Excelsior, 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, Excelsior, MN has 13 loaded benefit plan(s) reported by 6 plan sponsor(s), with $1,683,535,599 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,683,535,599
- Total reported liabilities (EOY)
- $1,677,168,754
- Total reported net assets (EOY)
- $6,366,845
Contributions & income
- Employer contributions
- $162,534
- Participant contributions
- $372,748
- Total income / additions
- $221,287,220
Expenses & distributions
- Benefits paid / distributions
- $944,982
- Total expenses
- $32,110,746
- Net increase / (decrease)
- $189,176,474
Coverage
- Total reported participants
- 614
- Plans with financial statements
- 10
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Excelsior, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Blue Rock Capital Fund, Lp | Blue Rock Advisors, LLC | $705,578,713 | 2023 |
| Blue Rock Equity Plus Fund, Lp | Blue Rock Advisors, LLC | $442,652,029 | 2023 |
| Blue Rock Liquid Alpha Fund, L.P. | Blue Rock Advisors, LLC | $339,188,328 | 2023 |
| Blue Rock Plus Fund, L.P. - Partnership Segregated Portfolio A | Blue Rock Advisors, LLC | $143,446,350 | 2023 |
| Blue Rock Fixed Income Plus Fund, L.P. | Blue Rock Advisors, LLC | $25,116,852 | 2023 |
| Blue Rock Plus Fund, L.P. - Partnership Segregated Portfolio B | Blue Rock Advisors, LLC | $21,186,482 | 2023 |
| Wischermann Hospitality Employer LLC Retirement Savings Plan | Wischermann Hospitality Employer | $3,300,090 | 2023 |
| Errington Education Inc. Retirement Plan | Errington Education Inc. | $2,413,050 | 2023 |
| Wonder Z Properties LLC Tax Deferred Keogh Plan | Wonder Z Properties LLC | $425,460 | 2023 |
| Intelio Network 401k Trust | Intelio Network Inc. | $228,245 | 2023 |
| Wischermann Partners, Inc. Group Life And Ad&D Plan | Wischermann Partners, Inc. | not reported in the loaded dataset | 2023 |
| Wischermann Partners, Inc. Group Short Term Disability Plan | Wischermann Partners, Inc. | not reported in the loaded dataset | 2023 |
| Wischermann Partners, Inc. Group Long Term Disability Plan | Wischermann Partners, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Excelsior → · Excelsior plans by participants → · Excelsior plans with financial data → · Excelsior plans with provider compensation → · $1B+ plans in Excelsior →
Related Form 5500 pages
- All MN Form 5500 filings
- Blue Rock Capital Fund, Lp (plan 002)
- Blue Rock Advisors, LLC — all reported plans
- Blue Rock Equity Plus Fund, Lp (plan 003)
- Blue Rock Liquid Alpha Fund, L.P. (plan 007)
- Blue Rock Plus Fund, L.P. - Partnership Segregated Portfolio A (plan 006)
- Blue Rock Fixed Income Plus Fund, L.P. (plan 004)
- Blue Rock Plus Fund, L.P. - Partnership Segregated Portfolio B (plan 005)
- Wischermann Hospitality Employer LLC Retirement Savings Plan (plan 001)
- Wischermann Hospitality Employer — all reported plans
- Errington Education Inc. Retirement Plan (plan 001)
- Errington Education Inc. — all reported plans
- Wonder Z Properties LLC Tax Deferred Keogh Plan (plan 001)
- Wonder Z Properties LLC — all reported plans
- Intelio Network 401k Trust (plan 001)
- Intelio Network Inc. — all reported plans
- Wischermann Partners, Inc. Group Life And Ad&D Plan (plan 503)
- Wischermann Partners, Inc. — all reported plans
- Wischermann Partners, Inc. Group Short Term Disability Plan (plan 504)
- Wischermann Partners, Inc. Group Long Term Disability Plan (plan 505)
- Methodology
- Data sources