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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER11+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $548,897 |
MARCO CONSULTING GROUP11+ years Filed as: MARCO CONSULTING Service code 28 · EIN 36-3555074 550 W. WASHINGTON BLVD. SUITE 900 · CHICAGO, IL 660612501 | Investment Management | $96,653 |
US REIF10+ years Service code 28 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $81,242 |
MILLIMAN, INC.11+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 250 WASHINGTON AVENUE EXTENSION · ALBANY, NY 12203 | Actuarial | $76,847 |
BLITMAN & KING5 years Service code 22 · EIN 16-1047304 443 N FRANKLIN STREET · SYRACUSE, NY 13204 | Insurance Broker | $74,912 |
Filed as: GCM GROSVENOR Service code 28 · EIN 36-4892746 900 NORTH MICHIGAN AVE SUITE 1100 · CHICAGO, IL 60611 | Investment Management | $70,194 |
SIGULER GUFF ADVISERS, LLC10+ years Filed as: SIGULER GUFF Service code 28 · EIN 13-3855630 825 THIRD AVENUE, 10TH FLOOR · NEW YORK, NY 10022 | Investment Management | $68,162 |
JOSEPH W. MCCARTHY & ASSOCIATES11+ years Service code 10 · EIN 16-1120588 7644 ROUTE 31 WEST · BALDWINSVILLE, NY 13027 | Accounting | $63,202 |
ULLICO7 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 90-0622302 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $52,751 |
M&T11+ years Service code 62 · EIN 16-0538020 ONE MT PLAZA · BUFFALO, NY 14203 | Float revenue | $37,586 |
17 funds of $250K or more; 18 lines in all, holding $192M of the plan's $195M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Marco Group Trust Equity Manager not matched · Collective trust | $97.1M | 50.5% |
| Baird Core Plus Bond Fund Baird · Mutual fund | $27.3M | 14.2% |
| MacKay Shields Core Plus Opportunities CIT New York Life · Collective trust | $27.2M | 14.2% |
| Intercontinental US Real Estate Investment Fund Manager not matched · Mutual fund | $7.7M | 4.0% |
| Eaton Vance Floating-Rate Fund Advisers Class Morgan Stanley · Mutual fund | $5.8M | 3.0% |
| Asb Allegiance Real Estate Fund ASB Capital Management · Collective trust | $5.1M | 2.6% |
| Ullico Infrastructure Tax-Exempt Fund, LP Ullico · Collective trust | $3.6M | 1.9% |
| GCM Grosvenor Labor Impact Feeder Fund, LP Manager not matched · Mutual fund | $3.2M | 1.7% |
| Wilmington U.S. Government Money Market Fund Manager not matched · Money market | $2.9M | 1.5% |
| Siguler Guff Small Buyout Opportunities Fund IV, LP Manager not matched · Mutual fund | $2.6M | 1.3% |
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 |
|---|---|---|
Timothy L. Connor Milliman, Inc. Schedule MB | Schedule MB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.