Edward W. Sparrow Hospital Association Mna Employees Health Reimbursement Arrangement — Form 5500 plan (Joint Board Of Trustees)
Plain-English plan 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, Edward W. Sparrow Hospital Association Mna Employees Health Reimbursement Arrangement is a benefit plan reported by Joint Board Of Trustees under EIN 26-0655485 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,379 participants and $24,978,100 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees
- EIN
- 26-0655485
- Plan number
- 501
- Plan type
- 2
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 2,379
- End-of-year plan assets
- $24,978,100
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,379 | H, C | 20241015133008NAL0014722483012 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,978,100
- Total liabilities (EOY)
- $2,265
- Net assets (EOY)
- $24,975,835
- Net assets (BOY)
- $22,150,141
Income & contributions
- Employer contributions
- $1,025,294
- Total contributions
- $1,025,294
- Total income / additions
- $3,614,318
Expenses & distributions
- Benefits paid
- $578,438
- Administrative expenses
- $210,186
- Total expenses
- $788,624
- Net increase / (decrease)
- $2,825,694
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney, LLC | NONE | $144,771 | $0 | 2023 |
| Tic International Coporation | NONE | $19,564 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz & Company, P.C. | NONE | $18,750 | not reported in the loaded dataset | 2023 |
| Watkins, Pawlick, Calati, & Prifti | NONE | $5,733 | not reported in the loaded dataset | 2023 |
| Polen Capital | NONE | $0 | $0 | 2023 |
| Bahl & Gaynor | NONE | $0 | $0 | 2023 |
| Boyd Watterson | NONE | $0 | $0 | 2023 |
| Lazard Asset Management | NONE | $0 | $0 | 2023 |
| Aristotle Capital Management | NONE | $0 | $0 | 2023 |
| Western Asset Management | NONE | $0 | $0 | 2023 |
| Boston Partners | NONE | $0 | $0 | 2023 |
| Gw&K Investment Management | NONE | $0 | $0 | 2023 |
| Loomis Sayles & Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- Tic International Coporation — Schedule C compensation
- Benda, Grace, Stulz & Company, P.C. — Schedule C compensation
- Watkins, Pawlick, Calati, & Prifti — Schedule C compensation
- Polen Capital — Schedule C compensation
- Bahl & Gaynor — Schedule C compensation
- Boyd Watterson — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Aristotle Capital Management — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Boston Partners — Schedule C compensation
- Gw&K Investment Management — Schedule C compensation
- Loomis Sayles & Company — Schedule C compensation