Sparrow Health System Associate Retirement Plan For 403(B) Transfers — Form 5500 plan (Sparrow Health System)
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, Sparrow Health System Associate Retirement Plan For 403(B) Transfers is a benefit plan reported by Sparrow Health System under EIN 38-2542859 and plan number 004. The latest loaded filing year is 2023. The filing reports 369 participants and $17,027,338 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sparrow Health System
- EIN
- 38-2542859
- Plan number
- 004
- Plan type
- 2
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 369
- End-of-year plan assets
- $17,027,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 369 | H, C | 20241014161421NAL0026682753001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,027,338
- Net assets (EOY)
- $17,027,338
- Net assets (BOY)
- $13,500,872
Income & contributions
- Participant contributions
- $1,339,912
- Total contributions
- $2,888,388
- Total income / additions
- $5,621,449
Expenses & distributions
- Benefits paid
- $2,086,218
- Administrative expenses
- $8,765
- Total expenses
- $2,094,983
- Net increase / (decrease)
- $3,526,466
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $7,826 | $0 | 2023 |
| Charles Schwab & Co., Inc | SECURITIES BROKER | $5 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |