Plan5500

Ziegler Inc. Voluntary Retirement Savings Plan — Form 5500 plan (Ziegler Inc.)

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, Ziegler Inc. Voluntary Retirement Savings Plan is a benefit plan reported by Ziegler Inc. under EIN 41-0624660 and plan number 005. The latest loaded filing year is 2023. The filing reports 2,912 participants and $349,346,100 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$349.3MPlan net assets, end of year$349,346,100
Participants2.9KCovered participants reported2,912
Assets / participant$120KComputed: assets ÷ participants$119,968 (computed)
Provider compensation$24K2 Schedule C provider row(s)$23,964
Plan sponsor
Ziegler Inc.
EIN
41-0624660
Plan number
005
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2,912 participants · 2Sch HSch C
    View filing →
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)$349.3M total assets
Net assets$349.3MLiabilities$0
Money in vs. money out
Total income / additions$78.3M
Total expenses$18.8M
Benefits paid / distributions$18.8M
Contributions
Employer$11.3M
Participant$17.1M
Full reported line items

Net assets

Total assets (EOY)
$349,346,100
Total liabilities (EOY)
$0
Net assets (EOY)
$349,346,100
Net assets (BOY)
$289,896,548

Income & contributions

Employer contributions
$11,265,760
Participant contributions
$17,136,538
Total contributions
$30,663,897
Total income / additions
$78,294,703

Expenses & distributions

Benefits paid
$18,815,804
Administrative expenses
$29,347
Total expenses
$18,845,151
Net increase / (decrease)
$59,449,552
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 40%Participant 60%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Prudential Rtmt Ins And Annuity Co$24K
    NONE · Direct $24K · Indirect $0
  2. 2
    The Prudential Ins Co Of America$0
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Ziegler Inc. Voluntary Retirement Savings Plan?
Ziegler Inc. Voluntary Retirement Savings Plan is reported as sponsored by Ziegler Inc. (EIN 41-0624660, plan number 005) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Ziegler Inc. Voluntary Retirement Savings Plan?
The latest Form 5500 filing year loaded for Ziegler Inc. Voluntary Retirement Savings Plan is 2023.
How many participants does Ziegler Inc. Voluntary Retirement Savings Plan report?
Ziegler Inc. Voluntary Retirement Savings Plan reports 2,912 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Ziegler Inc. Voluntary Retirement Savings Plan?
Ziegler Inc. Voluntary Retirement Savings Plan reports $349,346,100 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages