Spectrum Health Pension Plan — Form 5500 plan (Corewell Health)
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, Spectrum Health Pension Plan is a benefit plan reported by Corewell Health under EIN 38-3382353 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,067 participants and $239,040,477 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Corewell Health
- EIN
- 38-3382353
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 4,067
- End-of-year plan assets
- $239,040,477
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,067 | H, C | 20241012043931NAL0011580099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $239,040,477
- Total liabilities (EOY)
- $8,035,927
- Net assets (EOY)
- $231,004,550
- Net assets (BOY)
- $230,788,575
Income & contributions
- Total contributions
- $0
- Total income / additions
- $22,512,654
Expenses & distributions
- Benefits paid
- $20,413,831
- Administrative expenses
- $1,882,848
- Total expenses
- $22,296,679
- Net increase / (decrease)
- $215,975
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Deloitte Consulting Llp | NONE | $749,160 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors, LLC | NONE | $294,214 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $225,384 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $76,224 | not reported in the loaded dataset | 2023 |
| Wcm Investment Management, LLC | NONE | $52,417 | not reported in the loaded dataset | 2023 |
| Spectrum Health System | PLAN SPONSOR | $38,140 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | NONE | $20,609 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | NONE | $18,700 | not reported in the loaded dataset | 2023 |
| Foremost Graphics, LLC | NONE | $7,736 | not reported in the loaded dataset | 2023 |
| Deloitte Tax Llp | NONE | $5,509 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Corewell Health
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Grand Rapids, MI
- Deloitte Consulting Llp — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- Pimco — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Wcm Investment Management, LLC — Schedule C compensation
- Spectrum Health System — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Foremost Graphics, LLC — Schedule C compensation
- Deloitte Tax Llp — Schedule C compensation