2023 Form 5500 filing — The 403(B) Thrift Plan Of St. Alexius Medical Center And Garrison Memorial Hospital
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 20241011115115NAL0044190050001) for The 403(B) Thrift Plan Of St. Alexius Medical Center And Garrison Memorial Hospital, reported by St. Alexius Medical Center under EIN 45-0226711 and plan number 004. It reports 2,269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011115115NAL0044190050001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Alexius Medical Center
- EIN
- 45-0226711
- Plan number
- 004
- Location
- Bismarck, ND
- Participants
- 2,269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $164,918,093
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $164,918,093
- Employer contributions
- $4,351,686
- Participant contributions
- $6,125,477
- Total income / additions
- $34,943,657
- Benefits paid
- $30,088,844
- Administrative expenses
- $281,397
- Total expenses
- $30,370,241
- Net increase / (decrease)
- $4,573,416
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $107,226 | $0 |
| Nfp Retirement, Inc. | BROKER/ADVISOR | $91,924 | not reported in the loaded dataset |
| Brady Martz & Associates | AUDITOR | $16,375 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $10,362 | $0 |
| Nfp Retirement, Inc. | BROKER/ADVISOR | $6,972 | not reported in the loaded dataset |