2023 Form 5500 filing — Centracare Health System 403(B) 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 20240801134236NAL0022951905001) for Centracare Health System 403(B) Plan, reported by Centracare Health System under EIN 41-1813221 and plan number 002. It reports 14,064 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801134236NAL0022951905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Centracare Health System
- EIN
- 41-1813221
- Plan number
- 002
- Location
- St. Cloud, MN
- Participants
- 14,064
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $826,746,245
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $826,746,245
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $140,772,156
- Benefits paid
- $52,945,812
- Administrative expenses
- $432,162
- Total expenses
- $53,494,868
- Net increase / (decrease)
- $87,277,288
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $363,162 | $0 |
| Leech Tishman Fuscaldo & Lampl LLC | ATTORNEY/LEGAL | $69,000 | not reported in the loaded dataset |