form5500lookup

Form 5500 · Retirement plan · GRAND FORKS, ND

ALTRU HEALTH SYSTEM

The filing calls this plan ALTRU HEALTH SYSTEM CASH BALANCE PLAN.

ALTRU HEALTH SYSTEM of GRAND FORKS, ND files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by AXA EQUITABLE LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
AXA EQUITABLE LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-0310462 · plan 001 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
2,056
Contracts on file
1
Contract value
$186,063
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with AXA EQUITABLE LIFE INSURANCE COMPANY.

The contracts held $186,063 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
AXA EQUITABLE LIFE INSURANCE COMPANYAnnuity / GIC3December$186,063$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
ALTRU HEALTH SYSTEM
EIN 45-0310462
MERCER
ACTUARY · EIN 13-2834414
$347,641
paid directly by the plan
LEGAL & GENERAL INVESTMENT MANAGEME
TRUSTEE · EIN 20-8058531
$318,223
paid directly by the plan
ALERUS FINANCIAL
TRUSTEE · EIN 45-0140105
$59,985
paid directly by the plan
US BANCORP ASSET MGMT INC
Custodian · EIN 41-2003732
$16,518
paid directly by the plan
GOLDMAN SACHS & CO. LLC
Custodian · EIN 13-5108880
$13,462
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$83,559,007
Paid out in benefits
$10,122,485
Participants at the start of the year
2,056

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 45-0250958
EIDE BAILLY LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

Other plans filed by this employer

Health And Welfare PlanInsured benefit plan · 6 Schedule A contractsRenews ~Jan 1Travel Accident PlanInsured benefit plan · 1 Schedule A contractRenews ~Jul 1Retirement Savings Plan 401kRetirement plan · 1 Schedule A contract

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