Bayport, MN Form 5500 retirement and benefit plan filings

City Form 5500 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, Bayport, MN has 11 loaded benefit plan(s) reported by 4 plan sponsor(s), with $4,136,587,261 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,136,587,261
Total reported liabilities (EOY)
$38,745,612
Total reported net assets (EOY)
$4,097,841,649

Contributions & income

Employer contributions
$52,355,495
Participant contributions
$69,831,473
Total income / additions
$893,976,960

Expenses & distributions

Benefits paid / distributions
$263,140,485
Total expenses
$282,543,468
Net increase / (decrease)
$611,433,492

Coverage

Total reported participants
54,704
Plans with financial statements
8
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bayport, MN plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Bayport, MN
PlanSponsorReported assets (EOY)Year
Andersen 401k PlanAndersen Corporation$1,292,360,2712023
Andersen Corporation Employee Stock Ownership PlanAndersen Corporation$899,073,2382023
Andersen Pension Plans Master TrustAndersen Corporation$855,216,8092023
Andersen Corporation Employees' Pension And Retirement PlanAndersen Corporation$833,023,0082023
Andersen Corporation Retiree Medical PlanAndersen Corporation$211,066,1762023
Andersen Pension PlanAndersen Corporation$28,798,7342023
First State Bank And Trust Profit Sharing PlanFirst State Bank And Trust$15,784,5922023
Herk Business Group Inc. Retirement PlanHerk Business Group Inc.$1,264,4332023
First State Bank And Trust Employee Beneficiary Association Health & Welfare PlanFirst State Bank And Trustnot reported in the loaded dataset2023
Andersen Corporation Pre-Tax Benefit PlanAndersen Corporationnot reported in the loaded dataset2023
Andersen Corporation Welfare PlanAndersen Corporationnot reported in the loaded dataset2023

Related Form 5500 pages