2023 Form 5500 filing — Cherry Health 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 20241002160350NAL0009102161001) for Cherry Health 403(B) Retirement Plan, reported by Cherry Street Services, Inc. under EIN 38-2853534 and plan number 001. It reports 1,005 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002160350NAL0009102161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cherry Street Services, Inc.
- EIN
- 38-2853534
- Plan number
- 001
- Location
- Grand Rapids, MI
- Participants
- 1,005
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,380,179
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,380,179
- Employer contributions
- $1,269,326
- Participant contributions
- $2,420,350
- Total income / additions
- $9,921,373
- Benefits paid
- $4,393,078
- Administrative expenses
- $223,714
- Total expenses
- $4,616,792
- Net increase / (decrease)
- $5,304,581
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CUSTODIAN | $146,731 | $0 |
| Beene Garter A Doeren Mayhew Firm | TPA | $56,091 | $0 |
| Iron-Co-Fid Comprehensive | INVESTMENT MANAGEMENT | $17,410 | not reported in the loaded dataset |