2023 Form 5500 filing — Emergent Health Partners 403(B) Retirement 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 20240910104558NAL0002929267001) for Emergent Health Partners 403(B) Retirement Plan, reported by Emergent Health Partners under EIN 45-2579119 and plan number 001. It reports 1,094 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)$52.3MReported net assets$52,314,368
Participants1.1K1,094
Provider compensation$192.6K3 Schedule C row(s)$192,578
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240910104558NAL0002929267001
Plan sponsor
Emergent Health Partners
EIN
45-2579119
Plan number
001
Location
Ann Arbor, MI
Received date
not reported in the loaded dataset
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)$52.3M total assets
Net assets$52.3MLiabilities$0
Money in vs. money out
Total income / additions$13M
Total expenses$5.6M
Benefits paid / distributions$5.4M
Contributions
Employer$1.7M
Participant$3.4M
Full reported line items
Total assets (EOY)
$52,314,368
Total liabilities (EOY)
$0
Net assets (EOY)
$52,314,368
Employer contributions
$1,732,266
Participant contributions
$3,415,031
Total income / additions
$13,034,790
Benefits paid
$5,393,493
Administrative expenses
$156,578
Total expenses
$5,550,071
Net increase / (decrease)
$7,484,719

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$156,578$0
Sortino Advisory Partners, LLCINVESTMENT ADVISORY$0$36,000
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$0

Related Form 5500 pages