Pohlad Companies Retirement Savings Plan — Form 5500 plan (Pohlad Companies, LLC)
Plain-English plan 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, Pohlad Companies Retirement Savings Plan is a benefit plan reported by Pohlad Companies, LLC under EIN 37-1452807 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,987 participants and $331,111,975 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$331.1MPlan net assets, end of year$331,111,975
Participants2KCovered participants reported1,987
Assets / participant$166.6KComputed: assets ÷ participants$166,639 (computed)
Provider compensation$214.8K4 Schedule C provider row(s)$214,763
- Plan sponsor
- Pohlad Companies, LLC
- EIN
- 37-1452807
- Plan number
- 001
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,987 | H, C | 20241009095540NAL0036663762001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$331.1M total assets
Net assets$331.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $331,111,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $331,111,975
- Net assets (BOY)
- $285,603,523
Income & contributions
- Employer contributions
- $8,563,583
- Participant contributions
- $14,180,824
- Total contributions
- $25,229,131
- Total income / additions
- $74,892,080
Expenses & distributions
- Benefits paid
- $29,371,851
- Administrative expenses
- $258,265
- Total expenses
- $29,643,843
- Net increase / (decrease)
- $45,248,237
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
38%62%
Employer 38%Participant 62%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $167,384 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $29,530 | not reported in the loaded dataset | 2023 |
| Gallagher Benefit Services Inc Dba | CONSULTING | $17,549 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pohlad Companies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Gallagher Benefit Services Inc Dba — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation