Plan5500

2023 Form 5500 filing — Allete & Affiliated Companies Retirement Plan C

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 20241014155339NAL0015248403004) for Allete & Affiliated Companies Retirement Plan C, reported by Allete, Inc. & Affiliated Companies under EIN 41-0418150 and plan number 005. It reports 1,767 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014155339NAL0015248403004
Filing year
2023
Form type
2
Plan sponsor
Allete, Inc. & Affiliated Companies
EIN
41-0418150
Plan number
005
Location
Duluth, MN
Participants
1,767
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$426,259,731
Total liabilities (EOY)
$122,745
Net assets (EOY)
$426,136,986
Employer contributions
$7,376,261
Total income / additions
$44,831,182
Benefits paid
$46,070,789
Administrative expenses
$1,797,529
Total expenses
$47,868,318
Net increase / (decrease)
-$3,037,136
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
PimcoINVESTMENT MANAGER$147,813not reported in the loaded dataset
Us BankTRUSTEE$89,758$0
Lockton Retirement ServicesINVESTMENT MANAGER$70,804not reported in the loaded dataset
Allete Inc.CONTRACT ADMINISTRATOR$56,715not reported in the loaded dataset
Willis Towers Watson Us LLCACTUARY/HR$53,846not reported in the loaded dataset
Tellus HealthPAYROLL/DATA SERVICES$28,454not reported in the loaded dataset
Reilly, Penner & Benton LlpAUDITOR$22,375not reported in the loaded dataset
Taft Stettinius & Hollister LlpLEGAL$6,048not reported in the loaded dataset

Related Form 5500 pages