2023 Form 5500 filing — United Hospital District 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 20241001092646NAL0006858257001) for United Hospital District 403(B) Plan, reported by United Hospital District, Inc. under EIN 45-4165628 and plan number 001. It reports 316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.5MReported net assets$17,474,277
Participants316
Provider compensation$21.7K1 Schedule C row(s)$21,656
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001092646NAL0006858257001
Plan sponsor
United Hospital District, Inc.
EIN
45-4165628
Plan number
001
Location
Blue Earth, MN
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$17.5M total assets
Net assets$17.5MLiabilities$17.2K
Money in vs. money out
Total income / additions$4.5M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$820.4K
Participant$1.3M
Full reported line items
Total assets (EOY)
$17,491,476
Total liabilities (EOY)
$17,199
Net assets (EOY)
$17,474,277
Employer contributions
$820,427
Participant contributions
$1,254,587
Total income / additions
$4,496,446
Benefits paid
$1,178,629
Administrative expenses
$18,461
Total expenses
$1,197,090
Net increase / (decrease)
$3,299,356

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Alerus Financial, N.A.NONE$18,461$3,195

Related Form 5500 pages