2023 Form 5500 filing — Altru Health System Retirement Savings Plan 401k
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 20241002133618NAL0015086272001) for Altru Health System Retirement Savings Plan 401k, reported by Altru Health System under EIN 45-0310462 and plan number 003. It reports 4,132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002133618NAL0015086272001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Altru Health System
- EIN
- 45-0310462
- Plan number
- 003
- Location
- Grand Forks, ND
- Participants
- 4,132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $455,666,135
- Total liabilities (EOY)
- $4,699,755
- Net assets (EOY)
- $450,966,380
- Employer contributions
- $12,195,162
- Participant contributions
- $19,773,749
- Total income / additions
- $103,841,594
- Benefits paid
- $47,236,146
- Administrative expenses
- $283,470
- Total expenses
- $47,519,616
- Net increase / (decrease)
- $56,321,978
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, | NONE | $278,567 | not reported in the loaded dataset |
| Fredrikson & Byron Pa | NONE | $4,906 | not reported in the loaded dataset |