Andersen Corporation Employees' Pension And Retirement Plan — Form 5500 plan (Andersen Corporation)
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, Andersen Corporation Employees' Pension And Retirement Plan is a benefit plan reported by Andersen Corporation under EIN 41-0123208 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,564 participants and $833,023,008 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Andersen Corporation
- EIN
- 41-0123208
- Plan number
- 001
- Plan type
- 2
- Location
- Bayport, MN
- Latest filing year
- 2023
- Participants
- 5,564
- End-of-year plan assets
- $833,023,008
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,564 | H, C | 20240715080230NAL0001421585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $833,023,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $833,023,008
- Net assets (BOY)
- $806,010,382
Income & contributions
- Employer contributions
- $786,263
- Total contributions
- $786,263
- Total income / additions
- $74,047,122
Expenses & distributions
- Benefits paid
- $42,375,847
- Administrative expenses
- $4,658,649
- Total expenses
- $47,034,496
- Net increase / (decrease)
- $27,012,626
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Russell Investments Trust Company | NONE | $1,397,536 | $685,042 | 2023 |
| Towers Watson, Delaware, Inc | NONE | $395,068 | not reported in the loaded dataset | 2023 |
| U.S. Bank, National Association | NONE | $235,972 | $0 | 2023 |
| State Street Global Advisors Trust | NONE | $70,000 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | NONE | $26,890 | not reported in the loaded dataset | 2023 |
| Fox Rothschild Llp | NONE | $18,658 | not reported in the loaded dataset | 2023 |
| K & L Gates Llp | NONE | $8,491 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Andersen Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bayport, MN
- Russell Investments Trust Company — Schedule C compensation
- Towers Watson, Delaware, Inc — Schedule C compensation
- U.S. Bank, National Association — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation
- Fox Rothschild Llp — Schedule C compensation
- K & L Gates Llp — Schedule C compensation