Plan5500

Cottonwood, 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, Cottonwood, MN has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $101,535,967 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
1
Latest filing year
2023

What stands out in Cottonwood

  • 3 loaded plans hold $101.5M in reported assets across 1 sponsors.
  • The largest, Pension Plan For Employees Of North Star Mutual Insurance Company, holds 60% of reported Cottonwood plan assets.
  • Plans cover 935 participants — about 312 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 67% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$101.5MSummed across loaded plans$101,535,967
Total reported assets$101.5M$101,535,967
Total reported participants935
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$101.5M total assets
Net assets$101.5MLiabilities$0
Contributions & income
Employer contributions$1.6M
Participant contributions$1.8M
Total income / additions$15.1M
Expenses & distributions
Benefits paid / distributions$3.4M
Total expenses$3.4M
Net increase / (decrease)$11.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cottonwood, 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

Cottonwood market comparison

Largest plan share of assets60%Pension Plan For Employees Of North Star Mutual Insurance Company
Participants per plan312Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Cottonwood

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

  1. 1
    Pension Plan For Employees Of North Star Mutual Insurance Company$61.2M
    North Star Mutual Insurance Company · 2023
  2. 2
    North Star Mutual Insurance Company 401(K) Plan$40.3M
    North Star Mutual Insurance Company · 2023
  3. 3
    North Star Mutual Insurance Company Health And Welfare Plannot reported in the loaded dataset
    North Star Mutual Insurance Company · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Cottonwood, MN?
3 plan(s) reported by 1 sponsor(s) are loaded for Cottonwood, MN.

Related Form 5500 pages