Mclaren St. Luke'S Retirement Plan — Form 5500 plan (Mclaren St. Luke'S)
Plain-English plan 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, Mclaren St. Luke'S Retirement Plan is a benefit plan reported by Mclaren St. Luke'S under EIN 34-4428232 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,913 participants and $145,525,424 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mclaren St. Luke'S
- EIN
- 34-4428232
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Blanc, MI
- Latest filing year
- 2023
- Participants
- 1,913
- End-of-year plan assets
- $145,525,424
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,913 | H, C | 20241010142504NAL0020320401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $145,525,424
- Net assets (EOY)
- $145,525,424
- Net assets (BOY)
- $143,840,485
Income & contributions
- Employer contributions
- $2,250,000
- Total contributions
- $2,250,000
- Total income / additions
- $13,602,499
Expenses & distributions
- Benefits paid
- $10,501,376
- Administrative expenses
- $1,416,184
- Total expenses
- $11,917,560
- Net increase / (decrease)
- $1,684,939
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group | NONE | $125,716 | not reported in the loaded dataset | 2023 |
| Miller Canfield Paddock | NONE | $50,785 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Comerica | NONE | $19,838 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | NONE | $19,725 | not reported in the loaded dataset | 2023 |
| Fund Evaluation Group | NONE | $12,916 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mclaren St. Luke'S
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Grand Blanc, MI
- Usi Consulting Group — Schedule C compensation
- Miller Canfield Paddock — Schedule C compensation
- Jpmorgan Chase — Schedule C compensation
- Comerica — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- Fund Evaluation Group — Schedule C compensation
- Willis Towers Watson — Schedule C compensation