2023 Form 5500 filing — Henry Ford Health System Heritage 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 20241013211210NAL0026247473001) for Henry Ford Health System Heritage 403(B) Plan, reported by Henry Ford Health System under EIN 38-1357020 and plan number 014. It reports 20,506 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013211210NAL0026247473001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Henry Ford Health System
- EIN
- 38-1357020
- Plan number
- 014
- Location
- Detroit, MI
- Participants
- 20,506
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,284,257,295
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,284,257,295
- Employer contributions
- $20,283
- Participant contributions
- $80,727,339
- Total income / additions
- $287,931,237
- Benefits paid
- $84,511,744
- Administrative expenses
- $449,814
- Total expenses
- $85,263,842
- Net increase / (decrease)
- $202,667,395
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $406,675 | $0 |
| Gjc Cpa'S & Adviosrs | NONE | $18,650 | not reported in the loaded dataset |
| Nepc | NONE | $6,761 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $6,200 | not reported in the loaded dataset |
| Clark Hill Plc | NONE | $5,771 | not reported in the loaded dataset |