2023 Form 5500 filing — Minneapolis Heart Institute Foundation
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 20241002131754NAL0004819187001) for Minneapolis Heart Institute Foundation, reported by Minneapolis Heart Institute Foundation under EIN 41-1426406 and plan number 001. It reports 133 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)$11.8MReported net assets$11,826,699
Participants133
Provider compensation$58.7K3 Schedule C row(s)$58,680
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002131754NAL0004819187001
- Plan sponsor
- Minneapolis Heart Institute Foundation
- EIN
- 41-1426406
- Plan number
- 001
- Location
- Minneapolis, MN
- Received date
- not reported in the loaded dataset
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)$11.8M total assets
Net assets$11.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,826,699
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,826,699
- Employer contributions
- $514,345
- Participant contributions
- $764,049
- Total income / additions
- $3,332,072
- Benefits paid
- $875,169
- Administrative expenses
- $37,160
- Total expenses
- $912,329
- Net increase / (decrease)
- $2,419,743
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,160 | $0 |
| Clifton Larson Allen | ACCOUNTANT | $21,520 | not reported in the loaded dataset |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |