Filings through .
Filed September 26, 2006
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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS10+ years Service code 18 · EIN 04-1867445 | Soft dollars commissions; Custodial (... | $125,000 |
7 funds of $250K or more; 8 lines in all, holding $6.2M of the plan's $6.7M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street MSCI ACWI Index NL Fund State Street (SSgA) · Collective trust Index | $1.5M | 23.7% |
| Ssga U.S. 20+ Year Strips Index State Street (SSgA) · Mutual fund Index | $1.2M | 20.1% |
| State Street Long US Government/Credit Bond Index Fund State Street (SSgA) · Mutual fund Index | $1.2M | 19.1% |
| Ssga Global Mngd Volatility Fund State Street (SSgA) · Mutual fund | $675K | 11.0% |
| Ssga High Yield Bond Index NL State Street (SSgA) · Collective trust Index | $617K | 10.0% |
| State Street Passive Emerging Markets Local State Street (SSgA) · Mutual fund Index | $615K | 10.0% |
| Ssga Real Asset Strategy State Street (SSgA) · Mutual fund | $310K | 5.0% |
| State Street Bank + Trust CO Short Term Investment Fund State Street (SSgA) · Mutual fund | $64K | 1.0% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Eric H. Nelson PWC US Consulting LLP Schedule SB | Schedule SB | Pro |
Annual investment return is in the bottom quintile of the peer cohort.
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.