2023 Form 5500 filing — Memorial 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 20240912111456NAL0016955650001) for Memorial Retirement Plan, reported by Memorial Healthcare under EIN 38-1358208 and plan number 002. It reports 2,122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912111456NAL0016955650001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Memorial Healthcare
- EIN
- 38-1358208
- Plan number
- 002
- Location
- Owosso, MI
- Participants
- 2,122
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,488,875
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,488,875
- Employer contributions
- $1,546,960
- Participant contributions
- $6,042,586
- Total income / additions
- $24,451,191
- Benefits paid
- $7,292,380
- Administrative expenses
- $16,199
- Total expenses
- $7,344,917
- Net increase / (decrease)
- $17,106,274
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | ADVISOR | $54,917 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $29,894 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$68,612 | $0 |