2023 Form 5500 filing — Winona Health Employees' 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 20241011131433NAL0010952211001) for Winona Health Employees' Retirement Plan, reported by Winona Health Services under EIN 41-0713914 and plan number 001. It reports 1,881 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011131433NAL0010952211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Winona Health Services
- EIN
- 41-0713914
- Plan number
- 001
- Location
- Winona, MN
- Participants
- 1,881
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,736,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,736,530
- Employer contributions
- $2,075,139
- Participant contributions
- $3,808,493
- Total income / additions
- $21,016,626
- Benefits paid
- $7,443,870
- Administrative expenses
- $136,479
- Total expenses
- $7,590,808
- Net increase / (decrease)
- $13,425,818
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $91,387 | $0 |
| Gallagher Benefit Services Inc | OTHER | $45,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $92 | not reported in the loaded dataset |