Andersen Corporation Retiree Medical 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 Retiree Medical Plan is a benefit plan reported by Andersen Corporation under EIN 41-0123208 and plan number 511. The latest loaded filing year is 2023. The filing reports 2,139 participants and $211,066,176 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Andersen Corporation
- EIN
- 41-0123208
- Plan number
- 511
- Plan type
- 2
- Location
- Bayport, MN
- Latest filing year
- 2023
- Participants
- 2,139
- End-of-year plan assets
- $211,066,176
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,139 | H, C | 20240715083627NAL0001442081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $211,066,176
- Total liabilities (EOY)
- $26,118,904
- Net assets (EOY)
- $184,947,272
- Net assets (BOY)
- $144,041,926
Income & contributions
- Employer contributions
- $343,931
- Participant contributions
- $2,302,482
- Total contributions
- $2,646,413
- Total income / additions
- $78,093,054
Expenses & distributions
- Benefits paid
- $24,152,678
- Administrative expenses
- $13,035,030
- Total expenses
- $37,187,708
- Net increase / (decrease)
- $40,905,346
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Healthpartners | NONE | $352,180 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $242,459 | not reported in the loaded dataset | 2023 |
| Express Scripts Medco Health Soluti | NONE | $213,645 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Via Benefits | NONE | $111,210 | not reported in the loaded dataset | 2023 |
| Bcbsm, Inc. | NONE | $42,047 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | NONE | $25,824 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | NONE | $24,486 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Andersen Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bayport, MN
- Healthpartners — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Express Scripts Medco Health Soluti — Schedule C compensation
- Willis Towers Watson Via Benefits — Schedule C compensation
- Bcbsm, Inc. — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation