Riverview Healthcare Association Employees' Pension Plan — Form 5500 plan (Riverview Healthcare Association)

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, Riverview Healthcare Association Employees' Pension Plan is a benefit plan reported by Riverview Healthcare Association under EIN 41-0724029 and plan number 005. The latest loaded filing year is 2023. The filing reports 375 participants and $20,643,203 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20.6MPlan net assets, end of year$20,643,203
Participants375Covered participants reported
Assets / participant$55KComputed: assets ÷ participants$55,049 (computed)
Provider compensation$66.1K1 Schedule C provider row(s)$66,103
Plan sponsor
Riverview Healthcare Association
EIN
41-0724029
Plan number
005
Plan type
2
Location
Crookston, MN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023375H, C20241014125301NAL0027318993001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$20.6M total assets
Net assets$20.6MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$2.8M
Benefits paid / distributions$2.7M
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$20,643,203
Total liabilities (EOY)
$0
Net assets (EOY)
$20,643,203
Net assets (BOY)
$20,009,973

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$3,393,606

Expenses & distributions

Benefits paid
$2,694,273
Administrative expenses
$66,103
Total expenses
$2,760,376
Net increase / (decrease)
$633,230
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income79%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurane CompanyRECORDKEEPER$66,103$02023

Related Form 5500 pages