2023 Form 5500 filing — Education Minnesota Employee'S Savings And Retirement 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 20250221105124NAL0010178992001) for Education Minnesota Employee'S Savings And Retirement Plan, reported by Education Minnesota under EIN 41-1916882 and plan number 002. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250221105124NAL0010178992001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Education Minnesota
- EIN
- 41-1916882
- Plan number
- 002
- Location
- Saint Paul, MN
- Participants
- 191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,720,762
- Net assets (EOY)
- $39,720,762
- Employer contributions
- $1,015,202
- Participant contributions
- $1,642,576
- Total income / additions
- $8,682,659
- Benefits paid
- $3,831,857
- Administrative expenses
- $52,057
- Total expenses
- $3,883,914
- Net increase / (decrease)
- $4,798,745
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $52,057 | $0 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $273 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |