Misc Drivers And Helpers Local #638 Health, Welfare, Eye And Dental Fund — Form 5500 plan (Trustees Misc Drivers & Helpers #638 Health, Welfare, Eye & Dental Pla)
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, Misc Drivers And Helpers Local #638 Health, Welfare, Eye And Dental Fund is a benefit plan reported by Trustees Misc Drivers & Helpers #638 Health, Welfare, Eye & Dental Pla under EIN 41-6023675 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,549 participants and $104,555,757 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Misc Drivers & Helpers #638 Health, Welfare, Eye & Dental Pla
- EIN
- 41-6023675
- Plan number
- 501
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 3,549
- End-of-year plan assets
- $104,555,757
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,549 | H, C | 20240729114345NAL0011001107004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $104,555,757
- Total liabilities (EOY)
- $4,343,159
- Net assets (EOY)
- $100,212,598
- Net assets (BOY)
- $85,045,440
Income & contributions
- Employer contributions
- $78,409,016
- Participant contributions
- $1,871,835
- Total contributions
- $80,280,851
- Total income / additions
- $94,592,907
Expenses & distributions
- Benefits paid
- $78,273,922
- Administrative expenses
- $1,151,827
- Total expenses
- $79,425,749
- Net increase / (decrease)
- $15,167,158
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bcbsmn, Inc. | NONE | $1,111,810 | $172,951 | 2023 |
| Wilson-Mcshane Corporation | NONE | $1,103,405 | not reported in the loaded dataset | 2023 |
| Cooke & Bieler | NONE | $102,271 | $0 | 2023 |
| Erickson, Bell, Beckman, & Quinn P. | NONE | $96,687 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Mn | NONE | $96,657 | not reported in the loaded dataset | 2023 |
| Cbiz Investment Advisory Services | NONE | $93,723 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $82,851 | not reported in the loaded dataset | 2023 |
| Optum Rx, Inc. | NONE | $23,080 | $42,155 | 2023 |
| Victory Capital Management | NONE | $58,398 | $0 | 2023 |
| The Segal Company | NONE | $51,977 | not reported in the loaded dataset | 2023 |
| Highland Capital Management | NONE | $50,600 | not reported in the loaded dataset | 2023 |
| Mn Teamsters Service Bureau | NONE | $47,894 | not reported in the loaded dataset | 2023 |
| Mairs & Power, Inc. | NONE | $43,941 | $0 | 2023 |
| Union Bank & Trust | NONE | $43,752 | $0 | 2023 |
| Reinhart Boerner Van Deuren S.C. | NONE | $35,437 | not reported in the loaded dataset | 2023 |
| Wcm Investment Management | NONE | $26,457 | $0 | 2023 |
| Legacy Professionals Llp | NONE | $26,000 | not reported in the loaded dataset | 2023 |
| Steve Hawley | TRUSTEE | $12,000 | not reported in the loaded dataset | 2023 |
| Al Gudim | TRUSTEE | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Misc Drivers & Helpers #638 Health, Welfare, Eye & Dental Pla
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Bcbsmn, Inc. — Schedule C compensation
- Wilson-Mcshane Corporation — Schedule C compensation
- Cooke & Bieler — Schedule C compensation
- Erickson, Bell, Beckman, & Quinn P. — Schedule C compensation
- Delta Dental Of Mn — Schedule C compensation
- Cbiz Investment Advisory Services — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Optum Rx, Inc. — Schedule C compensation
- Victory Capital Management — Schedule C compensation
- The Segal Company — Schedule C compensation
- Highland Capital Management — Schedule C compensation
- Mn Teamsters Service Bureau — Schedule C compensation
- Mairs & Power, Inc. — Schedule C compensation
- Union Bank & Trust — Schedule C compensation
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- Wcm Investment Management — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Steve Hawley — Schedule C compensation
- Al Gudim — Schedule C compensation