2023 Form 5500 filing — Education Minnesota Employees 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 20250220095438NAL0004122099001) for Education Minnesota Employees Pension Plan, reported by Education Minnesota under EIN 41-1916882 and plan number 001. It reports 402 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250220095438NAL0004122099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Education Minnesota
- EIN
- 41-1916882
- Plan number
- 001
- Location
- St. Paul, MN
- Participants
- 402
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $121,904,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $121,904,429
- Employer contributions
- $2,100,000
- Participant contributions
- $0
- Total income / additions
- $20,304,133
- Benefits paid
- $5,484,202
- Administrative expenses
- $182,072
- Total expenses
- $5,666,274
- Net increase / (decrease)
- $14,637,859
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Securian Trust Company, N.A. | NONE | $94,469 | not reported in the loaded dataset |
| Alerus Investment Advisors | NONE | $25,000 | not reported in the loaded dataset |
| Usi Consulting Group | NONE | $16,611 | not reported in the loaded dataset |
| Harrington Langer & Associates | NONE | $7,400 | not reported in the loaded dataset |