Andersen Corporation Employee Stock Ownership Plan — Form 5500 plan (Andersen 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, Andersen Corporation Employee Stock Ownership Plan is a benefit plan reported by Andersen Corporation under EIN 41-0123208 and plan number 003. The latest loaded filing year is 2023. The filing reports 12,992 participants and $899,073,238 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Andersen Corporation
EIN
41-0123208
Plan number
003
Plan type
2
Location
Bayport, MN
Latest filing year
2023
Participants
12,992
End-of-year plan assets
$899,073,238

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312,992H, C20240715080335NAL0002551600001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$899,073,238
Total liabilities (EOY)
$11,951,824
Net assets (EOY)
$887,121,414
Net assets (BOY)
$637,956,116

Income & contributions

Total contributions
$0
Total income / additions
$348,947,972

Expenses & distributions

Benefits paid
$99,375,796
Administrative expenses
$406,878
Total expenses
$99,782,674
Net increase / (decrease)
$249,165,298

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
BsiNONE$194,566not reported in the loaded dataset2023
Us Bank, NaNONE$183,537$02023
Ernst & Young, LlpNONE$28,225not reported in the loaded dataset2023

Related Form 5500 pages