Filings through .
1 of 17 flags tripped on the 2025 filing.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$680K in admin expenses, $631 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more; 21 lines in all, holding $154M of the plan's $160M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| BNY Mellon AFL-CIO SL Stock Index Fund BNY · Collective trust Index | $28.0M | 18.2% |
| SEI Global Trust Company Schroder Intl Alpha Trust Class I SEI · Collective trust | $23.9M | 15.6% |
| Arrowstreet Collective Investment Trust Arrowstreet Capital · Collective trust | $23.9M | 15.5% |
| Wellington Core Bond Wellington · Mutual fund | $20.7M | 13.5% |
| Brigade High Income Fund Manager not matched · Mutual fund | $12.3M | 8.0% |
| Blackstone Infrastructure Limited Partnership Blackstone · Other | $9.0M | 5.9% |
| GCM Grosvenor Multi Asset Fund II, LP Manager not matched · Other | $6.9M | 4.5% |
| New Tower - Multi-Employer Property Trust Sun Life (BentallGreenOak) · Collective trust | $5.5M | 3.6% |
| Boston Trust Small Cap Fund Boston Trust Walden · Collective trust | $5.1M | 3.3% |
| Vanguard TIPS Vanguard · Mutual fund | $4.2M | 2.7% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 2 funds, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedBaird Core Plus Bond Fund | $24.8M |
| ReplacedHighEaton Vance Institutional Senior Loan Fund to Arrowstreet Collective Investment Trust | $3.8M to $23.9M |
| AddedWellington Core Bond | $20.7M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
11 more lines and 4 more changes in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 10 of 11 by compensation.
| Provider | Compensation |
|---|---|
SIGULER GUFF ADVISERS, LLC3 years Filed as: SIGULER GUFF SMALL BUYOUT OP FD V Service code 28 · EIN 87-2258157 200 PARK AVENUE, 14TH FLOOR · NEW YORK, NY 10166 Investment Management | $234,296 |
Filed as: GCM GROSVENOR Service code 28 767 FIFTH AVENUE, 14TH FLOOR · NEW YORK, NY 10153 Investment Management | $70,764 |
MEKETA INVESTMENT GROUP2 years Service code 16 · EIN 04-2659023 Consulting | $55,000 |
SIGULER GUFF ADVISERS, LLC3 years Filed as: SIGULER GUFF SMALL BUYOUT OP FD IV Service code 28 · EIN 83-2907315 200 PARK AVENUE, 14TH FLOOR · NEW YORK, NY 10166 Investment Management | $49,895 |
NEWTOWER TRUST COMPANY3 years Filed as: NEWTOWER TRUST COMPANY - MEPT Service code 28 · EIN 52-6218800 7315 WISCONSIN AVE, SUITE 350W · BETHESDA, MD 20814 Investment Management | $48,525 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 6050 OAK TREE BLVD. S. SUITE 500 · CLEVELAND, OH 44131 Actuarial | $37,700 |
Service code 28 Investment Management | $33,989 |
MANZI & ASSOCIATES, LLC2 years Filed as: MANZI & ASSOCIATES LLC Service code 10 · EIN 04-3508036 Accounting | $29,542 |
KRAKOW & SOURIS9 years Filed as: KRAKOW,SOURIS & LANDRY,LLC Service code 29 · EIN 04-3363718 90 CANAL STREET, 4TH FLOOR · BOSTON, MA 02114 Legal | $19,250 |
Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 Investment Management | $11,867 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Hal S. Tepfer Bpas Actuarial and Pension Services Schedule MB | Schedule MB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025