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Original filing (PDF)20231003144047NAL0037696194001
SECURIAN LIFE INSURANCE COMPANY
Form 5500
FILING_RECEIVED
WA/DF CONGLOMERATE 401(K)/PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,561
Accounts w/ balance
2,529
Plan assets (EOY)
$79.3M
Net assets (EOY)
$79.3M
How this plan invests
This plan
4 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 25 bps in Schedule C fees — 57% above peer band of 16 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 SECURIAN LIFE INSURANCE COMPANY.
Plan sponsor
Name
SECURIAN LIFE INSURANCE COMPANY
EIN
41-1412669
Address
400 ROBERT STREET NORTH · SAINT PAUL, MN · 55101
Phone
(651) 665-6394
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
100
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2W · Pooled employer plan (PEP)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL | 04-2675571 | — | NONE | $140K | — |
| MINNESOTA LIFE INSURANCE COMPANY | 41-0417830 | — | 3(16) | $59K | — |
Investments
4 pooled funds· $78.4M(99% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | $78.4M | 98.8% |
| FIDELITY MID CAP INDEX MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 731 | Pooled Separate Account | $0 | <0.1% |
| FIDELITY SMALL CAP INDEX MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 732 | Pooled Separate Account | $0 | <0.1% |
| FED HERMES GOVERNMENT OBLG PRM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 779 | Pooled Separate Account | $0 | <0.1% |