Sartell, 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, Sartell, MN has 12 loaded benefit plan(s) reported by 6 plan sponsor(s), with $66,197,981 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $66,197,981
- Total reported liabilities (EOY)
- $1,049
- Total reported net assets (EOY)
- $66,196,932
Contributions & income
- Employer contributions
- $1,487,396
- Participant contributions
- $2,800,058
- Total income / additions
- $15,886,651
Expenses & distributions
- Benefits paid / distributions
- $9,466,844
- Total expenses
- $9,634,086
- Net increase / (decrease)
- $6,252,565
Coverage
- Total reported participants
- 3,000
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sartell, 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 |
|---|---|---|---|
| St. Cloud Orthopedic Associates, Ltd. 401(K) Profit Sharing Plan | St. Cloud Orthopedic Associates, Ltd. | $41,149,453 | 2023 |
| Continuums Foundation Employee 401(K) Savings Trust | Foundation For Health Care Continuums | $13,940,362 | 2023 |
| Jefferson Capital Systems, LLC 401(K) Plan | Jefferson Capital Systems, LLC | $11,108,166 | 2023 |
| St. Cloud Orthopedic Associates, Ltd Health Plan | St. Cloud Orthopedic Associates, Ltd | not reported in the loaded dataset | 2023 |
| St. Cloud Orthopedic Associates, Ltd Employee Assistance Program | St. Cloud Orthopedic Associates, Ltd | not reported in the loaded dataset | 2023 |
| St. Cloud Orthopedic Associates, Ltd Dental Plan | St. Cloud Orthopedic Associates, Ltd | not reported in the loaded dataset | 2023 |
| Opportunity Matters, Inc. Employee Assistance Plan | Opportunity Matters, Inc. | not reported in the loaded dataset | 2023 |
| Jefferson Capital Systems Employee Benefit Plan | Fmt Services, LLC | not reported in the loaded dataset | 2023 |
| Dezurik, Inc. Welfare Benefit Plan | Dezurik Inc | not reported in the loaded dataset | 2023 |
| Foundation For Health Care Continuums Health Care Plan | Foundation For Health Care Continuums | not reported in the loaded dataset | 2023 |
| St. Cloud Orthopedic Associates, Ltd Life Insurance Plan | St. Cloud Orthopedic Associates, Ltd | not reported in the loaded dataset | 2023 |
| St. Cloud Orthopedic Associates, Ltd Long Term Disability Plan | St. Cloud Orthopedic Associates, Ltd | not reported in the loaded dataset | 2023 |
Largest plans in Sartell → · Sartell plans by participants → · Sartell plans with financial data → · Sartell plans with provider compensation → · $1B+ plans in Sartell →
Related Form 5500 pages
- All MN Form 5500 filings
- St. Cloud Orthopedic Associates, Ltd. 401(K) Profit Sharing Plan (plan 002)
- St. Cloud Orthopedic Associates, Ltd. — all reported plans
- Continuums Foundation Employee 401(K) Savings Trust (plan 001)
- Foundation For Health Care Continuums — all reported plans
- Jefferson Capital Systems, LLC 401(K) Plan (plan 001)
- Jefferson Capital Systems, LLC — all reported plans
- St. Cloud Orthopedic Associates, Ltd Health Plan (plan 503)
- St. Cloud Orthopedic Associates, Ltd Employee Assistance Program (plan 504)
- St. Cloud Orthopedic Associates, Ltd Dental Plan (plan 505)
- Opportunity Matters, Inc. Employee Assistance Plan (plan 501)
- Opportunity Matters, Inc. — all reported plans
- Jefferson Capital Systems Employee Benefit Plan (plan 501)
- Fmt Services, LLC — all reported plans
- Dezurik, Inc. Welfare Benefit Plan (plan 501)
- Dezurik Inc — all reported plans
- Foundation For Health Care Continuums Health Care Plan (plan 501)
- St. Cloud Orthopedic Associates, Ltd Life Insurance Plan (plan 501)
- St. Cloud Orthopedic Associates, Ltd Long Term Disability Plan (plan 502)
- Methodology
- Data sources