2023 Form 5500 filing — Stevens Community Medical Center Money Purchase 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 20240904205226NAL0020679857001) for Stevens Community Medical Center Money Purchase Pension Plan, reported by Stevens Community Medical Center under EIN 36-3311936 and plan number 001. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904205226NAL0020679857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stevens Community Medical Center
- EIN
- 36-3311936
- Plan number
- 001
- Location
- Morris, MN
- Participants
- 280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,028,874
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,028,874
- Employer contributions
- $776,457
- Total income / additions
- $2,734,594
- Benefits paid
- $480,361
- Administrative expenses
- $34,149
- Total expenses
- $514,510
- Net increase / (decrease)
- $2,220,084
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones | RETAINED BY EMPLOYER | $16,666 | not reported in the loaded dataset |
| John Hancock | RETAINED BY EMPLOYER | $15,592 | $0 |
| Wilshire | RETAINED BY EMPLOYER | $1,667 | not reported in the loaded dataset |
| Bremer Bank National Association | TRUSTEE | $653 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |