Original filing (PDF)20231013145530NAL0067741650001

Semco Energy, Inc.

Name: Semco Energy, Inc. — Enstar Natural Gas Company, Form 5500 (2022)
Creator: Semco Energy, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Enstar Natural Gas Company Retirement Plan for Operating and Clerical UNIT Employees

Defined-benefit pension plan · Semco Energy, Inc.'s Enstar Natural Gas Company Retirement Plan for Operating and Clerical UNIT Employees held $41.1M in plan assets for 65 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$41.1M

Net assets (EOY)

$41.0M

How this plan invests

This plan

16 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SEMCO ENERGY, INC..

Plan sponsor

Name

SEMCO ENERGY, INC.

EIN

38-2144267all filings

Address

1411 THIRD STREET, SUITE A · PORT HURON, MI · 48060

Phone

(810) 987-2200

Industry

Utilities

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

011

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-13

Pension benefit codes

1B · Flat-dollar DB formula

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

BDO USA, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHWARTZ & CO.	38-2117812	—	INVESTMENT ADVISOR	$17K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMERICA BANK	42-1741646	—	DIRECTED TRUSTEE	$12K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
BDO USA, P.C.	13-5381590	—	PLAN AUDITOR	$19K	—

Actuary

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILLIS TOWERS WATSON US LLC	53-0181291	—	ACTUARY	$21K	—

Investments

16 direct securities· $40.9M(100% of reported assets)

Mutual Funds

$27.1M

11 holdings

Other securities

$13.7M

5 holdings

					% of plan
Vanguard Equity Income Admiral	Mutual Funds	—	$4.6M	$4.3M	10.6%
Vanguard Intermediate Term Treasury	Mutual Funds	—	$5.0M	$4.1M	10.1%
JP Morgan Core Bond CL R6	Other securities	—	$4.9M	$4.1M	10.1%
PIMCO Total Return Fund Institutional CL	Mutual Funds	—	$5.1M	$4.1M	10.0%
Touchstone Large Cap Focused Y	Other securities	—	$3.1M	$3.6M	8.7%
JP Morgan Large Cap Growth R6	Other securities	—	$3.2M	$3.0M	7.4%
Vanguard Mid-Cap Value Index Admiral	Mutual Funds	—	$1.6M	$2.8M	6.9%
Vanguard Small Cap Value Index Admiral	Mutual Funds	—	$1.7M	$2.8M	6.9%
Lord Abbett Short Duration Income Cl I	Mutual Funds	—	$2.9M	$2.6M	6.4%
T. Rowe Price Mid-Cap Growth	Other securities	—	$1.6M	$1.9M	4.7%
American Funds Growth Fund of America CL R6	Mutual Funds	—	$1.4M	$1.5M	3.7%
Vanguard Small Cap Growth Index Admiral	Mutual Funds	—	$627K	$1.5M	3.7%
Vanguard International Value	Mutual Funds	—	$1.3M	$1.3M	3.2%
American Funds EuroPacific Growth Fund CL R6	Mutual Funds	—	$1.2M	$1.3M	3.1%
T. Rowe Price International Discovery	Other securities	—	$1.1M	$1.0M	2.5%
American Funds New World R6	Mutual Funds	—	$633K	$630K	1.5%