Monticello, 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, Monticello, MN has 14 loaded benefit plan(s) reported by 7 plan sponsor(s), with $60,285,547 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 14
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $60,285,547
- Total reported liabilities (EOY)
- $26,385
- Total reported net assets (EOY)
- $61,358,563
Contributions & income
- Employer contributions
- $1,173,335
- Participant contributions
- $3,433,050
- Total income / additions
- $14,279,741
Expenses & distributions
- Benefits paid / distributions
- $5,473,890
- Total expenses
- $5,625,447
- Net increase / (decrease)
- $8,654,294
Coverage
- Total reported participants
- 2,384
- Plans with financial statements
- 7
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Monticello, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Standard Iron 401(K) Retirement Plan | Standard Iron & Wire Works, LLC | $26,237,553 | 2023 |
| U.M.C., Inc Employee 401(K) Plan | U.M.C., Inc. | $23,407,326 | 2023 |
| Bondhus Corporation 401(K) Plan And Trust | Bondhus Corporation | $7,226,824 | 2023 |
| Mosford, Barthel & Co., Plc. Employee Savings Plan | Mosford, Barthel & Co., Plc | $3,370,176 | 2023 |
| Fast Results Real Solutions, Inc. 401(K) Plan | Fast Results Real Solutions, Inc. | $31,139 | 2023 |
| Epik Home Corp. Retirement Plan | Epik Home Corp. | $12,529 | 2023 |
| Bondhus Corporation Employee Stock Ownership Plan And Trust | Bondhus Corporation | $0 | 2023 |
| Standard Iron & Wire Works, Inc. Vision Plan | Standard Iron & Wire Works, Inc. | not reported in the loaded dataset | 2023 |
| Bondhus Corporation Life And Disability Ins | Bondhus Corporation | not reported in the loaded dataset | 2023 |
| Standard Iron & Wire Works, Inc. Group Insurance Plan | Standard Iron & Wire Works, Inc. | not reported in the loaded dataset | 2023 |
| Ultra Machining Company, Inc. Group Welfare Benefits Plan | Ultra Machining Company, Inc. | not reported in the loaded dataset | 2023 |
| Standard Iron & Wire Works, Inc. Welfare Plan | Standard Iron & Wire Works, Inc. | not reported in the loaded dataset | 2023 |
| Dahlheimer Beverage Inc Medical Plan | Dahlheimer Beverage Inc | not reported in the loaded dataset | 2023 |
| Dahlheimer Beverage Inc Ancillary Plan | Dahlheimer Beverage Inc | not reported in the loaded dataset | 2023 |
Largest plans in Monticello → · Monticello plans by participants → · Monticello plans with financial data → · Monticello plans with provider compensation → · $1B+ plans in Monticello →
Related Form 5500 pages
- All MN Form 5500 filings
- Standard Iron 401(K) Retirement Plan (plan 001)
- Standard Iron & Wire Works, LLC — all reported plans
- U.M.C., Inc Employee 401(K) Plan (plan 001)
- U.M.C., Inc. — all reported plans
- Bondhus Corporation 401(K) Plan And Trust (plan 002)
- Bondhus Corporation — all reported plans
- Mosford, Barthel & Co., Plc. Employee Savings Plan (plan 001)
- Mosford, Barthel & Co., Plc — all reported plans
- Fast Results Real Solutions, Inc. 401(K) Plan (plan 001)
- Fast Results Real Solutions, Inc. — all reported plans
- Epik Home Corp. Retirement Plan (plan 001)
- Epik Home Corp. — all reported plans
- Bondhus Corporation Employee Stock Ownership Plan And Trust (plan 001)
- Standard Iron & Wire Works, Inc. Vision Plan (plan 504)
- Bondhus Corporation Life And Disability Ins (plan 501)
- Standard Iron & Wire Works, Inc. Group Insurance Plan (plan 503)
- Ultra Machining Company, Inc. Group Welfare Benefits Plan (plan 501)
- Standard Iron & Wire Works, Inc. Welfare Plan (plan 502)
- Dahlheimer Beverage Inc Medical Plan (plan 502)
- Dahlheimer Beverage Inc — all reported plans
- Dahlheimer Beverage Inc Ancillary Plan (plan 501)
- Methodology
- Data sources