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Original filing (PDF)20250905094132NAL0035376386001
SECURIAN FINANCIAL GROUP, INC.
Form 5500
FILING_RECEIVED
SECURIAN FINANCIAL GROUP, INC. PERFORMANCE SHARE PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,772
Accounts w/ balance
4,062
Plan assets (EOY)
$980.6M
Net assets (EOY)
$980.6M
How this plan invests
This plan
46 pooled trusts
Schedule D
24 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.
Helping the score
- Below-peer total fees (1 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SECURIAN FINANCIAL GROUP, INC..
Plan sponsor
Name
SECURIAN FINANCIAL GROUP, INC.
EIN
41-1919752
Address
400 ROBERT ST N · MAIL STOP 19-3440 · SAINT PAUL, MN · 551012098
Phone
(651) 665-3507
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $141K | — |
Investments
9 direct securities · 46 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
$748.1M
19 holdings
Uncategorized
$353.1M
9 holdings
Pooled Separate Account
$0
27 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SSGA SP 500 IDX SEC LND SER II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $129.2M | 13.2% | |
| Similar Party Collateral, Par, or Maturity Value Cost** Value * Minnesota Life Insurance Co. Securian Guaranteed Return Account B2 | — | — | — | $110.9M | 11.3% | |
| T ROWE PRICE LG CP GR TR D CIT T. ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $107.0M | 10.9% | |
| SSGA TARGET RET 2030 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $59.8M | 6.1% | |
| Dodge & Cox Stock X Fund | — | — | — | $56.2M | 5.7% | |
| SSGA TARGET RET 2035 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $54.1M | 5.5% | |
| Commercial Bank & Trust Westfield Small Cap Growth | — | — | — | $46.1M | 4.7% | |
| WESTFIEL SM CP GTH EQ CIT CL O COMERICA BANK & TRUST, NAT ASSN · EIN 82-6648070 / PN 001 | Common Collective Trust | — | — | $46.1M | 4.7% | |
| State Street Global Advisors Russel Small Mid Cap Index Cl II | — | — | — | $45.8M | 4.7% | |
| SSGA RUSS SM MD CP IDX CL II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 091 | Common Collective Trust | — | — | $45.8M | 4.7% | |
| SSGA TARGET RET 2050 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $42.6M | 4.3% | |
| SSGA TARGET RET 2040 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $41.3M | 4.2% | |
| SSGA TARGET RET 2045 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $40.9M | 4.2% | |
| SSGA TARGET RET 2025 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $32.5M | 3.3% | |
| Dodge & Cox International Stock X | — | — | — | $30.4M | 3.1% | |
| Dimensional Fund Advisors US Targeted Value I | — | — | — | $29.9M | 3.0% | |
| SSGA TARGET RET 2055 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $28.8M | 2.9% | |
| BLACKROCK TOTAL RET BOND J FD BLACKROCK INST TRUST CO · EIN 93-2705906 / PN 001 | Common Collective Trust | — | — | $25.0M | 2.6% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $22.9M | 2.3% | |
| SSGA TARGET RET 2060 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $17.2M | 1.7% | |
| SSGA TARGET RET 2020 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $15.5M | 1.6% | |
| William Blair International Leaders Cl A | — | — | — | $14.6M | 1.5% | |
| WILLIAMBLAIR INTL LEADERS CL A GLOBAL TRUST COMPANY-WILLIAM BLAIR · EIN 27-6331814 / PN 012 | Common Collective Trust | — | — | $14.6M | 1.5% | |
| State Street Global Advisors All Cap Equity ex-US Index | — | — | — | $14.0M | 1.4% | |
| SSGA GL AC EQ EXUS IDX SL II STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $14.0M | 1.4% | |
| SSGA TARGET RET INC SEC LND IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $7.6M | 0.8% | |
| Notes Receivable from Participants Participant Loans Rates from 3.84% to 9.53% | — | — | — | $5.2M | 0.5% | |
| SSGA TARGET RET 2065 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $3.1M | 0.3% | |
| VANGUARD LIFESTRATEGY MOD SA MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE MID-CAP VALUE SA MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD LIFESTRATEGY GRTH SA MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SECURIAN AM MONEY MARKET SA MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD LIFESTRATEGY CNSRV GR MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE SM CAP STOCK SA MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TTL BOND MRK INDEX SA MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DELAWARE IVY SM CAP GROWTH SA MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| HOTCHKIS & WILEY LRG CAP SA MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DODGE & COX INTL STOCK SA MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA US LARGE CAP VALUE I SA MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| RIVER ROAD SM CAP VALUE I SA MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD INTERM-TERM BOND SA MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COLUMBIA GLOBAL TECH GROWTH SA MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LOOMIS SAYLES INV GRADE BOND MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD EXT MARKET INDEX SA MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LAZARD INTL STRATEGIC EQ SA MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| METRO WEST TTL RETURN BD SA MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JP MORGAN LARGE CAP GROWTH SA MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TOTAL INTL BD IDX ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COLUMBIA CONTRARIAN CORE MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MORGAN STANLEY INST INTL OPP I MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COHEN & STEERS RE SECURITIES A MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS MID CAP GROWTH SA MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ALGERS FOCUS EQUITY SA MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SECURIAN AM S&P 500 INDEX SA MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% |