Spectrum Health Lakeland Retiree Hra — Form 5500 plan (Spectrum Health Lakeland)
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, Spectrum Health Lakeland Retiree Hra is a benefit plan reported by Spectrum Health Lakeland under EIN 38-2609624 and plan number 510. The latest loaded filing year is 2023. The filing reports 465 participants and $18,287,609 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spectrum Health Lakeland
- EIN
- 38-2609624
- Plan number
- 510
- Plan type
- 2
- Location
- St. Joseph, MI
- Latest filing year
- 2023
- Participants
- 465
- End-of-year plan assets
- $18,287,609
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 465 | H, C | 20241015111112NAL0029359057002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,287,609
- Net assets (EOY)
- $18,287,609
- Net assets (BOY)
- $15,883,794
Income & contributions
- Employer contributions
- $475,398
- Total contributions
- $475,398
- Total income / additions
- $2,931,967
Expenses & distributions
- Benefits paid
- $475,398
- Administrative expenses
- $52,754
- Total expenses
- $528,152
- Net increase / (decrease)
- $2,403,815
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson, LLC | RECORDKEEPING | $29,911 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $10,776 | not reported in the loaded dataset | 2023 |
| Huntington National Bank | CUSTODIAN | $10,067 | not reported in the loaded dataset | 2023 |