Twin Cities & Vicinity Conference Board Pension Trust — Form 5500 plan (Twin Cities & Vicinity Conference Board)
Plain-English plan 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, Twin Cities & Vicinity Conference Board Pension Trust is a benefit plan reported by Twin Cities & Vicinity Conference Board under EIN 06-1648015 and plan number 001. The latest loaded filing year is 2023. The filing reports 0 participants and $30,043,314 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Twin Cities & Vicinity Conference Board
- EIN
- 06-1648015
- Plan number
- 001
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 0
- End-of-year plan assets
- $30,043,314
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 0 | H, C | 20241015093012NAL0016060115003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,043,314
- Total liabilities (EOY)
- $21,564
- Net assets (EOY)
- $30,021,750
- Net assets (BOY)
- $35,338,263
Income & contributions
- Total income / additions
- -$2,624,091
Expenses & distributions
- Benefits paid
- $2,402,016
- Administrative expenses
- $290,406
- Total expenses
- $2,692,422
- Net increase / (decrease)
- -$5,316,513
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance | INVESTMENT MANAGEMENT | $32,461 | not reported in the loaded dataset | 2023 |
| Standard Valuations | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Zacks Investment Management | INVESTMENT MANAGEMENT | $27,022 | not reported in the loaded dataset | 2023 |
| Wilson Mcshane Corporation | CONTRACT ADMINISTRATOR | $22,893 | not reported in the loaded dataset | 2023 |
| Lethert, Skwira, Schultz, & Co Llp | AUDITOR | $18,315 | not reported in the loaded dataset | 2023 |
| Fr Secure | RISK MANAGMENT VENDOR | $18,183 | not reported in the loaded dataset | 2023 |
| Mairs & Powers | INVESTMENT MANAGER | $17,733 | $0 | 2023 |
| United Actuarial | ACTUARY | $13,750 | not reported in the loaded dataset | 2023 |
| Union Bank And Trust | CUSTODIAL SERVICES | $13,651 | $0 | 2023 |
| Asb Allegiance | INVESTMENT MANAGEMENT | $11,819 | not reported in the loaded dataset | 2023 |
| Mcgrann Shea Carnival Straughn & La | PLAN ATTORNEY | $10,858 | not reported in the loaded dataset | 2023 |
| Shumaker, Loop, And Kendrick Llp | PLAN ATTORNEY | $6,540 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Twin Cities & Vicinity Conference Board
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Prudential Retirement Insurance — Schedule C compensation
- Standard Valuations — Schedule C compensation
- Zacks Investment Management — Schedule C compensation
- Wilson Mcshane Corporation — Schedule C compensation
- Lethert, Skwira, Schultz, & Co Llp — Schedule C compensation
- Fr Secure — Schedule C compensation
- Mairs & Powers — Schedule C compensation
- United Actuarial — Schedule C compensation
- Union Bank And Trust — Schedule C compensation
- Asb Allegiance — Schedule C compensation
- Mcgrann Shea Carnival Straughn & La — Schedule C compensation
- Shumaker, Loop, And Kendrick Llp — Schedule C compensation