Crystal Run Healthcare Physicians Llp Retirement Plan — Form 5500 plan (Crystal Run Healthcare Physicians, Llp)

Plain-English plan 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, Crystal Run Healthcare Physicians Llp Retirement Plan is a benefit plan reported by Crystal Run Healthcare Physicians, Llp under EIN 13-3843560 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,309 participants and $194,860,328 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Crystal Run Healthcare Physicians, Llp
EIN
13-3843560
Plan number
001
Plan type
2
Location
Minnetonka, MN
Latest filing year
2023
Participants
3,309
End-of-year plan assets
$194,860,328

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,309H, C20241004143125NAL0012326001001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$194,860,328
Total liabilities (EOY)
$7,853
Net assets (EOY)
$194,852,475
Net assets (BOY)
$180,158,201

Income & contributions

Employer contributions
$974,263
Participant contributions
$13,429,209
Total contributions
$14,774,128
Total income / additions
$41,973,800

Expenses & distributions

Benefits paid
$26,838,954
Administrative expenses
$418,227
Total expenses
$27,279,526
Net increase / (decrease)
$14,694,274

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Financial NetworkINVESTMENT ADVISOR$218,771not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORDKEEPER$199,456$02023

Related Form 5500 pages