Filings through .
Filed January 6, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
MILLIMAN, INC.4 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $54,938 |
Filed as: MATRIX Service code 21 · EIN 75-3182674 | Bank Trustee | $14,004 |
13 funds hold $19.7M of the plan's $24.4M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.8M | 24.5% |
| PIMCO Long Duration Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $3.6M | 18.2% |
| PIMCO Low Duration Income Fund Institutional PIMCO (Allianz) · Mutual fund | $2.4M | 12.0% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 8.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 6.3% |
| Fidelity Capital & Income Fund Fidelity (FMR) · Mutual fund | $1.2M | 6.1% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $1.1M | 5.8% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $811K | 4.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $709K | 3.6% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $708K | 3.6% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Nicholas Carnaval, FSA, Ea Milliman, Inc. Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.