Filings through .
Filed February 24, 2004 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA GROUP Service code 27 · EIN 81-4473358 | Advisory (Plan) | $76,349 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $57,106 |
18 funds of $250K or more; 19 lines in all, holding $52.4M of the plan's $52.9M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Minnesota Life American Century Ultra R5 American Century · Other | $9.2M | 17.5% |
| Minnesota Life T. Rowe Price Large Cap Value T. Rowe Price · Mutual fund | $7.8M | 14.8% |
| Minnesota Life Securian AM S&P 500 Index Manager not matched · Mutual fund Index | $4.4M | 8.4% |
| Minnesota Life Columbia Overseas Value Inst2 Ameriprise (Columbia Threadneedle) · Mutual fund | $4.3M | 8.2% |
| Minnesota Life Morgan Stanley Inst Intl Advtg I Morgan Stanley · Other | $4.1M | 7.7% |
| Unallocated Contracts Minnesota Life Guaranteed Return Manager not matched · Insurance contract | $3.2M | 6.2% |
| Minnesota Life Vanguard Interm Term Bond Index I Vanguard · Mutual fund Index | $3.2M | 6.2% |
| Minnesota Life Fidelity Adv Small Cap Growth Fidelity (FMR) · Mutual fund | $2.6M | 4.9% |
| Minnesota Life Vanguard LifeStrategy Growth Vanguard · Mutual fund | $2.4M | 4.6% |
| Minnesota Life T. Rowe Price Health Sciences T. Rowe Price · Mutual fund | $2.4M | 4.6% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.