2023 Form 5500 filing — Minnesota Bakers Union Pension Plan
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 20241015235438NAL0015549667001) for Minnesota Bakers Union Pension Plan, reported by Minnesota Bakers Union Pension Plan under EIN 41-6018079 and plan number 001. It reports 2,670 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015235438NAL0015549667001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Minnesota Bakers Union Pension Plan
- EIN
- 41-6018079
- Plan number
- 001
- Location
- Eagan, MN
- Participants
- 2,670
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $212,038,136
- Total liabilities (EOY)
- $63,333
- Net assets (EOY)
- $211,974,803
- Employer contributions
- $3,722,641
- Total income / additions
- $33,200,203
- Benefits paid
- $12,563,247
- Administrative expenses
- $1,354,583
- Total expenses
- $13,917,830
- Net increase / (decrease)
- $19,282,373
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Formula Corporation | NONE | $218,218 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $181,700 | $0 |
| Anchor Capital Advisors LLC | NONE | $151,424 | not reported in the loaded dataset |
| Fiduciary Management Inc | NONE | $124,795 | not reported in the loaded dataset |
| Ivy Investment Management Co | NONE | $112,407 | not reported in the loaded dataset |
| The Segal Company | NONE | $83,495 | not reported in the loaded dataset |
| Tocqueville Asset Management L.P. | NONE | $73,394 | not reported in the loaded dataset |
| Mairs & Power Inc | NONE | $72,858 | $0 |
| Conestoga Capital Advisors | NONE | $42,628 | not reported in the loaded dataset |
| Betts & Hayes, Ltd | NONE | $35,488 | not reported in the loaded dataset |
| Rbc Global Asset Management (U.S.) | NONE | $35,366 | not reported in the loaded dataset |
| Alton Johnson | NONE | $13,280 | not reported in the loaded dataset |
| Gw&K Investment Management | NONE | $12,508 | not reported in the loaded dataset |
| Crossmark Global Holdings, Inc. | NONE | $11,490 | not reported in the loaded dataset |
| Thomas Hughes | NONE | $6,699 | not reported in the loaded dataset |
| Horizon Actuarial Services LLC | NONE | $6,150 | not reported in the loaded dataset |