Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES11+ years Service code 51 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $84,090 |
ZENITH AMERICAN SOLUTIONS9 years Filed as: ZENITH AMERICAN Service code 13 · EIN 52-1590516 P.O. BOX 5817 · WALLINGFORD, CT 06492 | Contract Administrator | $54,723 |
JP MORGAN11+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 24 · EIN 13-4994650 270 PARK AVENUE 7TH FLOOR · NEW YORK, NY 10017 | Discretionary Trustee | $52,383 |
ROBERT CHEVERIE11+ years Filed as: ROBERT CHEVERIE & ASSOCIATES Service code 29 · EIN 06-1335139 333 EAST RIVER DRIVE, SUITE 101 · EAST HARTFORD, CT 06108 | Legal | $51,700 |
SUMMIT ACTUARIAL SERVICES7 years Filed as: SUMMIT ACTUARIAL SERVICES LLC Service code 11 11 RACQUET ROAD · NEWBURGH, NY 12250 | Actuarial | $48,500 |
WELLINGTON MANAGEMENT11+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $34,453 |
THE SEGAL COMPANY11+ years Service code 11 · EIN 13-1835864 116 HUNTINGTON AVE, 8TH FLOOR · BOSTON, MA 02116 | Actuarial | $30,000 |
THE SEGAL COMPANY9 years Filed as: SEGAL SELECT INSURANCE SERVICE, INC Service code 53 · EIN 13-2646110 333 WEST 34TH STREET, 2ND FLOOR · NEW YORK, NY 10001 | Insurance Commissions | $25,778 |
BEERS, HAMERMAN, COHEN & BURGER, PC11+ years Service code 10 · EIN 47-2517893 127 WASHINGTON AVE · NORTH HAVEN, CT 06473 | Accounting | $23,240 |
6 funds of $250K or more; 7 lines in all, holding $104M of the plan's $108M. From the 2025 filing. Recordkeeper: Zenith American Solutions.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $33.9M | 32.5% |
| Loomis Sayles Core Plus Fixed Income Fund Natixis IM · Collective trust | $26.0M | 24.9% |
| Wellington Trust Company International Opportunities Wellington · Collective trust | $13.3M | 12.8% |
| CF Jpmcb Strategic Property Fund JPMorgan · Collective trust | $11.0M | 10.5% |
| PIMCO All Asset Fund PIMCO (Allianz) · Mutual fund | $10.8M | 10.3% |
| Offshore Limited Partnership Manager not matched · Other | $9.3M | 8.9% |
| Allspring Government Money Market Fund Allspring · Money market | $91K | <0.1% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Frank Iannucci Summit Actuarial Services, LLC 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.