The Hurley Clinic 403(B) Retirement Plan — Form 5500 plan (The Hurley Clinic)
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, The Hurley Clinic 403(B) Retirement Plan is a benefit plan reported by The Hurley Clinic under EIN 38-3271450 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $30,138,675 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Hurley Clinic
- EIN
- 38-3271450
- Plan number
- 001
- Plan type
- 2
- Location
- Flint, MI
- Latest filing year
- 2023
- Participants
- 186
- End-of-year plan assets
- $30,138,675
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H, C | 20250409122243NAL0019795569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,138,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,138,675
- Net assets (BOY)
- $29,110,580
Income & contributions
- Employer contributions
- $557,236
- Participant contributions
- $1,785,959
- Total contributions
- $2,429,535
- Total income / additions
- $6,722,735
Expenses & distributions
- Benefits paid
- $5,692,288
- Administrative expenses
- $2,352
- Total expenses
- $5,694,640
- Net increase / (decrease)
- $1,028,095
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | INVESTMENT ADVISORY | $0 | $69,411 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,352 | $0 | 2023 |