Plan5500

Cook, MN Form 5500 retirement and benefit plan filings

City Form 5500 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, Cook, MN has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $21,949,033 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Cook

  • 2 loaded plans hold $21.9M in reported assets across 2 sponsors.
  • The largest, Cook Area Health Services, Inc. Tax Sheltered Annuity Plan, holds 72% of reported Cook plan assets.
  • Plans cover 280 participants — about 140 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$21.3MSummed across loaded plans$21,284,667
Total reported assets$21.9M$21,949,033
Total reported participants280
Total reported liabilities$664.4K$664,366

Reported net position

Reported assets = net assets + liabilities (summed)$21.9M total assets
Net assets$21.3MLiabilities$664.4K
Contributions & income
Employer contributions$333.2K
Participant contributions$632.3K
Total income / additions$4.2M
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.5M
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cook, MN plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Cook market comparison

Largest plan share of assets72%Cook Area Health Services, Inc. Tax Sheltered Annuity Plan
Participants per plan140Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Cook

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Cook Area Health Services, Inc. Tax Sheltered Annuity Plan$15.9M
    Cook Area Health Services,Inc. · 2023
  2. 2
    Hill Wood Products, Inc. Employee Stock Ownership Plan$6.1M
    Hill Wood Products Inc. · 2023

Largest plans in Cook → · Cook plans by participants → · Cook plans with financial data → · Cook plans with provider compensation → · $1B+ plans in Cook →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Cook, MN?
2 plan(s) reported by 2 sponsor(s) are loaded for Cook, MN.

Related Form 5500 pages