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Original filing (PDF)20250924161149NAL0009447779001
POHLAD COMPANIES, LLC
Form 5500
FILING_RECEIVED
POHLAD COMPANIES MEDICAL AND DENTAL PLAN
Health & welfare plan
Signals · 2
~9932 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,158
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
-$137K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 9932 bps in Schedule C fees — 19001% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POHLAD COMPANIES, LLC.
Plan sponsor
Name
POHLAD COMPANIES, LLC
EIN
37-1452807
Address
250 NICOLLET MALL, SUITE 600 · MINNEAPOLIS, MN · 55401
Phone
(612) 661-3924
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
503
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| US BANK | 31-0841368 | — | TRUSTEE | $7K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELTA DENTAL | 41-1905554 | — | CONTRACT ADMINISTRATOR | $74K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | ACCOUNTING | $24K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BCBSM, INC. | 41-0984460 | — | ADMINISTRATOR | $1.1M | — |
| VOYA INSTITUTIONAL TRUST COMPANY | 46-5416028 | — | COBRA/RETIREE ADMIN | $11K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.