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, Essentia Health 403(B) Plan is a benefit plan reported by Essentia Health under EIN 20-0360007 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,612 participants and $90,203,002 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $90,203,002
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,203,002
- Net assets (BOY)
- $85,367,374
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $13,248,735
Expenses & distributions
- Benefits paid
- $8,303,794
- Administrative expenses
- $109,313
- Total expenses
- $8,413,107
- Net increase / (decrease)
- $4,835,628