Southern Minnesota Beet Sugar Cooperative — 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, Southern Minnesota Beet Sugar Cooperative (EIN 41-0997475) is a plan sponsor located in Renville, MN with 3 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
41-0997475
Location
Renville, MN
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Southern Minnesota Beet Sugar Cooperative

  • 3 loaded plans hold $43.4M in reported assets.
  • The largest, Southern Minnesota Beet Sugar Cooperative Retirement Plan B, holds 52% of this company's reported plan assets.
  • Plans cover 969 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$43.4MSummed across loaded plans$43,421,065
Total reported assets$43.4M$43,421,065
Total reported participants969
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$43.4M total assets
Net assets$43.4MLiabilities$0
Contributions & income
Employer contributions$3M
Participant contributions$1.3M
Total income / additions$9.3M
Expenses & distributions
Benefits paid / distributions$4.9M
Total expenses$4.9M
Net increase / (decrease)$4.3M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets52%Southern Minnesota Beet Sugar Cooperative Retirement Plan B
Participants per plan323Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 421 participants · 2023
  2. 2
    Plan #003 · 175 participants · 2023
  3. 3
    Plan #501 · 373 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Southern Minnesota Beet Sugar Cooperative. Open one for its full reported snapshot.

  1. 2023
    Southern Minnesota Beet Sugar Cooperative Life & Health Insurance Plan373 participants · 2No schedules
    View filing →
  2. 2023
    Southern Minnesota Beet Sugar Cooperative 401(K) Plan175 participants · 2Sch HSch C
    View filing →
  3. 2023
    Southern Minnesota Beet Sugar Cooperative Retirement Plan B421 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Southern Minnesota Beet Sugar Cooperative report on Form 5500?
Southern Minnesota Beet Sugar Cooperative (EIN 41-0997475) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Southern Minnesota Beet Sugar Cooperative?
The Employer Identification Number (EIN) reported for Southern Minnesota Beet Sugar Cooperative is 41-0997475.
What is the latest Form 5500 filing year for Southern Minnesota Beet Sugar Cooperative?
The latest loaded Form 5500 filing year for Southern Minnesota Beet Sugar Cooperative is 2023.

Related Form 5500 pages