Plan5500

Bremer 401(K) Plan — Form 5500 plan (Bremer Financial 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, Bremer 401(K) Plan is a benefit plan reported by Bremer Financial Corporation under EIN 41-0715583 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,037 participants and $333,865,423 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bremer Financial Corporation
EIN
41-0715583
Plan number
002
Plan type
2
Location
St. Paul, MN
Latest filing year
2023
Participants
2,037
End-of-year plan assets
$333,865,423

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,037H, C20241010070532NAL0035155568001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$333,865,423
Net assets (EOY)
$333,865,423
Net assets (BOY)
$296,537,177

Income & contributions

Employer contributions
$6,177,609
Participant contributions
$13,399,998
Total contributions
$24,079,029
Total income / additions
$66,919,641

Expenses & distributions

Benefits paid
$29,139,927
Administrative expenses
$448,164
Total expenses
$29,591,395
Net increase / (decrease)
$37,328,246

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$440,664not reported in the loaded dataset2023
Towers Watson Delaware IncNONE$7,500not reported in the loaded dataset2023

Related Form 5500 pages