2023 Form 5500 filing — Michigan Public Health Institute 403(B) Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724123358NAL0008144243001) for Michigan Public Health Institute 403(B) Retirement Savings Plan, reported by Michigan Public Health Institute under EIN 38-2963835 and plan number 001. It reports 1,568 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724123358NAL0008144243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Michigan Public Health Institute
- EIN
- 38-2963835
- Plan number
- 001
- Location
- Okemos, MI
- Participants
- 1,568
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,965,796
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $85,965,796
- Employer contributions
- $6,275,192
- Participant contributions
- $5,077,829
- Total income / additions
- $24,533,319
- Benefits paid
- $4,850,105
- Administrative expenses
- $129,672
- Total expenses
- $5,015,075
- Net increase / (decrease)
- $19,518,244
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Invest. Inst. Opr. Co. | NONE KNOWN | $129,549 | $0 |
| Equitable Financial Life Ins Co | NONE KNOWN | $123 | $5,130 |