Memorial Retirement Plan — Form 5500 plan (Memorial Healthcare)

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, Memorial Retirement Plan is a benefit plan reported by Memorial Healthcare under EIN 38-1358208 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,122 participants and $99,488,875 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Memorial Healthcare
EIN
38-1358208
Plan number
002
Plan type
2
Location
Owosso, MI
Latest filing year
2023
Participants
2,122
End-of-year plan assets
$99,488,875

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,122H, C20240912111456NAL0016955650001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$99,488,875
Total liabilities (EOY)
$0
Net assets (EOY)
$99,488,875
Net assets (BOY)
$82,382,601

Income & contributions

Employer contributions
$1,546,960
Participant contributions
$6,042,586
Total contributions
$8,365,215
Total income / additions
$24,451,191

Expenses & distributions

Benefits paid
$7,292,380
Administrative expenses
$16,199
Total expenses
$7,344,917
Net increase / (decrease)
$17,106,274

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLCADVISOR$54,917not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$29,894not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$68,612$02023

Related Form 5500 pages