2023 Form 5500 filing — Munson 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 20241015145619NAL0014895027001) for Munson Retirement Plan, reported by Munson Healthcare under EIN 38-2640544 and plan number 002. It reports 2,644 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145619NAL0014895027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Munson Healthcare
- EIN
- 38-2640544
- Plan number
- 002
- Location
- Traverse City, MI
- Participants
- 2,644
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $364,560,734
- Total liabilities (EOY)
- $860,995
- Net assets (EOY)
- $363,699,739
- Employer contributions
- $2,500,000
- Total income / additions
- $54,501,280
- Benefits paid
- $16,263,773
- Administrative expenses
- $3,778,787
- Total expenses
- $20,042,560
- Net increase / (decrease)
- $34,458,720
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Eagle Capital Management LLC | NONE | $276,509 | $0 |
| Macquarie Investment Management | NONE | $238,943 | $0 |
| William Blair Invt Mgt, LLC | NONE | $152,307 | $0 |
| Df Dent & Co. | NONE | $142,541 | $0 |
| Transamerica Retirement Solutions | NONE | $142,258 | not reported in the loaded dataset |
| Jp Morgan Investment Mgt Inc | NONE | $124,410 | not reported in the loaded dataset |
| Wedge Capital Management, Llp | NONE | $110,325 | $0 |
| Hardman Johnston Global Advisors | NONE | $87,293 | $0 |
| Cohen & Steers Capital Mgt, Inc | NONE | $82,795 | $0 |
| Pnc Bank, N.A. | TRUSTEE | $77,446 | $0 |
| Aileron Ltd | NONE | $37,920 | not reported in the loaded dataset |
| Plante Moran,LLC | NONE | $16,750 | not reported in the loaded dataset |