Bell Aggressive Growth Fund — Form 5500 plan (Bell Bank)
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, Bell Aggressive Growth Fund is a benefit plan reported by Bell Bank under EIN 35-2315675 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $676,090,318 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bell Bank
- EIN
- 35-2315675
- Plan number
- 001
- Plan type
- 4
- Location
- Fargo, ND
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $676,090,318
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20240819084849NAL0002386672003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $676,090,318
- Total liabilities (EOY)
- $1,477,428
- Net assets (EOY)
- $674,612,890
- Net assets (BOY)
- $552,922,938
Income & contributions
- Total income / additions
- $144,986,528
Expenses & distributions
- Administrative expenses
- $3,077,294
- Total expenses
- $3,077,294
- Net increase / (decrease)
- $141,909,234
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.