Henry Ford Health System Heritage 403(B) Plan — Form 5500 plan (Henry Ford Health System)
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, Henry Ford Health System Heritage 403(B) Plan is a benefit plan reported by Henry Ford Health System under EIN 38-1357020 and plan number 014. The latest loaded filing year is 2023. The filing reports 20,506 participants and $1,284,257,295 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Henry Ford Health System
- EIN
- 38-1357020
- Plan number
- 014
- Plan type
- 2
- Location
- Detroit, MI
- Latest filing year
- 2023
- Participants
- 20,506
- End-of-year plan assets
- $1,284,257,295
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20,506 | H, C | 20241013211210NAL0026247473001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,284,257,295
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,284,257,295
- Net assets (BOY)
- $1,083,051,235
Income & contributions
- Employer contributions
- $20,283
- Participant contributions
- $80,727,339
- Total contributions
- $82,434,799
- Total income / additions
- $287,931,237
Expenses & distributions
- Benefits paid
- $84,511,744
- Administrative expenses
- $449,814
- Total expenses
- $85,263,842
- Net increase / (decrease)
- $202,667,395
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $406,675 | $0 | 2023 |
| Gjc Cpa'S & Adviosrs | NONE | $18,650 | not reported in the loaded dataset | 2023 |
| Nepc | NONE | $6,761 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $6,200 | not reported in the loaded dataset | 2023 |
| Clark Hill Plc | NONE | $5,771 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Henry Ford Health System
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Detroit, MI
- Empower Annuity Insurance Company — Schedule C compensation
- Gjc Cpa'S & Adviosrs — Schedule C compensation
- Nepc — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Clark Hill Plc — Schedule C compensation