2023 Form 5500 filing — Arbor Research Collaborative For Health 401(K) 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 20240816151930NAL0024920784001) for Arbor Research Collaborative For Health 401(K) Plan, reported by Arbor Research Collaborative For Health under EIN 38-3289521 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$30.3MReported net assets$30,271,387

Participants262

Provider compensation$26.6K2 Schedule C row(s)$26,639

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240816151930NAL0024920784001
Plan sponsor: Arbor Research Collaborative For Health
EIN: 38-3289521
Plan number: 001
Location: Ann Arbor, MI
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$30.3M total assets

Net assets$30.3MLiabilities$0

Money in vs. money out

Total income / additions$7.2M

Total expenses$2.1M

Benefits paid / distributions$2.1M

Contributions

Employer$1.2M

Participant$737.9K

Full reported line items

Total assets (EOY): $30,271,387
Total liabilities (EOY): $0
Net assets (EOY): $30,271,387
Employer contributions: $1,179,120
Participant contributions: $737,875
Total income / additions: $7,195,033
Benefits paid: $2,057,902
Administrative expenses: $26,804
Total expenses: $2,084,706
Net increase / (decrease): $5,110,327

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Voya Retirement Insurance And Annui$16.4K
SERVICE PROVIDER · Direct $16.4K · Indirect $0
2
The Angell Pension Gropu Inc.$10.2K
THIRD PARTY ADMINISTRATO · Direct $10.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240816151930NAL0024920784001 cover?: It is the 2023 Form 5500 filing for Arbor Research Collaborative For Health 401(K) Plan, reported by Arbor Research Collaborative For Health (EIN 38-3289521).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).