Filings through .
1 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$7.0M in admin expenses, $229 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 16 lines in all, holding $2.22B of the plan's $3.65B. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| AFL-CIO Equity Index Fund AFL-CIO Investment Trust · Collective trust Index | $1.00B | 45.1% |
| Investment contracts John Hancock Stable Value Guaranteed Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $517M | 23.3% |
| Ullico Diversified International Ullico · Other | $155M | 7.0% |
| PIMCO Short-Term FL Tii PIMCO (Allianz) · Mutual fund | $125M | 5.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $121M | 5.5% |
| Blackrock Fedfund Institutional- Princip BlackRock · Mutual fund | $113M | 5.1% |
| Multi-Employer Property Trust Sun Life (BentallGreenOak) · Other | $101M | 4.5% |
| Mutual funds DFA 6-10 Small CO Portfolio DFA Invt Dimensions Group INC Dimensional · Mutual fund | $87.9M | 4.0% |
| Short-term investments J P Morgan JPMorgan · Other | $264K | <0.1% |
| Federal Natl MTG Assn GTD MTG Pool NBR AH Manager not matched · Other | $196K | <0.1% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| DroppedJpmcb Mortgage Backed Securities | $159M |
| AddedBlackrock Fedfund Institutional- Princip | $113M |
| DroppedMulti-Employer Property Trust | $103M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 6 stable value or insurance lines.
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.
6 more lines and 1 more change in this lineup are 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 10 of 21 by compensation.
| Provider | Compensation |
|---|---|
COMERICA BANK11+ years Service code 19 · EIN 42-1741646 Securities Custodian | $1,047,402 |
INVESCO9 years Filed as: INVESCO ADVISORS, INC Service code 28 · EIN 58-1707262 Investment Management | $925,826 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 64 · EIN 01-0233346 Recordkeeping Fees | $860,839 |
ULLICO11+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 Investment Management | $858,287 |
JP MORGAN11+ years Filed as: JP MORGAN INVESTMENT MANAGEMENT INC Service code 27 · EIN 13-3200244 Advisory (Plan) | $730,833 |
O'DONOGHUE & O'DONOGHUE11+ years Service code 29 · EIN 53-0120528 Legal | $242,463 |
PIMCO FUNDS11+ years Filed as: PIMCO Service code 68 · EIN 33-0629048 Soft dollars commissions | $230,588 |
Service code 27 · EIN 58-2432390 Advisory (Plan) | $187,500 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 49 4340 REDWOOD HIGHWAY, SUITE B-60 · SAN RAFAEL, CA 94903 Other Services | $185,286 |
Filed as: NY LIFE INV MGMT Service code 49 51 MADISON AVE · NEW YORK, NY 10010 Other Services | $155,598 |
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.
3 contacts
11 filings · 2015 to 2025