2023 Form 5500 filing — Edward W. Sparrow Hospital Association Mna Employees Health Reimbursement Arrangement
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 20241015133008NAL0014722483012) for Edward W. Sparrow Hospital Association Mna Employees Health Reimbursement Arrangement, reported by Joint Board Of Trustees under EIN 26-0655485 and plan number 501. It reports 2,379 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133008NAL0014722483012
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Joint Board Of Trustees
- EIN
- 26-0655485
- Plan number
- 501
- Location
- Lansing, MI
- Participants
- 2,379
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,978,100
- Total liabilities (EOY)
- $2,265
- Net assets (EOY)
- $24,975,835
- Employer contributions
- $1,025,294
- Total income / additions
- $3,614,318
- Benefits paid
- $578,438
- Administrative expenses
- $210,186
- Total expenses
- $788,624
- Net increase / (decrease)
- $2,825,694
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney, LLC | NONE | $144,771 | $0 |
| Tic International Coporation | NONE | $19,564 | not reported in the loaded dataset |
| Benda, Grace, Stulz & Company, P.C. | NONE | $18,750 | not reported in the loaded dataset |
| Watkins, Pawlick, Calati, & Prifti | NONE | $5,733 | not reported in the loaded dataset |
| Polen Capital | NONE | $0 | $0 |
| Bahl & Gaynor | NONE | $0 | $0 |
| Boyd Watterson | NONE | $0 | $0 |
| Lazard Asset Management | NONE | $0 | $0 |
| Aristotle Capital Management | NONE | $0 | $0 |
| Western Asset Management | NONE | $0 | $0 |
| Boston Partners | NONE | $0 | $0 |
| Gw&K Investment Management | NONE | $0 | $0 |
| Loomis Sayles & Company | NONE | $0 | $0 |