Southeastern Michigan Health Association — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Southeastern Michigan Health Association (EIN 38-1671500) is a plan sponsor located in Detroit, MI with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
38-1671500
Location
Detroit, MI
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Southeastern Michigan Health Association

  • 3 loaded plans hold $17.6M in reported assets.
  • The largest, Tax Deferred Annuity Plan Of Southeastern Michigan Health Association, holds 52% of this company's reported plan assets.
  • Plans cover 1,758 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.6MSummed across loaded plans$17,596,175
Total reported assets$17.6M$17,596,175
Total reported participants1.8K1,758
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$17.6M total assets
Net assets$17.6MLiabilities$0
Contributions & income
Employer contributions$701.2K
Participant contributions$500.5K
Total income / additions$2.9M
Expenses & distributions
Benefits paid / distributions$2.1M
Total expenses$2.1M
Net increase / (decrease)$766.5K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets52%Tax Deferred Annuity Plan Of Southeastern Michigan Health Association
Participants per plan586Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
  2. 2
    Plan #003 · 801 participants · 2023
  3. 3
    Plan #501 · 280 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Southeastern Michigan Health Association. Open one for its full reported snapshot.

  1. 2023
    Southeastern Mi Health Association Health And Welfare Benefits Plan280 participants · 2No schedules
    View filing →
  2. 2023
    Southeastern Mi Health Association Health And Welfare Benefits Plan267 participants · 2No schedules
    View filing →
  3. 2023
    401(A) Thrift Plan Of Southeastern Michigan Health Association801 participants · 2Sch HSch C
    View filing →
  4. 2023
    Tax Deferred Annuity Plan Of Southeastern Michigan Health Association677 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Southeastern Michigan Health Association report on Form 5500?
Southeastern Michigan Health Association (EIN 38-1671500) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Southeastern Michigan Health Association?
The Employer Identification Number (EIN) reported for Southeastern Michigan Health Association is 38-1671500.
What is the latest Form 5500 filing year for Southeastern Michigan Health Association?
The latest loaded Form 5500 filing year for Southeastern Michigan Health Association is 2023.

Related Form 5500 pages