2023 Form 5500 filing — Grand Itasca Clinic & Hospital 401(K) Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240705080245NAL0013332336001) for Grand Itasca Clinic & Hospital 401(K) Plan And Trust, reported by Grand Itasca Clinic & Hospital under EIN 41-1865874 and plan number 001. It reports 872 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240705080245NAL0013332336001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grand Itasca Clinic & Hospital
- EIN
- 41-1865874
- Plan number
- 001
- Location
- Grand Rapids, MN
- Participants
- 872
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,165,198
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,165,198
- Employer contributions
- $2,714,635
- Participant contributions
- $4,116,245
- Total income / additions
- $23,342,448
- Benefits paid
- $8,397,875
- Administrative expenses
- $61,159
- Total expenses
- $8,463,676
- Net increase / (decrease)
- $14,878,772
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $23,590 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $3,061 | $0 |