2023 Form 5500 filing — Essentia Health 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 20241015141019NAL0028711857001) for Essentia Health Retirement Plan, reported by Essentia Health under EIN 20-0360007 and plan number 002. It reports 19,726 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141019NAL0028711857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Essentia Health
- EIN
- 20-0360007
- Plan number
- 002
- Location
- Duluth, MN
- Participants
- 19,726
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,947,015,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,947,015,983
- Employer contributions
- $52,981,118
- Participant contributions
- $100,203,741
- Total income / additions
- $471,641,343
- Benefits paid
- $136,157,818
- Administrative expenses
- $1,317,745
- Total expenses
- $137,812,620
- Net increase / (decrease)
- $333,828,723
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $1,104,992 | not reported in the loaded dataset |
| Fiducient Advisors LLC | NONE | $166,400 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | NONE | $42,453 | $0 |
| Charles Schwab & Co., Inc. | NONE | $1,528 | $0 |