2023 Form 5500 filing — St. Francis Health Services Employee Medical 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 20241112113450NAL0016066017001) for St. Francis Health Services Employee Medical Plan, reported by St. Francis Health Services Of Morris under EIN 41-1484416 and plan number 502. It reports 660 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241112113450NAL0016066017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Francis Health Services Of Morris
- EIN
- 41-1484416
- Plan number
- 502
- Location
- Morris, MN
- Participants
- 660
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,923,225
- Total liabilities (EOY)
- $1,410,279
- Net assets (EOY)
- $3,512,946
- Employer contributions
- $9,182,843
- Participant contributions
- $547,141
- Total income / additions
- $10,033,527
- Benefits paid
- $6,765,733
- Administrative expenses
- $495,085
- Total expenses
- $7,260,818
- Net increase / (decrease)
- $2,772,709
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr, Inc | CLAIMS PROCESSING | $462,137 | $19,181 |
| Digital Insurance Inc | BROKER | $133,280 | not reported in the loaded dataset |