Excelsior, 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, Excelsior, MN has 13 loaded benefit plan(s) reported by 6 plan sponsor(s), with $1,683,535,599 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 6
- Total reported assets (EOY)
- $1,683,535,599
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Blue Rock Capital Fund, Lp | Blue Rock Advisors, LLC | $705,578,713 | 2023 |
| Blue Rock Equity Plus Fund, Lp | Blue Rock Advisors, LLC | $442,652,029 | 2023 |
| Blue Rock Liquid Alpha Fund, L.P. | Blue Rock Advisors, LLC | $339,188,328 | 2023 |
| Blue Rock Plus Fund, L.P. - Partnership Segregated Portfolio A | Blue Rock Advisors, LLC | $143,446,350 | 2023 |
| Blue Rock Fixed Income Plus Fund, L.P. | Blue Rock Advisors, LLC | $25,116,852 | 2023 |
| Blue Rock Plus Fund, L.P. - Partnership Segregated Portfolio B | Blue Rock Advisors, LLC | $21,186,482 | 2023 |
| Wischermann Hospitality Employer LLC Retirement Savings Plan | Wischermann Hospitality Employer | $3,300,090 | 2023 |
| Errington Education Inc. Retirement Plan | Errington Education Inc. | $2,413,050 | 2023 |
| Wonder Z Properties LLC Tax Deferred Keogh Plan | Wonder Z Properties LLC | $425,460 | 2023 |
| Intelio Network 401k Trust | Intelio Network Inc. | $228,245 | 2023 |
| Wischermann Partners, Inc. Group Life And Ad&D Plan | Wischermann Partners, Inc. | not reported in the loaded dataset | 2023 |
| Wischermann Partners, Inc. Group Short Term Disability Plan | Wischermann Partners, Inc. | not reported in the loaded dataset | 2023 |
| Wischermann Partners, Inc. Group Long Term Disability Plan | Wischermann Partners, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Excelsior → · Excelsior plans with financial data → · $1B+ plans in Excelsior → · Providers by reported compensation →
Related Form 5500 pages
- All MN Form 5500 filings
- Blue Rock Capital Fund, Lp (plan 002)
- Blue Rock Advisors, LLC — all reported plans
- Blue Rock Equity Plus Fund, Lp (plan 003)
- Blue Rock Liquid Alpha Fund, L.P. (plan 007)
- Blue Rock Plus Fund, L.P. - Partnership Segregated Portfolio A (plan 006)
- Blue Rock Fixed Income Plus Fund, L.P. (plan 004)
- Blue Rock Plus Fund, L.P. - Partnership Segregated Portfolio B (plan 005)
- Wischermann Hospitality Employer LLC Retirement Savings Plan (plan 001)
- Wischermann Hospitality Employer — all reported plans
- Errington Education Inc. Retirement Plan (plan 001)
- Errington Education Inc. — all reported plans
- Wonder Z Properties LLC Tax Deferred Keogh Plan (plan 001)
- Wonder Z Properties LLC — all reported plans
- Intelio Network 401k Trust (plan 001)
- Intelio Network Inc. — all reported plans
- Wischermann Partners, Inc. Group Life And Ad&D Plan (plan 503)
- Wischermann Partners, Inc. — all reported plans
- Wischermann Partners, Inc. Group Short Term Disability Plan (plan 504)
- Wischermann Partners, Inc. Group Long Term Disability Plan (plan 505)
- Methodology
- Data sources