Bremer Financial Corporation Employee Stock Ownership Plan — Form 5500 plan (Bremer Financial 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, Bremer Financial Corporation Employee Stock Ownership Plan is a benefit plan reported by Bremer Financial Corporation under EIN 41-0715583 and plan number 007. The latest loaded filing year is 2023. The filing reports 2,105 participants and $20,921,085 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$20.9MPlan net assets, end of year$20,921,085
Participants2.1KCovered participants reported2,105
Assets / participant$9.9KComputed: assets ÷ participants$9,939 (computed)
Provider compensationNone reported
- Plan sponsor
- Bremer Financial Corporation
- EIN
- 41-0715583
- Plan number
- 007
- Plan type
- 2
- Location
- St. Paul, MN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,105 | H | 20241010070830NAL0019736961001 |
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)$20.9M total assets
Net assets$20.9MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $20,921,085
- Net assets (EOY)
- $20,921,085
- Net assets (BOY)
- $24,591,060
Income & contributions
- Employer contributions
- $1,043,000
- Total contributions
- $1,043,000
- Total income / additions
- -$1,913,803
Expenses & distributions
- Benefits paid
- $1,756,172
- Total expenses
- $1,756,172
- Net increase / (decrease)
- -$3,669,975
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.