2023 Form 5500 filing — Twin Cities & Vicinity Conference Board Pension Trust
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 20241015093012NAL0016060115003) for Twin Cities & Vicinity Conference Board Pension Trust, reported by Twin Cities & Vicinity Conference Board under EIN 06-1648015 and plan number 001. It reports 0 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093012NAL0016060115003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Twin Cities & Vicinity Conference Board
- EIN
- 06-1648015
- Plan number
- 001
- Location
- Bloomington, MN
- Participants
- 0
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,043,314
- Total liabilities (EOY)
- $21,564
- Net assets (EOY)
- $30,021,750
- Total income / additions
- -$2,624,091
- Benefits paid
- $2,402,016
- Administrative expenses
- $290,406
- Total expenses
- $2,692,422
- Net increase / (decrease)
- -$5,316,513
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance | INVESTMENT MANAGEMENT | $32,461 | not reported in the loaded dataset |
| Standard Valuations | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset |
| Zacks Investment Management | INVESTMENT MANAGEMENT | $27,022 | not reported in the loaded dataset |
| Wilson Mcshane Corporation | CONTRACT ADMINISTRATOR | $22,893 | not reported in the loaded dataset |
| Lethert, Skwira, Schultz, & Co Llp | AUDITOR | $18,315 | not reported in the loaded dataset |
| Fr Secure | RISK MANAGMENT VENDOR | $18,183 | not reported in the loaded dataset |
| Mairs & Powers | INVESTMENT MANAGER | $17,733 | $0 |
| United Actuarial | ACTUARY | $13,750 | not reported in the loaded dataset |
| Union Bank And Trust | CUSTODIAL SERVICES | $13,651 | $0 |
| Asb Allegiance | INVESTMENT MANAGEMENT | $11,819 | not reported in the loaded dataset |
| Mcgrann Shea Carnival Straughn & La | PLAN ATTORNEY | $10,858 | not reported in the loaded dataset |
| Shumaker, Loop, And Kendrick Llp | PLAN ATTORNEY | $6,540 | not reported in the loaded dataset |