Emergent Health Partners 403(B) Retirement Plan — Form 5500 plan (Emergent Health Partners)
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, Emergent Health Partners 403(B) Retirement Plan is a benefit plan reported by Emergent Health Partners under EIN 45-2579119 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,094 participants and $52,314,368 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$52.3MPlan net assets, end of year$52,314,368
Participants1.1KCovered participants reported1,094
Assets / participant$47.8KComputed: assets ÷ participants$47,819 (computed)
Provider compensation$192.6K3 Schedule C provider row(s)$192,578
- Plan sponsor
- Emergent Health Partners
- EIN
- 45-2579119
- Plan number
- 001
- Plan type
- 2
- Location
- Ann Arbor, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,094 | H, C | 20240910104558NAL0002929267001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$52.3M total assets
Net assets$52.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $52,314,368
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,314,368
- Net assets (BOY)
- $44,829,649
Income & contributions
- Employer contributions
- $1,732,266
- Participant contributions
- $3,415,031
- Total contributions
- $5,330,828
- Total income / additions
- $13,034,790
Expenses & distributions
- Benefits paid
- $5,393,493
- Administrative expenses
- $156,578
- Total expenses
- $5,550,071
- Net increase / (decrease)
- $7,484,719
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
34%66%
Employer 34%Participant 66%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income41%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $156,578 | $0 | 2023 |
| Sortino Advisory Partners, LLC | INVESTMENT ADVISORY | $0 | $36,000 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Emergent Health Partners
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Ann Arbor, MI
- Principal Life Insurance Company — Schedule C compensation
- Sortino Advisory Partners, LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation