2023 Form 5500 filing — North Memorial Health Care 401(K) 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 20241015190017NAL0050990704001) for North Memorial Health Care 401(K) Plan, reported by North Memorial Health under EIN 41-0729979 and plan number 005. It reports 7,650 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015190017NAL0050990704001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North Memorial Health
- EIN
- 41-0729979
- Plan number
- 005
- Location
- Robbinsdale, MN
- Participants
- 7,650
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $691,495,723
- Total liabilities (EOY)
- $117,769,431
- Net assets (EOY)
- $573,726,292
- Employer contributions
- $14,195,877
- Participant contributions
- $31,710,337
- Total income / additions
- $145,485,766
- Benefits paid
- $53,383,956
- Administrative expenses
- $369,769
- Total expenses
- $54,043,205
- Net increase / (decrease)
- $91,442,561
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co Of America | RECORDKEEPER | $436,851 | $0 |
| Advised Assets Group, LLC | ADVISOR | $95,595 | not reported in the loaded dataset |