Van Andel Institute Retirement Savings Plan — Form 5500 plan (Van Andel Research 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, Van Andel Institute Retirement Savings Plan is a benefit plan reported by Van Andel Research Institute under EIN 52-2000823 and plan number 001. The latest loaded filing year is 2023. The filing reports 685 participants and $98,981,359 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Van Andel Research Institute
- EIN
- 52-2000823
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 685
- End-of-year plan assets
- $98,981,359
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 685 | H, C | 20241010110935NAL0011404259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $98,981,359
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $98,981,359
- Net assets (BOY)
- $79,391,523
Income & contributions
- Employer contributions
- $4,430,005
- Participant contributions
- $3,753,960
- Total contributions
- $8,767,477
- Total income / additions
- $23,664,169
Expenses & distributions
- Benefits paid
- $3,907,978
- Administrative expenses
- $166,355
- Total expenses
- $4,074,333
- Net increase / (decrease)
- $19,589,836
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $93,538 | $0 | 2023 |
| Midwest Capital Advisors LLC | INVESTMENT ADVISOR | $47,068 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $28,390 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Van Andel Research Institute
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Grand Rapids, MI
- Empower Annuity Insurance Company O — Schedule C compensation
- Midwest Capital Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation