2023 Form 5500 filing — Andersen 401k 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 20240715105616NAL0002235904001) for Andersen 401k Plan, reported by Andersen Corporation under EIN 41-0123208 and plan number 002. It reports 16,826 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715105616NAL0002235904001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Andersen Corporation
- EIN
- 41-0123208
- Plan number
- 002
- Location
- Bayport, MN
- Participants
- 16,826
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,292,360,271
- Total liabilities (EOY)
- $674,884
- Net assets (EOY)
- $1,291,685,387
- Employer contributions
- $50,655,275
- Participant contributions
- $66,826,532
- Total income / additions
- $311,027,813
- Benefits paid
- $94,743,500
- Administrative expenses
- $1,018,954
- Total expenses
- $95,762,454
- Net increase / (decrease)
- $215,265,359
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Russell Investments Trust Company | NONE | $389,894 | $516,532 |
| Schwab Retirement Plan Services,Inc | NONE | $791,680 | not reported in the loaded dataset |
| Ernst & Young, Llp | NONE | $24,760 | not reported in the loaded dataset |
| Fisher Investments | NONE | $9,752 | not reported in the loaded dataset |
| Intelligent Financial Strategies | NONE | $8,790 | not reported in the loaded dataset |
| Great Valley Advisor Group | NONE | $8,696 | not reported in the loaded dataset |
| Fulton Breakefield Broenniman | NONE | $8,623 | not reported in the loaded dataset |
| Brinker Capital Investments LLC | NONE | $8,208 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $6,184 | $0 |
| Optima Capital Management LLC | NONE | $5,597 | not reported in the loaded dataset |