2023 Form 5500 filing — Minnesota Cement Masons Health And Welfare Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011133607NAL0038872960003) for Minnesota Cement Masons Health And Welfare Fund, reported by Trustees Of Minnesota Cement Masons Health And Welfare Fund under EIN 41-6187748 and plan number 501. It reports 846 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011133607NAL0038872960003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Minnesota Cement Masons Health And Welfare Fund
- EIN
- 41-6187748
- Plan number
- 501
- Location
- Mendota Heights, MN
- Participants
- 846
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,439,653
- Total liabilities (EOY)
- $856,366
- Net assets (EOY)
- $22,583,287
- Employer contributions
- $13,079,337
- Participant contributions
- $226,772
- Total income / additions
- $16,113,746
- Benefits paid
- $14,460,587
- Administrative expenses
- $652,527
- Total expenses
- $15,113,114
- Net increase / (decrease)
- $1,000,632
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Healthpartners | NONE | $665,438 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $333,429 | not reported in the loaded dataset |
| Cement Masons Service Corporation | NONE | $194,131 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren | NONE | $83,314 | not reported in the loaded dataset |
| The Segal Company | NONE | $58,970 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $19,200 | not reported in the loaded dataset |
| Team | NONE | $16,236 | not reported in the loaded dataset |
| Kovitz Investment Group Partners | NONE | $12,186 | not reported in the loaded dataset |
| Pilot Capital | NONE | $12,131 | not reported in the loaded dataset |
| Mairs & Power, Inc. | NONE | $11,533 | $0 |
| Ddmn Aso, LLC | NONE | $10,043 | not reported in the loaded dataset |
| Standard Valuations | NONE | $8,000 | not reported in the loaded dataset |
| Union Bank & Trust | NONE | $7,613 | $0 |
| Vision Service Plan | NONE | $6,701 | not reported in the loaded dataset |