2023 Form 5500 filing — Upper Peninsula Health Plan 401(K) Profit Sharing 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 20240903103927NAL0030670304001) for Upper Peninsula Health Plan 401(K) Profit Sharing Plan, reported by Upper Peninsula Managed Care, LLC under EIN 38-3323620 and plan number 001. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903103927NAL0030670304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Upper Peninsula Managed Care, LLC
- EIN
- 38-3323620
- Plan number
- 001
- Location
- Marquette, MI
- Participants
- 214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,416,731
- Total liabilities (EOY)
- $809
- Net assets (EOY)
- $13,415,922
- Employer contributions
- $352,231
- Participant contributions
- $868,535
- Total income / additions
- $3,279,526
- Benefits paid
- $790,408
- Administrative expenses
- $21,104
- Total expenses
- $811,512
- Net increase / (decrease)
- $2,468,014
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $21,104 | $0 |