2023 Form 5500 filing — Pohlad Companies 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 20241009095540NAL0036663762001) for Pohlad Companies Retirement Savings Plan, reported by Pohlad Companies, LLC under EIN 37-1452807 and plan number 001. It reports 1,987 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)$331.1MReported net assets$331,111,975
Participants2K1,987
Provider compensation$214.8K4 Schedule C row(s)$214,763
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009095540NAL0036663762001
- Plan sponsor
- Pohlad Companies, LLC
- EIN
- 37-1452807
- Plan number
- 001
- Location
- Minneapolis, MN
- Received date
- not reported in the loaded dataset
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)$331.1M total assets
Net assets$331.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $331,111,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $331,111,975
- Employer contributions
- $8,563,583
- Participant contributions
- $14,180,824
- Total income / additions
- $74,892,080
- Benefits paid
- $29,371,851
- Administrative expenses
- $258,265
- Total expenses
- $29,643,843
- Net increase / (decrease)
- $45,248,237
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $167,384 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $29,530 | not reported in the loaded dataset |
| Gallagher Benefit Services Inc Dba | CONSULTING | $17,549 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $300 | not reported in the loaded dataset |