Filings through .
1 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.
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 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$176K in admin expenses, $915 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 14 lines in all, holding $12.2M of the plan's $12.9M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ir+m Long Corp Collect Fd Cl Nd Manager not matched · Collective trust | $3.0M | 24.3% |
| SSgA Long U.S. Treasury Index NI Fund State Street (SSgA) · Collective trust Index | $2.3M | 18.7% |
| Wtc-Cif Intermediate Credit II Wellington · Collective trust | $2.2M | 18.0% |
| SSgA US Treasury Index NI Ctf State Street (SSgA) · Collective trust Index | $891K | 7.3% |
| SSgA S&P 500 Flagship NI Fund State Street (SSgA) · Collective trust Index | $817K | 6.7% |
| Nepc Global Equity CIT-Class A Manager not matched · Collective trust | $790K | 6.5% |
| PIMCO All Asset Fund Institutional PIMCO (Allianz) · Mutual fund | $384K | 3.1% |
| Nepc Diversified Credit CIT - CI A Manager not matched · Collective trust | $348K | 2.8% |
| SSgA MSCI EAFE 100% Hedged USD Index State Street (SSgA) · Collective trust Index | $295K | 2.4% |
| SSgA Ftse Rafi US 1000 Indx Non-Len State Street (SSgA) · Collective trust Index | $293K | 2.4% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeSSgA Long US Treasury Index NI Fund to SSgA Long U.S. Treasury Index NI Fund | $1.7M to $2.3M |
| AddedWtc-Cif Intermediate Credit II | $2.2M |
| AddedSSgA Ftse Rafi US 1000 Indx Non-Len | $293K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
4 more lines and 1 more change in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Brian Johaniuk-Milliman Mercer 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 February 19, 2014.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025