Healthpartners Services, Inc. Retirement Savings Plan — Form 5500 plan (Healthpartners Services, 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, Healthpartners Services, Inc. Retirement Savings Plan is a benefit plan reported by Healthpartners Services, Inc. under EIN 41-1683568 and plan number 004. The latest loaded filing year is 2023. The filing reports 312 participants and $23,628,746 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Healthpartners Services, Inc.
EIN
41-1683568
Plan number
004
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
312
End-of-year plan assets
$23,628,746

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023312H, C20240819093914NAL0002443776003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,628,746
Net assets (EOY)
$23,628,746
Net assets (BOY)
$20,287,995

Income & contributions

Employer contributions
$940,219
Participant contributions
$993,759
Total contributions
$2,024,846
Total income / additions
$5,376,501

Expenses & distributions

Benefits paid
$2,021,705
Administrative expenses
$14,045
Total expenses
$2,035,750
Net increase / (decrease)
$3,340,751

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments Inst. OpsRECORDKEEPER$11,720$02023

Related Form 5500 pages