Minnesota Cement Masons Health And Welfare Fund — Form 5500 plan (Trustees Of Minnesota Cement Masons Health And 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, Minnesota Cement Masons Health And Welfare Fund is a benefit plan reported by Trustees Of Minnesota Cement Masons Health And Welfare Fund under EIN 41-6187748 and plan number 501. The latest loaded filing year is 2023. The filing reports 846 participants and $23,439,653 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of Minnesota Cement Masons Health And Welfare Fund
EIN
41-6187748
Plan number
501
Plan type
1
Location
Mendota Heights, MN
Latest filing year
2023
Participants
846
End-of-year plan assets
$23,439,653

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023846H, C20241011133607NAL0038872960003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,439,653
Total liabilities (EOY)
$856,366
Net assets (EOY)
$22,583,287
Net assets (BOY)
$21,582,655

Income & contributions

Employer contributions
$13,079,337
Participant contributions
$226,772
Total contributions
$13,306,109
Total income / additions
$16,113,746

Expenses & distributions

Benefits paid
$14,460,587
Administrative expenses
$652,527
Total expenses
$15,113,114
Net increase / (decrease)
$1,000,632

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
HealthpartnersNONE$665,438not reported in the loaded dataset2023
Zenith American SolutionsNONE$333,429not reported in the loaded dataset2023
Cement Masons Service CorporationNONE$194,131not reported in the loaded dataset2023
Reinhart Boerner Van DeurenNONE$83,314not reported in the loaded dataset2023
The Segal CompanyNONE$58,970not reported in the loaded dataset2023
Legacy Professionals LlpNONE$19,200not reported in the loaded dataset2023
TeamNONE$16,236not reported in the loaded dataset2023
Kovitz Investment Group PartnersNONE$12,186not reported in the loaded dataset2023
Pilot CapitalNONE$12,131not reported in the loaded dataset2023
Mairs & Power, Inc.NONE$11,533$02023
Ddmn Aso, LLCNONE$10,043not reported in the loaded dataset2023
Standard ValuationsNONE$8,000not reported in the loaded dataset2023
Union Bank & TrustNONE$7,613$02023
Vision Service PlanNONE$6,701not reported in the loaded dataset2023

Related Form 5500 pages