Education Minnesota Employees Pension Plan — Form 5500 plan (Education Minnesota)
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, Education Minnesota Employees Pension Plan is a benefit plan reported by Education Minnesota under EIN 41-1916882 and plan number 001. The latest loaded filing year is 2023. The filing reports 402 participants and $121,904,429 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Education Minnesota
- EIN
- 41-1916882
- Plan number
- 001
- Plan type
- 2
- Location
- St. Paul, MN
- Latest filing year
- 2023
- Participants
- 402
- End-of-year plan assets
- $121,904,429
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 402 | H, C | 20250220095438NAL0004122099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $121,904,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $121,904,429
- Net assets (BOY)
- $107,266,570
Income & contributions
- Employer contributions
- $2,100,000
- Participant contributions
- $0
- Total contributions
- $2,100,000
- Total income / additions
- $20,304,133
Expenses & distributions
- Benefits paid
- $5,484,202
- Administrative expenses
- $182,072
- Total expenses
- $5,666,274
- Net increase / (decrease)
- $14,637,859
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Securian Trust Company, N.A. | NONE | $94,469 | not reported in the loaded dataset | 2023 |
| Alerus Investment Advisors | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group | NONE | $16,611 | not reported in the loaded dataset | 2023 |
| Harrington Langer & Associates | NONE | $7,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Education Minnesota
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in St. Paul, MN
- Securian Trust Company, N.A. — Schedule C compensation
- Alerus Investment Advisors — Schedule C compensation
- Usi Consulting Group — Schedule C compensation
- Harrington Langer & Associates — Schedule C compensation