Plan5500

Pera Replacement Plan For Certain Employees Of Avera Marshall — Form 5500 plan (Avera Marshall Regional 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, Pera Replacement Plan For Certain Employees Of Avera Marshall is a benefit plan reported by Avera Marshall Regional Medical Center under EIN 41-0919153 and plan number 001. The latest loaded filing year is 2023. The filing reports 83 participants and $1,532,225 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.5MPlan net assets, end of year$1,532,225
Participants83Covered participants reported
Assets / participant$18.5KComputed: assets ÷ participants$18,461 (computed)
Provider compensationNone reported
Plan sponsor
Avera Marshall Regional Medical Center
EIN
41-0919153
Plan number
001
Plan type
2
Location
Marshall, MN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202383I20240924092923NAL0012586881001
Schedule I · 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)$1.5M total assets
Net assets$1.5MLiabilities$0
Money in vs. money out
Total income / additions$218.6K
Total expenses$59.3K
Benefits paid / distributions$57.2K
Contributions
Employer$66.1K
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$1,532,225
Total liabilities (EOY)
$0
Net assets (EOY)
$1,532,225
Net assets (BOY)
$1,372,944

Income & contributions

Employer contributions
$66,057
Participant contributions
$0
Total income / additions
$218,611

Expenses & distributions

Benefits paid
$57,192
Administrative expenses
$2,138
Total expenses
$59,330
Net increase / (decrease)
$159,281
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.

Contribution share (employer vs. participant)
Employer 100%Participant 0%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income26%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages