2023 Form 5500 filing — Sparrow Health System Associate Retirement Plan For 403(B) Transfers
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 20241014161421NAL0026682753001) for Sparrow Health System Associate Retirement Plan For 403(B) Transfers, reported by Sparrow Health System under EIN 38-2542859 and plan number 004. It reports 369 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)$17MReported net assets$17,027,338
Participants369
Provider compensation$7.8K3 Schedule C row(s)$7,831
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014161421NAL0026682753001
- Plan sponsor
- Sparrow Health System
- EIN
- 38-2542859
- Plan number
- 004
- Location
- Lansing, 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)$17M total assets
Net assets$17MLiabilities—
Full reported line items
- Total assets (EOY)
- $17,027,338
- Net assets (EOY)
- $17,027,338
- Participant contributions
- $1,339,912
- Total income / additions
- $5,621,449
- Benefits paid
- $2,086,218
- Administrative expenses
- $8,765
- Total expenses
- $2,094,983
- Net increase / (decrease)
- $3,526,466
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $7,826 | $0 |
| Charles Schwab & Co., Inc | SECURITIES BROKER | $5 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |