Plan5500

Minnesota Masonic Charities — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Minnesota Masonic Charities (EIN 41-1495325) is a plan sponsor located in Bloomington, MN with 5 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
41-1495325
Location
Bloomington, MN
Loaded plans
5
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Minnesota Masonic Charities

  • 5 loaded plans hold $30.5M in reported assets.
  • The largest, Minnesota Masonic Charities 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,492 reported participants.
  • 1 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$30.5MSummed across loaded plans$30,473,534
Total reported assets$30.5M$30,473,534
Total reported participants1.5K1,492
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$30.5M total assets
Net assets$30.5MLiabilities$0
Contributions & income
Employer contributions$389K
Participant contributions$1.6M
Total income / additions$6.6M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.7M
Net increase / (decrease)$4.9M

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Minnesota Masonic Charities 401(K) Plan
Participants per plan298Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Minnesota Masonic Charities 401(K) Plan$30.5M
    Plan #002 · 672 participants · 2023
  2. 2
    Minnesota Masonic Charities Group Life Plannot reported in the loaded dataset
    Plan #501 · 263 participants · 2023
  3. 3
    Minnesota Masonic Charities Employee Dental Plannot reported in the loaded dataset
    Plan #506 · 221 participants · 2023
  4. 4
    Minnesota Masonic Charities Employee Health Plannot reported in the loaded dataset
    Plan #505 · 212 participants · 2023
  5. 5
    Minnesota Masonic Charities Group Long-Term Disability Plannot reported in the loaded dataset
    Plan #502 · 124 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Minnesota Masonic Charities. Open one for its full reported snapshot.

  1. 2023
    Minnesota Masonic Charities Employee Health Plan212 participants · 2No schedules
    View filing →
  2. 2023
    Minnesota Masonic Charities Employee Dental Plan221 participants · 2No schedules
    View filing →
  3. 2023
    Minnesota Masonic Charities Group Life Plan263 participants · 2No schedules
    View filing →
  4. 2023
    Minnesota Masonic Charities Group Long-Term Disability Plan124 participants · 2No schedules
    View filing →
  5. 2023
    Minnesota Masonic Charities 401(K) Plan672 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Minnesota Masonic Charities report on Form 5500?
Minnesota Masonic Charities (EIN 41-1495325) reports 5 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Minnesota Masonic Charities?
The Employer Identification Number (EIN) reported for Minnesota Masonic Charities is 41-1495325.
What is the latest Form 5500 filing year for Minnesota Masonic Charities?
The latest loaded Form 5500 filing year for Minnesota Masonic Charities is 2023.

Related Form 5500 pages