Search public Form 5500 filings

Plans

• planMunson 403(B) PlanFinancial statementProvider compensation2023 filing
  $436.1Mreported assets (EOY)
  Sponsor: Munson HealthcareEIN: 38-2640544Plan: 003Participants: 9,815Assets: $436,143,226Net assets: $436.1MAssets / participant: $44.4KLocation: Traverse City, MILatest: 2023
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• planMunson Retirement PlanFinancial statementProvider compensation2023 filing
  $364.6Mreported assets (EOY)
  Sponsor: Munson HealthcareEIN: 38-2640544Plan: 002Participants: 2,644Assets: $364,560,734Net assets: $363.7MAssets / participant: $137.9KLocation: Traverse City, MILatest: 2023
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• planHagerty Insurance Agency, LLC Employee' 401(K) PlanFinancial statementProvider compensation2023 filing
  $135.2Mreported assets (EOY)
  Sponsor: Hagerty Insurance Agency, LLCEIN: 88-0268247Plan: 001Participants: 2,127Assets: $135,201,039Net assets: $135.2MAssets / participant: $63.6KLocation: Traverse City, MILatest: 2023
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• planMunson 401(K) PlanFinancial statementProvider compensation2023 filing
  $107.1Mreported assets (EOY)
  Sponsor: Munson HealthcareEIN: 38-2640544Plan: 001Participants: 9,423Assets: $107,111,001Net assets: $107.1MAssets / participant: $11.4KLocation: Traverse City, MILatest: 2023
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• planThompson Surgical Instruments, Inc. Employee Stock Ownership PlanFinancial statement2023 filing
  $49.7Mreported assets (EOY)
  Sponsor: Thompson Surgical Instruments, Inc. EsopEIN: 36-3253380Plan: 002Participants: 81Assets: $49,740,514Net assets: $49.7MAssets / participant: $614.1KLocation: Traverse City, MILatest: 2023
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• planGreat Lakes Orthopaedic Center 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $24.8Mreported assets (EOY)
  Sponsor: Great Lakes Orthopaedic CenterEIN: 38-3202597Plan: 001Participants: 121Assets: $24,826,914Net assets: $24.8MAssets / participant: $205.2KLocation: Traverse City, MILatest: 2023
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• planMarsh Automotive Group 401(K) Plan & TrustFinancial statementProvider compensation2023 filing
  $19.2Mreported assets (EOY)
  Sponsor: Marsh Automotive GroupEIN: 38-3260370Plan: 001Participants: 345Assets: $19,157,156Net assets: $19.1MAssets / participant: $55.5KLocation: Traverse City, MILatest: 2023
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• planNatural Gas Compression Systems, Inc. Profit-Sharing And Savings PlanFinancial statement2023 filing
  $17.7Mreported assets (EOY)
  Sponsor: Natural Gas Compression Systems,IncEIN: 38-3587814Plan: 001Participants: 88Assets: $17,671,632Net assets: $17.7MAssets / participant: $200.8KLocation: Traverse City, MILatest: 2023
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