2023 Form 5500 filing — Fond Du Lac Employee Retirement 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 20241004082919NAL0019225264005) for Fond Du Lac Employee Retirement Plan, reported by Fond Du Lac Reservation Business Committee under EIN 41-0965719 and plan number 001. It reports 2,164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004082919NAL0019225264005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fond Du Lac Reservation Business Committee
- EIN
- 41-0965719
- Plan number
- 001
- Location
- Cloquet, MN
- Participants
- 2,164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $96,577,201
- Net assets (EOY)
- $96,577,201
- Employer contributions
- $3,512,777
- Participant contributions
- $5,774,289
- Total income / additions
- $23,127,689
- Benefits paid
- $8,150,235
- Administrative expenses
- $145,282
- Total expenses
- $8,635,158
- Net increase / (decrease)
- $14,492,531
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Financial Solutions, Inc. | BROKER | $115,398 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $29,884 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |