2023 Form 5500 filing — St. Francis Health Services Of Morris Tax Deferred Annuity 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 20250326081510NAL0008453859001) for St. Francis Health Services Of Morris Tax Deferred Annuity Plan, reported by St Francis Health Services Of Morris Inc. under EIN 41-1484416 and plan number 005. It reports 2,257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250326081510NAL0008453859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St Francis Health Services Of Morris Inc.
- EIN
- 41-1484416
- Plan number
- 005
- Location
- Morris, MN
- Participants
- 2,257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,250,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,250,208
- Employer contributions
- $0
- Participant contributions
- $1,564,375
- Total income / additions
- $4,130,597
- Benefits paid
- $1,306,797
- Administrative expenses
- $9,272
- Total expenses
- $1,316,069
- Net increase / (decrease)
- $2,814,528
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $11,822 | $32,229 |
| Francis LLC | NONE | $0 | $12,988 |