Central Minnesota Mental Health Center 403(B) Retirement Plan — Form 5500 plan (Central Minnesota Mental Health 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, Central Minnesota Mental Health Center 403(B) Retirement Plan is a benefit plan reported by Central Minnesota Mental Health Center under EIN 41-0873142 and plan number 001. The latest loaded filing year is 2023. The filing reports 400 participants and $14,406,819 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central Minnesota Mental Health Center
- EIN
- 41-0873142
- Plan number
- 001
- Plan type
- 2
- Location
- Waite Park, MN
- Latest filing year
- 2023
- Participants
- 400
- End-of-year plan assets
- $14,406,819
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 400 | H, C | 20241002143342NAL0016911266001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,406,819
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,406,819
- Net assets (BOY)
- $12,025,938
Income & contributions
- Employer contributions
- $624,016
- Participant contributions
- $719,171
- Total contributions
- $1,363,272
- Total income / additions
- $3,742,089
Expenses & distributions
- Benefits paid
- $1,305,421
- Administrative expenses
- $53,227
- Total expenses
- $1,361,208
- Net increase / (decrease)
- $2,380,881
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bremer Bank National Association | TRUSTEE | $43,267 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,468 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $3,492 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Central Minnesota Mental Health Center
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Waite Park, MN
- Bremer Bank National Association — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation