Minneapolis Heart Institute Foundation — Form 5500 plan (Minneapolis Heart Institute Foundation)
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, Minneapolis Heart Institute Foundation is a benefit plan reported by Minneapolis Heart Institute Foundation under EIN 41-1426406 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $11,826,699 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Minneapolis Heart Institute Foundation
- EIN
- 41-1426406
- Plan number
- 001
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $11,826,699
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20241002131754NAL0004819187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,826,699
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,826,699
- Net assets (BOY)
- $9,406,956
Income & contributions
- Employer contributions
- $514,345
- Participant contributions
- $764,049
- Total contributions
- $1,690,948
- Total income / additions
- $3,332,072
Expenses & distributions
- Benefits paid
- $875,169
- Administrative expenses
- $37,160
- Total expenses
- $912,329
- Net increase / (decrease)
- $2,419,743
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,160 | $0 | 2023 |
| Clifton Larson Allen | ACCOUNTANT | $21,520 | not reported in the loaded dataset | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Minneapolis Heart Institute Foundation
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Principal Life Insurance Company — Schedule C compensation
- Clifton Larson Allen — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation