Sanford Retirement Savings Plan — Form 5500 plan (Sanford)

Plain-English plan 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, Sanford Retirement Savings Plan is a benefit plan reported by Sanford under EIN 27-1218956 and plan number 002. The latest loaded filing year is 2023. The filing reports 38,335 participants and $3,110,361,496 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sanford
EIN
27-1218956
Plan number
002
Plan type
2
Location
Fargo, ND
Latest filing year
2023
Participants
38,335
End-of-year plan assets
$3,110,361,496

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202338,335H, C20240731163845NAL0021925201001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,110,361,496
Total liabilities (EOY)
$0
Net assets (EOY)
$3,110,361,496
Net assets (BOY)
$2,448,470,251

Income & contributions

Employer contributions
$104,282,611
Participant contributions
$178,810,018
Total contributions
$401,299,065
Total income / additions
$874,242,302

Expenses & distributions

Benefits paid
$232,306,723
Administrative expenses
$1,769,114
Total expenses
$234,104,775
Net increase / (decrease)
$640,137,527

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$1,769,114$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages