Filings through .
Filed September 28, 1992
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 |
|---|---|---|
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $36,990 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Distrib... | $0 |
15 funds of $250K or more; 16 lines in all, holding $124M of the plan's $130M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth JPMorgan · Insurance contract | $23.2M | 18.7% |
| Putnam Large Cap Value Fund Class Y Shares Franklin Templeton · Mutual fund | $19.1M | 15.4% |
| Value of funds held in insurance company general account: Minnesota Life Insurance Company Securian · Insurance contract | $13.5M | 10.9% |
| Thornburg Strategic Income R5 Thornburg · Other | $10.3M | 8.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $9.2M | 7.4% |
| iShares S&P 500 Index Fund Service Shares BlackRock · ETF Index | $9.0M | 7.3% |
| Dodge & Cox International Stock Fund (Investor) Dodge & Cox · Mutual fund | $8.9M | 7.2% |
| Carillon Eagle Mid Cap Gro R5 Raymond James · Other | $7.9M | 6.4% |
| Calamos International Growth I Manager not matched · Other | $7.6M | 6.2% |
| PIMCO RAE US Small Fund Institutional Class PIMCO (Allianz) · Mutual fund | $7.1M | 5.7% |
Dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedJPMorgan Large Cap Growth Fund | $23.8M |
| ReplacedHighSecurian AM S&P 500 Index to iShares S&P 500 Index Fund Service Shares | $8.4M to $9.0M |
| DroppedSecurian AM Money Market | $8.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 stable value or insurance lines.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.