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Original filing (PDF)20250925152404NAL0007767985002
TRUSTEES OF TEAMSTERS NATIONAL PIPE LINE PENSION PLAN
Form 5500
FILING_RECEIVED
TEAMSTERS NATIONAL PIPE LINE PENSION PLAN
Defined-benefit pension plan
Signals · 3
42% in single holdingNo recordkeeper disclosed7 service providers
Active participants
851
Accounts w/ balance
—
Plan assets (EOY)
$318.2M
Net assets (EOY)
$318.2M
How this plan invests
This plan
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
79
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "VANGUARD TOTAL STOCK MARKET INDEX INSTITUTIONAL" is 42% of plan.
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF TEAMSTERS NATIONAL PIPE LINE PENSION PLAN.
Plan sponsor
Name
TRUSTEES OF TEAMSTERS NATIONAL PIPE LINE PENSION PLAN
EIN
46-1102851
Address
2520 PILOT KNOB ROAD · SUITE 325 · MENDOTA HEIGHTS, MN · 55120
Phone
(651) 256-1809
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
ALAN ROSS & COMPANY PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $102K | — |
| AON HEWITT INVESTMENT | — | CHICAGO, IL | NONE | $94K | — |
| UNION BANK & TRUST | 41-1267434 | — | NONE | $83K | — |
| EDWIN T BURTON | — | WEEMS, VA | NONE | $60K | — |
| UNITED ACTUARIAL SERVICES INC | 35-2156428 | CARMEL, IN | NONE | $58K | — |
| ALAN ROSS & COMPANY PC | 20-5367494 | READING, PA | NONE | $17K | — |
| FEINBERG, DUMONT & BRENNAN | 04-2738936 | BOSTON, MA | NONE | $11K | — |
Investments
9 direct securities· $305.0M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX INSTITUTIONAL | — | — | $70.2M | $134.3M | 42.2% | |
| VANGUARD SHORT-TERM INVESTMENT GRADE | — | — | $64.2M | $62.8M | 19.7% | |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX | — | — | $41.6M | $40.7M | 12.8% | |
| SKY HARBOR BROAD HIGH YIELD MARKET PARTNERS, LP | — | — | $12.3M | $15.7M | 4.9% | |
| ARA CORE PROPERTY FUND, LP | — | — | $15.9M | $15.2M | 4.8% | |
| IFM GLOBAL INFRASTRUCTURE (OFFSHORE), LP | — | — | $12.5M | $12.5M | 3.9% | |
| VANGUARD SMALL CAP INDEX FUND | — | — | $6.9M | $11.4M | 3.6% | |
| VANGUARD EMERGING MARKET STOCK INDEX ADMIRAL | — | — | $7.1M | $7.8M | 2.5% | |
| GOLDMAN SACHS FINL SQUARE TREARY BOND | — | — | $4.5M | $4.5M | 1.4% |