· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
40 SQUARE COOPERATIVE SOLUTIONS — 40 SQUARE HEALTH PLAN TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251002093756NAL0000195027001
40 SQUARE COOPERATIVE SOLUTIONS
Form 5500-SF
FILING_RECEIVED
40 SQUARE HEALTH PLAN TRUST
Health & welfare plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
$0
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
40 SQUARE COOPERATIVE SOLUTIONS
.
Find decision makers
Plan sponsor
Name
40 SQUARE COOPERATIVE SOLUTIONS
EIN
35-2605951
Address
8011 34TH AVE. S, SUITE 148 · BLOOMINGTON, MN · 55425
Phone
(844) 205-9579
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
AMERICAN FINANCIAL ADVISORS,INC.
AMERICAN FINANCIAL ADVISORS, INC. 401K PLAN
$0
ILLINOIS LUMBER & MATERIAL DEALERS ASSOCIATION
ILLINOIS LUMBER & MATERIAL DEALERS INSURANCE TRUST
$0
C & C INSURANCE, INC
C & C INSURANCE 401(K) PLAN
$0
TEAMSTERS UNION LOCAL 293 WELFARE FUND
TEAMSTERS UNION LOCAL 293 WELFARE FUND
$0
WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST FUND
WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST - ASSOCIATION HEALTH PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$0 · 970 participants
BURKE GROUP
BURKE GROUP 401(K) PLAN
$0
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B