St. Paul Auto Dealers And District Lodge No. 77, Iamaw Joint Fund — Form 5500 plan (Trustees Of St. Paul Auto Dealers And District Lodge No. 77, Iamaw Joi)
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, St. Paul Auto Dealers And District Lodge No. 77, Iamaw Joint Fund is a benefit plan reported by Trustees Of St. Paul Auto Dealers And District Lodge No. 77, Iamaw Joi under EIN 41-6023455 and plan number 502. The latest loaded filing year is 2023. The filing reports 816 participants and $18,611,364 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of St. Paul Auto Dealers And District Lodge No. 77, Iamaw Joi
- EIN
- 41-6023455
- Plan number
- 502
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 816
- End-of-year plan assets
- $18,611,364
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 816 | H, C | 20250515160942NAL0014880035002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,611,364
- Total liabilities (EOY)
- $617,279
- Net assets (EOY)
- $17,994,085
- Net assets (BOY)
- $15,163,787
Income & contributions
- Employer contributions
- $7,107,100
- Participant contributions
- $2,279,411
- Total contributions
- $9,386,511
- Total income / additions
- $11,575,094
Expenses & distributions
- Benefits paid
- $8,340,670
- Administrative expenses
- $404,126
- Total expenses
- $8,744,796
- Net increase / (decrease)
- $2,830,298
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $455,709 | not reported in the loaded dataset | 2023 |
| Umr, Inc. | NONE | $200,337 | $5,493 | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $66,447 | $0 | 2023 |
| United Actuarial Services, Inc. | NONE | $34,325 | not reported in the loaded dataset | 2023 |
| Cvs Pharmacy Inc. | NONE | $26,495 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $21,151 | not reported in the loaded dataset | 2023 |
| Ddmn Aso, LLC | NONE | $18,773 | not reported in the loaded dataset | 2023 |
| Fox Rothschild Llp | NONE | $18,650 | not reported in the loaded dataset | 2023 |
| Team, Inc. | NONE | $17,000 | not reported in the loaded dataset | 2023 |
| Felhaber Larson | NONE | $12,312 | not reported in the loaded dataset | 2023 |
| Wageworks | NONE | $8,316 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of St. Paul Auto Dealers And District Lodge No. 77, Iamaw Joi
- 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
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Cvs Pharmacy Inc. — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Ddmn Aso, LLC — Schedule C compensation
- Fox Rothschild Llp — Schedule C compensation
- Team, Inc. — Schedule C compensation
- Felhaber Larson — Schedule C compensation
- Wageworks — Schedule C compensation