Back to filter
Original filing (PDF)20251215182505NAL0002733520001
BOARD OF TRUSTEES, MINNEAPOLIS RETAIL MEAT CUTTERS &
Form 5500
FILING_RECEIVED
MINNEAPOLIS RETAIL MEAT CUTTERS AND FOOD HANDLERS HEALTH & WELFARE FUND
Health & welfare plan
Signals · 4
100% in single holding~688 bps in Sched C feesNo recordkeeper disclosed15 service providers
Active participants
4,091
Accounts w/ balance
—
Plan assets (EOY)
$49.2M
Net assets (EOY)
$38.6M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "[DFE: NIS CORE FIXED INCOME FUND, LLC (extraction pending)]" is 100% of plan.
- 688 bps in Schedule C fees — 2271% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, MINNEAPOLIS RETAIL MEAT CUTTERS &.
Plan sponsor
Name
BOARD OF TRUSTEES, MINNEAPOLIS RETAIL MEAT CUTTERS &
DBA
FOOD HANDLERS HEALTH & WELFARE FUND
EIN
41-0905139
Address
3001 METRO DR STE 500 · BLOOMINGTON, MN · 55425
Phone
(952) 854-0795
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-12-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsOther
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSON-MCSHANE CORPORATION | 41-0956552 | — | NONE | $1.3M | — |
| UMR, INC. | 39-1995276 | — | NONE | $1.1M | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $199K | — |
| MORGAN, LEWIS & BOCKIUS LLP | 23-0891050 | — | NONE | $161K | — |
| SLEVIN & HART, P.C. | 52-1708613 | — | NONE | $141K | — |
| TEAM, INC. | 81-4050818 | — | NONE | $134K | — |
| EXPRESS SCRIPTS | 43-1420563 | — | NONE | $110K | — |
| DDMN ASO, LLC | 41-1852523 | — | NONE | $108K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $34K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $31K | — |
| SHUMAKER, LOOP & KENDRICK, LLP | 34-4439491 | — | NONE | $28K | — |
| NATIONAL INVESTMENT SERVICES OF AME | 84-3937993 | — | NONE | $22K | — |
| BMO HARRIS | 36-2085229 | — | NONE | $8K | — |
| HONSA BINDER PRINTING | 41-1605232 | — | NONE | $7K | — |
| SOMMERS & FAHRENBACH, INC. | 36-1796440 | — | NONE | $5K | — |
Investments
1 pooled fund· $7.6M(15% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NIS CORE FIXED INCOME FUND NATIONAL INVESTMENT SERVICES OF AMERICA, INC. · EIN 20-0005644 / PN 001 | Common Collective Trust | — | — | $7.6M | 15.5% |