Migrant Health Center Western Region Inc. 1081.01 Retirement Plan And Trust — Form 5500 plan (Migrant Health Center Western Region 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, Migrant Health Center Western Region Inc. 1081.01 Retirement Plan And Trust is a benefit plan reported by Migrant Health Center Western Region Inc under EIN 66-0427801 and plan number 001. The latest loaded filing year is 2023. The filing reports 629 participants and $12,045,002 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Migrant Health Center Western Region Inc
- EIN
- 66-0427801
- Plan number
- 001
- Plan type
- 2
- Location
- Mayaguez, PR
- Latest filing year
- 2023
- Participants
- 629
- End-of-year plan assets
- $12,045,002
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 629 | H, C | 20250122132738NAL0003214355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,045,002
- Net assets (EOY)
- $12,045,002
- Net assets (BOY)
- $9,954,172
Income & contributions
- Employer contributions
- $597,241
- Participant contributions
- $666,097
- Total contributions
- $1,345,001
- Total income / additions
- $2,580,072
Expenses & distributions
- Benefits paid
- $419,508
- Administrative expenses
- $69,734
- Total expenses
- $489,242
- Net increase / (decrease)
- $2,090,830
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $72,471 | $0 | 2023 |
| Lincoln Financial Securities | BROKER ADVISOR | $0 | $37,948 | 2023 |
| Leafhouse Financial Advisor LLC | INV ADVISOR | $5,358 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Migrant Health Center Western Region Inc
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Mayaguez, PR
- Empower Annuity Insurance Company O — Schedule C compensation
- Lincoln Financial Securities — Schedule C compensation
- Leafhouse Financial Advisor LLC — Schedule C compensation