Plan5500

Hennepin Healthcare Research Institute — 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, Hennepin Healthcare Research Institute (EIN 41-1677920) is a plan sponsor located in Minneapolis, MN with 3 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
41-1677920
Location
Minneapolis, MN
Loaded plans
3
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 Hennepin Healthcare Research Institute

  • 3 loaded plans hold $45.7M in reported assets.
  • The largest, Hennepin Healthcare Research Institute Retirement Plan, holds 59% of this company's reported plan assets.
  • Plans cover 669 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$45.7MSummed across loaded plans$45,740,347
Total reported assets$45.7M$45,740,535
Total reported participants669
Total reported liabilities$188

Reported net position

Reported assets = net assets + liabilities (summed)$45.7M total assets
Net assets$45.7MLiabilities$188
Contributions & income
Employer contributions$1.3M
Participant contributions$1.1M
Total income / additions$9.9M
Expenses & distributions
Benefits paid / distributions$4.2M
Total expenses$4.3M
Net increase / (decrease)$5.7M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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 assets59%Hennepin Healthcare Research Institute Retirement Plan
Participants per plan223Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Hennepin Healthcare Research Institute Retirement Plan$27.2M
    Plan #001 · 303 participants · 2023
  2. 2
    Hennepin Healthcare Research Institute 403(B) Savings Plan$18.6M
    Plan #002 · 201 participants · 2023
  3. 3
    Hennepin Healthcare Research Institute Employee Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 165 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Hennepin Healthcare Research Institute. Open one for its full reported snapshot.

  1. 2023
    Hennepin Healthcare Research Institute Employee Welfare Benefit Plan165 participants · 2No schedules
    View filing →
  2. 2023
    Hennepin Healthcare Research Institute 403(B) Savings Plan201 participants · 2Sch HSch C
    View filing →
  3. 2023
    Hennepin Healthcare Research Institute Retirement Plan303 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Hennepin Healthcare Research Institute report on Form 5500?
Hennepin Healthcare Research Institute (EIN 41-1677920) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Hennepin Healthcare Research Institute?
The Employer Identification Number (EIN) reported for Hennepin Healthcare Research Institute is 41-1677920.
What is the latest Form 5500 filing year for Hennepin Healthcare Research Institute?
The latest loaded Form 5500 filing year for Hennepin Healthcare Research Institute is 2023.

Related Form 5500 pages