Olmsted Medical Center Retirement Savings Plan — Form 5500 plan (Olmsted 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, Olmsted Medical Center Retirement Savings Plan is a benefit plan reported by Olmsted Medical Center under EIN 41-0855367 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,814 participants and $269,809,756 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Olmsted Medical Center
EIN
41-0855367
Plan number
001
Plan type
2
Location
Rochester, MN
Latest filing year
2023
Participants
1,814
End-of-year plan assets
$269,809,756

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,814H, C20240924092005NAL0007318019001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$269,809,756
Total liabilities (EOY)
$0
Net assets (EOY)
$269,809,756
Net assets (BOY)
$230,915,598

Income & contributions

Employer contributions
$6,397,980
Participant contributions
$10,520,883
Total contributions
$18,233,179
Total income / additions
$58,225,055

Expenses & distributions

Benefits paid
$19,072,433
Administrative expenses
$258,464
Total expenses
$19,330,897
Net increase / (decrease)
$38,894,158

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Francis Investment CounselCONSULTANT$145,522not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$112,992$02023

Related Form 5500 pages