Sauk Rapids, 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, Sauk Rapids, MN has 21 loaded benefit plan(s) reported by 14 plan sponsor(s), with $130,143,686 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
21
Plan sponsors
14
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$130,143,686
Total reported liabilities (EOY)
$86,092
Total reported net assets (EOY)
$130,057,594

Contributions & income

Employer contributions
$4,719,299
Participant contributions
$8,670,119
Total income / additions
$32,236,163

Expenses & distributions

Benefits paid / distributions
$5,470,329
Total expenses
$5,837,317
Net increase / (decrease)
$26,398,846

Coverage

Total reported participants
4,247
Plans with financial statements
13
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sauk Rapids, 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 Sauk Rapids, MN
PlanSponsorReported assets (EOY)Year
J-Berd Mechanical Contractors, Inc. 401(K) PlanJ-Berd Mechanical Contractors, Inc.$71,889,2112023
Dick Family, Inc. 401(K) PlanDick Family, Inc.$21,833,3402023
Walmarc Partners Corporation Employee Stock Ownership PlanWalmarc Partners Corporation$8,096,6342023
Good Shepherd Lutheran Home Profit Sharing & 401(K) PlanGood Shepherd Lutheran Home$7,730,0562023
Rice Companies, Inc. Employees 401(K) PlanRice Companies, Inc.$6,612,3152023
Thermo-Tech Windows LLC Retirement Savings PlanThermo-Tech Windows, LLC$5,878,8822023
Mimbach Fleet Supply, Inc. Employee Stock Ownership Plan And TrustMimbach Fleet Supply, Inc.$4,113,0602023
St. Cloud Window, Inc. 401(K) PlanSt. Cloud Window, Inc.$2,809,1492023
Schultz Softwater 401k PlanSchultz Softwater, Inc.$846,5752023
Dyco, Inc. 401 (K) PlanDyco, Inc.$127,6572023
The Integrative Visionary Inc. 401(K) PlanThe Integrative Visionary Inc.$106,8072023
Remi East Enterprises, Inc. Retirement PlanRemi East Enterprises, Inc.$100,0002023
J Berd Mechanical Contractors, Inc. Vacation PlanJ Berd Mechanical Contractors Inc$02023
Rice Companies Inc. - Life InsuranceRice Companies Inc.not reported in the loaded dataset2023
Good Shepherd Lutheran Home Dental And Vision PlanGood Shepherd Lutheran Homenot reported in the loaded dataset2023
Gatr Truck Center Health And Dental Benefit PlanGatr Truck Centernot reported in the loaded dataset2023
Good Shepherd Lutheran Home Group Life & Disability PlanGood Shepherd Lutheran Homenot reported in the loaded dataset2023
Dick Family, Inc. Dba C&L Distributing Health And Welfare Benefit PlanDick Family, Inc.not reported in the loaded dataset2023
Thermo-Tech Windows Comprehensive Health And Welfare Benefits PlanThermo-Tech Windows, LLCnot reported in the loaded dataset2023
J-Berd Mechanical Contractors, Inc. Benefit PlanJ-Berd Mechanical Contractors, Inc.not reported in the loaded dataset2023
Gatr Truck Center Life And Disability Benefit PlanGatr Truck Centernot reported in the loaded dataset2023

Related Form 5500 pages