Retirement Plan Of Mille Lacs Health System — Form 5500 plan (Mille Lacs Health System)
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, Retirement Plan Of Mille Lacs Health System is a benefit plan reported by Mille Lacs Health System under EIN 41-0785161 and plan number 005. The latest loaded filing year is 2023. The filing reports 617 participants and $29,147,700 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mille Lacs Health System
- EIN
- 41-0785161
- Plan number
- 005
- Plan type
- 2
- Location
- Onamia, MN
- Latest filing year
- 2023
- Participants
- 617
- End-of-year plan assets
- $29,147,700
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 617 | H, C | 20240828135923NAL0019738032001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,147,700
- Net assets (EOY)
- $29,147,700
- Net assets (BOY)
- $25,615,083
Income & contributions
- Employer contributions
- $754,854
- Participant contributions
- $1,474,431
- Total contributions
- $2,269,961
- Total income / additions
- $6,313,380
Expenses & distributions
- Benefits paid
- $2,638,855
- Administrative expenses
- $115,678
- Total expenses
- $2,780,763
- Net increase / (decrease)
- $3,532,617
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $60,578 | $0 | 2023 |
| Kestra Investment Services LLC | ADVISOR | $55,000 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $100 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mille Lacs Health System
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Onamia, MN
- Transamerica Retirement Solutions — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- National Financial Services — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation