Mayo Clinic Health System 401(A) Plan — Form 5500 plan (Mayo Clinic Health System - Mankato)

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, Mayo Clinic Health System 401(A) Plan is a benefit plan reported by Mayo Clinic Health System - Mankato under EIN 41-1236756 and plan number 005. The latest loaded filing year is 2023. The filing reports 4,029 participants and $248,995,276 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mayo Clinic Health System - Mankato
EIN
41-1236756
Plan number
005
Plan type
2
Location
Mankato, MN
Latest filing year
2023
Participants
4,029
End-of-year plan assets
$248,995,276

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,029H, C20240822114721NAL0005062833001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$248,995,276
Total liabilities (EOY)
$0
Net assets (EOY)
$248,995,276
Net assets (BOY)
$230,032,424

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$36,464,769

Expenses & distributions

Benefits paid
$17,311,041
Administrative expenses
$190,876
Total expenses
$17,501,917
Net increase / (decrease)
$18,962,852

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Financial EnginesADVISOR$280,314not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$89,203$02023

Related Form 5500 pages