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Original filing (PDF)20250716132733NAL0002447363001
UNIVERSITY OF MINNESOTA PHYSICIANS
Form 5500
FILING_RECEIVED
UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS AND 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,740
Accounts w/ balance
5,912
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
20 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSITY OF MINNESOTA PHYSICIANS.
Plan sponsor
Name
UNIVERSITY OF MINNESOTA PHYSICIANS
EIN
41-1843943
Address
720 WASHINGTON ST SE · MINNEAPOLIS, MN · 55414
Phone
(612) 554-9970
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-07-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $507K | — |
| QDRO CONSULTANTS | 34-1820650 | — | NONE | $2K | — |
Investments
12 direct securities · 20 pooled funds· $1.1B(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.
Common Collective Trust
$782.1M
20 holdings
Uncategorized
$324.1M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LEGAL & GENERAL S&P 500 DC CLASS A RELIANCE TRUST COLLECTIVE INVESTMENT TRUST · EIN 35-7085469 / PN 005 | Common Collective Trust | — | — | $166.9M | 15.1% | |
| JPMCB U S ACTIVE CORE EQUITY CF A JP MORGAN FUNDS · EIN 13-4043928 / PN 001 | Common Collective Trust | — | — | $131.6M | 11.9% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $79.2M | 7.2% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $67.7M | 6.1% | |
| Vanguard Mid Cap Index Institutional | — | — | — | $67.2M | 6.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $66.8M | 6.0% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $55.0M | 5.0% | |
| PIMCO TOTAL RETURN COLLECTIVE TRUST SEI CT OR SVF · EIN 27-0833992 / PN 001 | Common Collective Trust | — | — | $53.8M | 4.9% | |
| Vanguard Small Cap Growth Index Institutional | — | — | — | $44.8M | 4.0% | |
| Dodge & Cox International Stock | — | — | — | $42.2M | 3.8% | |
| Fidelity US Bond Index | — | — | — | $39.0M | 3.5% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $37.0M | 3.3% | |
| Vanguard Federal Money Market | — | — | — | $33.1M | 3.0% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST RELIANCE TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $32.1M | 2.9% | |
| LEGAL & GENERAL MSCI EAFE DC CL A RELIANCE TRUST COLLECTIVE INVESTMENT TRUST · EIN 35-7085469 / PN 001 | Common Collective Trust | — | — | $31.4M | 2.8% | |
| Vanguard International Growth Adm | — | — | — | $29.6M | 2.7% | |
| Various Self Directed Brokerage Accounts | — | — | — | $28.9M | 2.6% | |
| American Beacon Small Cap Value Advisor | — | — | — | $22.7M | 2.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $18.1M | 1.6% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $15.7M | 1.4% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $14.3M | 1.3% | |
| Blackrock Strategic Income Opportunity Institutional | — | — | — | $7.7M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $6.8M | 0.6% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $6.8M | 0.6% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $3.6M | 0.3% | |
| PIMCO All Asset Institutional | — | — | — | $2.0M | 0.2% | |
| T ROWE PRICE RETIREMENT BALANCED TR T. ROWE PRICE COLLECTIVE TRUST · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $344K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $305K | <0.1% | |
| New England Variable Life Insurance Company Cash Value of Life Insurance | — | — | — | $230K | <0.1% | |
| JPMCB U.S. ACTIVE CORE EQUITY CF JP MORGAN FUNDS · EIN 42-6105610 / PN 535 | Common Collective Trust | — | — | $0 | <0.1% | |
| PIMCO TOTAL RETURN COLLECTIVE TRUST SEI CT OR SVF · EIN 27-0834603 / PN 325 | Common Collective Trust | — | — | $0 | <0.1% |