2023 Form 5500 filing — Bremer 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 20241011152733NAL0039308176004) for Bremer Retirement Plan, reported by Bremer Financial Corporation under EIN 41-0715583 and plan number 003. It reports 3,533 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011152733NAL0039308176004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bremer Financial Corporation
- EIN
- 41-0715583
- Plan number
- 003
- Location
- St. Paul, MN
- Participants
- 3,533
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $337,247,077
- Net assets (EOY)
- $337,247,077
- Total income / additions
- $35,239,359
- Benefits paid
- $10,913,793
- Administrative expenses
- $1,070,584
- Total expenses
- $11,984,377
- Net increase / (decrease)
- $23,254,982
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Inc. | NONE | $375,376 | not reported in the loaded dataset |
| Tower Watson Investments Services, | NONE | $356,257 | not reported in the loaded dataset |
| Pension Benefit Information, LLC | NONE | $6,407 | not reported in the loaded dataset |