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Original filing (PDF)20250915160337NAL0002086304002
TRUSTEES OF MINNESOTA TEAMSTERS CONSTR DIVISION PENSION FUND
Form 5500
FILING_RECEIVED
MINNESOTA TEAMSTERS CONSTRUCTION DIVISION PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed10 service providers
Active participants
645
Accounts w/ balance
—
Plan assets (EOY)
$248.6M
Net assets (EOY)
$248.6M
How this plan invests
This plan
5 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
- 41 bps in Schedule C fees — 306% above peer band of 10 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 TRUSTEES OF MINNESOTA TEAMSTERS CONSTR DIVISION PENSION FUND.
Plan sponsor
Name
TRUSTEES OF MINNESOTA TEAMSTERS CONSTR DIVISION PENSION FUND
EIN
41-6187751
Address
2520 PILOT KNOB ROAD, SUITE 325 · MENDOTA HEIGHTS, MN · 551201369
Phone
(651) 256-1900
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONSTITUTION CAPITAL | 74-3246212 | — | NONE | $350K | — |
| ZENITH AMERICAN SOLUTIONS, INC. | 52-1590516 | — | NONE | $184K | — |
| MEKETA INVESTMENT GROUP | 04-2659023 | — | NONE | $105K | — |
| UNION BANK & TRUST COMPANY | 41-1267434 | — | NONE | $102K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $86K | — |
| SHUMAKER, LOOP & KENDRICK, LLP | 34-4439491 | — | NONE | $64K | — |
| CHAMPLAIN INVESTMENT PARTNERS | 20-1367417 | — | NONE | $61K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $34K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $15K | — |
| FRSECURE | 26-3547185 | — | NONE | $9K | — |
Investments
5 pooled funds· $65.2M(26% 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 |
|---|---|---|---|
| STATE STREET U.S. AGG BOND INDEX NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 070 | Common Collective Trust | $18.5M | 7.4% |
| WTC-CIF II CORE BOND (SERIES 4) WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 208 | Common Collective Trust | $16.6M | 6.7% |
| STATE STREET LONG U.S. GOV'T BOND I STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 142 | Common Collective Trust | $12.0M | 4.8% |
| COLUMBIA TRUST U.S. HIGH YIELD BOND AMERIPRISE TRUST COMPANY · EIN 87-2111590 / PN 067 | Common Collective Trust | $11.2M | 4.5% |
| STATE STREET MSCI EAFE INDEX NL FUN STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 241 | Common Collective Trust | $6.9M | 2.8% |