2023 Form 5500 filing — Spectrum Health Lakeland Retiree Hra
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 20241015111112NAL0029359057002) for Spectrum Health Lakeland Retiree Hra, reported by Spectrum Health Lakeland under EIN 38-2609624 and plan number 510. It reports 465 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111112NAL0029359057002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spectrum Health Lakeland
- EIN
- 38-2609624
- Plan number
- 510
- Location
- St. Joseph, MI
- Participants
- 465
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,287,609
- Net assets (EOY)
- $18,287,609
- Employer contributions
- $475,398
- Total income / additions
- $2,931,967
- Benefits paid
- $475,398
- Administrative expenses
- $52,754
- Total expenses
- $528,152
- Net increase / (decrease)
- $2,403,815
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson, LLC | RECORDKEEPING | $29,911 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $10,776 | not reported in the loaded dataset |
| Huntington National Bank | CUSTODIAN | $10,067 | not reported in the loaded dataset |