40 Square Health Plan Trust — Form 5500 plan (40 Square Cooperative Solutions)
Plain-English plan 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, 40 Square Health Plan Trust is a benefit plan reported by 40 Square Cooperative Solutions under EIN 35-2605951 and plan number 501. The latest loaded filing year is 2023. The filing reports 343 participants and $1,225,910 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- 40 Square Cooperative Solutions
- EIN
- 35-2605951
- Plan number
- 501
- Plan type
- 3
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 343
- End-of-year plan assets
- $1,225,910
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 343 | H, C | 20240731152510NAL0021788577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,225,910
- Total liabilities (EOY)
- $981,253
- Net assets (EOY)
- $244,657
- Net assets (BOY)
- $565,132
Income & contributions
- Employer contributions
- $4,697,952
- Total contributions
- $4,697,952
- Total income / additions
- $4,697,952
Expenses & distributions
- Benefits paid
- $2,864,783
- Administrative expenses
- $2,153,644
- Total expenses
- $5,018,427
- Net increase / (decrease)
- -$320,475
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pf Re, Inc | NONE | $553,121 | not reported in the loaded dataset | 2023 |
| Concord Management Resources | NONE | $439,282 | not reported in the loaded dataset | 2023 |
| 40 Square Cooperative Solutions | NONE | $335,744 | not reported in the loaded dataset | 2023 |
| Aetna | NOEN | $226,894 | not reported in the loaded dataset | 2023 |
| Reliance Standard | NONE | $59,635 | not reported in the loaded dataset | 2023 |
| Windsor Strategy Partners, Inc | NONE | $42,000 | not reported in the loaded dataset | 2023 |
| Ifc | NONE | $40,752 | not reported in the loaded dataset | 2023 |
| Hcp National Insurance Services | NONE | $38,488 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown | NONE | $27,456 | not reported in the loaded dataset | 2023 |
| Strategic Underwriting Solutions | NONE | $18,655 | not reported in the loaded dataset | 2023 |
| Great Plains Financial | NONE | $18,450 | not reported in the loaded dataset | 2023 |
| Genova Burns | NONE | $17,633 | not reported in the loaded dataset | 2023 |
| Farmers Union Insurance Agency | NONE | $9,990 | not reported in the loaded dataset | 2023 |
| Amy Nesemeier | NONE | $8,595 | not reported in the loaded dataset | 2023 |
| Cal Jeremiason Agency Inc | NONE | $7,740 | not reported in the loaded dataset | 2023 |
| Risty Benefits | NONE | $6,498 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for 40 Square Cooperative Solutions
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Pf Re, Inc — Schedule C compensation
- Concord Management Resources — Schedule C compensation
- 40 Square Cooperative Solutions — Schedule C compensation
- Aetna — Schedule C compensation
- Reliance Standard — Schedule C compensation
- Windsor Strategy Partners, Inc — Schedule C compensation
- Ifc — Schedule C compensation
- Hcp National Insurance Services — Schedule C compensation
- Withumsmith+Brown — Schedule C compensation
- Strategic Underwriting Solutions — Schedule C compensation
- Great Plains Financial — Schedule C compensation
- Genova Burns — Schedule C compensation
- Farmers Union Insurance Agency — Schedule C compensation
- Amy Nesemeier — Schedule C compensation
- Cal Jeremiason Agency Inc — Schedule C compensation
- Risty Benefits — Schedule C compensation