2023 Form 5500 filing — Minnesota & North Dakota Bricklayers And Allied Craftworkers Health 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 20241002132027NAL0016653634001) for Minnesota & North Dakota Bricklayers And Allied Craftworkers Health Fund, reported by Board Of Trustees Of The Minnesota North Dakota Bricklayers And Allied under EIN 41-6023461 and plan number 501. It reports 3,266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002132027NAL0016653634001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Minnesota North Dakota Bricklayers And Allied
- EIN
- 41-6023461
- Plan number
- 501
- Location
- Mendota Heights, MN
- Participants
- 3,266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $109,459,079
- Total liabilities (EOY)
- $1,845,762
- Net assets (EOY)
- $107,613,317
- Employer contributions
- $21,823,689
- Participant contributions
- $2,155,266
- Total income / additions
- $33,842,557
- Benefits paid
- $20,792,097
- Administrative expenses
- $1,458,293
- Total expenses
- $22,250,390
- Net increase / (decrease)
- $11,592,167
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Partners | NONE | $1,017,545 | not reported in the loaded dataset |
| Zenith American Solutions | PLAN ADMINISTRATOR | $783,000 | not reported in the loaded dataset |
| Bac Service Corporation | SERVICE CORPORATION | $125,860 | not reported in the loaded dataset |
| Mairs & Power, Inc | NONE | $96,304 | $0 |
| Milliman Inc | NONE | $83,100 | not reported in the loaded dataset |
| The Union Labor Life Insurance Comp | NONE | $82,331 | not reported in the loaded dataset |
| Schumaker, Loop & Kendrick | NONE | $65,127 | not reported in the loaded dataset |
| Asb Capital Management LLC | NONE | $57,237 | not reported in the loaded dataset |
| Stratacor | NONE | $45,169 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $38,745 | not reported in the loaded dataset |
| Marquette Associates | NONE | $32,250 | not reported in the loaded dataset |
| Mcgrann Shea Carnival Straughn | NONE | $31,034 | not reported in the loaded dataset |
| T.E.A.M., Inc. | NONE | $16,879 | not reported in the loaded dataset |
| Fort Washington Investment Advisors | NONE | $15,372 | $0 |
| Vsp Vision Care | NONE | $11,367 | not reported in the loaded dataset |
| Lasermark, Inc. | NONE | $6,187 | not reported in the loaded dataset |