Fergus Falls, 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, Fergus Falls, MN has 16 loaded benefit plan(s) reported by 10 plan sponsor(s), with $471,582,296 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
16
Plan sponsors
10
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$471,582,296
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$471,582,296

Contributions & income

Employer contributions
$2,193,816
Participant contributions
$7,954,886
Total income / additions
$72,310,481

Expenses & distributions

Benefits paid / distributions
$32,862,324
Total expenses
$35,178,648
Net increase / (decrease)
$37,131,833

Coverage

Total reported participants
8,735
Plans with financial statements
8
Plans with provider compensation
8

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fergus Falls, 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 Fergus Falls, MN
PlanSponsorReported assets (EOY)Year
Otter Tail Corporation Pension PlanOtter Tail Corporation$331,964,2512023
Lake Region Healthcare Corporation Retirement PlanLake Region Healthcare Corporation$77,039,6482023
Lakeland Mental Health Center, Inc. Employees' Profit Sharing Plus PlanLakeland Mental Health Center, Inc.$21,412,3522023
Northern Contours, Inc. 401(K) PlanNorthern Contours, Inc.$11,804,4892023
Quality Circuits, Inc. 401(K) Retirement PlanQuality Circuits, Inc.$11,501,9532023
Waterfront Brands Retirement PlanWaterfront Brands$9,577,8182023
Pioneer Home 401(K) PlanPioneer Home, Inc.$4,690,4312023
401(K) Profit Sharing Plan For Employees Of Productive Alternatives, Inc.Productive Alternatives, Inc.$3,591,3542023
Shoremaster, LLC Health And Welfare PlanShoremaster, LLCnot reported in the loaded dataset2023
Otter Tail Corporation Special Risk InsuranceOtter Tail Corporationnot reported in the loaded dataset2023
Otter Tail Power Company Union Employees Severance PlanOtter Tail Power Companynot reported in the loaded dataset2023
Lake Region Healthcare Welfare Benefit PlanLake Region Healthcare Corporationnot reported in the loaded dataset2023
Lakeland Mental Health Center Inc Group Term Life PlanLakeland Mental Health Center Incnot reported in the loaded dataset2023
Lakeland Mental Health Center Inc Long Term Disability PlanLakeland Mental Health Center Inc.not reported in the loaded dataset2023
Lakeland Mental Health Center Health Insurance PlanLakeland Mental Health Centernot reported in the loaded dataset2023
Northern Contours, Inc. Group Insurance PlanNorthern Contours, Inc.not reported in the loaded dataset2023

Related Form 5500 pages