2023 Form 5500 filing — Fairview Health Services Pension Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240712101100NAL0011172083001) for Fairview Health Services Pension Plan, reported by Fairview Health Services under EIN 41-0991680 and plan number 010. It reports 7,725 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$609.8MReported net assets$609,806,339
Participants7.7K7,725
Provider compensation$109.9K2 Schedule C row(s)$109,947
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240712101100NAL0011172083001
Plan sponsor
Fairview Health Services
EIN
41-0991680
Plan number
010
Location
Minneapolis, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$609.8M total assets
Net assets$609.8MLiabilities$0
Money in vs. money out
Total income / additions$114.8M
Total expenses$47.3M
Benefits paid / distributions$47.2M
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$609,806,339
Total liabilities (EOY)
$0
Net assets (EOY)
$609,806,339
Employer contributions
$0
Participant contributions
$0
Total income / additions
$114,827,103
Benefits paid
$47,170,860
Administrative expenses
$110,247
Total expenses
$47,281,107
Net increase / (decrease)
$67,545,996
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $61.1K
  2. 2
    RECORDKEEPER · Direct $48.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240712101100NAL0011172083001 cover?
It is the 2023 Form 5500 filing for Fairview Health Services Pension Plan, reported by Fairview Health Services (EIN 41-0991680).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages