2023 Form 5500 filing — Spectrum Health Pension 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 20241012043931NAL0011580099001) for Spectrum Health Pension Plan, reported by Corewell Health under EIN 38-3382353 and plan number 001. It reports 4,067 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012043931NAL0011580099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Corewell Health
- EIN
- 38-3382353
- Plan number
- 001
- Location
- Grand Rapids, MI
- Participants
- 4,067
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $239,040,477
- Total liabilities (EOY)
- $8,035,927
- Net assets (EOY)
- $231,004,550
- Total income / additions
- $22,512,654
- Benefits paid
- $20,413,831
- Administrative expenses
- $1,882,848
- Total expenses
- $22,296,679
- Net increase / (decrease)
- $215,975
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Deloitte Consulting Llp | NONE | $749,160 | not reported in the loaded dataset |
| Nisa Investment Advisors, LLC | NONE | $294,214 | not reported in the loaded dataset |
| Pimco | NONE | $225,384 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $76,224 | not reported in the loaded dataset |
| Wcm Investment Management, LLC | NONE | $52,417 | not reported in the loaded dataset |
| Spectrum Health System | PLAN SPONSOR | $38,140 | not reported in the loaded dataset |
| Mercer Investments LLC | NONE | $20,609 | not reported in the loaded dataset |
| Plante & Moran, Pllc | NONE | $18,700 | not reported in the loaded dataset |
| Foremost Graphics, LLC | NONE | $7,736 | not reported in the loaded dataset |
| Deloitte Tax Llp | NONE | $5,509 | not reported in the loaded dataset |