Assets by plan
Share of aggregate retirement assets
Filings through .
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St Francis Health Services of Morris Inc
EIN 41-1484416hospital & health careLatest filing 2025
Plans
4
Retirement
2
$64.4M assets
Health & Benefits
2
$10.5M premiums
Participants
6,146
801 NEVADA AVENUE SUITE 100 - MORRIS, MN 56267320-589-4902LinkedIn1001-5000 employeeshospital & health care
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $64.4M assets / 4,299 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $10.5M premiums / 1,745 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$9.4M
- Prescription drug$9.4M
- Dental$1.0M
- Vision$1.0M
- Life$1.0M
- Short-term disability$1.0M
- +2 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
ST. FRANCIS HEALTH SERVICES OF MORRIS EMPLOYEES RETIREMENT PLAN
Profit-sharing
Assets$43.5M
Participants1,931
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
ST. FRANCIS HEALTH SERVICES 403(B) PLAN
403(b)
Assets$20.9M
Participants2,368
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
ST FRANCIS HEALTH SERVICES EMPLOYEE MEDICAL PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF MINNESOTA
Premiums$9.4M
Covered lives744
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
ST. FRANCIS HEALTH SERVICES EMPLOYEE HEALTH AND WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$1.0M
Covered lives1,001
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | ST. FRANCIS HEALTH SERVICES OF MORRIS EMPLOYEES RETIREMENT PLAN | Profit-sharing | $43.5M | 1,931 | 2025 |
| #005 | ST. FRANCIS HEALTH SERVICES 403(B) PLAN | 403(b) | $20.9M | 2,368 | 2025 |
- #003 · Profit-sharing · 20251,931
- #005 · 403(b) · 20252,368
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | ST FRANCIS HEALTH SERVICES EMPLOYEE MEDICAL PLAN | Fully insured | BLUE CROSS BLUE SHIELD OF MINNESOTA | $9.4M | 744 | 2025 |
| #501 | ST. FRANCIS HEALTH SERVICES EMPLOYEE HEALTH AND WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1.0M | 1,001 | 2025 |
- #502 · Fully insured · BLUE CROSS BLUE SHIELD OF MINNESOTA · 2025744
- #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 20251,001
Retirement plans
Health & Benefits plans