Upper Great Lakes Family Health Center Retirement Plan — Form 5500 plan (Upper Great Lakes Family Heath Center)
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, Upper Great Lakes Family Health Center Retirement Plan is a benefit plan reported by Upper Great Lakes Family Heath Center under EIN 26-4299275 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $6,579,347 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Upper Great Lakes Family Heath Center
- EIN
- 26-4299275
- Plan number
- 001
- Plan type
- 2
- Location
- Hancock, MI
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $6,579,347
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20241015140146NAL0049783312001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,579,347
- Total liabilities (EOY)
- $2,367
- Net assets (EOY)
- $6,576,980
- Net assets (BOY)
- $5,247,632
Income & contributions
- Employer contributions
- $337,911
- Participant contributions
- $612,041
- Total contributions
- $987,555
- Total income / additions
- $1,940,304
Expenses & distributions
- Benefits paid
- $594,052
- Administrative expenses
- $16,904
- Total expenses
- $610,956
- Net increase / (decrease)
- $1,329,348
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Financial, N.A. | NONE | $16,904 | $0 | 2023 |