Plan5500

Hiawatha Valley Mental Health Center — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Hiawatha Valley Mental Health Center (EIN 41-0889423) is a plan sponsor located in Winona, MN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
41-0889423
Location
Winona, MN
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Hiawatha Valley Mental Health Center

  • 2 loaded plans hold $3.9M in reported assets.
  • The largest, 403(B) Thrift Plan For Hiawatha Valley Mental Health Center, holds 100% of this company's reported plan assets.
  • Plans cover 320 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.9MSummed across loaded plans$3,888,399
Total reported assets$3.9M$3,888,399
Total reported participants320
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.9M total assets
Net assets$3.9MLiabilities$0
Contributions & income
Employer contributions$123.4K
Participant contributions$348.2K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$633.2K
Total expenses$635.9K
Net increase / (decrease)$472K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%403(B) Thrift Plan For Hiawatha Valley Mental Health Center
Participants per plan160Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    403(B) Thrift Plan For Hiawatha Valley Mental Health Center$3.9M
    Plan #001 · 195 participants · 2023
  2. 2
    Welfare Benefit Of Hiawatha Valley Mental Health Centernot reported in the loaded dataset
    Plan #502 · 125 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Hiawatha Valley Mental Health Center. Open one for its full reported snapshot.

  1. 2023
    403(B) Thrift Plan For Hiawatha Valley Mental Health Center195 participants · 2Sch HSch C
    View filing →
  2. 2023
    Welfare Benefit Of Hiawatha Valley Mental Health Center125 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Hiawatha Valley Mental Health Center report on Form 5500?
Hiawatha Valley Mental Health Center (EIN 41-0889423) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Hiawatha Valley Mental Health Center?
The Employer Identification Number (EIN) reported for Hiawatha Valley Mental Health Center is 41-0889423.
What is the latest Form 5500 filing year for Hiawatha Valley Mental Health Center?
The latest loaded Form 5500 filing year for Hiawatha Valley Mental Health Center is 2023.

Related Form 5500 pages