Original filing (PDF)20250804132906NAL0002815266001

NORTH STAR MUTUAL INSURANCE COMPANY

Name: NORTH STAR MUTUAL INSURANCE COMPANY — PENSION PLAN FOR EMPLOYEES OF NORTH STAR MUTUAL INSURANCE COMPANY, Form 5500 (2024)
Creator: NORTH STAR MUTUAL INSURANCE COMPANY

Form 5500

FILING_RECEIVED

PENSION PLAN FOR EMPLOYEES OF NORTH STAR MUTUAL INSURANCE COMPANY

Defined-benefit pension plan

Signals · 2

11% employer stockNo recordkeeper disclosed

Active participants

260

Accounts w/ balance

—

Plan assets (EOY)

$64.7M

Net assets (EOY)

$64.7M

How this plan invests

This plan

195 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTH STAR MUTUAL INSURANCE COMPANY.

Plan sponsor

Name

NORTH STAR MUTUAL INSURANCE COMPANY

EIN

41-0446480

Address

269 BARSTAD ROAD SOUTH, PO BOX 48 · COTTONWOOD, MN · 562290048

Phone

(507) 423-6262

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-04

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

EIDE BAILLY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
BREMER BANK	—	ST. PAUL, MN	NONE	$6K	—

Investments

195 direct securities· $61.7M(95% of reported assets)

Other securities

$48.7M

142 holdings

Common Stock

$6.9M

35 holdings

Bonds / Notes

$4.3M

15 holdings

Agency / Mortgage-Backed

$1.6M

2 holdings

Cash / Money Market

$246K

1 holding

					% of plan
Federated Government Obligation Mutual fund (managed for Bremer Wealth)	Other securities	—	$6.0M	$6.0M	9.3%
FMI International Fund Mutual fund	Other securities	—	$1.3M	$1.5M	2.4%
Fidelity Overseas Fund/United States Mutual fund	Other securities	—	$1.1M	$1.5M	2.3%
U.S. Treasury Strip U.S. Treasury Obligation Coupon Zero Maturing 02/15/2027, 0%, $1,225,000 par value	Bonds / Notes	—	$789K	$1.1M	1.7%
Fannie Mae Interest Strip U.S. Government agencies fixed income Zero Coupon Maturing 02/06/2027, 0%, $1,204,000 par value	Agency / Mortgage-Backed	—	$705K	$1.1M	1.7%
MFS Mid Cap Growth Fund Mutual fund	Other securities	—	$791K	$1.1M	1.7%
JPMorgan Mid Cap Value Fund Mutual fund	Other securities	—	$895K	$928K	1.4%
$1,000,000 par value	Other securities	—	$947K	$900K	1.4%
$900,000 par value	Other securities	—	$900K	$873K	1.3%
RBC Emerging Markets Equity Fund/USA Mutual fund	Other securities	—	$850K	$814K	1.3%
$1,000,000 par value	Other securities	—	$1.3M	$781K	1.2%
$825,000 par value	Other securities	—	$930K	$772K	1.2%
$765,000 par value	Other securities	—	$788K	$755K	1.2%
$750,000 par value	Other securities	—	$961K	$660K	1.0%
$775,000 par value	Other securities	—	$919K	$656K	1.0%
$600,000 par value	Other securities	—	$639K	$595K	0.9%
$750,000 par value	Other securities	—	$894K	$564K	0.9%
$580,000 par value	Other securities	—	$635K	$549K	0.8%
$525,000 par value	Other securities	—	$550K	$548K	0.8%
$595,000 par value	Other securities	—	$598K	$539K	0.8%
$500,000 par value	Other securities	—	$646K	$532K	0.8%
$525,000 par value	Other securities	—	$525K	$520K	0.8%
$500,000 par value	Other securities	—	$503K	$506K	0.8%
$500,000 par value	Other securities	—	$500K	$500K	0.8%
Federal Home Loan Bank U.S. Government agencies fixed income Maturing 02/24/2034, 5%, $500,000 par value	Bonds / Notes	—	$500K	$499K	0.8%
$505,000 par value	Other securities	—	$493K	$498K	0.8%
$500,000 par value	Other securities	—	$501K	$495K	0.8%
$500,000 par value	Other securities	—	$497K	$490K	0.8%
$500,000 par value	Other securities	—	$499K	$484K	0.7%
$540,000 par value	Other securities	—	$543K	$478K	0.7%
Lessor, or Similar Party Collateral, Par, or Maturity Value Cost Value Federal Home Loan Bank U.S. Government agencies fixed income Maturing 04/21/2032, 4% $500,000 par value	Bonds / Notes	—	$500K	$473K	0.7%
$500,000 par value	Other securities	—	$528K	$468K	0.7%
$500,000 par value	Other securities	—	$500K	$464K	0.7%
$525,000 par value	Other securities	—	$552K	$463K	0.7%
Fannie Mae Interest Strip U.S. Government agencies fixed income Zero Coupon Maturing 11/15/2026, 0%, $495,000 par value	Agency / Mortgage-Backed	—	$293K	$456K	0.7%
$500,000 par value	Other securities	—	$562K	$452K	0.7%
$500,000 par value	Other securities	—	$609K	$450K	0.7%
$525,000 par value	Other securities	—	$525K	$441K	0.7%
$500,000 par value	Other securities	—	$575K	$439K	0.7%
$500,000 par value	Other securities	—	$536K	$438K	0.7%
$400,000 par value	Other securities	—	$426K	$431K	0.7%
$500,000 par value	Other securities	—	$577K	$429K	0.7%
$425,000 par value	Other securities	—	$425K	$425K	0.7%
$500,000 par value	Other securities	—	$500K	$424K	0.7%
Fidelity Small Cap Growth Index Fund Mutual fund	Other securities	—	$400K	$423K	0.7%
$510,000 par value	Other securities	—	$510K	$423K	0.7%
$400,000 par value	Other securities	—	$476K	$421K	0.7%
$400,000 par value	Other securities	—	$525K	$417K	0.6%
$500,000 par value	Other securities	—	$498K	$414K	0.6%
Arista Networks, Inc Common stock	Common Stock	—	$167K	$413K	0.6%