2023 Form 5500 filing — Midwest Teamsters Member 401(K) Plan
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 20241015164002NAL0057277650001) for Midwest Teamsters Member 401(K) Plan, reported by Board Of Trustees, Midwest Teamsters Member 401(K) under EIN 41-0945362 and plan number 001. It reports 3,021 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164002NAL0057277650001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Midwest Teamsters Member 401(K)
- EIN
- 41-0945362
- Plan number
- 001
- Location
- Bloomington, MN
- Participants
- 3,021
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,623,883
- Net assets (EOY)
- $106,623,883
- Employer contributions
- $2,461,879
- Participant contributions
- $3,812,643
- Total income / additions
- $21,792,148
- Benefits paid
- $9,421,505
- Administrative expenses
- $455,347
- Total expenses
- $9,876,852
- Net increase / (decrease)
- $11,915,296
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $319,010 | not reported in the loaded dataset |
| Marquette & Associates | NONE | $38,200 | not reported in the loaded dataset |
| Wilson-Mcshane Corporation | NONE | $37,100 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $20,400 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $13,389 | not reported in the loaded dataset |