2023 Form 5500 filing — Emergent Health Partners 403(B) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240910104558NAL0002929267001) for Emergent Health Partners 403(B) Retirement Plan, reported by Emergent Health Partners under EIN 45-2579119 and plan number 001. It reports 1,094 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$52.3MReported net assets$52,314,368
Participants1.1K1,094
Provider compensation$192.6K3 Schedule C row(s)$192,578
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240910104558NAL0002929267001
- Plan sponsor
- Emergent Health Partners
- EIN
- 45-2579119
- Plan number
- 001
- Location
- Ann Arbor, MI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$52.3M total assets
Net assets$52.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $52,314,368
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,314,368
- Employer contributions
- $1,732,266
- Participant contributions
- $3,415,031
- Total income / additions
- $13,034,790
- Benefits paid
- $5,393,493
- Administrative expenses
- $156,578
- Total expenses
- $5,550,071
- Net increase / (decrease)
- $7,484,719
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $156,578 | $0 |
| Sortino Advisory Partners, LLC | INVESTMENT ADVISORY | $0 | $36,000 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |