Plan5500

Harbor Beach, MI Form 5500 retirement and benefit plan filings

City Form 5500 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, Harbor Beach, MI has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $7,062,378 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Harbor Beach

  • 2 loaded plans hold $7.1M in reported assets across 1 sponsors.
  • The largest, Harbor Beach Community Hospital Pension & Tax Def Savings Plan, holds 100% of reported Harbor Beach plan assets.
  • Plans cover 314 participants — about 157 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.1MSummed across loaded plans$7,057,330
Total reported assets$7.1M$7,062,378
Total reported participants314
Total reported liabilities$5K$5,048

Reported net position

Reported assets = net assets + liabilities (summed)$7.1M total assets
Net assets$7.1MLiabilities$5K
Contributions & income
Employer contributions$168K
Participant contributions$336.9K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$300.3K
Total expenses$337.3K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Harbor Beach, MI plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Harbor Beach market comparison

Largest plan share of assets100%Harbor Beach Community Hospital Pension & Tax Def Savings Plan
Participants per plan157Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Harbor Beach

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Harbor Beach Community Hospital Pension & Tax Def Savings Plan$7.1M
    Harbor Beach Community Hospital · 2023
  2. 2
    Harbor Beach Community Hospital$0
    Harbor Beach Community Hospital, Inc. · 2023

Largest plans in Harbor Beach → · Harbor Beach plans by participants → · Harbor Beach plans with financial data → · Harbor Beach plans with provider compensation → · $1B+ plans in Harbor Beach →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Harbor Beach, MI?
2 plan(s) reported by 1 sponsor(s) are loaded for Harbor Beach, MI.

Related Form 5500 pages