2023 Form 5500 filing — Northern Minnesota-Wisconsin Area Retail Food Health And 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 20241015131344NAL0014697123002) for Northern Minnesota-Wisconsin Area Retail Food Health And Welfare Fund, reported by Trustees Of Northern Mn-Wi Retail Food Health And Welfare Fund under EIN 41-6175286 and plan number 501. It reports 1,213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131344NAL0014697123002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Northern Mn-Wi Retail Food Health And Welfare Fund
- EIN
- 41-6175286
- Plan number
- 501
- Location
- Duluth, MN
- Participants
- 1,213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,691,808
- Total liabilities (EOY)
- $1,369,536
- Net assets (EOY)
- $8,322,272
- Employer contributions
- $14,435,041
- Participant contributions
- $347,862
- Total income / additions
- $15,906,112
- Benefits paid
- $14,422,328
- Administrative expenses
- $895,287
- Total expenses
- $15,317,615
- Net increase / (decrease)
- $588,497
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $670,954 | not reported in the loaded dataset |
| Bcbsmn, Inc. | NONE | $346,871 | $27,771 |
| Kutak Rock Llp | NONE | $96,224 | not reported in the loaded dataset |
| Elixir Rx Solutions LLC | NONE | $65,765 | not reported in the loaded dataset |
| Benevelle Consulting Corporation | NONE | $39,000 | not reported in the loaded dataset |
| Ddmn Aso, LLC | NONE | $31,730 | not reported in the loaded dataset |
| T.E.A.M., LLC | NONE | $23,602 | not reported in the loaded dataset |
| Rmb Capital Mgmt LLC | NONE | $20,771 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $20,535 | not reported in the loaded dataset |
| Andrew Bransky & Poole Pa | NONE | $7,904 | not reported in the loaded dataset |
| Benesys, Inc | NONE | $7,731 | not reported in the loaded dataset |