2023 Form 5500 filing — Bremer 401(K) 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 20241010070532NAL0035155568001) for Bremer 401(K) Plan, reported by Bremer Financial Corporation under EIN 41-0715583 and plan number 002. It reports 2,037 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)$333.9MReported net assets$333,865,423
Participants2K2,037
Provider compensation$448.2K2 Schedule C row(s)$448,164
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010070532NAL0035155568001
- Plan sponsor
- Bremer Financial Corporation
- EIN
- 41-0715583
- Plan number
- 002
- Location
- St. Paul, 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)$333.9M total assets
Net assets$333.9MLiabilities—
Full reported line items
- Total assets (EOY)
- $333,865,423
- Net assets (EOY)
- $333,865,423
- Employer contributions
- $6,177,609
- Participant contributions
- $13,399,998
- Total income / additions
- $66,919,641
- Benefits paid
- $29,139,927
- Administrative expenses
- $448,164
- Total expenses
- $29,591,395
- Net increase / (decrease)
- $37,328,246
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $440,664 | not reported in the loaded dataset |
| Towers Watson Delaware Inc | NONE | $7,500 | not reported in the loaded dataset |