Midwest Teamsters Member 401(K) Plan — Form 5500 plan (Board Of Trustees, Midwest Teamsters Member 401(K))
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, Midwest Teamsters Member 401(K) Plan is a benefit plan reported by Board Of Trustees, Midwest Teamsters Member 401(K) under EIN 41-0945362 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,021 participants and $106,623,883 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Midwest Teamsters Member 401(K)
- EIN
- 41-0945362
- Plan number
- 001
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 3,021
- End-of-year plan assets
- $106,623,883
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,021 | H, C | 20241015164002NAL0057277650001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $106,623,883
- Net assets (EOY)
- $106,623,883
- Net assets (BOY)
- $94,708,587
Income & contributions
- Employer contributions
- $2,461,879
- Participant contributions
- $3,812,643
- Total contributions
- $6,274,522
- Total income / additions
- $21,792,148
Expenses & distributions
- Benefits paid
- $9,421,505
- Administrative expenses
- $455,347
- Total expenses
- $9,876,852
- Net increase / (decrease)
- $11,915,296
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $319,010 | not reported in the loaded dataset | 2023 |
| Marquette & Associates | NONE | $38,200 | not reported in the loaded dataset | 2023 |
| Wilson-Mcshane Corporation | NONE | $37,100 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $20,400 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $13,389 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Midwest Teamsters Member 401(K)
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Milliman, Inc. — Schedule C compensation
- Marquette & Associates — Schedule C compensation
- Wilson-Mcshane Corporation — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation