Filings through .
2 of 17 flags tripped on the 2025 filing.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 5 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
4 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$1.1M in admin expenses, $931 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 7 by compensation.
| Provider | Compensation |
|---|---|
WILLIS TOWERS WATSON US LLC5+ years Service code 11 · EIN 53-0181291 Actuarial | $303,161 |
PLANTE & MORAN, PLLC4 years Service code 10 · EIN 33-1498605 Accounting | $283,920 |
SEYFARTH SHAW LLP3 years Filed as: SEYFARTH SHAW, LLP Service code 29 · EIN 36-2152202 Legal | $170,371 |
Filed as: BENEFITS OUTSOURCING INC Service code 50 · EIN 38-3370067 Direct Payment | $114,317 |
NEPC, LLC5+ years Service code 17 · EIN 26-1429809 Pension Consulting | $100,305 |
BNY MELLON4 years Filed as: THE BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 Securities Custodian | $55,024 |
AETNA LIFE INSURANCE COMPANY4 years Service code 13 · EIN 06-6033492 Contract Administrator | $10,783 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Lauren Pellerito Willis Towers Watson US LLC Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
Filed April 18, 2019.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
11 contacts
Phone and email for the actuary and top hat administrator are on Pro.
5 filings · 2021 to 2025