2023 Form 5500 filing — Sparrow Health System Master Trust
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 20241009104508NAL0019036721002) for Sparrow Health System Master Trust, reported by Sparrow Health System Pension Master Trust under EIN 83-2121212 and plan number 001. It reports 0 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009104508NAL0019036721002
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Sparrow Health System Pension Master Trust
- EIN
- 83-2121212
- Plan number
- 001
- Location
- Lansing, MI
- Participants
- 0
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $688,525,600
- Total liabilities (EOY)
- $1,514,106
- Net assets (EOY)
- $687,011,494
- Total income / additions
- $64,156,118
- Administrative expenses
- $8,328,461
- Total expenses
- $8,328,461
- Net increase / (decrease)
- $55,827,657
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investments | INVESTMENT MANAGEMENT | $2,242,916 | not reported in the loaded dataset |
| Mercer (U.S.) Inc | ACTUARY | $1,179,809 | not reported in the loaded dataset |
| The Bank Of New York Mellon Corp | CUSTODIAN | $213,793 | $0 |
| Andrews Hooper Pavlik Plc | AUDIT & TAX SERVICES | $41,920 | not reported in the loaded dataset |