Employees Retirement Plan Of Marshfield Clinic — Form 5500 plan (Marshfield Clinic, Inc.)

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, Employees Retirement Plan Of Marshfield Clinic is a benefit plan reported by Marshfield Clinic, Inc. under EIN 39-0452970 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,302 participants and $1,327,123,781 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marshfield Clinic, Inc.
EIN
39-0452970
Plan number
001
Plan type
2
Location
Marshfield, WI
Latest filing year
2023
Participants
12,302
End-of-year plan assets
$1,327,123,781

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312,302H20241014082516NAL0026811777001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,327,123,781
Total liabilities (EOY)
$1,856
Net assets (EOY)
$1,327,121,925
Net assets (BOY)
$1,328,106,287

Income & contributions

Employer contributions
$102,591
Participant contributions
$0
Total contributions
$147,544
Total income / additions
$178,517,926

Expenses & distributions

Benefits paid
$179,498,544
Administrative expenses
$3,744
Total expenses
$179,502,288
Net increase / (decrease)
-$984,362

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages