Chas. A. Bernick, Inc. — 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, Chas. A. Bernick, Inc. (EIN 41-0149440) is a plan sponsor located in Waite Park, MN with 5 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
- 41-0149440
- Location
- Waite Park, MN
- Loaded plans
- 6
- Total reported participants
- 2,925
- Total reported plan assets (EOY)
- $55,678,906
- Plans with financial data
- 1
- Plans with provider compensation
- 1
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| The Bernick Companies Profit Sharing 401(K) Plan | 001 | 1,247 | $55,678,906 | 2023 |
| The Bernicks Companies Dental Benefit Plan | 502 | 413 | not reported in the loaded dataset | 2023 |
| The Bernicks Companies Life And Disability Benefit Plan | 503 | 400 | not reported in the loaded dataset | 2023 |
| The Bernicks Companies Health Care Benefit Plan | 501 | 395 | not reported in the loaded dataset | 2023 |
| The Bernick Companies Vision Plan | 505 | 272 | not reported in the loaded dataset | 2023 |
| The Bernicks Companies Voluntary Benefits Plan | 504 | 198 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | The Bernick Companies Vision Plan | 272 | — | 20240726084411NAL0024028448001 |
| 2023 | The Bernicks Companies Dental Benefit Plan | 413 | — | 20240726084534NAL0008806499001 |
| 2023 | The Bernicks Companies Health Care Benefit Plan | 395 | — | 20240726084803NAL0033813442001 |
| 2023 | The Bernicks Companies Life And Disability Benefit Plan | 400 | — | 20240726084920NAL0008809603001 |
| 2023 | The Bernicks Companies Voluntary Benefits Plan | 198 | — | 20240726085021NAL0032464962001 |
| 2023 | The Bernick Companies Profit Sharing 401(K) Plan | 1,247 | H, C | 20241011122701NAL0044281922001 |