Fairview Health Services — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Fairview Health Services (EIN 41-0991680) is a plan sponsor located in Minneapolis, MN with 8 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
41-0991680
Location
Minneapolis, MN
Loaded plans
8
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Fairview Health Services

  • 8 loaded plans hold $4.1B in reported assets.
  • The largest, Fairview Health Services 403b Plan, holds 71% of this company's reported plan assets.
  • Plans cover 158,286 reported participants.
  • 4 of 8 plans report full financial statements.
  • 4 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.1BSummed across loaded plans$4,084,322,269
Total reported assets$4.1B$4,084,322,269
Total reported participants158.3K158,286
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.1B total assets
Net assets$4.1BLiabilities$0
Contributions & income
Employer contributions$61.5M
Participant contributions$184M
Total income / additions$925.2M
Expenses & distributions
Benefits paid / distributions$282.1M
Total expenses$285M
Net increase / (decrease)$640.2M

Data coverage

Plans with financial statements4 / 8 (50%)
Plans with provider compensation4 / 8 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets71%Fairview Health Services 403b Plan
Participants per plan19,786Average across loaded plans
Loaded plans8
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #015 · 34,527 participants · 2023
  2. 2
    Plan #010 · 7,725 participants · 2023
  3. 3
    Plan #014 · 5,255 participants · 2023
  4. 4
    Plan #001 · 4,991 participants · 2023
  5. 5
    Plan #508 · 32,895 participants · 2023
  6. 6
    Plan #527 · 32,199 participants · 2023
  7. 7
    Fairview Health Services Welfare Benefit Plannot reported in the loaded dataset
    Plan #531 · 23,768 participants · 2023
  8. 8
    Fairview Severance Pay Plannot reported in the loaded dataset
    Plan #517 · 16,926 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Fairview Health Services. Open one for its full reported snapshot.

  1. 2023
    Fairview Health Services Pension Plan7,725 participants · 2Sch HSch C
    View filing →
  2. 2023
    Fairview Health Services 403b Plan34,527 participants · 2Sch HSch C
    View filing →
  3. 2023
    Fairview Health Services 403b Plan For Mna Employees5,255 participants · 2Sch HSch C
    View filing →
  4. 2023
    Fairview Health Services 401(K) Plan4,991 participants · 2Sch HSch C
    View filing →
  5. 2023
    Fairview Health Services Accidental Death & Dismemberment32,895 participants · 2No schedules
    View filing →
  6. 2023
    Fairview Health Services Employee Assistance Program32,199 participants · 2No schedules
    View filing →
  7. 2023
    Fairview Health Services Welfare Benefit Plan23,768 participants · 2No schedules
    View filing →
  8. 2023
    Fairview Severance Pay Plan16,926 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Fairview Health Services report on Form 5500?
Fairview Health Services (EIN 41-0991680) reports 8 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Fairview Health Services?
The Employer Identification Number (EIN) reported for Fairview Health Services is 41-0991680.
What is the latest Form 5500 filing year for Fairview Health Services?
The latest loaded Form 5500 filing year for Fairview Health Services is 2023.

Related Form 5500 pages