2023 Form 5500 filing — South Central Minnesota Electrical Workers' Family Health 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 20250415154248NAL0005921232004) for South Central Minnesota Electrical Workers' Family Health Plan, reported by Trustees Of South Central Mn Electrical Workers Family Health Plan under EIN 41-1305411 and plan number 501. It reports 924 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415154248NAL0005921232004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of South Central Mn Electrical Workers Family Health Plan
- EIN
- 41-1305411
- Plan number
- 501
- Location
- Bloomington, MN
- Participants
- 924
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,105,750
- Total liabilities (EOY)
- $2,740,361
- Net assets (EOY)
- $72,365,389
- Employer contributions
- $16,356,508
- Participant contributions
- $1,157,955
- Total income / additions
- $27,601,480
- Benefits paid
- $18,418,921
- Administrative expenses
- $440,390
- Total expenses
- $18,859,311
- Net increase / (decrease)
- $8,742,169
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $345,941 | not reported in the loaded dataset |
| Umr, Inc. | NONE | $226,386 | $3,022 |
| United Actuarial Services | NONE | $54,150 | not reported in the loaded dataset |
| Shumaker, Loop & Kendrick, Llp | NONE | $30,291 | not reported in the loaded dataset |
| Union Bank & Trust | NONE | $26,769 | $0 |
| Team LLC | NONE | $23,949 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $21,250 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $21,105 | not reported in the loaded dataset |
| Cvs Pharmacy Inc | NONE | $16,938 | not reported in the loaded dataset |
| St. Croix Press | NONE | $10,512 | not reported in the loaded dataset |
| Kutak Rock Llp | NONE | $7,252 | not reported in the loaded dataset |