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Original filing (PDF)20251014130357NAL0002978065001
EDUCATION MINNESOTA HRA
Form 5500
FILING_RECEIVED
EDUCATION MINNESOTA HRA
Health & welfare plan
Signals · 1
75% in single holding
Active participants
151
Accounts w/ balance
—
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "The Standard Stable Asset Fund II Group Annuity Contract" is 75% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDUCATION MINNESOTA HRA.
Plan sponsor
Name
EDUCATION MINNESOTA HRA
EIN
41-1916882
Address
41 SHERBURNE AVE · SAINT PAUL, MN · 551032119
Phone
(651) 227-9541
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
HARRINGTON LANGER & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AVIBEN | 02-0735684 | CAMBRIDGE, MN | RECORDKEEPER | $22K | — |
Investments
19 direct securities· $3.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Standard Stable Asset Fund II Group Annuity Contract | — | — | — | $2.8M | 74.9% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $180K | 4.9% | |
| American Funds American Balanced R6 Mutual Fund | — | — | — | $126K | 3.4% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund ** 674 Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $118K | 3.2% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $105K | 2.8% | |
| JPMorgan Mid Cap Value R6 Mutual Fund | — | — | — | $76K | 2.1% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $71K | 1.9% | |
| Dodge & Cox Income X Mutual Fund | — | — | — | $53K | 1.4% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $43K | 1.2% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | — | — | — | $37K | 1.0% | |
| Vanguard Growth Index Admiral Mutual Fund | — | — | — | $29K | 0.8% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $21K | 0.6% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $20K | 0.6% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | — | — | — | $11K | 0.3% | |
| American Funds EUPAC R6 Mutual Fund | — | — | — | $7K | 0.2% | |
| T. Rowe Price New Horizons I Mutual Fund | — | — | — | $6K | 0.2% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $5K | 0.1% | |
| Vanguard Small Cap Index Admiral Shares Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | — | — | — | $1K | <0.1% |
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