Plan5500

Sparrow Health System Master Trust — Form 5500 plan (Sparrow Health System Pension Master Trust)

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 Master Trust is a benefit plan reported by Sparrow Health System Pension Master Trust under EIN 83-2121212 and plan number 001. The latest loaded filing year is 2023. The filing reports 0 participants and $688,525,600 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sparrow Health System Pension Master Trust
EIN
83-2121212
Plan number
001
Plan type
4
Location
Lansing, MI
Latest filing year
2023
Participants
0
End-of-year plan assets
$688,525,600

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20230H, C20241009104508NAL0019036721002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$688,525,600
Total liabilities (EOY)
$1,514,106
Net assets (EOY)
$687,011,494
Net assets (BOY)
$674,595,524

Income & contributions

Total income / additions
$64,156,118

Expenses & distributions

Administrative expenses
$8,328,461
Total expenses
$8,328,461
Net increase / (decrease)
$55,827,657

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sei InvestmentsINVESTMENT MANAGEMENT$2,242,916not reported in the loaded dataset2023
Mercer (U.S.) IncACTUARY$1,179,809not reported in the loaded dataset2023
The Bank Of New York Mellon CorpCUSTODIAN$213,793$02023
Andrews Hooper Pavlik PlcAUDIT & TAX SERVICES$41,920not reported in the loaded dataset2023

Related Form 5500 pages