DFX Intelligence

4 more other clients, 17 more Schedule C rows and 10 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Minnesota Life Insurance

unclassified

4 more other clients, 17 more Schedule C rows and 10 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

n/a

Item 5.D

ADV institutional RAUM

Not disclosed

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

Not disclosed

Item 5.F

Advisory clients

No advisory client relationship on the tape.

Other roles

7 allocators

Catholic United Financial Defined Benefit Retirement Plan Actuarythrough Dec 30, 2023
Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust Actuarythrough Sep 30, 2023
Pension Plan for Cooperatives Actuarythrough Dec 31, 2022

+4 more clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Schedule C rows

20 rows, $74,721 direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Chemtrade Chemicals Corporation Consolidated Pension Plan	2024	11 13 15 28 38 65	NONE	$47,325
Pension Plan for Cooperatives	2024	11 13 15 28 34 38 50 52 64 65	NONE
Richardson Oilseed Products (US) Limited Pension Plan	2023	13 15 28 34 38 50 52 64 65	NONE	$16,705

+17 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed

Dec 31, 2024Holding startedSecurian Financial Group, Inc. Retirement Plan
Securian Financial Group, Inc. Retirement Plan first reports an interest in MN Life Ins Variable Gva Acct (Minnesota Life Insurance): $203M at 2024-12-31
with Minnesota Life Insuranceaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceSecurian Financial Group, Inc. Retirement Plan
Securian Financial Group, Inc. Retirement Plan no longer reports Master Separate Account (Minnesota Life Insurance) (last held $825M at 2023-12-31; absent from the 2024-12-31 filing)
with Minnesota Life Insuranceaskebsa.dol.gov
Dec 31, 2024Holding startedSecurian Financial Group, Inc. Retirement Plan
Securian Financial Group, Inc. Retirement Plan first reports an interest in MN Life Ins Co Fixed Gva Acct (Minnesota Life Insurance): $518M at 2024-12-31
with Minnesota Life Insuranceaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceUtah Valley Pediatrics, PLLC Cash Balance Pension Plan
Utah Valley Pediatrics, PLLC Cash Balance Pension Plan no longer reports Master Separate Account (Minnesota Life Insurance) (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)
with Minnesota Life Insuranceaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceTri-State Armature & Electrical Works, Inc. Employees' Pension Plan
Minnesota Life Ins Co no longer appears on Tri-State Armature & Electrical Works, Inc. Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Minnesota Life Insuranceaskebsa.dol.gov

+10 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.