2023 Form 5500 filing — Pohlad Companies Medical And Dental 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 20241002063923NAL0007968129001) for Pohlad Companies Medical And Dental Plan, reported by Pohlad Companies, LLC under EIN 37-1452807 and plan number 503. It reports 1,361 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002063923NAL0007968129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pohlad Companies, LLC
- EIN
- 37-1452807
- Plan number
- 503
- Location
- Minneapolis, MN
- Participants
- 1,361
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,687,300
- Total liabilities (EOY)
- $1,563,000
- Net assets (EOY)
- $124,300
- Employer contributions
- $19,027,535
- Participant contributions
- $7,195,299
- Total income / additions
- $26,285,999
- Benefits paid
- $24,121,700
- Administrative expenses
- $1,321,388
- Total expenses
- $25,443,088
- Net increase / (decrease)
- $842,911
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bcbsm, Inc. | ADMINISTRATOR | $1,181,438 | $0 |
| Delta Dental | CONTRACT ADMINISTRATOR | $83,520 | $0 |
| Rsm Us Llp | ACCOUNTING | $27,300 | $0 |
| Hr Simplified | COBRA/RETIREE ADMIN | $18,151 | $0 |
| Us Bank | TRUSTEE | $7,473 | $0 |