Minneapolis Food Distributing Industry Pension Plan — Form 5500 plan (Board Of Trustees, Minneapolis Food Distributing)

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, Minneapolis Food Distributing Industry Pension Plan is a benefit plan reported by Board Of Trustees, Minneapolis Food Distributing under EIN 41-6047047 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,498 participants and $446,222,842 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees, Minneapolis Food Distributing
EIN
41-6047047
Plan number
001
Plan type
1
Location
Bloomington, MN
Latest filing year
2023
Participants
3,498
End-of-year plan assets
$446,222,842

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,498H, C20241015145549NAL0028838081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$446,222,842
Total liabilities (EOY)
$58,844
Net assets (EOY)
$446,163,998
Net assets (BOY)
$422,496,515

Income & contributions

Employer contributions
$22,507,418
Total contributions
$22,507,418
Total income / additions
$54,663,132

Expenses & distributions

Benefits paid
$29,717,861
Administrative expenses
$1,277,788
Total expenses
$30,995,649
Net increase / (decrease)
$23,667,483

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
National Investment ServicesNONE$283,885not reported in the loaded dataset2023
Asb Capital Management, LLCNONE$215,603not reported in the loaded dataset2023
Wilson-Mcshane CorporationNONE$130,800not reported in the loaded dataset2023
Union Bank & TrustNONE$103,872not reported in the loaded dataset2023
Marquette AssociatesNONE$102,492not reported in the loaded dataset2023
Congress Asset Management CompanyNONE$91,086not reported in the loaded dataset2023
The Segal Company (Midwest), IncNONE$67,980not reported in the loaded dataset2023
Barlow Coughran Morales & JosephsonNONE$48,000not reported in the loaded dataset2023
Miller Kaplan Arase LlpNONE$33,450not reported in the loaded dataset2023
Great Lakes Investment ManagersNONE$11,657not reported in the loaded dataset2023
UsiNONE$0$9,2112023

Related Form 5500 pages