Plan5500

2023 Form 5500 filing — Allete And Affiliated Companies Retirement Plan B

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 20241014142222NAL0027547505002) for Allete And Affiliated Companies Retirement Plan B, reported by Allete, Inc. & Affiliated Companies under EIN 41-0418150 and plan number 003. It reports 534 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014142222NAL0027547505002
Filing year
2023
Form type
2
Plan sponsor
Allete, Inc. & Affiliated Companies
EIN
41-0418150
Plan number
003
Location
Duluth, MN
Participants
534
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$175,866,212
Total liabilities (EOY)
$53,812
Net assets (EOY)
$175,812,400
Employer contributions
$10,342,106
Total income / additions
$28,471,599
Benefits paid
$10,670,433
Administrative expenses
$619,926
Total expenses
$11,290,359
Net increase / (decrease)
$17,181,240
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Allete Inc.CONTRACT ADMINISTRATOR$57,056not reported in the loaded dataset
PimcoINVESTMENT MANAGER$50,218not reported in the loaded dataset
Willis Towers Watson Us LLCACTUARY/HR$33,065not reported in the loaded dataset
Us BankTRUSTEE$31,382$0
Lockton Retirement ServicesINVESTMENT MANAGER$24,540not reported in the loaded dataset
Reilly, Penner & Benton LlpAUDITOR$10,275not reported in the loaded dataset
Tellus HealthPAYROLL/DATA SERVICES$9,485not reported in the loaded dataset

Related Form 5500 pages