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MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN 401k Plan overview

Plan NameMINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN
Plan identification number 501

MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance

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 MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-09-01
5012020-09-01
5012019-09-01
5012018-09-01
5012017-09-01DEANNE GLYNN DEANNE GLYNN2019-02-16
5012016-09-01SUE FRESONKE SUE FRESONKE2018-02-17
5012015-09-01SUE FRESONKE SUE FRESONKE2017-03-15
5012014-09-01THERESA MCCLENTY THERESA MCCLENTY2016-02-23
5012013-09-01GARY JOHNSON GARY JOHNSON2015-02-23
5012012-09-01GARY JOHNSON GARY JOHNSON2014-03-08
5012011-09-01CHRISTINA CLARK CHRISTINA CLARK2013-02-07
5012009-09-01CHRISTINA CLARK CHRISTINA CLARK2011-05-12

Plan Statistics for MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN

401k plan membership statisitcs for MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN

Measure Date Value
2021: MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-013,704
Total number of active participants reported on line 7a of the Form 55002021-09-013,485
Number of retired or separated participants receiving benefits2021-09-010
Number of other retired or separated participants entitled to future benefits2021-09-010
Total of all active and inactive participants2021-09-013,485
2020: MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-014,386
Total number of active participants reported on line 7a of the Form 55002020-09-013,704
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-010
Total of all active and inactive participants2020-09-013,704
2019: MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-014,047
Total number of active participants reported on line 7a of the Form 55002019-09-014,386
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-010
Total of all active and inactive participants2019-09-014,386
2018: MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-013,047
Total number of active participants reported on line 7a of the Form 55002018-09-014,047
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-010
Total of all active and inactive participants2018-09-014,047
2017: MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-010
Total number of active participants reported on line 7a of the Form 55002017-09-010
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-010
Total of all active and inactive participants2017-09-010
2016: MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-010
Total number of active participants reported on line 7a of the Form 55002016-09-010
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-010
Total of all active and inactive participants2016-09-010
2015: MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-010
Total number of active participants reported on line 7a of the Form 55002015-09-010
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-010
Total of all active and inactive participants2015-09-010
2014: MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-010
Total number of active participants reported on line 7a of the Form 55002014-09-010
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-010
Total of all active and inactive participants2014-09-010
2013: MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-010
Total number of active participants reported on line 7a of the Form 55002013-09-010
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-010
Total of all active and inactive participants2013-09-010
2012: MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-010
Total number of active participants reported on line 7a of the Form 55002012-09-010
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-010
Total of all active and inactive participants2012-09-010
2011: MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-010
Total number of active participants reported on line 7a of the Form 55002011-09-010
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-010
Total of all active and inactive participants2011-09-010
2009: MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-010
Total number of active participants reported on line 7a of the Form 55002009-09-010
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-010
Total of all active and inactive participants2009-09-010

