St. Croix Regional Medical Center 403(B) Retirement Plan — Form 5500 plan (St. Croix Regional 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, St. Croix Regional Medical Center 403(B) Retirement Plan is a benefit plan reported by St. Croix Regional Medical Center under EIN 39-0890676 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,051 participants and $75,341,886 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St. Croix Regional Medical Center
EIN
39-0890676
Plan number
001
Plan type
2
Location
St. Croix Falls, WI
Latest filing year
2023
Participants
1,051
End-of-year plan assets
$75,341,886

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,051H, C20241015154336NAL0014995715001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$75,341,886
Total liabilities (EOY)
$40,741
Net assets (EOY)
$75,301,145
Net assets (BOY)
$67,508,984

Income & contributions

Employer contributions
$2,301,632
Participant contributions
$3,091,229
Total contributions
$5,631,860
Total income / additions
$17,886,325

Expenses & distributions

Benefits paid
$9,910,037
Administrative expenses
$184,127
Total expenses
$10,094,164
Net increase / (decrease)
$7,792,161

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$159,165$02023
Commonwealth Equity Services LlpNONE$24,962not reported in the loaded dataset2023

Related Form 5500 pages