Minnesota Bakers Union Pension Plan — Form 5500 plan (Minnesota Bakers Union Pension Plan)
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, Minnesota Bakers Union Pension Plan is a benefit plan reported by Minnesota Bakers Union Pension Plan under EIN 41-6018079 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,670 participants and $212,038,136 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Minnesota Bakers Union Pension Plan
- EIN
- 41-6018079
- Plan number
- 001
- Plan type
- 1
- Location
- Eagan, MN
- Latest filing year
- 2023
- Participants
- 2,670
- End-of-year plan assets
- $212,038,136
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,670 | H, C | 20241015235438NAL0015549667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $212,038,136
- Total liabilities (EOY)
- $63,333
- Net assets (EOY)
- $211,974,803
- Net assets (BOY)
- $192,692,430
Income & contributions
- Employer contributions
- $3,722,641
- Total contributions
- $3,722,641
- Total income / additions
- $33,200,203
Expenses & distributions
- Benefits paid
- $12,563,247
- Administrative expenses
- $1,354,583
- Total expenses
- $13,917,830
- Net increase / (decrease)
- $19,282,373
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Formula Corporation | NONE | $218,218 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $181,700 | $0 | 2023 |
| Anchor Capital Advisors LLC | NONE | $151,424 | not reported in the loaded dataset | 2023 |
| Fiduciary Management Inc | NONE | $124,795 | not reported in the loaded dataset | 2023 |
| Ivy Investment Management Co | NONE | $112,407 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $83,495 | not reported in the loaded dataset | 2023 |
| Tocqueville Asset Management L.P. | NONE | $73,394 | not reported in the loaded dataset | 2023 |
| Mairs & Power Inc | NONE | $72,858 | $0 | 2023 |
| Conestoga Capital Advisors | NONE | $42,628 | not reported in the loaded dataset | 2023 |
| Betts & Hayes, Ltd | NONE | $35,488 | not reported in the loaded dataset | 2023 |
| Rbc Global Asset Management (U.S.) | NONE | $35,366 | not reported in the loaded dataset | 2023 |
| Alton Johnson | NONE | $13,280 | not reported in the loaded dataset | 2023 |
| Gw&K Investment Management | NONE | $12,508 | not reported in the loaded dataset | 2023 |
| Crossmark Global Holdings, Inc. | NONE | $11,490 | not reported in the loaded dataset | 2023 |
| Thomas Hughes | NONE | $6,699 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services LLC | NONE | $6,150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Minnesota Bakers Union Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Eagan, MN
- Formula Corporation — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Anchor Capital Advisors LLC — Schedule C compensation
- Fiduciary Management Inc — Schedule C compensation
- Ivy Investment Management Co — Schedule C compensation
- The Segal Company — Schedule C compensation
- Tocqueville Asset Management L.P. — Schedule C compensation
- Mairs & Power Inc — Schedule C compensation
- Conestoga Capital Advisors — Schedule C compensation
- Betts & Hayes, Ltd — Schedule C compensation
- Rbc Global Asset Management (U.S.) — Schedule C compensation
- Alton Johnson — Schedule C compensation
- Gw&K Investment Management — Schedule C compensation
- Crossmark Global Holdings, Inc. — Schedule C compensation
- Thomas Hughes — Schedule C compensation
- Horizon Actuarial Services LLC — Schedule C compensation