How many benefit plans does The Bernard Group report on Form 5500?

The Bernard Group (EIN 41-1944077) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Bernard Group?

The Employer Identification Number (EIN) reported for The Bernard Group is 41-1944077.

What is the latest Form 5500 filing year for The Bernard Group?

The latest loaded Form 5500 filing year for The Bernard Group is 2023.

The Bernard Group — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Bernard Group (EIN 41-1944077) is a plan sponsor located in Chanhassen, MN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 41-1944077
Location: Chanhassen, MN
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $163,938,788
Total reported liabilities (EOY): $5,676,790
Total reported net assets (EOY): $158,261,998

Contributions & income

Employer contributions: $2,803,518
Participant contributions: $4,531,992
Total income / additions: $24,506,495

Expenses & distributions

Benefits paid / distributions: $3,253,240
Total expenses: $3,505,460
Net increase / (decrease): $21,001,035

Coverage

Total reported participants: 2,575
Plans with financial statements: 2
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

The Bernard Group plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Bernard Group Inc. Employee Stock Ownership Plan	002	836	$116,400,000	2023
The Bernard Group 401(K) Plan	001	930	$47,538,788	2023
The Bernard Group, Associated Companies Health & Welfare Plan	501	809	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Bernard Group
Year	Plan	Participants	Schedules	Filing
2023	The Bernard Group 401(K) Plan	930	H, C	20241010090715NAL0040230338001
2023	The Bernard Group Inc. Employee Stock Ownership Plan	836	H	20241010090816NAL0020731153001
2023	The Bernard Group, Associated Companies Health & Welfare Plan	809	—	20250721131015NAL0000694163001