2023 Form 5500 filing — Van Andel Institute Retirement 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 20241010110935NAL0011404259001) for Van Andel Institute Retirement Savings Plan, reported by Van Andel Research Institute under EIN 52-2000823 and plan number 001. It reports 685 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)$99MReported net assets$98,981,359

Participants685

Provider compensation$169K3 Schedule C row(s)$168,996

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241010110935NAL0011404259001
Plan sponsor: Van Andel Research Institute
EIN: 52-2000823
Plan number: 001
Location: Grand Rapids, 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)$99M total assets

Net assets$99MLiabilities$0

Money in vs. money out

Total income / additions$23.7M

Total expenses$4.1M

Benefits paid / distributions$3.9M

Contributions

Employer$4.4M

Participant$3.8M

Full reported line items

Total assets (EOY): $98,981,359
Total liabilities (EOY): $0
Net assets (EOY): $98,981,359
Employer contributions: $4,430,005
Participant contributions: $3,753,960
Total income / additions: $23,664,169
Benefits paid: $3,907,978
Administrative expenses: $166,355
Total expenses: $4,074,333
Net increase / (decrease): $19,589,836

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
Provider	Service	Direct comp.	Indirect comp.
Empower Annuity Insurance Company O	RECORDKEEPER	$93,538	$0
Midwest Capital Advisors LLC	INVESTMENT ADVISOR	$47,068	not reported in the loaded dataset
Empower Advisory Group, LLC	INVESTMENT MGMT	$28,390	not reported in the loaded dataset