Essentia Health 403(B) Plan — Form 5500 plan (Essentia Health)

Plain-English plan 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, Essentia Health 403(B) Plan is a benefit plan reported by Essentia Health under EIN 20-0360007 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,612 participants and $90,203,002 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Essentia Health
EIN
20-0360007
Plan number
001
Plan type
2
Location
Duluth, MN
Latest filing year
2023
Participants
1,612
End-of-year plan assets
$90,203,002

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,612H, C20241015141412NAL0014809619001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$90,203,002
Total liabilities (EOY)
$0
Net assets (EOY)
$90,203,002
Net assets (BOY)
$85,367,374

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$13,248,735

Expenses & distributions

Benefits paid
$8,303,794
Administrative expenses
$109,313
Total expenses
$8,413,107
Net increase / (decrease)
$4,835,628

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ONONE$100,842not reported in the loaded dataset2023
Fiducient Advisors LLCNONE$8,472not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$530$02023

Related Form 5500 pages