2023 Form 5500 filing — Fairview Health Services 403b Plan For Mna Employees

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 20240712102832NAL0011181699001) for Fairview Health Services 403b Plan For Mna Employees, reported by Fairview Health Services under EIN 41-0991680 and plan number 014. It reports 5,255 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)$393.9MReported net assets$393,908,270
Participants5.3K5,255
Provider compensation$231K2 Schedule C row(s)$231,014
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240712102832NAL0011181699001
Plan sponsor
Fairview Health Services
EIN
41-0991680
Plan number
014
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)$393.9M total assets
Net assets$393.9MLiabilities$0
Money in vs. money out
Total income / additions$96.5M
Total expenses$23.6M
Benefits paid / distributions$23.3M
Contributions
Employer$2.9M
Participant$30.1M
Full reported line items
Total assets (EOY)
$393,908,270
Total liabilities (EOY)
$0
Net assets (EOY)
$393,908,270
Employer contributions
$2,926,472
Participant contributions
$30,116,086
Total income / additions
$96,496,682
Benefits paid
$23,334,332
Administrative expenses
$231,314
Total expenses
$23,593,927
Net increase / (decrease)
$72,902,755
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $163.8K · Indirect $0
  2. 2
    ADVISOR · Direct $67.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240712102832NAL0011181699001 cover?
It is the 2023 Form 5500 filing for Fairview Health Services 403b Plan For Mna Employees, 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