2023 Form 5500 filing — Minnesota Nurses Association Pension Plan And 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 20241105163732NAL0004756867001) for Minnesota Nurses Association Pension Plan And Trust, reported by Minnesota Nurses Association under EIN 41-0417949 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241105163732NAL0004756867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Minnesota Nurses Association
- EIN
- 41-0417949
- Plan number
- 001
- Location
- St. Paul, MN
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,163,739
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,163,739
- Employer contributions
- $960,000
- Total income / additions
- $3,324,578
- Benefits paid
- $1,003,463
- Administrative expenses
- $95,474
- Total expenses
- $1,098,937
- Net increase / (decrease)
- $2,225,641
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group LLC | INVESTMENT ADVISORY | $30,451 | not reported in the loaded dataset |
| Alerus Financial | CONTRACT ADMINISTRATOR | $22,836 | $0 |
| Gallagher Benefit Services, Inc. | ACTUARY | $16,800 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $11,947 | $0 |