Filings through .
Filed December 5, 2013
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 |
|---|---|---|
MERCER9 years Service code 11 · EIN 13-2834414 | Actuarial | $61,146 |
RELIANCE TRUST COMPANY11+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $29,669 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 15 · EIN 53-0181291 | Recordkeeping | $7,903 |
8 funds of $250K or more; 9 lines in all, holding $16.4M of the plan's $18.4M. From the 2025 filing. Recordkeeper: WTW.
| Fund | Dollars | % of funds% |
|---|---|---|
| Russell Manager not matched · Other | $5.0M | 30.6% |
| iShares Intermediate Term Credit Bond Index BlackRock · ETF Index | $2.7M | 16.6% |
| iShares U.S. Long Treasury Index Fund C BlackRock · Collective trust Index | $2.4M | 14.5% |
| BlackRock Long Term Credit Bond Index Fund BlackRock · ETF Index | $1.9M | 11.5% |
| BlackRock US Strips 20+ Year Bond Index Fund BlackRock · ETF Index | $1.6M | 9.9% |
| BlackRock EAFE Equity Index Fund BlackRock · Mutual fund Index | $1.1M | 6.6% |
| PIMCO PIMCO (Allianz) · Mutual fund | $839K | 5.1% |
| Emerging Markets Trust Cl 2 Manager not matched · Collective trust | $743K | 4.5% |
| Treasury Portfolio Fidelity (FMR) · Money market | $100K | 0.6% |
Added 2 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedRussell Investment Trust Company | $5.8M |
| AddediShares Intermediate Term Credit Bond Index | $2.7M |
| DroppedAxiom Emerging Mkts Trust Cl 2 | $1.3M |
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, not money moved.
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Todd Weber, E.A., M.A.A.A Marsh Schedule SB | Schedule SB | 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.