2023 Form 5500 filing — St. Croix Regional Medical 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 20241015154336NAL0014995715001) for St. Croix Regional Medical Center 403(B) Retirement Plan, reported by St. Croix Regional Medical Center under EIN 39-0890676 and plan number 001. It reports 1,051 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154336NAL0014995715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Croix Regional Medical Center
- EIN
- 39-0890676
- Plan number
- 001
- Location
- St. Croix Falls, WI
- Participants
- 1,051
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,341,886
- Total liabilities (EOY)
- $40,741
- Net assets (EOY)
- $75,301,145
- Employer contributions
- $2,301,632
- Participant contributions
- $3,091,229
- Total income / additions
- $17,886,325
- Benefits paid
- $9,910,037
- Administrative expenses
- $184,127
- Total expenses
- $10,094,164
- Net increase / (decrease)
- $7,792,161
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $159,165 | $0 |
| Commonwealth Equity Services Llp | NONE | $24,962 | not reported in the loaded dataset |