University Of Minnesota Physicians Retirement Savings And 401(K) Plan — Form 5500 plan (University Of Minnesota Physicians)
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, University Of Minnesota Physicians Retirement Savings And 401(K) Plan is a benefit plan reported by University Of Minnesota Physicians under EIN 41-1843943 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,490 participants and $932,662,946 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of Minnesota Physicians
- EIN
- 41-1843943
- Plan number
- 002
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 5,490
- End-of-year plan assets
- $932,662,946
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,490 | H, C | 20240710101302NAL0009465651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $932,662,946
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $932,662,946
- Net assets (BOY)
- $739,446,699
Income & contributions
- Employer contributions
- $49,135,646
- Participant contributions
- $32,557,628
- Total contributions
- $88,988,767
- Total income / additions
- $231,560,269
Expenses & distributions
- Benefits paid
- $37,358,124
- Administrative expenses
- $542,984
- Total expenses
- $38,344,022
- Net increase / (decrease)
- $193,216,247
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $350,193 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $192,136 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | NONE | $2,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Of Minnesota Physicians
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation