Sterling Area Health Center 403b — Form 5500 plan (Sterling Area Health Center)
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, Sterling Area Health Center 403b is a benefit plan reported by Sterling Area Health Center under EIN 38-2205859 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $7,036,745 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sterling Area Health Center
- EIN
- 38-2205859
- Plan number
- 001
- Plan type
- 2
- Location
- Sterling, MI
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $7,036,745
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20241011134506NAL0021966657006 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,036,745
- Net assets (EOY)
- $7,036,745
- Net assets (BOY)
- $6,001,168
Income & contributions
- Employer contributions
- $116,251
- Participant contributions
- $283,883
- Total contributions
- $434,264
- Total income / additions
- $1,264,345
Expenses & distributions
- Benefits paid
- $199,945
- Administrative expenses
- $28,823
- Total expenses
- $228,768
- Net increase / (decrease)
- $1,035,577
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance | CONTRACT ADMIN | $28,617 | $0 | 2023 |
| Osaic Wealth, Inc. | BROKER/DEALER | $0 | $12,559 | 2023 |