2023 Form 5500 filing — Minnesota Ceramic Tile And Allied Trades Retirement 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 20241015132910NAL0014719507002) for Minnesota Ceramic Tile And Allied Trades Retirement Fund, reported by Trustees Of Minnesota Ceramic Tile And Allied Trades Retirement Fund under EIN 41-6059404 and plan number 002. It reports 779 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132910NAL0014719507002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Minnesota Ceramic Tile And Allied Trades Retirement Fund
- EIN
- 41-6059404
- Plan number
- 002
- Location
- Mendota Heights, MN
- Participants
- 779
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,818,633
- Total liabilities (EOY)
- $7,249
- Net assets (EOY)
- $40,811,384
- Employer contributions
- $1,235,964
- Total income / additions
- $6,165,524
- Benefits paid
- $3,278,209
- Administrative expenses
- $272,675
- Total expenses
- $3,550,884
- Net increase / (decrease)
- $2,614,640
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $88,938 | not reported in the loaded dataset |
| Milliman, Inc | NONE | $40,980 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $40,000 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $17,750 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $17,053 | $0 |
| Mcgrann Shea Carnival Straughn & La | NONE | $14,335 | not reported in the loaded dataset |
| Shumaker Loop & Kendrick | NONE | $14,004 | not reported in the loaded dataset |
| Bac Service Corporation | NONE | $7,185 | not reported in the loaded dataset |
| Frsecure LLC | NONE | $5,042 | not reported in the loaded dataset |