2023 Form 5500 filing — University Of Minnesota Physicians Retirement Savings And 401(K) Plan
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 20240710101302NAL0009465651001) for University Of Minnesota Physicians Retirement Savings And 401(K) Plan, reported by University Of Minnesota Physicians under EIN 41-1843943 and plan number 002. It reports 5,490 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240710101302NAL0009465651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of Minnesota Physicians
- EIN
- 41-1843943
- Plan number
- 002
- Location
- Minneapolis, MN
- Participants
- 5,490
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $932,662,946
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $932,662,946
- Employer contributions
- $49,135,646
- Participant contributions
- $32,557,628
- Total income / additions
- $231,560,269
- Benefits paid
- $37,358,124
- Administrative expenses
- $542,984
- Total expenses
- $38,344,022
- Net increase / (decrease)
- $193,216,247
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $350,193 | $0 |
| Empower Advisory Group, LLC | NONE | $192,136 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | NONE | $2,100 | not reported in the loaded dataset |