2023 Form 5500 filing — Munson 403(B) 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 20241009140919NAL0018501441002) for Munson 403(B) Plan, reported by Munson Healthcare under EIN 38-2640544 and plan number 003. It reports 9,815 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009140919NAL0018501441002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Munson Healthcare
- EIN
- 38-2640544
- Plan number
- 003
- Location
- Traverse City, MI
- Participants
- 9,815
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $436,143,226
- Net assets (EOY)
- $436,143,226
- Employer contributions
- $6,757,880
- Participant contributions
- $34,390,315
- Total income / additions
- $106,591,578
- Benefits paid
- $47,085,424
- Administrative expenses
- $668,500
- Total expenses
- $47,802,219
- Net increase / (decrease)
- $58,789,359
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $570,010 | $0 |
| Stifel, Nicolaus & Company, Inc. | BROKER | $74,622 | not reported in the loaded dataset |
| Munson Healthcare | PLAN SPONSOR | $13,750 | not reported in the loaded dataset |
| Warner Norcross & Judd Llp | LEGAL | $10,116 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |