Metro Health 403(B) Retirement Savings Plan — Form 5500 plan (University Of Michigan Health-West)
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, Metro Health 403(B) Retirement Savings Plan is a benefit plan reported by University Of Michigan Health-West under EIN 38-0593405 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,948 participants and $198,828,668 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of Michigan Health-West
- EIN
- 38-0593405
- Plan number
- 003
- Plan type
- 2
- Location
- Wyoming, MI
- Latest filing year
- 2023
- Participants
- 3,948
- End-of-year plan assets
- $198,828,668
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,948 | H, C | 20241007105303NAL0025968480001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $198,828,668
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $198,828,668
- Net assets (BOY)
- $167,309,660
Income & contributions
- Employer contributions
- $3,690,966
- Participant contributions
- $16,038,859
- Total contributions
- $23,383,484
- Total income / additions
- $47,316,296
Expenses & distributions
- Benefits paid
- $15,371,873
- Administrative expenses
- $420,163
- Total expenses
- $15,797,288
- Net increase / (decrease)
- $31,519,008
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $327,977 | $0 | 2023 |
| Merrill Lynch | INVESTMENT ADVISORY | $92,186 | $64 | 2023 |
| University Of Michigan Health - Wes | OTHER SERVICES | $0 | $25,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Of Michigan Health-West
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Wyoming, MI
- Principal Life Insurance Company — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- University Of Michigan Health - Wes — Schedule C compensation