Filings through .
3 of 17 flags tripped on the 2025 filing.
High cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
$135K in admin expenses, $488 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
GCC-IBT LOCAL 1L10+ years Filed as: GCC/IBT LOCAL 1L Service code 13 · EIN 13-4920470 Contract Administrator | $72,340 |
ROGOFF & COMPANY PC10+ years Filed as: ROGOFF & COMPANY, P.C Service code 10 · EIN 13-2688836 Accounting | $25,000 |
MBSII.NET LLC1 year Filed as: MBS II. NET LLC Service code 15 · EIN 06-1571655 194 MAIN STREET NORTH · SOUTHBURRY, CT 06488 Recordkeeping | $6,500 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025