2023 Form 5500 filing — Mclaren St. Luke'S Retirement 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 20241010142504NAL0020320401001) for Mclaren St. Luke'S Retirement Plan, reported by Mclaren St. Luke'S under EIN 34-4428232 and plan number 001. It reports 1,913 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010142504NAL0020320401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mclaren St. Luke'S
- EIN
- 34-4428232
- Plan number
- 001
- Location
- Grand Blanc, MI
- Participants
- 1,913
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $145,525,424
- Net assets (EOY)
- $145,525,424
- Employer contributions
- $2,250,000
- Total income / additions
- $13,602,499
- Benefits paid
- $10,501,376
- Administrative expenses
- $1,416,184
- Total expenses
- $11,917,560
- Net increase / (decrease)
- $1,684,939
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | NONE | $125,716 | not reported in the loaded dataset |
| Miller Canfield Paddock | NONE | $50,785 | not reported in the loaded dataset |
| Jpmorgan Chase | NONE | $21,000 | not reported in the loaded dataset |
| Comerica | NONE | $19,838 | not reported in the loaded dataset |
| Forvis Mazars, Llp | NONE | $19,725 | not reported in the loaded dataset |
| Fund Evaluation Group | NONE | $12,916 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $10,000 | not reported in the loaded dataset |