Winona Health Employees' Retirement Plan — Form 5500 plan (Winona Health Services)
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, Winona Health Employees' Retirement Plan is a benefit plan reported by Winona Health Services under EIN 41-0713914 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,881 participants and $88,736,530 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Winona Health Services
- EIN
- 41-0713914
- Plan number
- 001
- Plan type
- 2
- Location
- Winona, MN
- Latest filing year
- 2023
- Participants
- 1,881
- End-of-year plan assets
- $88,736,530
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,881 | H, C | 20241011131433NAL0010952211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,736,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,736,530
- Net assets (BOY)
- $75,310,712
Income & contributions
- Employer contributions
- $2,075,139
- Participant contributions
- $3,808,493
- Total contributions
- $6,154,604
- Total income / additions
- $21,016,626
Expenses & distributions
- Benefits paid
- $7,443,870
- Administrative expenses
- $136,479
- Total expenses
- $7,590,808
- Net increase / (decrease)
- $13,425,818
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $91,387 | $0 | 2023 |
| Gallagher Benefit Services Inc | OTHER | $45,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $92 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Winona Health Services
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Winona, MN
- Empower Annuity Insurance Company — Schedule C compensation
- Gallagher Benefit Services Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation