Sanford Health Employees' Pension Plan — Form 5500 plan (Sanford 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, Sanford Health Employees' Pension Plan is a benefit plan reported by Sanford Health under EIN 31-1527032 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,934 participants and $236,364,076 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sanford Health
- EIN
- 31-1527032
- Plan number
- 001
- Plan type
- 2
- Location
- Sioux Falls, SD
- Latest filing year
- 2023
- Participants
- 2,934
- End-of-year plan assets
- $236,364,076
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,934 | H, C | 20240801121210NAL0038786880001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $236,364,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $236,364,076
- Net assets (BOY)
- $283,240,612
Income & contributions
- Total contributions
- $0
- Total income / additions
- $22,778,065
Expenses & distributions
- Benefits paid
- $66,066,760
- Administrative expenses
- $3,587,841
- Total expenses
- $69,654,601
- Net increase / (decrease)
- -$46,876,536
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $412,933 | not reported in the loaded dataset | 2023 |
| Sei | NONE | $258,243 | not reported in the loaded dataset | 2023 |
| First National Bank In Sioux Falls | NONE | $235,367 | not reported in the loaded dataset | 2023 |
| Ryan Labs Asset Management | NONE | $165,277 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $73,321 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank, N.A. | NONE | $60,246 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Investment Mgt Inc. | NONE | $44,968 | not reported in the loaded dataset | 2023 |
| American Portfolios | NONE | $32,995 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sanford Health
- 2023 Form 5500 filing
- Form 5500 filings in SD
- 401(k) and benefit plan filings in Sioux Falls, SD
- Willis Towers Watson Us LLC — Schedule C compensation
- Sei — Schedule C compensation
- First National Bank In Sioux Falls — Schedule C compensation
- Ryan Labs Asset Management — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Bmo Harris Bank, N.A. — Schedule C compensation
- Morgan Stanley Investment Mgt Inc. — Schedule C compensation
- American Portfolios — Schedule C compensation