2023 Form 5500 filing — Minnesota Laborers 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 20241015122750NAL0028417793004) for Minnesota Laborers Health And Welfare Fund, reported by Board Of Trustees Of Minnesota Laborers Health And Welfare Fund under EIN 41-6187750 and plan number 501. It reports 12,920 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122750NAL0028417793004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Minnesota Laborers Health And Welfare Fund
- EIN
- 41-6187750
- Plan number
- 501
- Location
- Mendota Heights, MN
- Participants
- 12,920
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $810,855,453
- Total liabilities (EOY)
- $21,894,370
- Net assets (EOY)
- $788,961,083
- Employer contributions
- $154,349,756
- Participant contributions
- $11,960,848
- Total income / additions
- $242,434,013
- Benefits paid
- $149,314,453
- Administrative expenses
- $5,936,910
- Total expenses
- $155,251,363
- Net increase / (decrease)
- $87,182,650
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $3,790,265 | $91,464 |
| Bcbsmn Inc | NONE | $3,302,439 | not reported in the loaded dataset |
| Healthpartners | NONE | $1,866,160 | not reported in the loaded dataset |
| Benecard Pbf | NONE | $569,080 | not reported in the loaded dataset |
| Ddmn Aso LLC | NONE | $291,162 | not reported in the loaded dataset |
| The Segal Company | NONE | $279,377 | not reported in the loaded dataset |
| Zelis Claims Integrity, LLC | NONE | $219,237 | not reported in the loaded dataset |
| Union Bank And Trust Company | NONE | $169,766 | $0 |
| Meketa Investment Group | NONE | $152,833 | $50 |
| Champlain Investment Partners | NONE | $149,527 | $0 |
| Sand Creek Group Ltd | NONE | $146,948 | $0 |
| Shumaker Loop & Kendrick Llp | NONE | $141,263 | not reported in the loaded dataset |
| Punch And Associates Invest Mgmt | NONE | $103,237 | $0 |
| Usi Insurance Services LLC | NONE | $81,688 | $10,376 |
| Seven Corners Printing | NONE | $86,454 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $85,549 | not reported in the loaded dataset |
| Mcgrann Shea Carnival Straughn & La | NONE | $84,305 | not reported in the loaded dataset |
| Barrow, Hanley, Mewhinney & Strauss | NONE | $81,563 | $0 |
| Soulo Communications | NONE | $78,153 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $72,765 | not reported in the loaded dataset |
| Northern Trust Corporation | NONE | $52,280 | $0 |
| Whitestar Advisors, LLC | NONE | $33,925 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $30,052 | $0 |
| Team LLC | NONE | $28,069 | not reported in the loaded dataset |
| Frsecure Lcc | NONE | $20,736 | not reported in the loaded dataset |
| Madden Brothers, Inc | NONE | $15,529 | not reported in the loaded dataset |
| Lasermark, Inc. | NONE | $13,007 | not reported in the loaded dataset |
| Quality Resource Group, Inc. | NONE | $5,930 | not reported in the loaded dataset |