Plan5500

Marshfield Clinic Master Trust — 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 Master Trust is a benefit plan reported by Marshfield Clinic, Inc. under EIN 39-0452970 and plan number 003. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $3,053,574,452 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
003
Plan type
4
Location
Marshfield, WI
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$3,053,574,452

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241014082309NAL0014643235001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,053,574,452
Total liabilities (EOY)
$24,602,905
Net assets (EOY)
$3,028,971,547
Net assets (BOY)
$2,827,637,394

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$433,859,168

Expenses & distributions

Benefits paid
$0
Administrative expenses
$3,003,909
Total expenses
$3,003,909
Net increase / (decrease)
$430,855,259

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$0$02023

Related Form 5500 pages