WINONA HEALTH EMPLOYEES RETIREMENT PLAN

Plan Contact

  • Address: 855 MANKATO AVENUE,WINONA,MN
  • Contact person: MICHAEL SKROCH
  • Phone: (507) 454-3680

Plan General Information

WINONA HEALTH EMPLOYEES RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2011, the total retirement plan assets of WINONA HEALTH EMPLOYEES RETIREMENT PLAN is $39,197,029.00.This plan was established in 2004.

WINONA HEALTH EMPLOYEES RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2011, the total number of retirement plan participants in WINONA HEALTH EMPLOYEES RETIREMENT PLAN is 1227

WINONA HEALTH EMPLOYEES RETIREMENT PLAN Average Participant Retirement Account Value

In 2011, the average participant retirement account value for WINONA HEALTH EMPLOYEES RETIREMENT PLAN is $31,945.00

WINONA HEALTH EMPLOYEES RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2011, the estimated average employee contribution amount per participant for WINONA HEALTH EMPLOYEES RETIREMENT PLAN is $3,740.00.

WINONA HEALTH EMPLOYEES RETIREMENT PLAN Estimated Average Employer Match

In 2011, the estimated average employer match for an employee in WINONA HEALTH EMPLOYEES RETIREMENT PLAN is approximately $1,463.00
Investing in this additonal $1,463.00 for 20 years would give you extra $93,683.00, assuming a 10% annual return.

WINONA HEALTH EMPLOYEES RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2011, WINONA HEALTH EMPLOYEES RETIREMENT PLAN allocates $1,796,081.00 to match its employees' contributions, providing an employer match rate of 78.27% of their contributions

WINONA HEALTH EMPLOYEES RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2011, the total retirement plan asset growth rate of WINONA HEALTH EMPLOYEES RETIREMENT PLAN is -5.71%.

WINONA HEALTH EMPLOYEES RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2011, the estimated aggregate retirement account investment gain/loss for WINONA HEALTH EMPLOYEES RETIREMENT PLAN is -0.33%. This measures the effectiveness of the plan participants' investments in the year.

WINONA HEALTH EMPLOYEES RETIREMENT PLAN Expense Ratio

In 2011, the investment and administrative expense ratio of WINONA HEALTH EMPLOYEES RETIREMENT PLAN is 0.18%.

Enrollment Features

WINONA HEALTH EMPLOYEES RETIREMENT PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …