Rosenbauer Minnesota, LLC Employee Savings Plan — Form 5500 plan (Rosenbauer Minnesota, LLC)

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, Rosenbauer Minnesota, LLC Employee Savings Plan is a benefit plan reported by Rosenbauer Minnesota, LLC under EIN 41-1808379 and plan number 001. The latest loaded filing year is 2023. The filing reports 441 participants and $826,507 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$826.5KPlan net assets, end of year$826,507
Participants441Covered participants reported
Assets / participant$1.9KComputed: assets ÷ participants$1,874 (computed)
Provider compensation$8002 Schedule C provider row(s)
Plan sponsor
Rosenbauer Minnesota, LLC
EIN
41-1808379
Plan number
001
Plan type
2
Location
Wyoming, MN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023441H, C20240926110125NAL0000551281001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$826.5K total assets
Net assets$826.5KLiabilities$0
Money in vs. money out
Total income / additions$32.4K
Total expenses$624.2K
Benefits paid / distributions$624.2K
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$826,507
Total liabilities (EOY)
$0
Net assets (EOY)
$826,507
Net assets (BOY)
$1,418,360

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$32,371

Expenses & distributions

Benefits paid
$624,224
Administrative expenses
$0
Total expenses
$624,224
Net increase / (decrease)
-$591,853
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets76%Computed ratio
Benefits paid ÷ total income1928%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Midwest Pension & Profit Sharing SeCONTRACT ADMIN$200$2002023
Empower Annuity Insurance CompanyRECORDKEEPER$200$2002023

Related Form 5500 pages