St. Francis Health Services Employee Medical Plan — Form 5500 plan (St. Francis Health Services Of Morris)
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 Employee Medical Plan is a benefit plan reported by St. Francis Health Services Of Morris under EIN 41-1484416 and plan number 502. The latest loaded filing year is 2023. The filing reports 660 participants and $4,923,225 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Francis Health Services Of Morris
- EIN
- 41-1484416
- Plan number
- 502
- Plan type
- 2
- Location
- Morris, MN
- Latest filing year
- 2023
- Participants
- 660
- End-of-year plan assets
- $4,923,225
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 660 | H, C | 20241112113450NAL0016066017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,923,225
- Total liabilities (EOY)
- $1,410,279
- Net assets (EOY)
- $3,512,946
- Net assets (BOY)
- $740,237
Income & contributions
- Employer contributions
- $9,182,843
- Participant contributions
- $547,141
- Total contributions
- $9,729,984
- Total income / additions
- $10,033,527
Expenses & distributions
- Benefits paid
- $6,765,733
- Administrative expenses
- $495,085
- Total expenses
- $7,260,818
- Net increase / (decrease)
- $2,772,709
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr, Inc | CLAIMS PROCESSING | $462,137 | $19,181 | 2023 |
| Digital Insurance Inc | BROKER | $133,280 | not reported in the loaded dataset | 2023 |