Plan5500

Fairview Health Services 403b Plan — Form 5500 plan (Fairview Health Services)

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, Fairview Health Services 403b Plan is a benefit plan reported by Fairview Health Services under EIN 41-0991680 and plan number 015. The latest loaded filing year is 2023. The filing reports 34,527 participants and $2,909,253,444 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.9BPlan net assets, end of year$2,909,253,444
Participants34.5KCovered participants reported34,527
Assets / participant$84.3KComputed: assets ÷ participants$84,260 (computed)
Provider compensation$1.8M2 Schedule C provider row(s)$1,770,496
Plan sponsor
Fairview Health Services
EIN
41-0991680
Plan number
015
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    34,527 participants · 2Sch HSch C
    View filing →
Schedule H · 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)$2.9B total assets
Net assets$2.9BLiabilities$0
Money in vs. money out
Total income / additions$684.3M
Total expenses$201.5M
Benefits paid / distributions$198.9M
Contributions
Employer$58.5M
Participant$153.8M
Full reported line items

Net assets

Total assets (EOY)
$2,909,253,444
Total liabilities (EOY)
$0
Net assets (EOY)
$2,909,253,444
Net assets (BOY)
$2,426,379,971

Income & contributions

Employer contributions
$58,541,813
Participant contributions
$153,846,332
Total contributions
$226,350,555
Total income / additions
$684,345,482

Expenses & distributions

Benefits paid
$198,888,428
Administrative expenses
$1,773,496
Total expenses
$201,472,009
Net increase / (decrease)
$482,873,473
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 28%Participant 72%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$1.4M
    RECORDKEEPER · Direct $1.4M · Indirect $0
  2. 2
    Strategic Advisors, Inc.$382.2K
    ADVISOR · Direct $382.2K

What to inspect next

Frequently asked questions

Who sponsors the Fairview Health Services 403b Plan?
Fairview Health Services 403b Plan is reported as sponsored by Fairview Health Services (EIN 41-0991680, plan number 015) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Fairview Health Services 403b Plan?
The latest Form 5500 filing year loaded for Fairview Health Services 403b Plan is 2023.
How many participants does Fairview Health Services 403b Plan report?
Fairview Health Services 403b Plan reports 34,527 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Fairview Health Services 403b Plan?
Fairview Health Services 403b Plan reports $2,909,253,444 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages