Filings through .
2 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$1.1M in admin expenses, $516 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 31 lines in all, holding $75.8M of the plan's $79.6M. Recordkeeper: Bridgeway Benefit Technologies.
| Fund | Dollars | % of funds% |
|---|---|---|
| fixed income: Baird Intermediate Bond Fund Baird · Mutual fund | $14.5M | 19.1% |
| fixed income: Segall Bryant & Hamill Quality High Yield Trust Fund Segall Bryant & Hamill · Collective trust | $8.2M | 10.9% |
| NT Collective Russell Northern Trust · Collective trust | $7.3M | 9.6% |
| Wedge Qvm Large Cap Value CIT Manager not matched · Collective trust | $7.1M | 9.4% |
| Boyd Watterson State Government Fund, LP Manager not matched · Mutual fund | $4.8M | 6.3% |
| Invesco Stable Value Trust Invesco · Stable value Stable value | $4.7M | 6.1% |
| international equity: South Lasalle International Equities Trust Fund Manager not matched · Collective trust | $4.6M | 6.1% |
| Corbin Erisa Opportunity Fund, LP Manager not matched · Mutual fund | $4.6M | 6.1% |
| Institutional Credit Fund L.P Manager not matched · Mutual fund | $4.1M | 5.5% |
| William Blair International Leaders CIF William Blair · Other | $4.0M | 5.3% |
| 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 |
21 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 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.
21 more lines 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 18 by compensation.
| Provider | Compensation |
|---|---|
PENSION FUND FOR HOSPITAL & HEALTHC11+ years Service code 49 · EIN 23-2627428 Other Services | $701,625 |
CYNTHIA BLASSINGAME2 years Service code 30 · EIN 23-2774706 Direct payment from the plan; Employe... | $116,753 |
Filed as: BOYD WATTERSON ASSET MGMT., LLC Service code 28 · EIN 34-1922005 Investment Management | $91,894 |
ANNIE JONES2 years Service code 30 · EIN 23-2774706 Employee (plan); Direct payment from ... | $75,089 |
SHAWN BOHANNAN2 years Service code 30 · EIN 23-2774706 Employee (plan); Direct payment from ... | $71,143 |
O'DONOGHUE & O'DONOGHUE3 years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 Legal | $66,819 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGY Service code 15 · EIN 52-1796473 Recordkeeping | $63,605 |
PAMELA A SMITH STRITE9 years Filed as: PAMELA A. SMITH-STRITE Service code 30 · EIN 23-2774706 Employee (plan); Direct payment from ... | $61,651 |
ADRIAN HURST4 years Service code 30 · EIN 23-2774706 Direct payment from the plan; Employe... | $56,471 |
BERTA SHKODRA5 years Service code 30 · EIN 23-2774706 Employee (plan); Direct payment from ... | $43,669 |
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.
2 contacts
11 filings · 2015 to 2025