2023 Form 5500 filing — Northern Mn-Wi Area Retail Clerks Pension 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 20241015132402NAL0057813570003) for Northern Mn-Wi Area Retail Clerks Pension Fund, reported by Trustees Of Northern Mn-Wi Area Retail Clerks Pension Fund under EIN 41-6055635 and plan number 001. It reports 6,200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132402NAL0057813570003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Northern Mn-Wi Area Retail Clerks Pension Fund
- EIN
- 41-6055635
- Plan number
- 001
- Location
- Duluth, MN
- Participants
- 6,200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $130,512,614
- Total liabilities (EOY)
- $114,792
- Net assets (EOY)
- $130,397,822
- Employer contributions
- $3,098,646
- Total income / additions
- $20,264,410
- Benefits paid
- $9,362,811
- Administrative expenses
- $1,020,267
- Total expenses
- $10,383,078
- Net increase / (decrease)
- $9,881,332
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $239,099 | not reported in the loaded dataset |
| Segal Consulting | NONE | $86,448 | not reported in the loaded dataset |
| Segall Bryant & Hamill, LLC | NONE | $80,053 | $0 |
| Loomis Sayles Trust Company | NONE | $78,531 | not reported in the loaded dataset |
| Kutak Rock Llp | NONE | $77,811 | not reported in the loaded dataset |
| Boston Partners Global Investors | NONE | $75,151 | $0 |
| Fiducient Advisors | NONE | $45,400 | not reported in the loaded dataset |
| Bmo Harris Bank Na | NONE | $39,706 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $22,570 | not reported in the loaded dataset |
| Loomis Sayles & Company, Lp | NONE | $11,470 | not reported in the loaded dataset |