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Form 5500 · Retirement plan · BAYPORT, MN

ANDERSEN CORPORATION

The filing calls this plan ANDERSEN CORPORATION EMPLOYEES' PENSION AND RETIREMENT PLAN.

ANDERSEN CORPORATION of BAYPORT, MN's retirement plan holds 3 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
PRINCIPAL LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-0123208 · plan 001 · plan year 2025, filed Jul 20, 2026

Participants at the start of the year
5,523
Contracts on file
3
Contract value
$5,516,637
Plan year end
December

Plan brief

Schedule A lists 3 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles, all with PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $5,516,637 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC480December$1,212,243$0
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC0December$2,949,531$0
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC0December$1,354,863$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
ANDERSEN CORPORATION
EIN 41-0123208
TOWERS WATSON DELAWARE, INC.
Recordkeeping and information management · EIN 53-0181291
$512,905
paid directly by the plan
U.S. BANK, NATIONAL ASSOCIATION
Custodian · EIN 31-0841368
$247,878
paid directly by the plan
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$36,494
paid directly by the plan
BDO USA, P.C.
Accounting and audit · EIN 13-5381590
$29,642
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 3,913 employees, 87 recordable cases, 543 days away from work.

EmployeesThe company's own average for the year
3,913
Hours worked
7,819,391
Recordable cases
87
Days away from work
543
Establishments filed under this EIN
2

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$681,709,150
Paid out in benefits
$162,946,940
Participants at the start of the year
5,523

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 13-5381590
BDO USA, P.C.
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$29,642

From Schedule H of this filing.

Other plans filed by this employer

Welfare PlanInsured benefit plan · 12 Schedule A contractsRenews ~Jan 1Retiree Medical PlanInsured benefit plan · 2 Schedule A contractsRenews ~Jan 1Andersen 401k PlanForm 5500 filing · no insured Schedule A contractsEmployee Stock Ownership PlanForm 5500 filing · no insured Schedule A contractsAndersen Pension PlanForm 5500 filing · no insured Schedule A contractsPre-Tax Benefit PlanForm 5500 filing · no insured Schedule A contracts

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