2023 Form 5500 filing — Millwright Union Individual Account Retirement 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 20250212155945NAL0011034867001) for Millwright Union Individual Account Retirement Plan, reported by Board Of Trustees Of The Millwright Union Individual Account Retiremen under EIN 39-1707392 and plan number 001. It reports 974 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250212155945NAL0011034867001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Millwright Union Individual Account Retiremen
- EIN
- 39-1707392
- Plan number
- 001
- Location
- Bloomington, MN
- Participants
- 974
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,014,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,014,025
- Employer contributions
- $1,861,526
- Participant contributions
- $60,264
- Total income / additions
- $8,534,340
- Benefits paid
- $3,636,558
- Administrative expenses
- $202,490
- Total expenses
- $3,839,048
- Net increase / (decrease)
- $4,695,292
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Securian Financial Group | NONE | $47,364 | $0 |
| The Standard | NONE | $38,827 | not reported in the loaded dataset |
| Alpha Investment Consulting Group | NONE | $35,000 | not reported in the loaded dataset |
| Wilson-Mcshane Corporation | NONE | $23,966 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren S.C. | NONE | $21,000 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $15,015 | not reported in the loaded dataset |