2023 Form 5500 filing — Sanford Health Employees' Pension 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 20240801121210NAL0038786880001) for Sanford Health Employees' Pension Plan, reported by Sanford Health under EIN 31-1527032 and plan number 001. It reports 2,934 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801121210NAL0038786880001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sanford Health
- EIN
- 31-1527032
- Plan number
- 001
- Location
- Sioux Falls, SD
- Participants
- 2,934
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $236,364,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $236,364,076
- Total income / additions
- $22,778,065
- Benefits paid
- $66,066,760
- Administrative expenses
- $3,587,841
- Total expenses
- $69,654,601
- Net increase / (decrease)
- -$46,876,536
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $412,933 | not reported in the loaded dataset |
| Sei | NONE | $258,243 | not reported in the loaded dataset |
| First National Bank In Sioux Falls | NONE | $235,367 | not reported in the loaded dataset |
| Ryan Labs Asset Management | NONE | $165,277 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $73,321 | not reported in the loaded dataset |
| Bmo Harris Bank, N.A. | NONE | $60,246 | not reported in the loaded dataset |
| Morgan Stanley Investment Mgt Inc. | NONE | $44,968 | not reported in the loaded dataset |
| American Portfolios | NONE | $32,995 | not reported in the loaded dataset |