2023 Form 5500 filing — North Memorial Health Care Pension 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 20241015214152NAL0015440371001) for North Memorial Health Care Pension Plan, reported by North Memorial Health Care under EIN 41-0729979 and plan number 001. It reports 847 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015214152NAL0015440371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North Memorial Health Care
- EIN
- 41-0729979
- Plan number
- 001
- Location
- Robbinsdale, MN
- Participants
- 847
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,189,437
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,189,437
- Employer contributions
- $7,675,500
- Total income / additions
- $6,720,718
- Benefits paid
- $42,007,740
- Administrative expenses
- $815,394
- Total expenses
- $42,823,134
- Net increase / (decrease)
- -$36,102,416
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | NONE | $693,249 | not reported in the loaded dataset |
| Legal & General Invt Mgt America | NONE | $60,596 | not reported in the loaded dataset |
| Rreef America Reit Ii, Inc. | NONE | $28,923 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $25,126 | not reported in the loaded dataset |
| Independent Insurance Analysts LLC | NONE | $7,500 | not reported in the loaded dataset |