Michigan Public Health Institute 403(B) Retirement Savings Plan — Form 5500 plan (Michigan Public Health Institute)

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, Michigan Public Health Institute 403(B) Retirement Savings Plan is a benefit plan reported by Michigan Public Health Institute under EIN 38-2963835 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,568 participants and $85,965,796 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Michigan Public Health Institute
EIN
38-2963835
Plan number
001
Plan type
2
Location
Okemos, MI
Latest filing year
2023
Participants
1,568
End-of-year plan assets
$85,965,796

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,568H, C20240724123358NAL0008144243001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$85,965,796
Total liabilities (EOY)
$0
Net assets (EOY)
$85,965,796
Net assets (BOY)
$66,447,552

Income & contributions

Employer contributions
$6,275,192
Participant contributions
$5,077,829
Total contributions
$11,775,492
Total income / additions
$24,533,319

Expenses & distributions

Benefits paid
$4,850,105
Administrative expenses
$129,672
Total expenses
$5,015,075
Net increase / (decrease)
$19,518,244

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Invest. Inst. Opr. Co.NONE KNOWN$129,549$02023
Equitable Financial Life Ins CoNONE KNOWN$123$5,1302023

Related Form 5500 pages