2023 Form 5500 filing — Spectrum Health And Human Services 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 20241015111028NAL0028160033001) for Spectrum Health And Human Services Retirement Plan, reported by Mental Health Services Of Erie County South East Corporation V Dba Spe under EIN 16-1019944 and plan number 003. It reports 418 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111028NAL0028160033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mental Health Services Of Erie County South East Corporation V Dba Spe
- EIN
- 16-1019944
- Plan number
- 003
- Location
- Orchard Park, NY
- Participants
- 418
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,530,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,530,214
- Employer contributions
- $600,709
- Participant contributions
- $838,299
- Total income / additions
- $3,351,212
- Benefits paid
- $1,766,245
- Administrative expenses
- $75,603
- Total expenses
- $1,849,936
- Net increase / (decrease)
- $1,501,276
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $36,907 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $34,586 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,110 | not reported in the loaded dataset |