2023 Form 5500 filing — Fairview Health Services 403b 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 20240712102229NAL0017443313001) for Fairview Health Services 403b Plan, reported by Fairview Health Services under EIN 41-0991680 and plan number 015. It reports 34,527 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)$2.9BReported net assets$2,909,253,444
Participants34.5K34,527
Provider compensation$1.8M2 Schedule C row(s)$1,770,496
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240712102229NAL0017443313001
Plan sponsor
Fairview Health Services
EIN
41-0991680
Plan number
015
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)$2.9B total assets
Net assets$2.9BLiabilities$0
Money in vs. money out
Total income / additions$684.3M
Total expenses$201.5M
Benefits paid / distributions$198.9M
Contributions
Employer$58.5M
Participant$153.8M
Full reported line items
Total assets (EOY)
$2,909,253,444
Total liabilities (EOY)
$0
Net assets (EOY)
$2,909,253,444
Employer contributions
$58,541,813
Participant contributions
$153,846,332
Total income / additions
$684,345,482
Benefits paid
$198,888,428
Administrative expenses
$1,773,496
Total expenses
$201,472,009
Net increase / (decrease)
$482,873,473
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $1.4M · Indirect $0
  2. 2
    ADVISOR · Direct $382.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240712102229NAL0017443313001 cover?
It is the 2023 Form 5500 filing for Fairview Health Services 403b 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