St. Francis Health Services Of Morris Tax Deferred Annuity Plan — Form 5500 plan (St Francis Health Services Of Morris Inc.)

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, St. Francis Health Services Of Morris Tax Deferred Annuity Plan is a benefit plan reported by St Francis Health Services Of Morris Inc. under EIN 41-1484416 and plan number 005. The latest loaded filing year is 2023. The filing reports 2,257 participants and $16,250,208 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St Francis Health Services Of Morris Inc.
EIN
41-1484416
Plan number
005
Plan type
2
Location
Morris, MN
Latest filing year
2023
Participants
2,257
End-of-year plan assets
$16,250,208

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,257H, C20250326081510NAL0008453859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,250,208
Total liabilities (EOY)
$0
Net assets (EOY)
$16,250,208
Net assets (BOY)
$13,435,680

Income & contributions

Employer contributions
$0
Participant contributions
$1,564,375
Total contributions
$1,813,734
Total income / additions
$4,130,597

Expenses & distributions

Benefits paid
$1,306,797
Administrative expenses
$9,272
Total expenses
$1,316,069
Net increase / (decrease)
$2,814,528

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoNONE$11,822$32,2292023
Francis LLCNONE$0$12,9882023

Related Form 5500 pages