Filings through .
Filed June 8, 2009
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 53-0181291 | Actuarial | $112,599 |
AXIA ADVISORY CORPORATION2 years Service code 27 · EIN 35-1859469 | Advisory (Plan) | $50,000 |
MECHELA ANDERSON11+ years Service code 14 · EIN 38-4828126 | Plan Administrator | $26,979 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $23,100 |
OGLETREE DEAKINS5 years Filed as: OGLETREE,DEAKINS,NASH,SMOAK&STEWARD Service code 29 · EIN 57-1044820 | Legal | $21,050 |
U.S. BANK NATIONAL ASSOCIATION11+ years Service code 25 · EIN 31-0841368 | Directed Trustee | $15,530 |
4 funds hold $41.3M of the plan's $43.1M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Fixed Income LT Invt Grade Fund Vanguard · Mutual fund | $19.6M | 47.6% |
| Vanguard Intm Term Inv G Admiral Vanguard · Mutual fund | $17.7M | 42.8% |
| First American Government Obligations Fund U.S. Bancorp (First American) · Mutual fund | $3.2M | 7.8% |
| Vanguard Short term Investment Grade 539 Vanguard · Mutual fund | $741K | 1.8% |
Added 4 funds, dropped 9 funds.
| Fund | Year-end value |
|---|---|
| AddedVanguard Fixed Income LT Invt Grade Fund | $19.6M |
| AddedVanguard Intm Term Inv G Admiral | $17.7M |
| DroppedVanguard Russell | $11.3M |
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, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Cristina Mercader Willis Towers Watson US LLC Schedule SB | Schedule SB | Pro |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.