2023 Form 5500 filing — Baraga Houghton Keweenaw Child Development Board 403(B) 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 20250814113521NAL0011797952001) for Baraga Houghton Keweenaw Child Development Board 403(B) Plan, reported by Baraga Houghton Keweenaw Child Development Board under EIN 38-2051352 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250814113521NAL0011797952001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baraga Houghton Keweenaw Child Development Board
- EIN
- 38-2051352
- Plan number
- 001
- Location
- Houghton, MI
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,960,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,960,882
- Employer contributions
- $273,022
- Participant contributions
- $175,234
- Total income / additions
- $1,844,641
- Benefits paid
- $449,148
- Administrative expenses
- $21,391
- Total expenses
- $470,539
- Net increase / (decrease)
- $1,374,102
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORD KEEPER | $21,391 | $0 |
| Osaic Institutions Inc | BROKER DEALER | $0 | $15,937 |