2023 Form 5500 filing — Andersen Pension 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 20240715080340NAL0001029537001) for Andersen Pension Plan, reported by Andersen Corporation under EIN 41-0123208 and plan number 004. It reports 1,185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715080340NAL0001029537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Andersen Corporation
- EIN
- 41-0123208
- Plan number
- 004
- Location
- Bayport, MN
- Participants
- 1,185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,798,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,798,734
- Total income / additions
- $2,278,505
- Benefits paid
- $1,558,008
- Administrative expenses
- $266,632
- Total expenses
- $1,824,640
- Net increase / (decrease)
- $453,865
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Russell Investment Trust Company | NONE | $48,455 | not reported in the loaded dataset |
| Towers Watson, Delaware Inc | NONE | $46,001 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $29,343 | $0 |
| Ernst & Young Llp | NONE | $28,225 | not reported in the loaded dataset |