2023 Form 5500 filing — Central Minnesota Mental Health Center 403(B) Retirement 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 20241002143342NAL0016911266001) for Central Minnesota Mental Health Center 403(B) Retirement Plan, reported by Central Minnesota Mental Health Center under EIN 41-0873142 and plan number 001. It reports 400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002143342NAL0016911266001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Central Minnesota Mental Health Center
- EIN
- 41-0873142
- Plan number
- 001
- Location
- Waite Park, MN
- Participants
- 400
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,406,819
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,406,819
- Employer contributions
- $624,016
- Participant contributions
- $719,171
- Total income / additions
- $3,742,089
- Benefits paid
- $1,305,421
- Administrative expenses
- $53,227
- Total expenses
- $1,361,208
- Net increase / (decrease)
- $2,380,881
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bremer Bank National Association | TRUSTEE | $43,267 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,468 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $3,492 | $0 |