Form 5500 Responses for MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN

2021: MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN 2021 form 5500 responses
2021-09-01Type of plan entityMulti-employer plan
2021-09-01Plan is a collectively bargained planYes
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan benefit arrangement – InsuranceYes
2020: MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN 2020 form 5500 responses
2020-09-01Type of plan entityMulti-employer plan
2020-09-01Plan is a collectively bargained planYes
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan benefit arrangement – InsuranceYes
2019: MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN 2019 form 5500 responses
2019-09-01Type of plan entityMulti-employer plan
2019-09-01Plan is a collectively bargained planYes
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan benefit arrangement – InsuranceYes
2018: MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN 2018 form 5500 responses
2018-09-01Type of plan entityMulti-employer plan
2018-09-01Plan is a collectively bargained planYes
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan benefit arrangement – InsuranceYes
2017: MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN 2017 form 5500 responses
2017-09-01Type of plan entityMulti-employer plan
2017-09-01Plan is a collectively bargained planYes
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan benefit arrangement – InsuranceYes
2016: MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-09-01Type of plan entityMulti-employer plan
2016-09-01Plan is a collectively bargained planYes
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan benefit arrangement – InsuranceYes
2015: MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-09-01Type of plan entityMulti-employer plan
2015-09-01Plan is a collectively bargained planYes
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan benefit arrangement – InsuranceYes
2014: MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-09-01Type of plan entityMulti-employer plan
2014-09-01Plan is a collectively bargained planYes
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan benefit arrangement – InsuranceYes
2013: MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-09-01Type of plan entityMulti-employer plan
2013-09-01Plan is a collectively bargained planYes
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan benefit arrangement – InsuranceYes
2012: MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN 2012 form 5500 responses
2012-09-01Type of plan entityMulti-employer plan
2012-09-01Plan is a collectively bargained planYes
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan benefit arrangement – InsuranceYes
2011: MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-09-01Type of plan entityMulti-employer plan
2011-09-01Plan is a collectively bargained planYes
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan benefit arrangement – InsuranceYes
2009: MINNESOTA SCHOOL EMPLOYEES ASSOCIATION MEMBERS WELFARE BENEFIT PLAN 2009 form 5500 responses
2009-09-01Type of plan entityMulti-employer plan
2009-09-01Plan is a collectively bargained planYes
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 )
Policy contract number220695-0001
Policy instance 1
Insurance contract or identification number220695-0001
Number of Individuals Covered3485
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $608
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $608
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 )
Policy contract number220695-0001
Policy instance 1
Insurance contract or identification number220695-0001
Number of Individuals Covered3704
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $678
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $678
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 )
Policy contract number220695-0001
Policy instance 1
Insurance contract or identification number220695-0001
Number of Individuals Covered4047
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $646
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $646
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 )
Policy contract number220695-0001
Policy instance 1
Insurance contract or identification number220695-0001
Number of Individuals Covered4047
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $567
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $567
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADDS01171
Policy instance 2
Insurance contract or identification numberADDS01171
Number of Individuals Covered4047
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $166
Total amount of fees paid to insurance companyUSD $17
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $166
Amount paid for insurance broker fees17
Additional information about fees paid to insurance brokerLIFE INSURANCE
Insurance broker organization code?3
HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 )
Policy contract number220695-0001
Policy instance 1
Insurance contract or identification number220695-0001
Number of Individuals Covered3947
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $459
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 )
Policy contract number220695-0001
Policy instance 2
Insurance contract or identification number220695-0001
Number of Individuals Covered3872
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
Total amount of commissions paid to insurance brokerUSD $443
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $443
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameJOSEPH D. ERNSTER
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADDS01171
Policy instance 1
Insurance contract or identification numberADDS01171
Number of Individuals Covered3872
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
Total amount of commissions paid to insurance brokerUSD $318
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $318
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameASSOCIATED FINANCIAL GROUP LLC
HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 )
Policy contract number220695-0001
Policy instance 2
Insurance contract or identification number220695-0001
Number of Individuals Covered3698
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $358
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $358
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameJOSEPH D. ERNSTER
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADDS01171
Policy instance 1
Insurance contract or identification numberADDS01171
Number of Individuals Covered3685
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $315
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $315
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameASSOCIATED FINANCIAL GROUP LLC
HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 )
Policy contract number220695-0001
Policy instance 2
Insurance contract or identification number220695-0001
Number of Individuals Covered3698
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $389
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $389
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameJOSEPH D. ERNSTER
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADDS01171
Policy instance 1
Insurance contract or identification numberADDS01171
Number of Individuals Covered3685
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $313
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $313
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameASSOCIATED FINANCIAL GROUP LLC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADDS01171
Policy instance 1
Insurance contract or identification numberADDS01171
Number of Individuals Covered3636
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $310
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $310
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameASSOCIATED FINANCIAL GROUP LLC
HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 )
Policy contract number220695-0001
Policy instance 2
Insurance contract or identification number220695-0001
Number of Individuals Covered3748
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $390
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $390
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameJOSEPH D. ERNSTER
HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 )
Policy contract number220695-0001
Policy instance 2
Insurance contract or identification number220695-0001
Number of Individuals Covered3799
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $422
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADDS01171
Policy instance 1
Insurance contract or identification numberADDS01171
Number of Individuals Covered3723
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $314
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADDS01171
Policy instance 1
Insurance contract or identification numberADDS01171
Number of Individuals Covered3799
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $319
Total amount of fees paid to insurance companyUSD $37
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 )
Policy contract number220695-0001
Policy instance 2
Insurance contract or identification number220695-0001
Number of Individuals Covered3799
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $10,863
Total amount of fees paid to insurance companyUSD $431
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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