Connexus Energy Retirement Savings Plan — Form 5500 plan (Connexus Energy)

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, Connexus Energy Retirement Savings Plan is a benefit plan reported by Connexus Energy under EIN 41-0128105 and plan number 012. The latest loaded filing year is 2023. The filing reports 292 participants and $88,287,958 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$88.3MPlan net assets, end of year$88,287,958
Participants292Covered participants reported
Assets / participant$302.4KComputed: assets ÷ participants$302,356 (computed)
Provider compensation$13.8K1 Schedule C provider row(s)$13,775
Plan sponsor
Connexus Energy
EIN
41-0128105
Plan number
012
Plan type
2
Location
Ramsey, MN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023292H, C20240930165225NAL0002776323001
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)$88.3M total assets
Net assets$88.3MLiabilities$0
Money in vs. money out
Total income / additions$16.6M
Total expenses$12.7M
Benefits paid / distributions$12.7M
Contributions
Employer$823.7K
Participant$2.8M
Full reported line items

Net assets

Total assets (EOY)
$88,287,958
Total liabilities (EOY)
$0
Net assets (EOY)
$88,287,958
Net assets (BOY)
$84,460,228

Income & contributions

Employer contributions
$823,725
Participant contributions
$2,810,528
Total contributions
$4,007,941
Total income / additions
$16,552,364

Expenses & distributions

Benefits paid
$12,711,696
Administrative expenses
$12,634
Total expenses
$12,724,634
Net increase / (decrease)
$3,827,730
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.

Contribution share (employer vs. participant)
Employer 23%Participant 77%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income77%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Group Inc.RECORDKEEPING/INFO MGMT$13,775not reported in the loaded dataset2023

Related Form 5500 pages