form5500lookup

Form 5500 · Employee benefit plan · MINNEAPOLIS, MN

MOSS & BARNETT, A PROFESSIONAL ASSOCIATION

The filing calls this plan MOSS & BARNETT PROFIT SHARING AND 401(K) PLAN.

MOSS & BARNETT, A PROFESSIONAL ASSOCIATION of MINNEAPOLIS, MN files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Coverage is written through NORTHWESTERN MUTUAL. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Insurance carrier
Policy year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-0943845 · plan 001 · plan year 2024, filed Oct 15, 2025

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How this plan is funded

Self-funded as reported

The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year
217
Active at start of year
147
Active at end of year
141
Disclosed commissions
$0
Typical renewal
January 1

Benefits declared on this filing

Healthdeclared under plan 589
Dentaldeclared under plan 589
Visiondeclared under plan 589
Lifeinsured — NORTHWESTERN MUTUAL1 of 217 participants (0.5%) on the largest contract
Disabilitydeclared under plan 589

Life: the largest of the 2 insured life contracts, with NORTHWESTERN MUTUAL, covers 1 of 217 participants (0.5%) on Schedule A.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

All 2 insured contracts are life coverage with NORTHWESTERN MUTUAL.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

No broker of record is named on the Schedule A. The contracts may be written directly with the carrier, or the broker fields were left blank on the filing.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
NORTHWESTERN MUTUALLife, Annuity / GIC1Jan 1, 2025$4,085$0
NORTHWESTERN MUTUALLife, Annuity / GIC1Jan 1, 2025$4,265$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
MOSS & BARNETT, A PROFESSIONAL ASSOCIATION
EIN 41-0943845
WAYPOINT CAPITAL ADVISORS LLC
Named on Schedule C · EIN 20-2335284
$12,145
paid directly by the plan
CREATIVE PLANNING LLC
Named on Schedule C · EIN 43-1270780
$8,078
paid directly by the plan
SCHWAB RETIREMENT PLAN SERVICES,INC
Recordkeeping and information management · EIN 34-1479833
$6,433
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Money the plan held and paid out

Plan assets at year end
$141,073,727
Paid out in benefits
$15,330,382
Paid to insurance carriersSchedule H, line 2e(2)
$8,349
Independent accountantEIN 41-0746749
CLIFTONLARSONALLEN LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.

Other plans filed by this employer

How this plan compares

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