2023 Form 5500 filing — Wellspring Senior Support Services 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 20241009125627NAL0032679072001) for Wellspring Senior Support Services 403(B) Retirement Plan, reported by Lutheran Homes Of Michigan, Inc under EIN 38-1358410 and plan number 003. It reports 723 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009125627NAL0032679072001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lutheran Homes Of Michigan, Inc
- EIN
- 38-1358410
- Plan number
- 003
- Location
- Saginaw, MI
- Participants
- 723
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,861,938
- Total liabilities (EOY)
- $3,759
- Net assets (EOY)
- $15,858,179
- Employer contributions
- $91,601
- Participant contributions
- $545,667
- Total income / additions
- $3,040,677
- Benefits paid
- $1,552,040
- Administrative expenses
- $62,772
- Total expenses
- $1,618,571
- Net increase / (decrease)
- $1,422,106
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mmlis | BROKER/ADVISOR | $0 | $59,507 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $51,478 | $0 |
| The Michigan Pension Group | TPA | $10,235 | $11,119 |