North Memorial Health Care 401(K) Plan — Form 5500 plan (North Memorial Health)

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, North Memorial Health Care 401(K) Plan is a benefit plan reported by North Memorial Health under EIN 41-0729979 and plan number 005. The latest loaded filing year is 2023. The filing reports 7,650 participants and $691,495,723 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
North Memorial Health
EIN
41-0729979
Plan number
005
Plan type
2
Location
Robbinsdale, MN
Latest filing year
2023
Participants
7,650
End-of-year plan assets
$691,495,723

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,650H, C20241015190017NAL0050990704001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$691,495,723
Total liabilities (EOY)
$117,769,431
Net assets (EOY)
$573,726,292
Net assets (BOY)
$414,326,280

Income & contributions

Employer contributions
$14,195,877
Participant contributions
$31,710,337
Total contributions
$50,814,743
Total income / additions
$145,485,766

Expenses & distributions

Benefits paid
$53,383,956
Administrative expenses
$369,769
Total expenses
$54,043,205
Net increase / (decrease)
$91,442,561

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins. Co Of AmericaRECORDKEEPER$436,851$02023
Advised Assets Group, LLCADVISOR$95,595not reported in the loaded dataset2023

Related Form 5500 pages