Great Lakes Bay Health Centers 403(B) Plan — Form 5500 plan (Great Lakes Bay Health Centers)
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, Great Lakes Bay Health Centers 403(B) Plan is a benefit plan reported by Great Lakes Bay Health Centers under EIN 38-1908328 and plan number 001. The latest loaded filing year is 2023. The filing reports 862 participants and $42,915,567 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Great Lakes Bay Health Centers
- EIN
- 38-1908328
- Plan number
- 001
- Plan type
- 2
- Location
- Saginaw, MI
- Latest filing year
- 2023
- Participants
- 862
- End-of-year plan assets
- $42,915,567
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 862 | H, C | 20241014144405NAL0027594529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,915,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,915,567
- Net assets (BOY)
- $36,867,860
Income & contributions
- Employer contributions
- $2,031,665
- Participant contributions
- $2,275,109
- Total contributions
- $6,301,913
- Total income / additions
- $10,232,328
Expenses & distributions
- Benefits paid
- $4,101,355
- Administrative expenses
- $77,414
- Total expenses
- $4,184,621
- Net increase / (decrease)
- $6,047,707
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $77,414 | $0 | 2023 |