St. Francis Health Services Of Morris Employees Retirement Plan — Form 5500 plan (St. Francis Health Services Of Morris 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, St. Francis Health Services Of Morris Employees Retirement Plan is a benefit plan reported by St. Francis Health Services Of Morris Inc. under EIN 41-1484416 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,960 participants and $34,550,968 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St. Francis Health Services Of Morris Inc.
EIN
41-1484416
Plan number
003
Plan type
2
Location
Morris, MN
Latest filing year
2023
Participants
1,960
End-of-year plan assets
$34,550,968

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,960H, C20250325121109NAL0014058705001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,550,968
Total liabilities (EOY)
$0
Net assets (EOY)
$34,550,968
Net assets (BOY)
$30,390,804

Income & contributions

Employer contributions
$2,047,630
Participant contributions
$0
Total contributions
$2,047,630
Total income / additions
$7,125,549

Expenses & distributions

Benefits paid
$2,961,825
Administrative expenses
$3,560
Total expenses
$2,965,385
Net increase / (decrease)
$4,160,164

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoNONE$3,560$67,0212023
Francis LLCNONE$0$27,0122023

Related Form 5500 pages