2023 Form 5500 filing — Marshfield Clinic Master Trust
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 20241014082309NAL0014643235001) for Marshfield Clinic Master Trust, reported by Marshfield Clinic, Inc. under EIN 39-0452970 and plan number 003. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014082309NAL0014643235001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Marshfield Clinic, Inc.
- EIN
- 39-0452970
- Plan number
- 003
- Location
- Marshfield, WI
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,053,574,452
- Total liabilities (EOY)
- $24,602,905
- Net assets (EOY)
- $3,028,971,547
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $433,859,168
- Benefits paid
- $0
- Administrative expenses
- $3,003,909
- Total expenses
- $3,003,909
- Net increase / (decrease)
- $430,855,259
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 |