOR GROUP
BONAIRE INVESTOR GROUP 401K
$1.2M · 10 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
