2023 Form 5500 filing — Mayo Clinic Saint Marys Hospital 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 20241014150821NAL0027660289001) for Mayo Clinic Saint Marys Hospital Retirement Plan, reported by Mayo Clinic Hospital - Rochester under EIN 41-0944601 and plan number 001. It reports 1,592 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014150821NAL0027660289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mayo Clinic Hospital - Rochester
- EIN
- 41-0944601
- Plan number
- 001
- Location
- Rochester, MN
- Participants
- 1,592
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,135,002
- Total liabilities (EOY)
- $43,818
- Net assets (EOY)
- $90,091,184
- Employer contributions
- $3,243,000
- Total income / additions
- $15,873,757
- Benefits paid
- $4,612,456
- Administrative expenses
- $298,290
- Total expenses
- $4,910,746
- Net increase / (decrease)
- $10,963,011
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $45,779 | not reported in the loaded dataset |
| Marathon - London | NONE | $43,480 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $30,178 | $0 |
| Ernst & Young Us Llp | NONE | $26,000 | not reported in the loaded dataset |