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EMPLOYEE BENEFIT PLAN OF MINNESOTA SCHOOL EMPLOYEES ASSOCIATION 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF MINNESOTA SCHOOL EMPLOYEES ASSOCIATION
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF MINNESOTA SCHOOL EMPLOYEES ASSOCIATION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MINNESOTA SCHOOL EMPLOYEES ASSN has sponsored the creation of one or more 401k plans.

Company Name:MINNESOTA SCHOOL EMPLOYEES ASSN
Employer identification number (EIN):411994256
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF MINNESOTA SCHOOL EMPLOYEES ASSOCIATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DEB DABERKOW-WRIGHT2024-07-23
0022022-01-01DEB DABERKOW-WRIGHT2023-08-08
0022021-01-01DEB DABERKOW-WRIGHT2022-04-19
0022020-01-01DEB DABERKOW-WRIGHT2021-03-30
0022019-01-01DEB DABERKOW-WRIGHT2020-03-03
0022018-01-01DEB DABERKOW-WRIGHT2019-04-23
0022017-01-01DEANNE GLYNN2018-07-20 DEANNE GLYNN2018-07-20
0022016-01-01DEANNE GLYNN2017-04-21 DEANNE GLYNN2017-04-21
0022016-01-01DEANNE GLYNN2017-04-21 DEANNE GLYNN2017-04-21
0022015-01-01THERESA MCCLENTY2016-07-20 THERESA MCCLENTY2016-07-20
0022014-01-01THERESA MCCLENTY2015-05-04 THERESA MCCLENTY2015-05-04
0022013-01-01LYNN JANSEN2014-07-02 LYNN JANSEN2014-07-02
0022012-01-01LYNN JANSEN2013-07-25 LYNN JANSEN2013-07-25
0022011-01-01LYNN JANSEN2012-06-06 LYNN JANSEN2012-06-06
0022010-01-01LYNN JANSEN2011-06-08 LYNN JANSEN2011-06-08

Financial Data on EMPLOYEE BENEFIT PLAN OF MINNESOTA SCHOOL EMPLOYEES ASSOCIATION

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF MINNESOTA SCHOOL EMPLOYEES ASSOCIATION 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-10279332
Net assets as of the end of the plan year2025-06-10617692
Total assets as of the beginning of the plan year2025-06-10629233
Value of plan covered by a fidelity bond2025-06-10150000
Participant contributions to plan in this plan year2025-06-1043485
Other contributions to plan in this plan year2025-06-1088694
Other income to plan in this plan year2025-06-1092849
Plan net income in this plan year2025-06-10-11541
Net assets as of the end of the plan year2025-06-10617692
Net assets as of the beginning of the plan year2025-06-10629233
Employer contributions to plan in this plan year2025-06-1042763
Fees paid to broker by Benefit Provider2025-06-101176
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-101533
2024 : EMPLOYEE BENEFIT PLAN OF MINNESOTA SCHOOL EMPLOYEES ASSOCIATION 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-230
Total liabilities as of the end of the plan year2024-07-230
Total liabilities as of the beginning of the plan year2024-07-230
Total expenses incurred by plan in this plan year2024-07-23781735
Net assets as of the end of the plan year2024-07-23629233
Total assets as of the beginning of the plan year2024-07-231167413
Value of plan covered by a fidelity bond2024-07-23150000
Participant contributions to plan in this plan year2024-07-2335827
Other expenses paid from plan in this plan year2024-07-230
Other contributions to plan in this plan year2024-07-230
Other income to plan in this plan year2024-07-23169587
Plan net income in this plan year2024-07-23-538180
Net assets as of the end of the plan year2024-07-23629233
Net assets as of the beginning of the plan year2024-07-231167413
Employer contributions to plan in this plan year2024-07-2338141
Fees paid to broker by Benefit Provider2024-07-23350
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2348

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