Minnesota Ceramic Tile And Allied Trades Retirement Fund — Form 5500 plan (Trustees Of Minnesota Ceramic Tile And Allied Trades Retirement 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, Minnesota Ceramic Tile And Allied Trades Retirement Fund is a benefit plan reported by Trustees Of Minnesota Ceramic Tile And Allied Trades Retirement Fund under EIN 41-6059404 and plan number 002. The latest loaded filing year is 2023. The filing reports 779 participants and $40,818,633 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Minnesota Ceramic Tile And Allied Trades Retirement Fund
- EIN
- 41-6059404
- Plan number
- 002
- Plan type
- 1
- Location
- Mendota Heights, MN
- Latest filing year
- 2023
- Participants
- 779
- End-of-year plan assets
- $40,818,633
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 779 | H, C | 20241015132910NAL0014719507002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,818,633
- Total liabilities (EOY)
- $7,249
- Net assets (EOY)
- $40,811,384
- Net assets (BOY)
- $38,196,744
Income & contributions
- Employer contributions
- $1,235,964
- Total contributions
- $1,235,964
- Total income / additions
- $6,165,524
Expenses & distributions
- Benefits paid
- $3,278,209
- Administrative expenses
- $272,675
- Total expenses
- $3,550,884
- Net increase / (decrease)
- $2,614,640
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $88,938 | not reported in the loaded dataset | 2023 |
| Milliman, Inc | NONE | $40,980 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $17,750 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $17,053 | $0 | 2023 |
| Mcgrann Shea Carnival Straughn & La | NONE | $14,335 | not reported in the loaded dataset | 2023 |
| Shumaker Loop & Kendrick | NONE | $14,004 | not reported in the loaded dataset | 2023 |
| Bac Service Corporation | NONE | $7,185 | not reported in the loaded dataset | 2023 |
| Frsecure LLC | NONE | $5,042 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Minnesota Ceramic Tile And Allied Trades Retirement Fund
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Mendota Heights, MN
- Zenith American Solutions, Inc. — Schedule C compensation
- Milliman, Inc — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Mcgrann Shea Carnival Straughn & La — Schedule C compensation
- Shumaker Loop & Kendrick — Schedule C compensation
- Bac Service Corporation — Schedule C compensation
- Frsecure LLC — Schedule C compensation