Midmichigan Health Services Employees Savings Plan — Form 5500 plan (Mid Michigan Health Services Dba Midmichigan Community Health Services)
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, Midmichigan Health Services Employees Savings Plan is a benefit plan reported by Mid Michigan Health Services Dba Midmichigan Community Health Services under EIN 38-2168007 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $6,877,793 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mid Michigan Health Services Dba Midmichigan Community Health Services
- EIN
- 38-2168007
- Plan number
- 001
- Plan type
- 2
- Location
- Houghton Lake, MI
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $6,877,793
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20241009084929NAL0036523186001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,877,793
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,877,793
- Net assets (BOY)
- $5,120,527
Income & contributions
- Employer contributions
- $362,316
- Participant contributions
- $645,922
- Total contributions
- $1,033,583
- Total income / additions
- $2,030,391
Expenses & distributions
- Benefits paid
- $271,925
- Administrative expenses
- $1,200
- Total expenses
- $273,125
- Net increase / (decrease)
- $1,757,266
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lakeman Financial | OTHER SERVICES | $0 | $22,835 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,200 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mid Michigan Health Services Dba Midmichigan Community Health Services
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Houghton Lake, MI
- Lakeman Financial — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation