Plan5500

Austin Medical Center 403b Plan — Form 5500 plan (Mayo Clinic Health System - Austin)

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, Austin Medical Center 403b Plan is a benefit plan reported by Mayo Clinic Health System - Austin under EIN 41-1404075 and plan number 003. The latest loaded filing year is 2023. The filing reports 149 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mayo Clinic Health System - Austin
EIN
41-1404075
Plan number
003
Plan type
2
Location
Austin, MN
Latest filing year
2023
Participants
149
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20240116092735NAL0000233171001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$1,913,243

Income & contributions

Total contributions
$0
Total income / additions
$149,550

Expenses & distributions

Benefits paid
$9,569
Administrative expenses
$1,156
Total expenses
$10,725
Net increase / (decrease)
$138,825

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER-$343$02023

Related Form 5500 pages