Twin Cities Bakery Drivers Health & Welfare Fund — Form 5500 plan (Twin Cities Bakery Drivers Health & Welfare Fund)
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, Twin Cities Bakery Drivers Health & Welfare Fund is a benefit plan reported by Twin Cities Bakery Drivers Health & Welfare Fund under EIN 41-6027254 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,173 participants and $35,753,431 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Twin Cities Bakery Drivers Health & Welfare Fund
- EIN
- 41-6027254
- Plan number
- 501
- Plan type
- 1
- Location
- Eagan, MN
- Latest filing year
- 2023
- Participants
- 1,173
- End-of-year plan assets
- $35,753,431
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,173 | H, C | 20241016233048NAL0032461057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,753,431
- Total liabilities (EOY)
- $3,343,898
- Net assets (EOY)
- $32,409,533
- Net assets (BOY)
- $27,072,933
Income & contributions
- Employer contributions
- $21,959,384
- Participant contributions
- $137,475
- Total contributions
- $22,096,859
- Total income / additions
- $23,476,431
Expenses & distributions
- Benefits paid
- $16,817,815
- Administrative expenses
- $1,322,016
- Total expenses
- $18,139,831
- Net increase / (decrease)
- $5,336,600
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bcbsmn, Inc | NONE | $574,614 | $53,473 | 2023 |
| Formula Corporation | NONE | $392,775 | not reported in the loaded dataset | 2023 |
| Alton Johnson | NONE | $62,560 | not reported in the loaded dataset | 2023 |
| Thomas M Hughes, Ltd | NONE | $33,600 | not reported in the loaded dataset | 2023 |
| Betts & Hayes, Ltd | NONE | $28,743 | not reported in the loaded dataset | 2023 |
| Sevenhills Cleveland Benefit Partne | NONE | $21,667 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services LLC | NONE | $13,000 | not reported in the loaded dataset | 2023 |
| Crossmark Global Investments | NONE | $5,294 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Twin Cities Bakery Drivers Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Eagan, MN
- Bcbsmn, Inc — Schedule C compensation
- Formula Corporation — Schedule C compensation
- Alton Johnson — Schedule C compensation
- Thomas M Hughes, Ltd — Schedule C compensation
- Betts & Hayes, Ltd — Schedule C compensation
- Sevenhills Cleveland Benefit Partne — Schedule C compensation
- Horizon Actuarial Services LLC — Schedule C compensation
- Crossmark Global Investments — Schedule C compensation