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Original filing (PDF)20251001203515NAL0016597696001
MINNESOTA TWINS, LLC
Form 5500
FILING_RECEIVED
MINNESOTA TWINS PENSION PLAN
Defined-benefit pension plan
Signals · 3
48% in single holdingNo recordkeeper disclosed7 service providers
Active participants
125
Accounts w/ balance
—
Plan assets (EOY)
$35.3M
Net assets (EOY)
$35.3M
How this plan invests
This plan
1 pooled trust
Schedule D
8 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
76
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Various Corporate Bonds From Attached Schedule" is 48% of plan.
- 64 bps in Schedule C fees — 120% 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 MINNESOTA TWINS, LLC.
Plan sponsor
Name
MINNESOTA TWINS, LLC
EIN
41-1519609
Address
1 TWINS WAY · MINNEAPOLIS, MN · 55403
Phone
(612) 659-3423
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVANCED CAPITAL GROUP | 41-1921960 | — | NONE | $68K | — |
| GALLAGHER BENEFIT SERVICES, INC. | 36-4291971 | BLOOMINGTON, MN | NONE | $44K | — |
| ALERUS FINANCIAL | 45-0140105 | ARDEN HILLS, MN | NONE | $31K | — |
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | HARTFORD, CT | NONE | $23K | — |
| RSM US LLP | 42-0714325 | — | NONE | $21K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $21K | — |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 41-1991950 | — | NONE | $17K | — |
Investments
8 direct securities · 1 pooled fund· $36.1M(100% 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.
Uncategorized
$35.3M
8 holdings
Pooled Separate Account
$785K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Various Corporate Bonds From Attached Schedule | — | — | $18.7M | $16.9M | 47.8% | |
| Various U.S. Federal Securities From Attached Schedule | — | — | $8.8M | $7.6M | 21.6% | |
| Vanguard Russell 3000 Index | — | — | $3.4M | $4.9M | 13.8% | |
| iShares Core MSCI Total International Stock | — | — | $2.5M | $2.7M | 7.6% | |
| Aetna Life Insurance Company Fixed Income General Fund | — | — | — | $987K | 2.8% | |
| Aetna Life Insurance Company Separate Account 174 | — | — | — | $785K | 2.2% | |
| DISBURSE PYMT ACCT SEP 174 AETNA LIFE INSURANCE COMPANY · EIN 06-6033492 / PN 012 | Pooled Separate Account | — | — | $785K | 2.2% | |
| Various U.S. Government Securities From Attached Schedule | — | — | $744K | $745K | 2.1% | |
| Alerus Financial Money Market | — | — | $729K | $729K | 2.1% |