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Original filing (PDF)20250722133517NAL0001381571001
ANDERSEN CORPORATION
Form 5500
FILING_RECEIVED
ANDERSEN CORPORATION RETIREE MEDICAL PLAN
Health & welfare plan
Signals · 3
80% in single holding80% employer stock8 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$228.5M
Net assets (EOY)
$196.9M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
80
/ 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
50
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "Andersen Corporation 1,879,750 shares common stock" is 80% of plan.
- 80% of plan in employer / sponsor stock.
- 45 bps in Schedule C fees — 352% above peer band of 10 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANDERSEN CORPORATION.
Plan sponsor
Name
ANDERSEN CORPORATION
EIN
41-0123208
Address
100 4TH AVE N MN126-01-J6A · BAYPORT, MN · 550031096
Phone
(651) 264-5548
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
511
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTHPARTNERS | 41-1629390 | — | NONE | $345K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $262K | — |
| EXPRESS SCRIPTS MEDCO HEALTH SOLUTI | 22-3461740 | — | NONE | $196K | — |
| WILLIS TOWERS WATSON VIA BENEFITS | 26-0775680 | — | NONE | $98K | — |
| BCBSM, INC. | 41-0984460 | — | NONE | $40K | — |
| FOX ROTHSCHILD LLP | 23-1404723 | — | NONE | $37K | — |
| ERNST & YOUNG LLP | 34-6565596 | — | NONE | $27K | — |
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $27K | — |
Investments
3 direct securities· $227.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Andersen Corporation 1,879,750 shares common stock | — | — | $23.6M | $181.5M | 79.5% | |
| Minnesota Life Universal Life Insurance Contract Policy #50199 - | — | — | — | $40.5M | 17.7% | |
| First American Treasury Obligation Fund 5,750,495 shares short-term investment fund $ | — | — | $5.8M | $5.8M | 2.5% |
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