Grace Health 401(K) Plan — Form 5500 plan (Grace Health)
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, Grace Health 401(K) Plan is a benefit plan reported by Grace Health under EIN 38-2679075 and plan number 002. The latest loaded filing year is 2023. The filing reports 419 participants and $25,690,390 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grace Health
- EIN
- 38-2679075
- Plan number
- 002
- Plan type
- 2
- Location
- Battle Creek, MI
- Latest filing year
- 2023
- Participants
- 419
- End-of-year plan assets
- $25,690,390
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 419 | H, C | 20240820113906NAL0005774754001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,690,390
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,690,390
- Net assets (BOY)
- $22,036,464
Income & contributions
- Employer contributions
- $623,887
- Participant contributions
- $2,127,569
- Total contributions
- $2,760,613
- Total income / additions
- $6,743,623
Expenses & distributions
- Benefits paid
- $3,044,190
- Administrative expenses
- $45,507
- Total expenses
- $3,089,697
- Net increase / (decrease)
- $3,653,926
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $35,902 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $9,605 | not reported in the loaded dataset | 2023 |