Andersen 401k 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 401k Plan is a benefit plan reported by Andersen Corporation under EIN 41-0123208 and plan number 002. The latest loaded filing year is 2023. The filing reports 16,826 participants and $1,292,360,271 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Andersen Corporation
- EIN
- 41-0123208
- Plan number
- 002
- Plan type
- 2
- Location
- Bayport, MN
- Latest filing year
- 2023
- Participants
- 16,826
- End-of-year plan assets
- $1,292,360,271
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,826 | H, C | 20240715105616NAL0002235904001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,292,360,271
- Total liabilities (EOY)
- $674,884
- Net assets (EOY)
- $1,291,685,387
- Net assets (BOY)
- $1,076,420,028
Income & contributions
- Employer contributions
- $50,655,275
- Participant contributions
- $66,826,532
- Total contributions
- $131,415,885
- Total income / additions
- $311,027,813
Expenses & distributions
- Benefits paid
- $94,743,500
- Administrative expenses
- $1,018,954
- Total expenses
- $95,762,454
- Net increase / (decrease)
- $215,265,359
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Russell Investments Trust Company | NONE | $389,894 | $516,532 | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $791,680 | not reported in the loaded dataset | 2023 |
| Ernst & Young, Llp | NONE | $24,760 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $9,752 | not reported in the loaded dataset | 2023 |
| Intelligent Financial Strategies | NONE | $8,790 | not reported in the loaded dataset | 2023 |
| Great Valley Advisor Group | NONE | $8,696 | not reported in the loaded dataset | 2023 |
| Fulton Breakefield Broenniman | NONE | $8,623 | not reported in the loaded dataset | 2023 |
| Brinker Capital Investments LLC | NONE | $8,208 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $6,184 | $0 | 2023 |
| Optima Capital Management LLC | NONE | $5,597 | 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
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Ernst & Young, Llp — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Intelligent Financial Strategies — Schedule C compensation
- Great Valley Advisor Group — Schedule C compensation
- Fulton Breakefield Broenniman — Schedule C compensation
- Brinker Capital Investments LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Optima Capital Management LLC — Schedule C compensation