Cloquet, 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, Cloquet, MN has 9 loaded benefit plan(s) reported by 5 plan sponsor(s), with $256,206,121 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
5
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$256,206,121
Total reported liabilities (EOY)
$5,103,735
Total reported net assets (EOY)
$251,102,386

Contributions & income

Employer contributions
$7,096,552
Participant contributions
$9,306,914
Total income / additions
$58,859,726

Expenses & distributions

Benefits paid / distributions
$19,602,991
Total expenses
$20,474,729
Net increase / (decrease)
$38,384,997

Coverage

Total reported participants
6,104
Plans with financial statements
6
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cloquet, 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 Cloquet, MN
PlanSponsorReported assets (EOY)Year
Fond Du Lac Employee Retirement PlanFond Du Lac Reservation Business Committee$96,577,2012023
Ulland Brothers, Inc. 2012 Amended And Restated Employee Stock Ownership PlanUlland Brothers, Inc.$91,396,4202023
Upper Lakes Foods, Inc. Retirement Savings PlanUpper Lakes Foods, Inc.$25,636,0092023
Community Memorial Hospital Association Money Purchase PlanCommunity Memorial Hospital Association$21,749,2892023
Community Memorial Hospital Association 403(B) PlanCommunity Memorial Hospital Association$18,952,9582023
James D Acers Company Inc.James D Acers Company Inc.$1,894,2442023
Community Memorial Hospital Association Employee Benefit PlanCommunity Memorial Hospital Associationnot reported in the loaded dataset2023
Upper Lakes Foods, Inc. Health Care PlanUpper Lakes Foods, Inc.not reported in the loaded dataset2023
Fond Du Lac Band Of Lake Superior Chippewa Employee Health & Welfare Benefit PlanFond Du Lac Reservation Business Committeenot reported in the loaded dataset2023

Related Form 5500 pages