2023 Form 5500 filing — Sfm Mutual Insurance Company Savings 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 20240808140459NAL0008703376001) for Sfm Mutual Insurance Company Savings And Retirement Plan, reported by Sfm Mutual Insurance Company under EIN 41-1459789 and plan number 001. It reports 355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808140459NAL0008703376001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sfm Mutual Insurance Company
- EIN
- 41-1459789
- Plan number
- 001
- Location
- Bloomington, MN
- Participants
- 355
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,427,695
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,427,695
- Employer contributions
- $1,523,559
- Participant contributions
- $3,580,758
- Total income / additions
- $17,255,481
- Benefits paid
- $8,881,222
- Administrative expenses
- $105,299
- Total expenses
- $8,986,521
- Net increase / (decrease)
- $8,268,960
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Corporate Services (Mn) Inc | ADVISOR | $48,854 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $32,403 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $24,042 | $0 |