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Form 5500 · Employee benefit plan · BAYPORT, MN

ANDERSEN CORPORATION

The filing calls this plan ANDERSEN CORPORATION RETIREE MEDICAL PLAN.

ANDERSEN CORPORATION of BAYPORT, MN files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Coverage is written through MINNESOTA LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Policy year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-0123208 · plan 511 · plan year 2025, filed Jul 24, 2026

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How this plan is funded

Self-funded as reported

The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year
2,564
Active at start of year
0
Active at end of year
0
Disclosed commissions
$0
Typical renewal
January 1

Benefits declared on this filing

Healthdeclared, not on Schedule A
Dentaldeclared under plan 502
Visiondeclared under plan 502
Lifeinsured — MINNESOTA LIFE INSURANCE COMPANY676 of 2,564 participants (26%)
Disabilitydeclared under plan 502

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 2 insured contracts covering life and stop-loss; the largest, with MINNESOTA LIFE INSURANCE COMPANY, covers 676 people.

The filing declares health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.

The only insured piece of the health benefit is stop-loss coverage, and the filing reports the plan paying its own claims. The stop-loss contract reports $25,256 in premium and $0 in commission. The rest of the premium and commission above is on the plan's other insured lines, and none of it is medical premium.

Reported premium is $6,851,499; the filing discloses no broker commission on these contracts.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
MINNESOTA LIFE INSURANCE COMPANYLife676Aug 1, 2025$6,826,243$0
HEALTHPARTNERS/GROUP HEALTH INC.Stop-loss1,016Jan 1, 2026$25,256$0

Premium and claims on this contract

MINNESOTA LIFE INSURANCE COMPANY, contract 50199-G. For the contract year on this filing, the carrier reported $6,826,243 in premium earned and $2,602,724 in claims incurred. Dividing one by the other gives 38%.

  • MINNESOTA LIFE INSURANCE COMPANY, contract 50199-G reported $-188,137 in retention.

Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.

Only experience-rated contracts report these figures, so most filings leave them blank.

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
HEALTHPARTNERS
Contract administrator · EIN 41-1629390
$248,919
paid directly by the plan
WILLIS TOWERS WATSON US LLC
Contract administrator · Recordkeeping and information management · EIN 53-0181291
$237,073
paid directly by the plan
EXPRESS SCRIPTS MEDCO HEALTH SOLUTI
Contract administrator · EIN 22-3461740
$226,924
paid directly by the plan
WILLIS TOWERS WATSON VIA BENEFITS
Contract administrator · EIN 26-0775680
$98,441
paid directly by the plan
BCBSM, INC.
Contract administrator · EIN 41-0984460
$47,978
paid directly by the plan
BDO USA, P.C.
Accounting and audit · EIN 13-5381590
$32,760
paid directly by the plan
FOX ROTHSCHILD LLP
Named on Schedule C · EIN 23-1404723
$22,466
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.

Money the plan held and paid out

Plan assets at year end
$223,931,946
Paid out in benefits
$27,688,739
Paid to insurance carriersSchedule H, line 2e(2)
$6,665,637
Independent accountantEIN 13-5381590
BDO USA, P.C.
Accountant's opinion (Schedule H, line 3a)
Unmodified

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

These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.

Other plans filed by this employer

How this plan compares

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