The Rehmann Group Health And Welfare Benefit Plan — Form 5500 plan (Rehmann LLC)

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, The Rehmann Group Health And Welfare Benefit Plan is a benefit plan reported by Rehmann LLC under EIN 38-3567911 and plan number 502. The latest loaded filing year is 2023. The filing reports 875 participants and $2,113,709 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rehmann LLC
EIN
38-3567911
Plan number
502
Plan type
2
Location
Saginaw, MI
Latest filing year
2023
Participants
875
End-of-year plan assets
$2,113,709

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023875H, C20241014144016NAL0015124243001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,113,709
Total liabilities (EOY)
$518,789
Net assets (EOY)
$1,594,920
Net assets (BOY)
$2,209,536

Income & contributions

Employer contributions
$6,213,982
Participant contributions
$2,911,177
Total contributions
$9,125,159
Total income / additions
$9,125,159

Expenses & distributions

Benefits paid
$9,045,783
Administrative expenses
$693,992
Total expenses
$9,739,775
Net increase / (decrease)
-$614,616

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blue Cross Blue Shield Of MichiganADMINISTRATOR$675,265not reported in the loaded dataset2023
Gallagher Benefit ServicesINSURANCE AGENT$0$99,8212023
Hylant Group, Inc.INSURANCE AGENT$0$8,5612023

Related Form 5500 pages