2023 Form 5500 filing — Greater Metropolitan Hotel Employers Employees Health & Welfare 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 20250715094028NAL0002698240002) for Greater Metropolitan Hotel Employers Employees Health & Welfare Fund, reported by Trustees Greater Metropolitan Hotel Employers-Employees Health Welfare under EIN 41-0737593 and plan number 501. It reports 780 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715094028NAL0002698240002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Greater Metropolitan Hotel Employers-Employees Health Welfare
- EIN
- 41-0737593
- Plan number
- 501
- Location
- Bloomington, MN
- Participants
- 780
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,317,658
- Total liabilities (EOY)
- $679,750
- Net assets (EOY)
- $14,637,908
- Employer contributions
- $6,348,849
- Participant contributions
- $31,394
- Total income / additions
- $8,854,148
- Benefits paid
- $6,844,256
- Administrative expenses
- $196,414
- Total expenses
- $7,040,670
- Net increase / (decrease)
- $1,813,478
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr, Inc. | NONE | $275,403 | $28,702 |
| Wilson-Mcshane Corporation | NONE | $271,673 | not reported in the loaded dataset |
| Shumaker, Loop & Kendrick Llp | NONE | $40,898 | not reported in the loaded dataset |
| Team, Inc. | NONE | $25,966 | not reported in the loaded dataset |
| Cvs Health | NONE | $19,163 | not reported in the loaded dataset |
| Ddmn Aso, LLC | NONE | $18,847 | not reported in the loaded dataset |
| Mairs & Power, Inc. | NONE | $16,162 | $0 |
| Legacy Professionals Llp | NONE | $15,750 | not reported in the loaded dataset |
| Zacks Investment Management | NONE | $13,396 | not reported in the loaded dataset |
| Honsa Binder Printer | NONE | $8,577 | not reported in the loaded dataset |
| Standard Valuations, Inc | NONE | $8,000 | $0 |
| Union Bank & Trust | NONE | $7,821 | $0 |
| Frsecure LLC | NONE | $6,712 | $0 |