Pohlad Companies, LLC — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Pohlad Companies, LLC (EIN 37-1452807) is a plan sponsor located in Minneapolis, MN with 8 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 37-1452807
- Location
- Minneapolis, MN
- Loaded plans
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $332,799,275
- Total reported liabilities (EOY)
- $1,563,000
- Total reported net assets (EOY)
- $331,236,275
Contributions & income
- Employer contributions
- $27,591,118
- Participant contributions
- $21,376,123
- Total income / additions
- $101,178,079
Expenses & distributions
- Benefits paid / distributions
- $53,493,551
- Total expenses
- $55,086,931
- Net increase / (decrease)
- $46,091,148
Coverage
- Total reported participants
- 9,264
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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 | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Pohlad Companies Retirement Savings Plan | 001 | 1,987 | $331,111,975 | 2023 |
| Pohlad Companies Medical And Dental Plan | 503 | 1,361 | $1,687,300 | 2023 |
| Pohlad Companies, LLC Life, Disability And Accidental Death Insurance | 501 | 2,347 | not reported in the loaded dataset | 2023 |
| Pohlad Companies, LLC Employee Assistance Plan | 509 | 2,151 | not reported in the loaded dataset | 2023 |
| Pohlad Companies, LLC Vision Plan | 507 | 813 | not reported in the loaded dataset | 2023 |
| Pohlad Companies, LLC Accident And Critical Illness Plan | 510 | 283 | not reported in the loaded dataset | 2023 |
| Pohlad Companies, LLC 125 Benefit Plan | 505 | 210 | not reported in the loaded dataset | 2023 |
| Pohlad Companies, LLC Ltc Plan | 508 | 112 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Pohlad Companies, LLC Life, Disability And Accidental Death Insurance | 2,347 | — | 20240723133048NAL0007315651001 |
| 2023 | Pohlad Companies, LLC 125 Benefit Plan | 210 | — | 20240723133133NAL0024477186001 |
| 2023 | Pohlad Companies, LLC Vision Plan | 813 | — | 20240723133209NAL0011343169001 |
| 2023 | Pohlad Companies, LLC Ltc Plan | 112 | — | 20240723133303NAL0011820321001 |
| 2023 | Pohlad Companies, LLC Employee Assistance Plan | 2,151 | — | 20240723133337NAL0011821841001 |
| 2023 | Pohlad Companies, LLC Accident And Critical Illness Plan | 283 | — | 20240723133412NAL0011823393001 |
| 2023 | Pohlad Companies Medical And Dental Plan | 1,361 | H, C | 20241002063923NAL0007968129001 |
| 2023 | Pohlad Companies Retirement Savings Plan | 1,987 | H, C | 20241009095540NAL0036663762001 |