2023 Form 5500 filing — Crystal Run Healthcare Physicians Llp Retirement 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 20241004143125NAL0012326001001) for Crystal Run Healthcare Physicians Llp Retirement Plan, reported by Crystal Run Healthcare Physicians, Llp under EIN 13-3843560 and plan number 001. It reports 3,309 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004143125NAL0012326001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Crystal Run Healthcare Physicians, Llp
- EIN
- 13-3843560
- Plan number
- 001
- Location
- Minnetonka, MN
- Participants
- 3,309
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $194,860,328
- Total liabilities (EOY)
- $7,853
- Net assets (EOY)
- $194,852,475
- Employer contributions
- $974,263
- Participant contributions
- $13,429,209
- Total income / additions
- $41,973,800
- Benefits paid
- $26,838,954
- Administrative expenses
- $418,227
- Total expenses
- $27,279,526
- Net increase / (decrease)
- $14,694,274
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | INVESTMENT ADVISOR | $218,771 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $199,456 | $0 |