Who sponsors the Employee Benefits Corporation 401(K) Plan And Trust?

Employee Benefits Corporation 401(K) Plan And Trust is reported as sponsored by Employee Benefits Corporation (EIN 39-2044064, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Employee Benefits Corporation 401(K) Plan And Trust?

The latest Form 5500 filing year loaded for Employee Benefits Corporation 401(K) Plan And Trust is 2023.

How many participants does Employee Benefits Corporation 401(K) Plan And Trust report?

Employee Benefits Corporation 401(K) Plan And Trust reports 200 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Employee Benefits Corporation 401(K) Plan And Trust?

Employee Benefits Corporation 401(K) Plan And Trust reports $18,917,448 in end-of-year plan assets in its latest loaded Form 5500 filing.

Employee Benefits Corporation 401(K) Plan And Trust — Form 5500 plan (Employee Benefits Corporation)

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, Employee Benefits Corporation 401(K) Plan And Trust is a benefit plan reported by Employee Benefits Corporation under EIN 39-2044064 and plan number 002. The latest loaded filing year is 2023. The filing reports 200 participants and $18,917,448 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.8MPlan net assets, end of year$18,829,004

Participants200Covered participants reported

Assets / participant$94.6KComputed: assets ÷ participants$94,587 (computed)

Provider compensation$41.5K1 Schedule C provider row(s)$41,550

Plan sponsor: Employee Benefits Corporation
EIN: 39-2044064
Plan number: 002
Plan type: 2
Location: Madison, WI
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	200	H, C	20241010095821NAL0033754800001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$18.9M total assets

Net assets$18.8MLiabilities$88.4K

Money in vs. money out

Total income / additions$4.9M

Total expenses$3M

Benefits paid / distributions$2.9M

Contributions

Employer$416.4K

Participant$871.9K

Full reported line items

Net assets

Total assets (EOY): $18,917,448
Total liabilities (EOY): $88,444
Net assets (EOY): $18,829,004
Net assets (BOY): $16,864,662

Income & contributions

Employer contributions: $416,364
Participant contributions: $871,916
Total contributions: $1,358,208
Total income / additions: $4,935,973

Expenses & distributions

Benefits paid: $2,930,181
Administrative expenses: $41,450
Total expenses: $2,971,631
Net increase / (decrease): $1,964,342

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

32%68%

Employer 32%Participant 68%

Total expenses ÷ net assets16%Computed ratio

Benefits paid ÷ total income59%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Alerus Financial, N.A.	NONE	$41,550	$0	2023