# Corewell Health 403(b) Plan
Source: https://planprovider.pro/companies/bhsh-system-d-b-a-spectrum-health-system-403b-plan

> Corewell Health's 403(b) plan: 34,243 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Corewell Health

- **Sponsor EIN:** 383382353

- **Sponsor Address:** 100 MICHIGAN STREET, N.E., GRAND RAPIDS, MI, 49503

- **Plan Type:** 403(b)

- **Total Participants:** 34,243

- **Total Assets:** $3.2B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|34,243|$3.2B|$102.7M|$169.7M|

| 2023|32,821|$2.8B|$90.0M|$147.7M|

| 2022|27,153|$2.3B|$88.0M|$150.9M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE KNOWN|$940,594|—|$940,594|

| STIFEL NICOLAUS & CO. INC.|NONE KNOWN|$404,455|—|$404,455|

| WILLIS TOWERS WATSON US LLC|NONE KNOWN|$32,000|—|$32,000|

| MILLER JOHNSON SNELL CUMMISKEY|NONE KNOWN|$25,026|—|$25,026|

| GEORGE JOHNSON & COMPANY|NONE KNOWN|$24,500|—|$24,500|

| PLANTE & MORAN, PLLC|NONE KNOWN|$7,550|—|$7,550|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STIFEL NICOLAUS & CO. INC.](https://planprovider.pro/provider/stifel-nicolaus-and-company-incorporated) — NONE KNOWN

- [GEORGE JOHNSON & COMPANY](https://planprovider.pro/provider/george-johnson-and-company) — NONE KNOWN

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — NONE KNOWN

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,434,125

- **Estimated Expense Ratio:** 0.045% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,436,625|$404,455|—|$32,050|—|

| 2023|$1,084,551|$96,528|$645,959|$110,713|—|

| 2022|$3,170,301|$400,777|—|—|$2,769,524|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bhsh-system-d-b-a-spectrum-health-system-403b-plan)

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