2023 Form 5500 filing — Spectrum Health Services Inc 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 20250409110046NAL0010849043001) for Spectrum Health Services Inc 403(B) Plan, reported by Spectrum Health Services Inc under EIN 23-1686225 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409110046NAL0010849043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spectrum Health Services Inc
- EIN
- 23-1686225
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,776,872
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,776,872
- Employer contributions
- $74,016
- Participant contributions
- $293,280
- Total income / additions
- $651,087
- Benefits paid
- $134,648
- Administrative expenses
- $20,578
- Total expenses
- $155,226
- Net increase / (decrease)
- $495,861
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services | INVESTMENT ADVISOR | $11,201 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | RECORDKEEPER | $8,058 | $0 |
| Atlantic Pension Services, Inc. | CONTRACT ADMIN | $800 | $1,493 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $519 | not reported in the loaded dataset |