Plan5500

Bremer Retirement 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 Retirement Plan is a benefit plan reported by Bremer Financial Corporation under EIN 41-0715583 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,533 participants and $337,247,077 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
003
Plan type
2
Location
St. Paul, MN
Latest filing year
2023
Participants
3,533
End-of-year plan assets
$337,247,077

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,533H, C20241011152733NAL0039308176004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$337,247,077
Net assets (EOY)
$337,247,077
Net assets (BOY)
$313,992,095

Income & contributions

Total income / additions
$35,239,359

Expenses & distributions

Benefits paid
$10,913,793
Administrative expenses
$1,070,584
Total expenses
$11,984,377
Net increase / (decrease)
$23,254,982

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Towers Watson Inc.NONE$375,376not reported in the loaded dataset2023
Tower Watson Investments Services,NONE$356,257not reported in the loaded dataset2023
Pension Benefit Information, LLCNONE$6,407not reported in the loaded dataset2023

Related Form 5500 pages