2023 Form 5500 filing — The Rehmann Group Health And Welfare Benefit 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 20241014144016NAL0015124243001) for The Rehmann Group Health And Welfare Benefit Plan, reported by Rehmann LLC under EIN 38-3567911 and plan number 502. It reports 875 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014144016NAL0015124243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rehmann LLC
- EIN
- 38-3567911
- Plan number
- 502
- Location
- Saginaw, MI
- Participants
- 875
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,113,709
- Total liabilities (EOY)
- $518,789
- Net assets (EOY)
- $1,594,920
- Employer contributions
- $6,213,982
- Participant contributions
- $2,911,177
- Total income / additions
- $9,125,159
- Benefits paid
- $9,045,783
- Administrative expenses
- $693,992
- Total expenses
- $9,739,775
- Net increase / (decrease)
- -$614,616
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | ADMINISTRATOR | $675,265 | not reported in the loaded dataset |
| Gallagher Benefit Services | INSURANCE AGENT | $0 | $99,821 |
| Hylant Group, Inc. | INSURANCE AGENT | $0 | $8,561 |