Fond Du Lac Employee Retirement Plan — Form 5500 plan (Fond Du Lac Reservation Business Committee)
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, Fond Du Lac Employee Retirement Plan is a benefit plan reported by Fond Du Lac Reservation Business Committee under EIN 41-0965719 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,164 participants and $96,577,201 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fond Du Lac Reservation Business Committee
- EIN
- 41-0965719
- Plan number
- 001
- Plan type
- 2
- Location
- Cloquet, MN
- Latest filing year
- 2023
- Participants
- 2,164
- End-of-year plan assets
- $96,577,201
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,164 | H, C | 20241004082919NAL0019225264005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $96,577,201
- Net assets (EOY)
- $96,577,201
- Net assets (BOY)
- $82,084,670
Income & contributions
- Employer contributions
- $3,512,777
- Participant contributions
- $5,774,289
- Total contributions
- $9,568,721
- Total income / additions
- $23,127,689
Expenses & distributions
- Benefits paid
- $8,150,235
- Administrative expenses
- $145,282
- Total expenses
- $8,635,158
- Net increase / (decrease)
- $14,492,531
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Financial Solutions, Inc. | BROKER | $115,398 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $29,884 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fond Du Lac Reservation Business Committee
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Cloquet, MN
- Cbiz Financial Solutions, Inc. — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation