Grand Itasca Clinic & Hospital 401(K) Plan And Trust — Form 5500 plan (Grand Itasca Clinic & Hospital)
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, Grand Itasca Clinic & Hospital 401(K) Plan And Trust is a benefit plan reported by Grand Itasca Clinic & Hospital under EIN 41-1865874 and plan number 001. The latest loaded filing year is 2023. The filing reports 872 participants and $99,165,198 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grand Itasca Clinic & Hospital
- EIN
- 41-1865874
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Rapids, MN
- Latest filing year
- 2023
- Participants
- 872
- End-of-year plan assets
- $99,165,198
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 872 | H, C | 20240705080245NAL0013332336001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,165,198
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,165,198
- Net assets (BOY)
- $84,286,426
Income & contributions
- Employer contributions
- $2,714,635
- Participant contributions
- $4,116,245
- Total contributions
- $7,773,385
- Total income / additions
- $23,342,448
Expenses & distributions
- Benefits paid
- $8,397,875
- Administrative expenses
- $61,159
- Total expenses
- $8,463,676
- Net increase / (decrease)
- $14,878,772
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $23,590 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,061 | $0 | 2023 |