2023 Form 5500 filing — Emeriti Retiree Health Plan For St. Olaf College
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 20241008105854NAL0028393872001) for Emeriti Retiree Health Plan For St. Olaf College, reported by St. Olaf College under EIN 41-0693979 and plan number 513. It reports 1,044 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008105854NAL0028393872001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Olaf College
- EIN
- 41-0693979
- Plan number
- 513
- Location
- Northfield, MN
- Participants
- 1,044
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,985,316
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,985,316
- Employer contributions
- $680,514
- Participant contributions
- $406,317
- Total income / additions
- $2,934,836
- Benefits paid
- $1,076,358
- Administrative expenses
- $89,678
- Total expenses
- $1,166,036
- Net increase / (decrease)
- $1,768,800
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Emeriti Retiree Health Solutions | CONSULTANT | $89,678 | not reported in the loaded dataset |