2023 Form 5500 filing — Bremer Financial Corporation Employee Stock Ownership 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 20241010070830NAL0019736961001) for Bremer Financial Corporation Employee Stock Ownership Plan, reported by Bremer Financial Corporation under EIN 41-0715583 and plan number 007. It reports 2,105 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$20.9MReported net assets$20,921,085
Participants2.1K2,105
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241010070830NAL0019736961001
Plan sponsor
Bremer Financial Corporation
EIN
41-0715583
Plan number
007
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)$20.9M total assets
Net assets$20.9MLiabilities
Money in vs. money out
Total income / additions-$1.9M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$1M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$20,921,085
Net assets (EOY)
$20,921,085
Employer contributions
$1,043,000
Total income / additions
-$1,913,803
Benefits paid
$1,756,172
Total expenses
$1,756,172
Net increase / (decrease)
-$3,669,975

Related Form 5500 pages