Mckenzie Health System 401(K) Retirement Plan — Form 5500 plan (Mckenzie Memorial Hospital)
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, Mckenzie Health System 401(K) Retirement Plan is a benefit plan reported by Mckenzie Memorial Hospital under EIN 38-1738615 and plan number 001. The latest loaded filing year is 2023. The filing reports 354 participants and $15,726,216 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mckenzie Memorial Hospital
- EIN
- 38-1738615
- Plan number
- 001
- Plan type
- 2
- Location
- Sandusky, MI
- Latest filing year
- 2023
- Participants
- 354
- End-of-year plan assets
- $15,726,216
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 354 | H, C | 20250714121033NAL0001449072001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,726,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,726,216
- Net assets (BOY)
- $12,776,014
Income & contributions
- Employer contributions
- $469,167
- Participant contributions
- $889,552
- Total contributions
- $1,470,623
- Total income / additions
- $4,147,480
Expenses & distributions
- Benefits paid
- $1,141,645
- Administrative expenses
- $55,633
- Total expenses
- $1,197,278
- Net increase / (decrease)
- $2,950,202
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $55,633 | $0 | 2023 |
| Lincoln Financial Securities | BROKER/ADVISER | $0 | $15,123 | 2023 |
| Lpl Financial LLC | BROKER/ADVISER | $0 | $10,172 | 2023 |