2023 Form 5500 filing — Andersen Corporation Retiree Medical 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 20240715083627NAL0001442081001) for Andersen Corporation Retiree Medical Plan, reported by Andersen Corporation under EIN 41-0123208 and plan number 511. It reports 2,139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715083627NAL0001442081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Andersen Corporation
- EIN
- 41-0123208
- Plan number
- 511
- Location
- Bayport, MN
- Participants
- 2,139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $211,066,176
- Total liabilities (EOY)
- $26,118,904
- Net assets (EOY)
- $184,947,272
- Employer contributions
- $343,931
- Participant contributions
- $2,302,482
- Total income / additions
- $78,093,054
- Benefits paid
- $24,152,678
- Administrative expenses
- $13,035,030
- Total expenses
- $37,187,708
- Net increase / (decrease)
- $40,905,346
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Healthpartners | NONE | $352,180 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $242,459 | not reported in the loaded dataset |
| Express Scripts Medco Health Soluti | NONE | $213,645 | not reported in the loaded dataset |
| Willis Towers Watson Via Benefits | NONE | $111,210 | not reported in the loaded dataset |
| Bcbsm, Inc. | NONE | $42,047 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE | $25,824 | not reported in the loaded dataset |
| Grant Thornton Llp | NONE | $24,486 | not reported in the loaded dataset |