Emergent Health Partners 403(B) Retirement Plan — Form 5500 plan (Emergent Health Partners)
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, Emergent Health Partners 403(B) Retirement Plan is a benefit plan reported by Emergent Health Partners under EIN 45-2579119 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,094 participants and $52,314,368 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Emergent Health Partners
- EIN
- 45-2579119
- Plan number
- 001
- Plan type
- 2
- Location
- Ann Arbor, MI
- Latest filing year
- 2023
- Participants
- 1,094
- End-of-year plan assets
- $52,314,368
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,094 | H, C | 20240910104558NAL0002929267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,314,368
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,314,368
- Net assets (BOY)
- $44,829,649
Income & contributions
- Employer contributions
- $1,732,266
- Participant contributions
- $3,415,031
- Total contributions
- $5,330,828
- Total income / additions
- $13,034,790
Expenses & distributions
- Benefits paid
- $5,393,493
- Administrative expenses
- $156,578
- Total expenses
- $5,550,071
- Net increase / (decrease)
- $7,484,719
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $156,578 | $0 | 2023 |
| Sortino Advisory Partners, LLC | INVESTMENT ADVISORY | $0 | $36,000 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Emergent Health Partners
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Ann Arbor, MI
- Principal Life Insurance Company — Schedule C compensation
- Sortino Advisory Partners, LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation