2023 Form 5500 filing — Spectrum Health System 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 20241015111112NAL0029359057003) for Spectrum Health System 403(B) Plan, reported by Corewell Health under EIN 38-3382353 and plan number 002. It reports 39,287 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111112NAL0029359057003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Corewell Health
- EIN
- 38-3382353
- Plan number
- 002
- Location
- Grand Rapids, MI
- Participants
- 39,287
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,824,830,226
- Net assets (EOY)
- $2,824,830,226
- Employer contributions
- $90,002,575
- Participant contributions
- $147,658,821
- Total income / additions
- $683,350,076
- Benefits paid
- $201,837,395
- Administrative expenses
- $1,084,551
- Total expenses
- $203,155,470
- Net increase / (decrease)
- $480,194,606
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $649,170 | $0 |
| Stifel Nicolaus & Co. Inc. | CONSULTANT | $430,111 | not reported in the loaded dataset |
| Plante & Moran Pllc | AUDITOR | $21,800 | not reported in the loaded dataset |
| Miller Johnson Snell Cummiskey | ATTORNEY | $6,923 | not reported in the loaded dataset |