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.
$936K in admin expenses, $355 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
55 funds of $250K or more; 91 lines in all, holding $119M of the plan's $145M. Recordkeeper: Bridgeway Benefit Technologies.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Growth Index Fund Institutional Shares Vanguard · Mutual fund Index | $23.9M | 20.0% |
| Vanguard Value Index Fund Institutional Shares Vanguard · Mutual fund Index | $20.0M | 16.8% |
| Private Equity: APC Short Duration High Yield Fund, LP Manager not matched · Mutual fund | $10.4M | 8.7% |
| Ls Small Mid Cap Trust Class B Manager not matched · Collective trust | $8.0M | 6.7% |
| Nuveen Core Plus Bond Fund TIAA (Nuveen) · Mutual fund | $6.7M | 5.6% |
| U.S. Real Estate Investment Fund, LLC Manager not matched · Mutual fund | $6.0M | 5.0% |
| Vanguard Developed Markets Index Fund Institutional Shares Vanguard · Mutual fund Index | $5.5M | 4.6% |
| Boyd Watterson SG Fund LP Rest Manager not matched · Mutual fund | $5.4M | 4.5% |
| Real estate funds: American Core Realty Fund American Realty Advisors · Mutual fund | $3.7M | 3.1% |
| GCM Grosvenor Sec Opp Ff III LP Manager not matched · Other | $3.2M | 2.7% |
| 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 |
81 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 5 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedPrivate Equity: APC Short Duration High Yield Fund, LP | $10.4M |
| AddedNuveen Core Plus Bond Fund | $6.7M |
| AddedU.S. Real Estate Investment Fund, LLC | $6.0M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
81 more lines and 4 more changes 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 10 of 14 by compensation.
| Provider | Compensation |
|---|---|
LOOMIS SAYLES11+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 20-8080381 Investment Management | $100,383 |
RBC GLOBAL ASSET MANAGEMENT11+ years Service code 27 · EIN 04-3405915 Advisory (Plan) | $85,000 |
Filed as: INTERCONTINETAL REAL ESTATE CORP. Service code 28 · EIN 04-2895544 Investment Management | $69,885 |
O'SULLIVAN ASSOCIATES10+ years Service code 11 · EIN 20-8199367 Actuarial | $64,812 |
SUSAN ROLPH4 years Service code 30 · EIN 22-6196388 Direct payment from the plan; Employe... | $44,904 |
MSPC8 years Service code 10 · EIN 22-2951202 Accounting | $44,475 |
AMERICAN REALTY ADVISORS11+ years Service code 28 · EIN 33-0123114 Investment Management | $41,612 |
MB CONNAUGHTON, ESQS, LLC3 years Service code 29 · EIN 30-0990582 Legal | $41,091 |
DAVID BAUMAN2 years Service code 30 · EIN 22-6196388 Employee (plan); Direct payment from ... | $40,740 |
AMALGAMATED BANK4 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 Investment Management | $30,879 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Vincent Regalbuto O'Sullivan Associates, Inc. Schedule MB | Schedule MB |
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.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025