Medina, 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, Medina, MN has 8 loaded benefit plan(s) reported by 6 plan sponsor(s), with $1,341,776,320 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,341,776,320
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$1,341,776,320

Contributions & income

Employer contributions
$37,604,668
Participant contributions
$54,299,652
Total income / additions
$266,220,687

Expenses & distributions

Benefits paid / distributions
$115,751,881
Total expenses
$119,011,504
Net increase / (decrease)
$147,209,183

Coverage

Total reported participants
25,522
Plans with financial statements
4
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Medina, 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 Medina, MN
PlanSponsorReported assets (EOY)Year
Polaris 401k Retirement Savings PlanPolaris Industries Inc.$1,016,620,6892023
Polaris Inc. Employee Stock Ownership PlanPolaris Inc.$293,122,4972023
Rockler Companies, Inc. 401(K) And Profit Sharing PlanRockler Companies, Inc.$31,081,1612023
Kelly & Muehler Profit Sharing PlanKelly & Muehler, P.L.L.P.$951,9732023
Polaris Industries Inc. Health & Welfare PlanPolaris Industries Incnot reported in the loaded dataset2023
Rockler Companies Health And Welfare PlanRockler Companies, Inc.not reported in the loaded dataset2023
Adams Pest Control, Inc. Health And Benefit PlanAdams Pest Control, Inc.not reported in the loaded dataset2023
Wealshire Health And Welfare PlanThe Wealshire LLCnot reported in the loaded dataset2023

Related Form 5500 pages