Plan5500

Andersen Pension 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 Pension Plan is a benefit plan reported by Andersen Corporation under EIN 41-0123208 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,185 participants and $28,798,734 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Andersen Corporation
EIN
41-0123208
Plan number
004
Plan type
2
Location
Bayport, MN
Latest filing year
2023
Participants
1,185
End-of-year plan assets
$28,798,734

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,185H, C20240715080340NAL0001029537001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,798,734
Total liabilities (EOY)
$0
Net assets (EOY)
$28,798,734
Net assets (BOY)
$28,344,869

Income & contributions

Total contributions
$0
Total income / additions
$2,278,505

Expenses & distributions

Benefits paid
$1,558,008
Administrative expenses
$266,632
Total expenses
$1,824,640
Net increase / (decrease)
$453,865

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Russell Investment Trust CompanyNONE$48,455not reported in the loaded dataset2023
Towers Watson, Delaware IncNONE$46,001not reported in the loaded dataset2023
U.S. Bank National AssociationNONE$29,343$02023
Ernst & Young LlpNONE$28,225not reported in the loaded dataset2023

Related Form 5500 pages