Plan5500

Marshfield Clinic Salary Reduction Plan — 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, Marshfield Clinic Salary Reduction Plan is a benefit plan reported by Marshfield Clinic, Inc. under EIN 39-0452970 and plan number 002. The latest loaded filing year is 2023. The filing reports 15,851 participants and $1,714,422,476 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
002
Plan type
2
Location
Marshfield, WI
Latest filing year
2023
Participants
15,851
End-of-year plan assets
$1,714,422,476

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202315,851H, C20241014082844NAL0013009075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,714,422,476
Total liabilities (EOY)
$0
Net assets (EOY)
$1,714,422,476
Net assets (BOY)
$1,538,291,618

Income & contributions

Employer contributions
$24,486,902
Participant contributions
$81,474,270
Total contributions
$129,022,981
Total income / additions
$382,240,393

Expenses & distributions

Benefits paid
$205,743,724
Administrative expenses
$322,117
Total expenses
$206,109,535
Net increase / (decrease)
$176,130,858

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$221,544not reported in the loaded dataset2023
Marshfield ClinicPLAN ADMINISTRATOR$139,690not reported in the loaded dataset2023

Related Form 5500 pages