Sanford 403(B) 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 403(B) Retirement Savings Plan is a benefit plan reported by Sanford under EIN 27-1218956 and plan number 004. The latest loaded filing year is 2023. The filing reports 6,391 participants and $1,819,723 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sanford
EIN
27-1218956
Plan number
004
Plan type
2
Location
Fargo, ND
Latest filing year
2023
Participants
6,391
End-of-year plan assets
$1,819,723

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,391H, C20240731164214NAL0022711441001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,819,723
Total liabilities (EOY)
$0
Net assets (EOY)
$1,819,723
Net assets (BOY)
$179,394,843

Income & contributions

Participant contributions
$535,635
Total contributions
$535,635
Total income / additions
$13,776,472

Expenses & distributions

Benefits paid
$191,113,799
Administrative expenses
$178,415
Total expenses
$191,351,592
Net increase / (decrease)
-$177,575,120

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$177,422$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages