2023 Form 5500 filing — Ziegler Inc. Voluntary Retirement Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240912232801NAL0010838561001) for Ziegler Inc. Voluntary Retirement Savings Plan, reported by Ziegler Inc. under EIN 41-0624660 and plan number 005. It reports 2,912 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$349.3MReported net assets$349,346,100

Participants2.9K2,912

Provider compensation$24K2 Schedule C row(s)$23,964

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240912232801NAL0010838561001
Plan sponsor: Ziegler Inc.
EIN: 41-0624660
Plan number: 005
Location: Minneapolis, MN
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$349.3M total assets

Net assets$349.3MLiabilities$0

Money in vs. money out

Total income / additions$78.3M

Total expenses$18.8M

Benefits paid / distributions$18.8M

Contributions

Employer$11.3M

Participant$17.1M

Full reported line items

Total assets (EOY): $349,346,100
Total liabilities (EOY): $0
Net assets (EOY): $349,346,100
Employer contributions: $11,265,760
Participant contributions: $17,136,538
Total income / additions: $78,294,703
Benefits paid: $18,815,804
Administrative expenses: $29,347
Total expenses: $18,845,151
Net increase / (decrease): $59,449,552

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Prudential Rtmt Ins And Annuity Co$24K
NONE · Direct $24K · Indirect $0
2
The Prudential Ins Co Of America$0
NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240912232801NAL0010838561001 cover?: It is the 2023 Form 5500 filing for Ziegler Inc. Voluntary Retirement Savings Plan, reported by Ziegler Inc. (EIN 41-0624660).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).