Minnesota Nurses Association Pension Plan And Trust — Form 5500 plan (Minnesota Nurses Association)
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, Minnesota Nurses Association Pension Plan And Trust is a benefit plan reported by Minnesota Nurses Association under EIN 41-0417949 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $21,163,739 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Minnesota Nurses Association
- EIN
- 41-0417949
- Plan number
- 001
- Plan type
- 2
- Location
- St. Paul, MN
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $21,163,739
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20241105163732NAL0004756867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,163,739
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,163,739
- Net assets (BOY)
- $18,938,098
Income & contributions
- Employer contributions
- $960,000
- Total contributions
- $960,000
- Total income / additions
- $3,324,578
Expenses & distributions
- Benefits paid
- $1,003,463
- Administrative expenses
- $95,474
- Total expenses
- $1,098,937
- Net increase / (decrease)
- $2,225,641
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group LLC | INVESTMENT ADVISORY | $30,451 | not reported in the loaded dataset | 2023 |
| Alerus Financial | CONTRACT ADMINISTRATOR | $22,836 | $0 | 2023 |
| Gallagher Benefit Services, Inc. | ACTUARY | $16,800 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $11,947 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Minnesota Nurses Association
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in St. Paul, MN
- Sageview Advisory Group LLC — Schedule C compensation
- Alerus Financial — Schedule C compensation
- Gallagher Benefit Services, Inc. — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation