Greater Metropolitan Hotel Employers Employees Health & Welfare Fund — Form 5500 plan (Trustees Greater Metropolitan Hotel Employers-Employees Health Welfare)
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, Greater Metropolitan Hotel Employers Employees Health & Welfare Fund is a benefit plan reported by Trustees Greater Metropolitan Hotel Employers-Employees Health Welfare under EIN 41-0737593 and plan number 501. The latest loaded filing year is 2023. The filing reports 780 participants and $15,317,658 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Greater Metropolitan Hotel Employers-Employees Health Welfare
- EIN
- 41-0737593
- Plan number
- 501
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 780
- End-of-year plan assets
- $15,317,658
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 780 | H, C | 20250715094028NAL0002698240002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,317,658
- Total liabilities (EOY)
- $679,750
- Net assets (EOY)
- $14,637,908
- Net assets (BOY)
- $12,824,430
Income & contributions
- Employer contributions
- $6,348,849
- Participant contributions
- $31,394
- Total contributions
- $6,380,243
- Total income / additions
- $8,854,148
Expenses & distributions
- Benefits paid
- $6,844,256
- Administrative expenses
- $196,414
- Total expenses
- $7,040,670
- Net increase / (decrease)
- $1,813,478
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr, Inc. | NONE | $275,403 | $28,702 | 2023 |
| Wilson-Mcshane Corporation | NONE | $271,673 | not reported in the loaded dataset | 2023 |
| Shumaker, Loop & Kendrick Llp | NONE | $40,898 | not reported in the loaded dataset | 2023 |
| Team, Inc. | NONE | $25,966 | not reported in the loaded dataset | 2023 |
| Cvs Health | NONE | $19,163 | not reported in the loaded dataset | 2023 |
| Ddmn Aso, LLC | NONE | $18,847 | not reported in the loaded dataset | 2023 |
| Mairs & Power, Inc. | NONE | $16,162 | $0 | 2023 |
| Legacy Professionals Llp | NONE | $15,750 | not reported in the loaded dataset | 2023 |
| Zacks Investment Management | NONE | $13,396 | not reported in the loaded dataset | 2023 |
| Honsa Binder Printer | NONE | $8,577 | not reported in the loaded dataset | 2023 |
| Standard Valuations, Inc | NONE | $8,000 | $0 | 2023 |
| Union Bank & Trust | NONE | $7,821 | $0 | 2023 |
| Frsecure LLC | NONE | $6,712 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Greater Metropolitan Hotel Employers-Employees Health Welfare
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Umr, Inc. — Schedule C compensation
- Wilson-Mcshane Corporation — Schedule C compensation
- Shumaker, Loop & Kendrick Llp — Schedule C compensation
- Team, Inc. — Schedule C compensation
- Cvs Health — Schedule C compensation
- Ddmn Aso, LLC — Schedule C compensation
- Mairs & Power, Inc. — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Zacks Investment Management — Schedule C compensation
- Honsa Binder Printer — Schedule C compensation
- Standard Valuations, Inc — Schedule C compensation
- Union Bank & Trust — Schedule C compensation
- Frsecure LLC — Schedule C compensation