Hospice Of Michigan Retirement Savings Plan — Form 5500 plan (Hospice Of Michigan)

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, Hospice Of Michigan Retirement Savings Plan is a benefit plan reported by Hospice Of Michigan under EIN 38-2255529 and plan number 001. The latest loaded filing year is 2023. The filing reports 964 participants and $39,819,013 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hospice Of Michigan
EIN
38-2255529
Plan number
001
Plan type
2
Location
Ann Arbor, MI
Latest filing year
2023
Participants
964
End-of-year plan assets
$39,819,013

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023964H, C20241011114538NAL0022688225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,819,013
Total liabilities (EOY)
$0
Net assets (EOY)
$39,819,013
Net assets (BOY)
$33,944,682

Income & contributions

Employer contributions
$1,188,808
Participant contributions
$2,379,892
Total contributions
$4,029,273
Total income / additions
$9,811,143

Expenses & distributions

Benefits paid
$3,806,867
Administrative expenses
$129,945
Total expenses
$3,936,812
Net increase / (decrease)
$5,874,331

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Pension AdvisorsADVISOR$61,490not reported in the loaded dataset2023
Sentinel Benefits Group, Inc.TPA$59,442not reported in the loaded dataset2023
Fidelity Trust CompanyCUSTODIAN$9,013not reported in the loaded dataset2023

Related Form 5500 pages