Morton, 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, Morton, MN has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $7,913,281 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,913,281
Total reported net assets (EOY)
$7,913,281

Contributions & income

Employer contributions
$212,371
Participant contributions
$665,590
Total income / additions
$2,160,551

Expenses & distributions

Benefits paid / distributions
$1,261,993
Total expenses
$1,408,592
Net increase / (decrease)
$751,959

Coverage

Total reported participants
1,333
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Morton, 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 Morton, MN
PlanSponsorReported assets (EOY)Year
Lower Sioux Indian Community 401(K) Retirement Plan & TrustLower Sioux Indian Community In The State Of Minnesota$7,913,2812023
Lower Sioux Indian Community And Jackpot Junction Casino Hotel Welfare Benefits PlanLower Sioux Indian Community Jackpot Junction Casino Hotelnot reported in the loaded dataset2023

Related Form 5500 pages