Macomb-Oakland Regional Center 403(B) Plan — Form 5500 plan (Macomb-Oakland Regional Center, Inc.)

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, Macomb-Oakland Regional Center 403(B) Plan is a benefit plan reported by Macomb-Oakland Regional Center, Inc. under EIN 38-3273888 and plan number 001. The latest loaded filing year is 2023. The filing reports 502 participants and $8,463,822 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Macomb-Oakland Regional Center, Inc.
EIN
38-3273888
Plan number
001
Plan type
2
Location
Clinton Township, MI
Latest filing year
2023
Participants
502
End-of-year plan assets
$8,463,822

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023502H, C20241009114824NAL0009162499006

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,463,822
Net assets (EOY)
$8,463,822
Net assets (BOY)
$17,777,794

Income & contributions

Employer contributions
$3,280
Participant contributions
$631,033
Total contributions
$634,313
Total income / additions
$2,720,698

Expenses & distributions

Benefits paid
$11,962,312
Administrative expenses
$67,424
Total expenses
$12,034,670
Net increase / (decrease)
-$9,313,972

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services CompanyNONE$67,014$02023

Related Form 5500 pages