2023 Form 5500 filing — Mayo Clinic Health System 401(A) 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 20240822114721NAL0005062833001) for Mayo Clinic Health System 401(A) Plan, reported by Mayo Clinic Health System - Mankato under EIN 41-1236756 and plan number 005. It reports 4,029 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822114721NAL0005062833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mayo Clinic Health System - Mankato
- EIN
- 41-1236756
- Plan number
- 005
- Location
- Mankato, MN
- Participants
- 4,029
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $248,995,276
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $248,995,276
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $36,464,769
- Benefits paid
- $17,311,041
- Administrative expenses
- $190,876
- Total expenses
- $17,501,917
- Net increase / (decrease)
- $18,962,852
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Engines | ADVISOR | $280,314 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$89,203 | $0 |