Thunder Bay Community Health Service 401(K) Plan — Form 5500 plan (Thunder Bay Community Health Service, Inc.)

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, Thunder Bay Community Health Service 401(K) Plan is a benefit plan reported by Thunder Bay Community Health Service, Inc. under EIN 38-2290337 and plan number 001. The latest loaded filing year is 2023. The filing reports 287 participants and $12,312,148 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thunder Bay Community Health Service, Inc.
EIN
38-2290337
Plan number
001
Plan type
2
Location
Alpena, MI
Latest filing year
2023
Participants
287
End-of-year plan assets
$12,312,148

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023287H, C20240930075520NAL0005434193001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,312,148
Total liabilities (EOY)
$0
Net assets (EOY)
$12,312,148
Net assets (BOY)
$9,720,585

Income & contributions

Employer contributions
$635,239
Participant contributions
$774,760
Total contributions
$1,526,275
Total income / additions
$3,446,823

Expenses & distributions

Benefits paid
$816,454
Administrative expenses
$38,806
Total expenses
$855,260
Net increase / (decrease)
$2,591,563

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT ADVISOR$36,544not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$2,262$02023

Related Form 5500 pages