Millwright Union Individual Account Retirement Plan — Form 5500 plan (Board Of Trustees Of The Millwright Union Individual Account Retiremen)
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, Millwright Union Individual Account Retirement Plan is a benefit plan reported by Board Of Trustees Of The Millwright Union Individual Account Retiremen under EIN 39-1707392 and plan number 001. The latest loaded filing year is 2023. The filing reports 974 participants and $42,014,025 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Millwright Union Individual Account Retiremen
- EIN
- 39-1707392
- Plan number
- 001
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 974
- End-of-year plan assets
- $42,014,025
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 974 | H, C | 20250212155945NAL0011034867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,014,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,014,025
- Net assets (BOY)
- $37,318,733
Income & contributions
- Employer contributions
- $1,861,526
- Participant contributions
- $60,264
- Total contributions
- $1,921,790
- Total income / additions
- $8,534,340
Expenses & distributions
- Benefits paid
- $3,636,558
- Administrative expenses
- $202,490
- Total expenses
- $3,839,048
- Net increase / (decrease)
- $4,695,292
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Securian Financial Group | NONE | $47,364 | $0 | 2023 |
| The Standard | NONE | $38,827 | not reported in the loaded dataset | 2023 |
| Alpha Investment Consulting Group | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Wilson-Mcshane Corporation | NONE | $23,966 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren S.C. | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $15,015 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Millwright Union Individual Account Retiremen
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Securian Financial Group — Schedule C compensation
- The Standard — Schedule C compensation
- Alpha Investment Consulting Group — Schedule C compensation
- Wilson-Mcshane Corporation — Schedule C compensation
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation