Filings through .
3 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Wind-down / frozen
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.
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.
$7.3M in admin expenses, $697 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; 22 lines in all, holding $1.77B of the plan's $1.81B. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| PIMCO Long-Term Credit Bond Fund Class GD PIMCO (Allianz) · Collective trust | $485M | 27.4% |
| BlackRock U.S. Long Credit Bond Fund BlackRock · Collective trust | $359M | 20.3% |
| BlackRock Long Duration Corporate Credit Screened Non-Lendable Fund BlackRock · Collective trust | $353M | 19.9% |
| BlackRock Intermediate Government Bond Index Non-Lendable Fund F BlackRock · Collective trust Index | $212M | 12.0% |
| BlackRock Long-term Government Bond Index Non-Lendable Fund BlackRock · Collective trust Index | $98.0M | 5.5% |
| Northern Russell 1000 Index Fund - Lending Northern Trust · Collective trust Index | $65.3M | 3.7% |
| BlackRock Treasury US 10 Year Key Rate Duration Non-Lendable Fund A BlackRock · Collective trust | $37.5M | 2.1% |
| Emerging Markets ex China Core Equity Portfolio Institutional Class Dimensional · Mutual fund | $29.6M | 1.7% |
| Northern World ex-US Investable market Index Fund - Lending Northern Trust · Collective trust Index | $24.2M | 1.4% |
| Lacm US Large Cap Equity CIT Class A Los Angeles Capital Management · Collective trust | $22.0M | 1.2% |
| 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedLacm US Large Cap Equity CIT Class A | $22.0M |
| AddedBlackRock Global Listed Infrastructure Fund Class 1 | $7.8M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
12 more lines 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 9 by compensation.
| Provider | Compensation |
|---|---|
AON CONSULTING10+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 Actuarial | $2,071,421 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MGMT CO LL Service code 28 · EIN 33-0629048 Investment Management | $1,135,777 |
BLACKROCK7 years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 Investment Management | $1,081,393 |
Filed as: FIDELITY INV. INST. OPS. CO. LLC Service code 13 · EIN 04-2647786 Contract Administrator | $692,651 |
NORTHERN TRUST COMPANY11+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 Bank Trustee | $68,811 |
KPMG LLP10+ years Service code 10 · EIN 13-5565207 Accounting | $68,000 |
CROWE LLP8 years Service code 10 · EIN 35-0921680 Accounting | $26,384 |
MCCONNELL & JONES LLP1 year Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 Accounting | $24,620 |
JENNER & BLOCK LLP10+ years Service code 29 · EIN 36-2192554 Legal | $23,530 |
The auditor signed off without reservation. This is the cleanest opinion.
2 rows: defaulted loans (Part 1), defaulted leases (Part 2) and non-exempt transactions (Part 3). Any row warrants fiduciary review.
| Counterparty | Category | Relationship and terms |
|---|---|---|
Jenner & Block LLP Part 3 Non-exempt transaction | Non-exempt transaction | |
Aon Consulting, Inc. Part 3 Non-exempt transaction | Non-exempt transaction |
Relationship, terms, address and dollar amount for each transaction are on Pro.
Amounts and terms are on Pro. Pro is free for 7 days and then costs $49 a month.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Francis X. Gowen Aon Consulting, Inc. Schedule SB | Schedule SB |
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.
Filed August 3, 2006 (most recent of 7 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
7 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025