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403(B) THRIFT PLAN OF MICHIGAN HEALTH ENDOWMENT FUND 401k Plan overview

Plan Name403(B) THRIFT PLAN OF MICHIGAN HEALTH ENDOWMENT FUND
Plan identification number 001

403(B) THRIFT PLAN OF MICHIGAN HEALTH ENDOWMENT FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MICHIGAN HEALTH ENDOWMENT FUND has sponsored the creation of one or more 401k plans.

Company Name:MICHIGAN HEALTH ENDOWMENT FUND
Employer identification number (EIN):465054207
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about MICHIGAN HEALTH ENDOWMENT FUND

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 71330Y

More information about MICHIGAN HEALTH ENDOWMENT FUND

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF MICHIGAN HEALTH ENDOWMENT FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ALAN HARRIS2024-07-15
0012022-01-01ALAN HARRIS2023-07-19
0012021-01-01TERRY GARDNER2022-06-30
0012020-01-01TERRY GARDNER2021-06-29
0012019-01-01TERRY GARDNER2020-08-25
0012018-01-01TERRY GARDNER2019-04-15
0012017-01-01TERRY GARDNER2018-05-10
0012016-01-01TERRY GARDNER2017-06-21 TERRY GARDNER2017-06-21

Financial Data on 403(B) THRIFT PLAN OF MICHIGAN HEALTH ENDOWMENT FUND

Measure Date Value
2025 : 403(B) THRIFT PLAN OF MICHIGAN HEALTH ENDOWMENT FUND 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-280
Total liabilities as of the end of the plan year2025-07-280
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-28228456
Net assets as of the end of the plan year2025-07-283197366
Total assets as of the beginning of the plan year2025-07-282402900
Value of plan covered by a fidelity bond2025-07-281000000
Participant contributions to plan in this plan year2025-07-28334776
Other expenses paid from plan in this plan year2025-07-280
Other contributions to plan in this plan year2025-07-28100780
Other income to plan in this plan year2025-07-28392574
Plan net income in this plan year2025-07-28794466
Net assets as of the end of the plan year2025-07-283197366
Net assets as of the beginning of the plan year2025-07-282402900
Employer contributions to plan in this plan year2025-07-28194792
Fees paid to broker by Benefit Provider2025-07-28302
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-280
2024 : 403(B) THRIFT PLAN OF MICHIGAN HEALTH ENDOWMENT FUND 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-150
Total liabilities as of the end of the plan year2024-07-150
Total liabilities as of the beginning of the plan year2024-07-150
Total expenses incurred by plan in this plan year2024-07-15464096
Net assets as of the end of the plan year2024-07-152402900
Total assets as of the beginning of the plan year2024-07-151908960
Value of plan covered by a fidelity bond2024-07-151000000
Participant contributions to plan in this plan year2024-07-15312195
Other expenses paid from plan in this plan year2024-07-150
Other contributions to plan in this plan year2024-07-15120665
Other income to plan in this plan year2024-07-15344188
Plan net income in this plan year2024-07-15493940
Net assets as of the end of the plan year2024-07-152402900
Net assets as of the beginning of the plan year2024-07-151908960
Employer contributions to plan in this plan year2024-07-15180988
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-152
2022 : 403(B) THRIFT PLAN OF MICHIGAN HEALTH ENDOWMENT FUND 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-300
Total liabilities as of the end of the plan year2022-06-300
Total liabilities as of the beginning of the plan year2022-06-300
Total expenses incurred by plan in this plan year2022-06-300
Net assets as of the end of the plan year2022-06-301798284
Total assets as of the beginning of the plan year2022-06-301223766
Value of plan covered by a fidelity bond2022-06-301000000
Participant contributions to plan in this plan year2022-06-30210227
Other expenses paid from plan in this plan year2022-06-300
Other contributions to plan in this plan year2022-06-3010505
Other income to plan in this plan year2022-06-30215918
Plan net income in this plan year2022-06-30574518
Net assets as of the end of the plan year2022-06-301798284
Net assets as of the beginning of the plan year2022-06-301223766
Employer contributions to plan in this plan year2022-06-30137868
Fees paid to broker by Benefit Provider2022-06-30798

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