Altru Health System Retirement Savings Plan 401k — Form 5500 plan (Altru Health System)

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, Altru Health System Retirement Savings Plan 401k is a benefit plan reported by Altru Health System under EIN 45-0310462 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,132 participants and $455,666,135 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Altru Health System
EIN
45-0310462
Plan number
003
Plan type
2
Location
Grand Forks, ND
Latest filing year
2023
Participants
4,132
End-of-year plan assets
$455,666,135

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,132H, C20241002133618NAL0015086272001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$455,666,135
Total liabilities (EOY)
$4,699,755
Net assets (EOY)
$450,966,380
Net assets (BOY)
$394,644,402

Income & contributions

Employer contributions
$12,195,162
Participant contributions
$19,773,749
Total contributions
$34,140,915
Total income / additions
$103,841,594

Expenses & distributions

Benefits paid
$47,236,146
Administrative expenses
$283,470
Total expenses
$47,519,616
Net increase / (decrease)
$56,321,978

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial,NONE$278,567not reported in the loaded dataset2023
Fredrikson & Byron PaNONE$4,906not reported in the loaded dataset2023

Related Form 5500 pages