Plan5500

Ely, 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, Ely, MN has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $12,803,234 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Ely

  • 5 loaded plans hold $12.8M in reported assets across 5 sponsors.
  • The largest, Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan, holds 85% of reported Ely plan assets.
  • Plans cover 166 participants — about 33 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.8MSummed across loaded plans$12,803,234
Total reported assets$12.8M$12,803,234
Total reported participants166
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.8M total assets
Net assets$12.8MLiabilities$0
Contributions & income
Employer contributions$322.3K
Participant contributions$751.5K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.6M
Net increase / (decrease)$393.7K

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation1 / 5 (20%)

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

Ely market comparison

Largest plan share of assets85%Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan
Participants per plan33Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Ely

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

  1. 1
    Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan$10.9M
    Ely-Bloomenson Community Hospital · 2023
  2. 2
    Snowbank Lodge And Outfitters Inc. Retirement Plan$1.3M
    Snowbank Lodge And Outfitters Inc. · 2023
  3. 3
    Winkelman-Renneberg Inc. Retirement Plan$317.1K
    Winkelman-Renneberg Inc. · 2023
  4. 4
    Mdjm Inc. 401(K) Plan$259.8K
    Mdjm Inc. · 2023
  5. 5
    Aok Outdoors Inc. 401(K) Plan$0
    Aok Outdoors Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Ely, MN?
5 plan(s) reported by 5 sponsor(s) are loaded for Ely, MN.

Related Form 5500 pages