# Spectrum Health Lakeland Health & Welfare Plan
Source: https://planprovider.pro/companies/spectrum-health-lakeland-382609624-510

> Spectrum Health Lakeland's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Spectrum Health Lakeland

- **Sponsor EIN:** 382609624

- **Sponsor Address:** 1234 NAPIER AVENUE, ST. JOSEPH, MI, 49085

- **Plan Type:** Health & Welfare

- **Plan Number:** 510

- **Total Participants:** 0

- **Total Assets:** $19.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|0|$19.1M|$782,225|$0|

| 2023|465|$18.3M|$475,398|$0|

| 2022|0|$15.9M|$759,984|$0|

## 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|

| WILLIS TOWERS WATSON, LLC|Recordkeeper|$34,191|—|$34,191|

| CHARLES SCHWAB TRUST BANK|Recordkeeper|$33,137|—|$33,137|

### Verified Provider Profiles

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

- [WILLIS TOWERS WATSON, LLC](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $67,328

- **Estimated Expense Ratio:** 0.353% 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|$67,328|—|—|—|—|

| 2023|$52,754|—|—|$2,000|—|

| 2022|$79,296|$17,166|—|—|$62,130|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/spectrum-health-lakeland-382609624-510)

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