2023 Form 5500 filing — St. Paul Auto Dealers And District Lodge No. 77, Iamaw Joint 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 20250515160942NAL0014880035002) for St. Paul Auto Dealers And District Lodge No. 77, Iamaw Joint Fund, reported by Trustees Of St. Paul Auto Dealers And District Lodge No. 77, Iamaw Joi under EIN 41-6023455 and plan number 502. It reports 816 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250515160942NAL0014880035002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of St. Paul Auto Dealers And District Lodge No. 77, Iamaw Joi
- EIN
- 41-6023455
- Plan number
- 502
- Location
- Bloomington, MN
- Participants
- 816
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,611,364
- Total liabilities (EOY)
- $617,279
- Net assets (EOY)
- $17,994,085
- Employer contributions
- $7,107,100
- Participant contributions
- $2,279,411
- Total income / additions
- $11,575,094
- Benefits paid
- $8,340,670
- Administrative expenses
- $404,126
- Total expenses
- $8,744,796
- Net increase / (decrease)
- $2,830,298
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $455,709 | not reported in the loaded dataset |
| Umr, Inc. | NONE | $200,337 | $5,493 |
| Morgan Stanley Smith Barney LLC | NONE | $66,447 | $0 |
| United Actuarial Services, Inc. | NONE | $34,325 | not reported in the loaded dataset |
| Cvs Pharmacy Inc. | NONE | $26,495 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $21,151 | not reported in the loaded dataset |
| Ddmn Aso, LLC | NONE | $18,773 | not reported in the loaded dataset |
| Fox Rothschild Llp | NONE | $18,650 | not reported in the loaded dataset |
| Team, Inc. | NONE | $17,000 | not reported in the loaded dataset |
| Felhaber Larson | NONE | $12,312 | not reported in the loaded dataset |
| Wageworks | NONE | $8,316 | not reported in the loaded dataset |