2023 Form 5500 filing — Retirement Plan Of Mille Lacs Health System
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 20240828135923NAL0019738032001) for Retirement Plan Of Mille Lacs Health System, reported by Mille Lacs Health System under EIN 41-0785161 and plan number 005. It reports 617 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828135923NAL0019738032001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mille Lacs Health System
- EIN
- 41-0785161
- Plan number
- 005
- Location
- Onamia, MN
- Participants
- 617
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,147,700
- Net assets (EOY)
- $29,147,700
- Employer contributions
- $754,854
- Participant contributions
- $1,474,431
- Total income / additions
- $6,313,380
- Benefits paid
- $2,638,855
- Administrative expenses
- $115,678
- Total expenses
- $2,780,763
- Net increase / (decrease)
- $3,532,617
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $60,578 | $0 |
| Kestra Investment Services LLC | ADVISOR | $55,000 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $100 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $0 | $0 |