Crookston, 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, Crookston, MN has 14 loaded benefit plan(s) reported by 7 plan sponsor(s), with $117,509,987 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
14
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$117,509,987
Total reported liabilities (EOY)
$4,915
Total reported net assets (EOY)
$117,505,072

Contributions & income

Employer contributions
$3,065,781
Participant contributions
$5,303,264
Total income / additions
$36,521,498

Expenses & distributions

Benefits paid / distributions
$13,233,658
Total expenses
$13,507,337
Net increase / (decrease)
$23,014,161

Coverage

Total reported participants
8,370
Plans with financial statements
6
Plans with provider compensation
6

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

Largest loaded plans by reported assets

Largest loaded plans in Crookston, MN
PlanSponsorReported assets (EOY)Year
Widseth, Smith, Nolting & Associates Employee Profit Sharing PlanWidseth Smith Nolting & Associates, Inc.$41,051,8712023
Riverview Healthcare Association Tax Deferred Annuity PlanRiverview Healthcare Association$23,035,0212023
Riverview Healthcare Association Employees' Pension PlanRiverview Healthcare Association$20,643,2032023
Safe Harbor 401(K) Profit Sharing Plan For Employees Of Tri-Valley Opportunity Council, Inc.Tri-Valley Opportunity Council$15,476,2992023
Sunrich Products 401(K) PlanSunrich Products$10,569,4582023
Alluma, Inc. Retirement PlanAlluma, Inc.$6,734,1352023
New Flyer Of America Inc. Welfare Benefit PlanNew Flyer Of Americanot reported in the loaded dataset2023
Sunrich Products, LLC Health & Welfare Benefits PlanSunrich Products, LLCnot reported in the loaded dataset2023
Nfi Group Welfare Benefit PlanNew Flyer Holdings, Inc.not reported in the loaded dataset2023
Riverview Healthcare Association Welfare Benefits PlanRiverview Healthcare Associationnot reported in the loaded dataset2023
Mental Health Center, Inc. Employee Benefit PlanAlluma, Inc.not reported in the loaded dataset2023
Mental Health Center, Inc. Medical PlanAlluma, Inc.not reported in the loaded dataset2023
Tri-Valley Opportunity Council, Inc. Welfare Benefit PlanTri-Valley Opportunity Council, Inc.not reported in the loaded dataset2023
Widseth Smith Nolting & Associates, Inc. Health And Welfare PlanWidseth, Smith, Nolting & Associates, Inc.not reported in the loaded dataset2023

Related Form 5500 pages