Stevens Community Medical Center Money Purchase Pension Plan — Form 5500 plan (Stevens Community Medical Center)
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, Stevens Community Medical Center Money Purchase Pension Plan is a benefit plan reported by Stevens Community Medical Center under EIN 36-3311936 and plan number 001. The latest loaded filing year is 2023. The filing reports 280 participants and $13,028,874 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stevens Community Medical Center
- EIN
- 36-3311936
- Plan number
- 001
- Plan type
- 2
- Location
- Morris, MN
- Latest filing year
- 2023
- Participants
- 280
- End-of-year plan assets
- $13,028,874
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 280 | H, C | 20240904205226NAL0020679857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,028,874
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,028,874
- Net assets (BOY)
- $10,808,790
Income & contributions
- Employer contributions
- $776,457
- Total contributions
- $776,457
- Total income / additions
- $2,734,594
Expenses & distributions
- Benefits paid
- $480,361
- Administrative expenses
- $34,149
- Total expenses
- $514,510
- Net increase / (decrease)
- $2,220,084
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones | RETAINED BY EMPLOYER | $16,666 | not reported in the loaded dataset | 2023 |
| John Hancock | RETAINED BY EMPLOYER | $15,592 | $0 | 2023 |
| Wilshire | RETAINED BY EMPLOYER | $1,667 | not reported in the loaded dataset | 2023 |
| Bremer Bank National Association | TRUSTEE | $653 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stevens Community Medical Center
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Morris, MN
- Edward D Jones — Schedule C compensation
- John Hancock — Schedule C compensation
- Wilshire — Schedule C compensation
- Bremer Bank National Association — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation