2023 Form 5500 filing — Midmichigan Health Services Employees Savings 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 20241009084929NAL0036523186001) for Midmichigan Health Services Employees Savings Plan, reported by Mid Michigan Health Services Dba Midmichigan Community Health Services under EIN 38-2168007 and plan number 001. It reports 137 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)$6.9MReported net assets$6,877,793
Participants137
Provider compensation$24K3 Schedule C row(s)$24,035
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009084929NAL0036523186001
Plan sponsor
Mid Michigan Health Services Dba Midmichigan Community Health Services
EIN
38-2168007
Plan number
001
Location
Houghton Lake, 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)$6.9M total assets
Net assets$6.9MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$273.1K
Benefits paid / distributions$271.9K
Contributions
Employer$362.3K
Participant$645.9K
Full reported line items
Total assets (EOY)
$6,877,793
Total liabilities (EOY)
$0
Net assets (EOY)
$6,877,793
Employer contributions
$362,316
Participant contributions
$645,922
Total income / additions
$2,030,391
Benefits paid
$271,925
Administrative expenses
$1,200
Total expenses
$273,125
Net increase / (decrease)
$1,757,266

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lakeman FinancialOTHER SERVICES$0$22,835
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$1,200$0
Wilshire Advisors LLCINVESTMENT ADVISORY$0$0

Related Form 5500 pages