Munson 403(B) Plan — Form 5500 plan (Munson 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, Munson 403(B) Plan is a benefit plan reported by Munson Healthcare under EIN 38-2640544 and plan number 003. The latest loaded filing year is 2023. The filing reports 9,815 participants and $436,143,226 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Munson Healthcare
- EIN
- 38-2640544
- Plan number
- 003
- Plan type
- 2
- Location
- Traverse City, MI
- Latest filing year
- 2023
- Participants
- 9,815
- End-of-year plan assets
- $436,143,226
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,815 | H, C | 20241009140919NAL0018501441002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $436,143,226
- Net assets (EOY)
- $436,143,226
- Net assets (BOY)
- $377,353,867
Income & contributions
- Employer contributions
- $6,757,880
- Participant contributions
- $34,390,315
- Total contributions
- $45,505,375
- Total income / additions
- $106,591,578
Expenses & distributions
- Benefits paid
- $47,085,424
- Administrative expenses
- $668,500
- Total expenses
- $47,802,219
- Net increase / (decrease)
- $58,789,359
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $570,010 | $0 | 2023 |
| Stifel, Nicolaus & Company, Inc. | BROKER | $74,622 | not reported in the loaded dataset | 2023 |
| Munson Healthcare | PLAN SPONSOR | $13,750 | not reported in the loaded dataset | 2023 |
| Warner Norcross & Judd Llp | LEGAL | $10,116 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Munson Healthcare
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Traverse City, MI
- Transamerica Retirement Solutions — Schedule C compensation
- Stifel, Nicolaus & Company, Inc. — Schedule C compensation
- Munson Healthcare — Schedule C compensation
- Warner Norcross & Judd Llp — Schedule C compensation
- National Financial Services — Schedule C compensation