South Central Minnesota Electrical Workers' Family Health Plan — Form 5500 plan (Trustees Of South Central Mn Electrical Workers Family Health Plan)
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, South Central Minnesota Electrical Workers' Family Health Plan is a benefit plan reported by Trustees Of South Central Mn Electrical Workers Family Health Plan under EIN 41-1305411 and plan number 501. The latest loaded filing year is 2023. The filing reports 924 participants and $75,105,750 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of South Central Mn Electrical Workers Family Health Plan
- EIN
- 41-1305411
- Plan number
- 501
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 924
- End-of-year plan assets
- $75,105,750
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 924 | H, C | 20250415154248NAL0005921232004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,105,750
- Total liabilities (EOY)
- $2,740,361
- Net assets (EOY)
- $72,365,389
- Net assets (BOY)
- $63,623,220
Income & contributions
- Employer contributions
- $16,356,508
- Participant contributions
- $1,157,955
- Total contributions
- $17,514,463
- Total income / additions
- $27,601,480
Expenses & distributions
- Benefits paid
- $18,418,921
- Administrative expenses
- $440,390
- Total expenses
- $18,859,311
- Net increase / (decrease)
- $8,742,169
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $345,941 | not reported in the loaded dataset | 2023 |
| Umr, Inc. | NONE | $226,386 | $3,022 | 2023 |
| United Actuarial Services | NONE | $54,150 | not reported in the loaded dataset | 2023 |
| Shumaker, Loop & Kendrick, Llp | NONE | $30,291 | not reported in the loaded dataset | 2023 |
| Union Bank & Trust | NONE | $26,769 | $0 | 2023 |
| Team LLC | NONE | $23,949 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $21,250 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $21,105 | not reported in the loaded dataset | 2023 |
| Cvs Pharmacy Inc | NONE | $16,938 | not reported in the loaded dataset | 2023 |
| St. Croix Press | NONE | $10,512 | not reported in the loaded dataset | 2023 |
| Kutak Rock Llp | NONE | $7,252 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of South Central Mn Electrical Workers Family Health Plan
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Wilson-Mcshane Corporation — Schedule C compensation
- Umr, Inc. — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Shumaker, Loop & Kendrick, Llp — Schedule C compensation
- Union Bank & Trust — Schedule C compensation
- Team LLC — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Cvs Pharmacy Inc — Schedule C compensation
- St. Croix Press — Schedule C compensation
- Kutak Rock Llp — Schedule C compensation