Stevens Community Medical Center 403(B) Plan — Form 5500 plan (Stevens Community Medical Center)
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, Stevens Community Medical Center 403(B) Plan is a benefit plan reported by Stevens Community Medical Center under EIN 36-3311936 and plan number 002. The latest loaded filing year is 2023. The filing reports 327 participants and $26,148,682 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stevens Community Medical Center
- EIN
- 36-3311936
- Plan number
- 002
- Plan type
- 2
- Location
- Morris, MN
- Latest filing year
- 2023
- Participants
- 327
- End-of-year plan assets
- $26,148,682
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 327 | H, C | 20240916085038NAL0000940051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,148,682
- Total liabilities (EOY)
- $34,646
- Net assets (EOY)
- $26,114,036
- Net assets (BOY)
- $22,614,666
Income & contributions
- Employer contributions
- $295,574
- Participant contributions
- $1,222,344
- Total contributions
- $1,837,333
- Total income / additions
- $5,525,352
Expenses & distributions
- Benefits paid
- $1,958,226
- Administrative expenses
- $67,756
- Total expenses
- $2,025,982
- Net increase / (decrease)
- $3,499,370
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Advisor'S Pride | NONE | $45,128 | not reported in the loaded dataset | 2023 |
| Alerus Financial, N.A. | NONE | $22,628 | $0 | 2023 |