Plan5500

Mora, MN Form 5500 retirement and benefit plan filings

City Form 5500 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, Mora, MN has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $20,440,084 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Mora

  • 4 loaded plans hold $20.4M in reported assets across 3 sponsors.
  • The largest, Welia Health 401(K) Retirement Savings Plan, holds 86% of reported Mora plan assets.
  • Plans cover 1,216 participants — about 304 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.4MSummed across loaded plans$20,440,084
Total reported assets$20.4M$20,440,084
Total reported participants1.2K1,216
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$20.4M total assets
Net assets$20.4MLiabilities$0
Contributions & income
Employer contributions$2.5M
Participant contributions$3.3M
Total income / additions$8.9M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.5M
Net increase / (decrease)$7.4M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mora, MN plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Mora market comparison

Largest plan share of assets86%Welia Health 401(K) Retirement Savings Plan
Participants per plan304Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Mora

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Welia Health 401(K) Retirement Savings Plan$17.5M
    Welia Health · 2023
  2. 2
    Fidelity Retirement Plan$2.9M
    Haasken Dental, LLC · 2023
  3. 3
    Lakes & Pines Community Action Council, Inc. Life Insurance Plannot reported in the loaded dataset
    Lakes & Pines Community Action Council, Inc. · 2023
  4. 4
    Welia Health, Inc. Employee Benefit Plannot reported in the loaded dataset
    Welia Health, Inc. · 2023

Largest plans in Mora → · Mora plans by participants → · Mora plans with financial data → · Mora plans with provider compensation → · $1B+ plans in Mora →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mora, MN?
4 plan(s) reported by 3 sponsor(s) are loaded for Mora, MN.

Related Form 5500 pages