Plan5500

Dunham Associates, 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, Dunham Associates, Inc. (EIN 46-0282077) is a plan sponsor located in Minneapolis, 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
46-0282077
Location
Minneapolis, MN
Loaded plans
5
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 Dunham Associates, Inc.

  • 5 loaded plans hold $39.2M in reported assets.
  • The largest, Dunham Associates, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 735 reported participants.
  • 1 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$39.2MSummed across loaded plans$39,173,136
Total reported assets$39.2M$39,173,136
Total reported participants735
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$39.2M total assets
Net assets$39.2MLiabilities$0
Contributions & income
Employer contributions$558.5K
Participant contributions$2M
Total income / additions$10.4M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.3M
Net increase / (decrease)$8.1M

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

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 assets100%Dunham Associates, Inc. 401(K) Plan
Participants per plan147Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Dunham Associates, Inc. 401(K) Plan$39.2M
    Plan #002 · 176 participants · 2023
  2. 2
    Long Term Disability Insurancenot reported in the loaded dataset
    Plan #507 · 149 participants · 2023
  3. 3
    Medical Insurancenot reported in the loaded dataset
    Plan #503 · 145 participants · 2023
  4. 4
    Group Term Life Insurance Plannot reported in the loaded dataset
    Plan #502 · 142 participants · 2023
  5. 5
    Dental Plannot reported in the loaded dataset
    Plan #504 · 123 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Dunham Associates, Inc.. Open one for its full reported snapshot.

  1. 2023
    Dunham Associates, Inc. 401(K) Plan176 participants · 2Sch HSch C
    View filing →
  2. 2023
    Dental Plan123 participants · 2No schedules
    View filing →
  3. 2023
    Group Term Life Insurance Plan142 participants · 2No schedules
    View filing →
  4. 2023
    Medical Insurance145 participants · 2No schedules
    View filing →
  5. 2023
    Long Term Disability Insurance149 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Dunham Associates, Inc. report on Form 5500?
Dunham Associates, Inc. (EIN 46-0282077) reports 5 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Dunham Associates, Inc.?
The Employer Identification Number (EIN) reported for Dunham Associates, Inc. is 46-0282077.
What is the latest Form 5500 filing year for Dunham Associates, Inc.?
The latest loaded Form 5500 filing year for Dunham Associates, Inc. is 2023.

Related Form 5500 pages