Eversight 403(B) Dc Plan — Form 5500 plan (Eversight)
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, Eversight 403(B) Dc Plan is a benefit plan reported by Eversight under EIN 38-2117115 and plan number 001. The latest loaded filing year is 2023. The filing reports 320 participants and $23,102,543 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$23.1MPlan net assets, end of year$23,102,543
Participants320Covered participants reported
Assets / participant$72.2KComputed: assets ÷ participants$72,195 (computed)
Provider compensation$23.6K2 Schedule C provider row(s)$23,592
- Plan sponsor
- Eversight
- EIN
- 38-2117115
- Plan number
- 001
- Plan type
- 2
- Location
- Ann Arbor, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 320 | H, C | 20240724102330NAL0021458576001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$23.1M total assets
Net assets$23.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $23,102,543
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,102,543
- Net assets (BOY)
- $19,929,562
Income & contributions
- Employer contributions
- $561,475
- Participant contributions
- $548,115
- Total contributions
- $1,306,942
- Total income / additions
- $4,215,556
Expenses & distributions
- Benefits paid
- $1,018,984
- Administrative expenses
- $23,591
- Total expenses
- $1,042,575
- Net increase / (decrease)
- $3,172,981
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
51%49%
Employer 51%Participant 49%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Teacher Insurance And Annuity Assoc | not reported in the loaded dataset | $14,686 | not reported in the loaded dataset | 2023 |
| Captrust | not reported in the loaded dataset | $8,906 | not reported in the loaded dataset | 2023 |