Filings through .
1 of 17 flags tripped on the 2025 filing.
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.
$132K in admin expenses, $751 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 of $250K or more; 8 lines in all, holding $38.6M of the plan's $38.7M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mellon DB SL Long Term Credit Bond Index Fund BNY · Collective trust Index | $17.3M | 44.7% |
| Mellon DB Non-SL Aggregate Bond Index Fund BNY · Collective trust Index | $7.7M | 20.0% |
| Mellon DB SL Stock Index Fund BNY · Collective trust Index | $6.9M | 17.8% |
| BNY Mellon DB SL International Stock Index Fund BNY · Collective trust Index | $2.7M | 6.9% |
| Mellon DB SL Small Cap Stock Index Fund BNY · Collective trust Index | $2.6M | 6.7% |
| Mellon DB SL Emerging Markets Stock Index Fund BNY · Collective trust Index | $1.2M | 3.0% |
| EB Temporary Investment Fund BNY · Mutual fund | $317K | 0.8% |
| Account Manager not matched · Insurance contract | $14K | <0.1% |
Added 4 funds.
| Fund | Year-end value |
|---|---|
| AddedMellon DB SL Long Term Credit Bond Index Fund | $17.3M |
| AddedBNY Mellon DB SL International Stock Index Fund | $2.7M |
| AddedMellon DB SL Small Cap Stock Index Fund | $2.6M |
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. They do not show money moved.
1 more change in this lineup is 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 1 by compensation.
| Provider | Compensation |
|---|---|
BNY MELLON11+ years Filed as: THE BANK OF NEW YORK Service code 19 CHURCH STREET STATION · NEW YORK, NY 10286-1214 Securities Custodian | $130,245 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
S. Kevin Sullivan, F.S.A. Usi Consulting Group 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 March 15, 2016 (most recent of 2 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025