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.
$824K in admin expenses, $121 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds hold $61.9M of the plan's $79.9M. Recordkeeper: Beacon Administrators & Consultants.
| Fund | Dollars | % of funds% |
|---|---|---|
| Bnymm AFL-CIO Stock Index Fund AFL-CIO Investment Trust · Collective trust Index | $29.3M | 47.3% |
| Bnymm AFL-CIO SL Mid Cap SIF AFL-CIO Investment Trust · Collective trust | $8.5M | 13.8% |
| Boston Trust Walden Small Cap CIT Boston Trust Walden · Collective trust | $7.4M | 12.0% |
| iShares Global Infrastructure ETF BlackRock · ETF Index | $6.0M | 9.7% |
| U.S. Real Estate Investment Fund Manager not matched · Other | $4.4M | 7.1% |
| Vanguard Intermed Term Treas Vanguard · Mutual fund | $3.0M | 4.9% |
| UBS Trumbull Property Trust Manager not matched · Other | $1.8M | 2.9% |
| PNC Money Market Fund Manager not matched · Money market | $1.2M | 1.9% |
| Federated Hermes Gov't Obl Erisa Federated Hermes · Mutual fund | $320K | 0.5% |
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 12 by compensation.
| Provider | Compensation |
|---|---|
Service code 13 · EIN 83-1544721 Contract Administrator | $126,125 |
USI INSURANCE SERVICES LLC5 years Filed as: USI CONSULTING GROUP Service code 11 6 PPG PLACE · PITTSBURGH, PA 15222 Actuarial | $83,370 |
Service code 27 · EIN 32-0016703 Advisory (Plan) | $65,000 |
Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135-1003 Investment Management | $36,006 |
DICLAUDIO & KRAMER, LLC11+ years Service code 10 · EIN 27-0889793 Accounting | $35,370 |
COMMERCE BANK8 years Service code 28 · EIN 48-0962626 Investment Management | $28,219 |
RICHMOND CAPITAL MANAGEMENT8 years Service code 28 10800 MIDLOTHIAN TURNKPIKE · RICHMOND, VA 23235 Investment Management | $24,552 |
Service code 29 · EIN 33-1365351 Legal | $20,434 |
UBS FINANCIAL SERVICES INC11+ years Filed as: UBS REALTY INVESTORS Service code 28 · EIN 06-1452020 Investment Management | $16,497 |
PNC BANK, N.A.11+ years Filed as: PNC BANK Service code 19 · EIN 22-1146430 Securities Custodian | $15,900 |
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 |
|---|---|---|
Keith L. Nichols, M.A.A.A. Usi Consulting Group 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