2023 Form 5500 filing — Andersen Corporation Employees' Pension And Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240715080230NAL0001421585001) for Andersen Corporation Employees' Pension And Retirement Plan, reported by Andersen Corporation under EIN 41-0123208 and plan number 001. It reports 5,564 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715080230NAL0001421585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Andersen Corporation
- EIN
- 41-0123208
- Plan number
- 001
- Location
- Bayport, MN
- Participants
- 5,564
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $833,023,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $833,023,008
- Employer contributions
- $786,263
- Total income / additions
- $74,047,122
- Benefits paid
- $42,375,847
- Administrative expenses
- $4,658,649
- Total expenses
- $47,034,496
- Net increase / (decrease)
- $27,012,626
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Russell Investments Trust Company | NONE | $1,397,536 | $685,042 |
| Towers Watson, Delaware, Inc | NONE | $395,068 | not reported in the loaded dataset |
| U.S. Bank, National Association | NONE | $235,972 | $0 |
| State Street Global Advisors Trust | NONE | $70,000 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE | $26,890 | not reported in the loaded dataset |
| Fox Rothschild Llp | NONE | $18,658 | not reported in the loaded dataset |
| K & L Gates Llp | NONE | $8,491 | not reported in the loaded dataset |