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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY11+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1928058 116 HUNTINGTON AVE · BOSTON, MA 02116 | Actuarial | $387,967 |
THE SEGAL COMPANY9 years Filed as: SEGAL MACRO ADVISORS INC Service code 20 · EIN 13-2646110 116 HUNTINGTON AVE · BOSTON, MA 02116 | Trustee (individual) | $97,504 |
AETNA LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 06-6033492 151 FARMINGTON AVENUE · HARTFORD, CT 06156 | Contract Administrator | $63,844 |
WARD FISHER & COMPANY11+ years Filed as: WARD FISHER & COMPANY LLP Service code 10 · EIN 05-0234540 250C CENTERVILLE RD · WARWICK, RI 02886 | Accounting | $28,600 |
KIERNAN PLUNKETT & REDIHAN10+ years Service code 22 · EIN 06-1487112 91 FRIENDSHIP ST · PROVIDENCE, RI 02903 | Insurance Broker | $14,500 |
14 funds hold $66.0M of the plan's $296M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Partnership/Joint Venture Interests GCM Grosvenor Multi-Asset Class Fund, II, LP Manager not matched · Mutual fund | $8.4M | 12.8% |
| Crown Secondaries Special Opportunities II S.C.S Manager not matched · Other | $8.2M | 12.4% |
| Corbin Capital Partners, L.P. Erisa Opportunity Fund, L.P Manager not matched · Mutual fund | $8.0M | 12.1% |
| IFM Global Infrastructure (Offshoe), L.P Manager not matched · Other | $7.0M | 10.6% |
| AFL-CIO Building Investment Trust AFL-CIO Investment Trust · Collective trust | $6.0M | 9.1% |
| Brookfield Premier Real Estate Partners Brookfield · Other | $5.3M | 8.1% |
| Golub Capital Partners International 12, L.P Manager not matched · Other | $5.3M | 8.0% |
| Gcm Grosvenor Multi Asset Class Fund III Manager not matched · Mutual fund | $4.5M | 6.8% |
| Separate Account Aetna Life Insurance Company Separate Account 174 Manager not matched · Insurance contract | $3.2M | 4.8% |
| Short-Term Investment Fund Comerica Bank and Trust, N.A. Short-Term Fund Manager not matched · Mutual fund | $2.6M | 4.0% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Bridget P. Orr, Asa, Maaa, Ea Segal Schedule MB | Schedule MB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.