2023 Form 5500 filing — Minnesota & North Dakota Bricklayers And Allied Craftworkers Pension 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 20241015122044NAL0057550130001) for Minnesota & North Dakota Bricklayers And Allied Craftworkers Pension Fund, reported by Board Of Trustees Of The Minnesota North Dakota Bricklayers & Allied under EIN 51-6029930 and plan number 001. It reports 3,521 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122044NAL0057550130001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Minnesota North Dakota Bricklayers & Allied
- EIN
- 51-6029930
- Plan number
- 001
- Location
- Mendota Heights, MN
- Participants
- 3,521
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $443,654,289
- Total liabilities (EOY)
- $99,179
- Net assets (EOY)
- $443,555,110
- Employer contributions
- $19,800,076
- Total income / additions
- $71,067,250
- Benefits paid
- $33,468,055
- Administrative expenses
- $1,857,747
- Total expenses
- $35,325,802
- Net increase / (decrease)
- $35,741,448
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| H.I.G. Capital, LLC | NONE | $289,057 | $0 |
| Ullico Investment Advisors Inc | NONE | $274,766 | not reported in the loaded dataset |
| Mairs & Power, Inc. | NONE | $258,056 | $0 |
| Zenith American Solutions | NONE | $207,539 | not reported in the loaded dataset |
| Asb Capital Management, LLC | NONE | $137,899 | not reported in the loaded dataset |
| Bac Service Corp | SERVICE CORPORATION | $95,199 | not reported in the loaded dataset |
| Marquette Associates | NONE | $90,000 | not reported in the loaded dataset |
| Fidelity Institutional Asset Manage | NONE | $71,601 | $0 |
| The Segal Company | NONE | $69,688 | not reported in the loaded dataset |
| Union Bank & Trust | NONE | $67,661 | $0 |
| Cliftonlarsonallen Llp | NONE | $39,013 | not reported in the loaded dataset |
| Shumaker, Loop, & Kendrick Llp | NONE | $22,035 | not reported in the loaded dataset |
| Mcgrann Shea Carnival Straughn | NONE | $18,435 | not reported in the loaded dataset |
| Northern Trust Corporation | NONE | $11,346 | $0 |
| Ifebp | NONE | $8,660 | not reported in the loaded dataset |