· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MINNESOTA SCHOOL BOARDS ASSOCIATION — MINNESOTA SCHOOL BOARDS ASSOCIATION 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20241203073447NAL0004641138001
MINNESOTA SCHOOL BOARDS ASSOCIATION
Form 5500-SF
FILING_RECEIVED
MINNESOTA SCHOOL BOARDS ASSOCIATION 401(K) PLAN
401(k) retirement plan
Active participants
21
Accounts w/ balance
22
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
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
MINNESOTA SCHOOL BOARDS ASSOCIATION
.
Find decision makers
Plan sponsor
Name
MINNESOTA SCHOOL BOARDS ASSOCIATION
EIN
41-0837769
Address
1900 WEST JEFFERSON AVE · ST PETER, MN · 56082
Phone
(507) 934-2450
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2024-12-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
UNITED WAY OF NEW YORK
UNITED WAY OF NEW YORK CITY 401(K) PLAN
$5.9M · 107 participants
HOUSING ASSISTANCE COUNCIL
HOUSING ASSISTANCE COUNCIL EMPLOYEE SAVINGS PLAN
$5.9M · 50 participants
CENTER FOR FAMILY MEDICINE
FAMILY PRACTICE CENTER RETIREMENT PLAN
$5.9M · 46 participants
UNITARIAN UNIVERSALIST ASSOCIATION EMPLOYEE BENEFITS TRUST
UNITARIAN UNIVERSALIST ORGANIZATIONS HEALTH PLAN
$5.9M · 980 participants
CATHOLIC CHARITIES NORTH DAKOTA
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
403(B) THRIFT PLAN FOR EMPLOYEES OF CATHOLIC CHARITIES NORTH DAKOTA
$5.9M · 120 participants
LEO, INC.
LEO, INC. 403(B) PLAN
$5.9M · 114 participants
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
