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, Emeriti Retiree Health Plan For St. Olaf College is a benefit plan reported by St. Olaf College under EIN 41-0693979 and plan number 513. The latest loaded filing year is 2023. The filing reports 1,044 participants and $14,985,316 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,985,316
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,985,316
- Net assets (BOY)
- $13,216,516
Income & contributions
- Employer contributions
- $680,514
- Participant contributions
- $406,317
- Total contributions
- $1,086,831
- Total income / additions
- $2,934,836
Expenses & distributions
- Benefits paid
- $1,076,358
- Administrative expenses
- $89,678
- Total expenses
- $1,166,036
- Net increase / (decrease)
- $1,768,800