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Original filing (PDF)20251015144012NAL0002469667001
BOARD OF TRUSTEES, MIDWEST TEAMSTERS MEMBER 401(K)
Form 5500
FILING_RECEIVED
MIDWEST TEAMSTERS MEMBER 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,519
Accounts w/ balance
3,157
Plan assets (EOY)
$116.7M
Net assets (EOY)
$116.7M
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
- 27 bps in Schedule C fees — 174% above peer band of 10 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 BOARD OF TRUSTEES, MIDWEST TEAMSTERS MEMBER 401(K).
Plan sponsor
Name
BOARD OF TRUSTEES, MIDWEST TEAMSTERS MEMBER 401(K)
DBA
PLAN
EIN
41-0945362
Address
3001 METRO DR STE 500 · BLOOMINGTON, MN · 55425
Phone
(952) 854-0795
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $212K | — |
| MARQUETTE & ASSOCIATES | 36-3485298 | — | NONE | $39K | — |
| WILSON-MCSHANE CORPORATION | 41-0956552 | — | NONE | $37K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $21K | — |
| BARLOW & COUGHRAN, P.S. | 91-0889948 | — | NONE | $9K | — |
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.