New Ulm, 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, New Ulm, MN has 20 loaded benefit plan(s) reported by 8 plan sponsor(s), with $363,931,786 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 20
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $363,931,786
- Total reported liabilities (EOY)
- $15,070,030
- Total reported net assets (EOY)
- $348,861,756
Contributions & income
- Employer contributions
- $7,701,286
- Participant contributions
- $7,209,760
- Total income / additions
- $53,670,985
Expenses & distributions
- Benefits paid / distributions
- $25,638,014
- Total expenses
- $27,186,560
- Net increase / (decrease)
- $26,484,425
Coverage
- Total reported participants
- 8,472
- Plans with financial statements
- 11
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Ulm, 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 |
|---|---|---|---|
| Retirement Plan For Employees Of Associated Milk Producers, Inc. | Associated Milk Producers, Inc. | $84,592,928 | 2023 |
| J&R Schugel Trucking, Inc. Employee Stock Ownership Plan And Trust | J&R Schugel Holding, Inc. | $69,092,602 | 2023 |
| Ampi 401(K) Plan | Associated Milk Producers Inc. | $68,134,495 | 2023 |
| Windings, Inc. 2012 Amended And Restated Employee Stock Ownership Plan | Windings Inc. | $40,438,717 | 2023 |
| Nuvera Communications, Inc. Salary Savings Plan | Nuvera Communications, Inc. | $27,506,378 | 2023 |
| Minnesota Valley Testing Laboratories, Inc. 401(K) Employee Savings & Retirement Plan | Minnesota Valley Testing Laboratories, Inc. | $22,538,597 | 2023 |
| Citizens Bank Minnesota 401(K) Retirement Plan | Citizens Bank Minnesota | $18,068,551 | 2023 |
| Windings, Inc. 401(K) Salary Savings & Retirement Plan | Careen, Inc. D/B/A Windings, Inc. | $11,197,324 | 2023 |
| J&R Schugel Holdings, Inc. Retirement Plan | J & R Schugel Holdings, Inc. | $9,581,698 | 2023 |
| Eon, Inc. 2012 Amended And Restated Employee Stock Ownership Plan | Eon, Inc. | $8,862,383 | 2023 |
| Beacon Promotions 401(K) Plan | Beacon Promotions | $3,918,113 | 2023 |
| Eon, Inc. Life And Disability Benefits Plan | Eon, Inc. | not reported in the loaded dataset | 2023 |
| J & R Schugel Holdings, Inc. Employee Benefit Plan And Trust | J & R Schugel Holdings, Inc. | not reported in the loaded dataset | 2023 |
| Minnesota Valley Testing Labs, Inc Emp Medical And Dental Benefit Plan | Minnesota Valley Testing Laboratories, Inc. | not reported in the loaded dataset | 2023 |
| Careen Inc. D.B.A. Windings Inc. Employee Welfare Benefit Plan | Careen, Inc. | not reported in the loaded dataset | 2023 |
| Careen Inc. D.B.A. Windings Inc. Telehealth Plan | Careen, Inc. | not reported in the loaded dataset | 2023 |
| Careen Inc. D.B.A. Windings Inc. Proximal | Careen, Inc. | not reported in the loaded dataset | 2023 |
| Mvtl Basic Ltd Plan | Minnesota Valley Testing Laboratories, Inc. | not reported in the loaded dataset | 2023 |
| Nuvera Communications, Inc.'S Comprehensive Health And Welfare Benefit Plan | Nuvera Communications, Inc. | not reported in the loaded dataset | 2023 |
| Associated Milk Producers, Inc. Medical Care Plan | Associated Milk Producers, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in New Ulm → · New Ulm plans by participants → · New Ulm plans with financial data → · New Ulm plans with provider compensation → · $1B+ plans in New Ulm →
Related Form 5500 pages
- All MN Form 5500 filings
- Retirement Plan For Employees Of Associated Milk Producers, Inc. (plan 001)
- Associated Milk Producers, Inc. — all reported plans
- J&R Schugel Trucking, Inc. Employee Stock Ownership Plan And Trust (plan 002)
- J&R Schugel Holding, Inc. — all reported plans
- Ampi 401(K) Plan (plan 102)
- Windings, Inc. 2012 Amended And Restated Employee Stock Ownership Plan (plan 003)
- Windings Inc. — all reported plans
- Nuvera Communications, Inc. Salary Savings Plan (plan 002)
- Nuvera Communications, Inc. — all reported plans
- Minnesota Valley Testing Laboratories, Inc. 401(K) Employee Savings & Retirement Plan (plan 001)
- Minnesota Valley Testing Laboratories, Inc. — all reported plans
- Citizens Bank Minnesota 401(K) Retirement Plan (plan 001)
- Citizens Bank Minnesota — all reported plans
- Windings, Inc. 401(K) Salary Savings & Retirement Plan (plan 001)
- J&R Schugel Holdings, Inc. Retirement Plan (plan 001)
- Eon, Inc. 2012 Amended And Restated Employee Stock Ownership Plan (plan 002)
- Eon, Inc. — all reported plans
- Beacon Promotions 401(K) Plan (plan 001)
- Beacon Promotions — all reported plans
- Eon, Inc. Life And Disability Benefits Plan (plan 505)
- J & R Schugel Holdings, Inc. Employee Benefit Plan And Trust (plan 502)
- Minnesota Valley Testing Labs, Inc Emp Medical And Dental Benefit Plan (plan 505)
- Careen Inc. D.B.A. Windings Inc. Employee Welfare Benefit Plan (plan 501)
- Methodology
- Data sources