Filings through .
3 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
2% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
$631K in admin expenses, $510 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
7 funds hold $77.0M of the plan's $81.4M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Bnym-M DB NSL Long Term BNY · Other | $45.6M | 59.2% |
| Bnym-M DB SL Long Term BNY · Other | $10.3M | 13.3% |
| Bnym-M DB SL SIF BNY · Other | $8.5M | 11.0% |
| Bnym-M DB SL INT Credit BIF BNY · Other | $8.4M | 10.9% |
| Credit BIF The Bank of New York Mellon BNY · Other | $2.4M | 3.1% |
| Bnym-M DB SL Intl Sif BNY · Collective trust | $1.2M | 1.6% |
| Govt BIF The Bank of New York Mellon BNY · Mutual fund | $612K | 0.8% |
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 3 by compensation.
| Provider | Compensation |
|---|---|
BNY MELLON10+ years Filed as: THE BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 Bank Trustee | $212,519 |
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 Actuarial | $68,006 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 Accounting | $19,058 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
David E. Forbes, FSA, Ea, Maaa Milliman 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 April 28, 1995.
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.
3 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025