Filings through .
2 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant 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.
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.
$1.6M in admin expenses, $313 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds hold $239M of the plan's $259M. Recordkeeper: WTW.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ibew-Neca Equity Index Fund Manager not matched · Collective trust Index | $62.5M | 26.2% |
| BNY Mellon DB SL Large Cap Growth Fund BNY · Collective trust | $47.7M | 20.0% |
| Loomis Core Plus Full Discrtn Natixis IM · Collective trust | $46.6M | 19.5% |
| BNY Mellon DB SL Large Cap Value Fund BNY · Collective trust | $33.9M | 14.2% |
| Principal Real Estate Investment Principal · Other | $14.3M | 6.0% |
| Boyd Watterson GSA Fund Manager not matched · Other | $13.2M | 5.5% |
| Gam International Equity Fund Manager not matched · Collective trust | $7.7M | 3.2% |
| South Lasalle International Equities Trust Manager not matched · Collective trust | $6.6M | 2.8% |
| CCA Black LLP Manager not matched · Other | $4.7M | 2.0% |
| CCA Longevity Fund VI LP Manager not matched · Other | $1.7M | 0.7% |
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 10 of 17 by compensation.
| Provider | Compensation |
|---|---|
KAREN CAMPBELL10+ years Service code 30 · EIN 13-3523453 35-40 36TH STREET, 2ND FLOOR · LONG ISLAND CITY, NY 11106 Employee (plan) | $198,109 |
ULLICO5 years Filed as: ULLICO INFRASTRUCTURE TAXEXEMPT FU Service code 27 8403 COLESVILLE RD. 13TH FLOOR · SILVER SPRING, MD 20910 Advisory (Plan) | $154,218 |
GRASSI & CO10+ years Filed as: GRASSI & CO., CPA'S, P.C. Service code 10 · EIN 11-3266576 488 MADISON AVENUE · NEW YORK, NY 10022 Accounting | $142,069 |
THE SEGAL COMPANY10+ years Filed as: SEGAL & CO. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 Actuarial | $136,753 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 Investment Management | $135,552 |
RBC GLOBAL ASSET MANAGEMENT10+ years Filed as: RBC GLOBAL ASSET MANAGEMENT INC. Service code 27 · EIN 04-3405915 50 SOUTH SIXTH STREET SUITE 2350 · MINNEAPOLIS, MN 55402 Advisory (Plan) | $85,687 |
Service code 29 534 BROADHOLLOW RD · MELVILLE, NY 11747 Legal | $50,700 |
Service code 27 430 W 7TH STREET, STE 219104 · KANSAS CITY, MO 64105-1407 Advisory (Plan) | $47,074 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: SUSANNAH IFILL-WILLIS Service code 30 · EIN 13-3523453 35-40 36TH STREET, 2ND FLOOR · LONG ISLAND CITY, NY 11106 Employee (plan) | $46,986 |
REYNOLDS CONSULTING SERVICES10+ years Filed as: REYNOLDS SECURITIES Service code 27 · EIN 11-2558102 410 JERICHO TURNPIKE, SUITE 304 · JERICHO, NY 11753 Advisory (Plan) | $45,625 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Jacob Itzcowitz, FSA, Maaa Segal Schedule MB | Schedule MB |
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.
3 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025