2023 Form 5500 filing — Employee Benefit Plan Of Spectrum Health Systems, Inc.

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 20241015141534NAL0028727521001) for Employee Benefit Plan Of Spectrum Health Systems, Inc., reported by Spectrum Health Systems, Inc. under EIN 04-2478978 and plan number 002. It reports 1,511 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)$18.6MReported net assets$18,570,428
Participants1.5K1,511
Provider compensation$6.6K1 Schedule C row(s)$6,596
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015141534NAL0028727521001
Plan sponsor
Spectrum Health Systems, Inc.
EIN
04-2478978
Plan number
002
Location
Worcester, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$18.6M total assets
Net assets$18.6MLiabilities$0
Money in vs. money out
Total income / additions$5.8M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$975.6K
Participant$2M
Full reported line items
Total assets (EOY)
$18,570,428
Total liabilities (EOY)
$0
Net assets (EOY)
$18,570,428
Employer contributions
$975,634
Participant contributions
$2,016,696
Total income / additions
$5,765,871
Benefits paid
$1,972,347
Administrative expenses
$6,596
Total expenses
$1,978,943
Net increase / (decrease)
$3,786,928
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INSURANCE CARRIER · Direct $6.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015141534NAL0028727521001 cover?
It is the 2023 Form 5500 filing for Employee Benefit Plan Of Spectrum Health Systems, Inc., reported by Spectrum Health Systems, Inc. (EIN 04-2478978).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages