Education Minnesota Employee'S Savings And Retirement 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 Employee'S Savings And Retirement Plan is a benefit plan reported by Education Minnesota under EIN 41-1916882 and plan number 002. The latest loaded filing year is 2023. The filing reports 191 participants and $39,720,762 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Education Minnesota
- EIN
- 41-1916882
- Plan number
- 002
- Plan type
- 2
- Location
- Saint Paul, MN
- Latest filing year
- 2023
- Participants
- 191
- End-of-year plan assets
- $39,720,762
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H, C | 20250221105124NAL0010178992001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,720,762
- Net assets (EOY)
- $39,720,762
- Net assets (BOY)
- $34,922,017
Income & contributions
- Employer contributions
- $1,015,202
- Participant contributions
- $1,642,576
- Total contributions
- $2,657,778
- Total income / additions
- $8,682,659
Expenses & distributions
- Benefits paid
- $3,831,857
- Administrative expenses
- $52,057
- Total expenses
- $3,883,914
- Net increase / (decrease)
- $4,798,745
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $52,057 | $0 | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $273 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 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 Saint Paul, MN
- Transamerica Retirement Solutions — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation