2023 Form 5500 filing — Migrant Health Center Western Region Inc. 1081.01 Retirement Plan And Trust
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 20250122132738NAL0003214355001) for Migrant Health Center Western Region Inc. 1081.01 Retirement Plan And Trust, reported by Migrant Health Center Western Region Inc under EIN 66-0427801 and plan number 001. It reports 629 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250122132738NAL0003214355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Migrant Health Center Western Region Inc
- EIN
- 66-0427801
- Plan number
- 001
- Location
- Mayaguez, PR
- Participants
- 629
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,045,002
- Net assets (EOY)
- $12,045,002
- Employer contributions
- $597,241
- Participant contributions
- $666,097
- Total income / additions
- $2,580,072
- Benefits paid
- $419,508
- Administrative expenses
- $69,734
- Total expenses
- $489,242
- Net increase / (decrease)
- $2,090,830
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $72,471 | $0 |
| Lincoln Financial Securities | BROKER ADVISOR | $0 | $37,948 |
| Leafhouse Financial Advisor LLC | INV ADVISOR | $5,358 | $0 |