Filings through .
Filed December 29, 2014 (most recent of 3 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 |
|---|---|---|
Filed as: AMERICAN UNITED LIFE Service code 66 | Insurance mortality and expense charg... | $143,787 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 ONEAMERICA SQUARE · INDIANAPOLIS, IN 46206 | Recordkeeping | $43,870 |
MOUNTAIN WEST ADVISORS5 years Filed as: MOUNTAIN WEST PENSIONS, INC. Service code 28 · EIN 27-0527007 181 EAST 5600 SOUTH · MURRAY, UT 84107 | Investment Management | $0 |
16 funds of $250K or more; 43 lines in all, holding $30.4M of the plan's $31.1M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: Nuveen Lifecycle Index, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American United Life Ins Co Vanguard · Mutual fund | $12.5M | 41.1% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $11.6M | 38.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $952K | 3.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $942K | 3.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $450K | 1.5% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $436K | 1.4% |
| American United Life Ins Co MFS (Sun Life) · Mutual fund | $384K | 1.3% |
| American United Life Ins Co Manager not matched · Mutual fund | $338K | 1.1% |
| Goldmansachs Lrg Cap GR Ins R6 Manager not matched · Mutual fund | $308K | 1.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $246K | 0.8% |
Added 2 funds, dropped 4 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAmerican United Life Ins Co | $12.5M |
| DroppedVanguard LifeStrat Growth Inv | $6.4M |
| DroppedVanguard LifeStrat Mod Grwth Fd Inv | $3.9M |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.