Minnesota & North Dakota Bricklayers And Allied Craftworkers Pension Fund — Form 5500 plan (Board Of Trustees Of The Minnesota North Dakota Bricklayers & Allied)
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 & North Dakota Bricklayers And Allied Craftworkers Pension Fund is a benefit plan reported by Board Of Trustees Of The Minnesota North Dakota Bricklayers & Allied under EIN 51-6029930 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,521 participants and $443,654,289 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Minnesota North Dakota Bricklayers & Allied
- EIN
- 51-6029930
- Plan number
- 001
- Plan type
- 1
- Location
- Mendota Heights, MN
- Latest filing year
- 2023
- Participants
- 3,521
- End-of-year plan assets
- $443,654,289
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,521 | H, C | 20241015122044NAL0057550130001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $443,654,289
- Total liabilities (EOY)
- $99,179
- Net assets (EOY)
- $443,555,110
- Net assets (BOY)
- $407,813,662
Income & contributions
- Employer contributions
- $19,800,076
- Total contributions
- $19,800,076
- Total income / additions
- $71,067,250
Expenses & distributions
- Benefits paid
- $33,468,055
- Administrative expenses
- $1,857,747
- Total expenses
- $35,325,802
- Net increase / (decrease)
- $35,741,448
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| H.I.G. Capital, LLC | NONE | $289,057 | $0 | 2023 |
| Ullico Investment Advisors Inc | NONE | $274,766 | not reported in the loaded dataset | 2023 |
| Mairs & Power, Inc. | NONE | $258,056 | $0 | 2023 |
| Zenith American Solutions | NONE | $207,539 | not reported in the loaded dataset | 2023 |
| Asb Capital Management, LLC | NONE | $137,899 | not reported in the loaded dataset | 2023 |
| Bac Service Corp | SERVICE CORPORATION | $95,199 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $90,000 | not reported in the loaded dataset | 2023 |
| Fidelity Institutional Asset Manage | NONE | $71,601 | $0 | 2023 |
| The Segal Company | NONE | $69,688 | not reported in the loaded dataset | 2023 |
| Union Bank & Trust | NONE | $67,661 | $0 | 2023 |
| Cliftonlarsonallen Llp | NONE | $39,013 | not reported in the loaded dataset | 2023 |
| Shumaker, Loop, & Kendrick Llp | NONE | $22,035 | not reported in the loaded dataset | 2023 |
| Mcgrann Shea Carnival Straughn | NONE | $18,435 | not reported in the loaded dataset | 2023 |
| Northern Trust Corporation | NONE | $11,346 | $0 | 2023 |
| Ifebp | NONE | $8,660 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Minnesota North Dakota Bricklayers & Allied
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Mendota Heights, MN
- H.I.G. Capital, LLC — Schedule C compensation
- Ullico Investment Advisors Inc — Schedule C compensation
- Mairs & Power, Inc. — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Asb Capital Management, LLC — Schedule C compensation
- Bac Service Corp — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Fidelity Institutional Asset Manage — Schedule C compensation
- The Segal Company — Schedule C compensation
- Union Bank & Trust — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Shumaker, Loop, & Kendrick Llp — Schedule C compensation
- Mcgrann Shea Carnival Straughn — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation
- Ifebp — Schedule C compensation