2023 Form 5500 filing — High Street Insurance Partners 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 20241003185128NAL0006025603001) for High Street Insurance Partners 401(K) Plan, reported by High Street Insurance Partners, Inc. under EIN 83-0860475 and plan number 001. It reports 1,847 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003185128NAL0006025603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- High Street Insurance Partners, Inc.
- EIN
- 83-0860475
- Plan number
- 001
- Location
- Grand Rapids, MI
- Participants
- 1,847
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,049,126
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,049,126
- Employer contributions
- $4,746,526
- Participant contributions
- $9,299,666
- Total income / additions
- $29,151,423
- Benefits paid
- $9,645,417
- Administrative expenses
- $219,974
- Total expenses
- $9,898,267
- Net increase / (decrease)
- $19,253,156
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $135,505 | $0 |
| The Angell Pension Group Inc | CONTRACT ADMIN | $0 | $38,374 |
| Caron & Bletzer, Pllc | AUDITOR | $38,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $27,111 | not reported in the loaded dataset |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $18,566 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset |
| The Angell Pension Group | OTHER | $393 | not reported in the loaded dataset |