United Hospital District 403(B) Plan — Form 5500 plan (United Hospital District, 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, United Hospital District 403(B) Plan is a benefit plan reported by United Hospital District, Inc. under EIN 45-4165628 and plan number 001. The latest loaded filing year is 2023. The filing reports 316 participants and $17,491,476 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Hospital District, Inc.
EIN
45-4165628
Plan number
001
Plan type
2
Location
Blue Earth, MN
Latest filing year
2023
Participants
316
End-of-year plan assets
$17,491,476

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023316H, C20241001092646NAL0006858257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,491,476
Total liabilities (EOY)
$17,199
Net assets (EOY)
$17,474,277
Net assets (BOY)
$14,174,921

Income & contributions

Employer contributions
$820,427
Participant contributions
$1,254,587
Total contributions
$2,134,491
Total income / additions
$4,496,446

Expenses & distributions

Benefits paid
$1,178,629
Administrative expenses
$18,461
Total expenses
$1,197,090
Net increase / (decrease)
$3,299,356

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$18,461$3,1952023

Related Form 5500 pages