Baraga Houghton Keweenaw Child Development Board 403(B) Plan — Form 5500 plan (Baraga Houghton Keweenaw Child Development Board)
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, Baraga Houghton Keweenaw Child Development Board 403(B) Plan is a benefit plan reported by Baraga Houghton Keweenaw Child Development Board under EIN 38-2051352 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $6,960,882 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baraga Houghton Keweenaw Child Development Board
- EIN
- 38-2051352
- Plan number
- 001
- Plan type
- 2
- Location
- Houghton, MI
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $6,960,882
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20250814113521NAL0011797952001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,960,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,960,882
- Net assets (BOY)
- $5,586,780
Income & contributions
- Employer contributions
- $273,022
- Participant contributions
- $175,234
- Total contributions
- $448,256
- Total income / additions
- $1,844,641
Expenses & distributions
- Benefits paid
- $449,148
- Administrative expenses
- $21,391
- Total expenses
- $470,539
- Net increase / (decrease)
- $1,374,102
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORD KEEPER | $21,391 | $0 | 2023 |
| Osaic Institutions Inc | BROKER DEALER | $0 | $15,937 | 2023 |