2023 Form 5500 filing — Thunder Bay Community Health Service 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 20240930075520NAL0005434193001) for Thunder Bay Community Health Service 401(K) Plan, reported by Thunder Bay Community Health Service, Inc. under EIN 38-2290337 and plan number 001. It reports 287 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930075520NAL0005434193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thunder Bay Community Health Service, Inc.
- EIN
- 38-2290337
- Plan number
- 001
- Location
- Alpena, MI
- Participants
- 287
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,312,148
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,312,148
- Employer contributions
- $635,239
- Participant contributions
- $774,760
- Total income / additions
- $3,446,823
- Benefits paid
- $816,454
- Administrative expenses
- $38,806
- Total expenses
- $855,260
- Net increase / (decrease)
- $2,591,563
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $36,544 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $2,262 | $0 |