Altru Health System Cash Balance Plan — Form 5500 plan (Altru Health System)
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, Altru Health System Cash Balance Plan is a benefit plan reported by Altru Health System under EIN 45-0310462 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,212 participants and $92,059,035 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Altru Health System
- EIN
- 45-0310462
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Forks, ND
- Latest filing year
- 2023
- Participants
- 2,212
- End-of-year plan assets
- $92,059,035
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,212 | H, C | 20241015133633NAL0049649616001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $92,059,035
- Total liabilities (EOY)
- $2,988,926
- Net assets (EOY)
- $89,070,109
- Net assets (BOY)
- $92,939,298
Income & contributions
- Total contributions
- $0
- Total income / additions
- $7,782,271
Expenses & distributions
- Benefits paid
- $10,917,822
- Administrative expenses
- $733,638
- Total expenses
- $11,651,460
- Net increase / (decrease)
- -$3,869,189
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer | ACTUARY | $355,459 | not reported in the loaded dataset | 2023 |
| Alerus Financial | TRUSTEE | $69,653 | not reported in the loaded dataset | 2023 |
| Citibank | INVESTMENT MANAGER | $40,650 | not reported in the loaded dataset | 2023 |
| Us Bancorp Asset Mgmt Inc | CUSTODIAN | $37,934 | not reported in the loaded dataset | 2023 |
| Brady Martz | ACCOUNTING | $16,860 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Altru Health System
- 2023 Form 5500 filing
- Form 5500 filings in ND
- 401(k) and benefit plan filings in Grand Forks, ND
- Mercer — Schedule C compensation
- Alerus Financial — Schedule C compensation
- Citibank — Schedule C compensation
- Us Bancorp Asset Mgmt Inc — Schedule C compensation
- Brady Martz — Schedule C compensation