2023 Form 5500 filing — Bremer 401(K) 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 20241010070532NAL0035155568001) for Bremer 401(K) Plan, reported by Bremer Financial Corporation under EIN 41-0715583 and plan number 002. It reports 2,037 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$333.9MReported net assets$333,865,423
Participants2K2,037
Provider compensation$448.2K2 Schedule C row(s)$448,164
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010070532NAL0035155568001
Plan sponsor
Bremer Financial Corporation
EIN
41-0715583
Plan number
002
Location
St. Paul, MN
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$333.9M total assets
Net assets$333.9MLiabilities
Money in vs. money out
Total income / additions$66.9M
Total expenses$29.6M
Benefits paid / distributions$29.1M
Contributions
Employer$6.2M
Participant$13.4M
Full reported line items
Total assets (EOY)
$333,865,423
Net assets (EOY)
$333,865,423
Employer contributions
$6,177,609
Participant contributions
$13,399,998
Total income / additions
$66,919,641
Benefits paid
$29,139,927
Administrative expenses
$448,164
Total expenses
$29,591,395
Net increase / (decrease)
$37,328,246

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Schwab Retirement Plan Services,IncNONE$440,664not reported in the loaded dataset
Towers Watson Delaware IncNONE$7,500not reported in the loaded dataset

Related Form 5500 pages