Northern Minnesota-Wisconsin Area Retail Food Health And Welfare Fund — Form 5500 plan (Trustees Of Northern Mn-Wi Retail Food Health And Welfare Fund)
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, Northern Minnesota-Wisconsin Area Retail Food Health And Welfare Fund is a benefit plan reported by Trustees Of Northern Mn-Wi Retail Food Health And Welfare Fund under EIN 41-6175286 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,213 participants and $9,691,808 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Northern Mn-Wi Retail Food Health And Welfare Fund
- EIN
- 41-6175286
- Plan number
- 501
- Plan type
- 1
- Location
- Duluth, MN
- Latest filing year
- 2023
- Participants
- 1,213
- End-of-year plan assets
- $9,691,808
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,213 | H, C | 20241015131344NAL0014697123002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,691,808
- Total liabilities (EOY)
- $1,369,536
- Net assets (EOY)
- $8,322,272
- Net assets (BOY)
- $7,733,775
Income & contributions
- Employer contributions
- $14,435,041
- Participant contributions
- $347,862
- Total contributions
- $14,782,903
- Total income / additions
- $15,906,112
Expenses & distributions
- Benefits paid
- $14,422,328
- Administrative expenses
- $895,287
- Total expenses
- $15,317,615
- Net increase / (decrease)
- $588,497
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $670,954 | not reported in the loaded dataset | 2023 |
| Bcbsmn, Inc. | NONE | $346,871 | $27,771 | 2023 |
| Kutak Rock Llp | NONE | $96,224 | not reported in the loaded dataset | 2023 |
| Elixir Rx Solutions LLC | NONE | $65,765 | not reported in the loaded dataset | 2023 |
| Benevelle Consulting Corporation | NONE | $39,000 | not reported in the loaded dataset | 2023 |
| Ddmn Aso, LLC | NONE | $31,730 | not reported in the loaded dataset | 2023 |
| T.E.A.M., LLC | NONE | $23,602 | not reported in the loaded dataset | 2023 |
| Rmb Capital Mgmt LLC | NONE | $20,771 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $20,535 | not reported in the loaded dataset | 2023 |
| Andrew Bransky & Poole Pa | NONE | $7,904 | not reported in the loaded dataset | 2023 |
| Benesys, Inc | NONE | $7,731 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Northern Mn-Wi Retail Food Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Duluth, MN
- Wilson-Mcshane Corporation — Schedule C compensation
- Bcbsmn, Inc. — Schedule C compensation
- Kutak Rock Llp — Schedule C compensation
- Elixir Rx Solutions LLC — Schedule C compensation
- Benevelle Consulting Corporation — Schedule C compensation
- Ddmn Aso, LLC — Schedule C compensation
- T.E.A.M., LLC — Schedule C compensation
- Rmb Capital Mgmt LLC — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Andrew Bransky & Poole Pa — Schedule C compensation
- Benesys, Inc — Schedule C compensation