2023 Form 5500 filing — Twin City Ironworkers Health & Welfare Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240828151529NAL0022234496001) for Twin City Ironworkers Health & Welfare Fund, reported by Board Of Trustees Of Twin City Ironworkers Health & Welfare Plan under EIN 41-6023463 and plan number 501. It reports 1,893 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828151529NAL0022234496001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Twin City Ironworkers Health & Welfare Plan
- EIN
- 41-6023463
- Plan number
- 501
- Location
- Bloomington, MN
- Participants
- 1,893
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,336,182
- Total liabilities (EOY)
- $3,554,864
- Net assets (EOY)
- $33,781,318
- Employer contributions
- $25,262,642
- Participant contributions
- $2,997,002
- Total income / additions
- $31,005,243
- Benefits paid
- $24,880,910
- Administrative expenses
- $1,369,984
- Total expenses
- $26,250,894
- Net increase / (decrease)
- $4,754,349
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $563,752 | not reported in the loaded dataset |
| Bluelink Tpa Bc/Bs Of Mn | NONE | $401,585 | $30,009 |
| The Segal Company | NONE | $159,289 | not reported in the loaded dataset |
| Shumaker, Loop & Kendrick, Llp. | NONE | $64,034 | not reported in the loaded dataset |
| Stratacor | NONE | $47,503 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $38,000 | not reported in the loaded dataset |
| Sav-Rx | NONE | $18,734 | not reported in the loaded dataset |
| Longfellow Investment Management | NONE | $14,414 | not reported in the loaded dataset |
| Mcgrann Shea Carnival Straughn & La | NONE | $13,973 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $13,750 | $0 |
| St. Croix Press | NONE | $11,433 | not reported in the loaded dataset |
| Us Bank | NONE | $10,000 | $0 |
| Team Corporation | NONE | $9,051 | not reported in the loaded dataset |
| U.S. Bank | NONE | $7,185 | not reported in the loaded dataset |