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.
$1.5M in admin expenses, $621 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
3 funds of $250K or more; 4 lines in all, holding $28.1M of the plan's $345M. Recordkeeper: Bridgeway Benefit Technologies.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Total Mkt Index-Fai Fidelity (FMR) · Mutual fund Index | $12.3M | 43.9% |
| Walter Scott Ncs Group Trust International Manager not matched · Collective trust | $8.3M | 29.4% |
| Lord Abbett Core Fixed Income Trust II Lord Abbett · Collective trust | $7.5M | 26.7% |
| Pension Money Market Manager not matched · Money market | $10K | <0.1% |
Dropped 7 funds.
| Fund | Year-end value |
|---|---|
| DroppedCharles Schwab Corp Call Unsc 02. | $2.2M |
| DroppedNewspaper Guild of Greater Philadelphia Pension Fund Schedule of Assets (Held at End of Year), 2024 Enbridge INC | $1.7M |
| DroppedCharles Schwab Corp Call Unsc 03. | $1.1M |
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. They do not show money moved.
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 15 by compensation.
| Provider | Compensation |
|---|---|
PNC BANK, N.A.11+ years Filed as: PNC BANK NA Service code 12 · EIN 22-1146430 Distribution (12b-1) fees; Custodial ... | $190,234 |
INSIGHT INVESTMENT2 years Service code 28 · EIN 82-0983489 Investment Management | $159,577 |
ATALANTA SOSNOFF2 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 13-3098640 Investment Management | $154,587 |
RBC WEALTH MANAGEMENT11+ years Service code 17 · EIN 41-1416330 Pension Consulting | $140,000 |
BENEFIT PROCESSING, INC.11+ years Filed as: BENEFIT PROCESSING INC Service code 13 · EIN 23-2204388 Contract Administrator | $135,516 |
UNITED INDEPENDENT UNION11+ years Service code 14 · EIN 23-1722780 Plan Administrator | $85,388 |
BOLTON PARTNERS, INC.11+ years Filed as: BOLTON PARTNERS NORTHEAST INC Service code 11 · EIN 27-3666661 9000 MIDLANTIC DR, ST 100 · MT LAUREL, NJ 08054 Actuarial | $70,500 |
FRED ALGER MANAGEMENT11+ years Filed as: FRED ALGER MANAGEMENT INC Service code 28 · EIN 13-2510833 Investment Management | $66,407 |
WALTER SCOTT & PARTNERS LIMITED11+ years Filed as: WALTER SCOTT & PARTNERS Service code 28 · EIN 98-0465834 Investment Management | $59,553 |
BOSTON PARTNERS2 years Service code 28 · EIN 98-0202744 Investment Management | $55,920 |
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 |
|---|---|---|
Robert Marcella, Ea, Fca Keystone 74 Benefits and Admin 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