Filings through .
Filed June 11, 2019
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.11+ years Service code 11 · EIN 91-0675641 | Actuarial | $92,328 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS PC Service code 29 · EIN 46-3862389 | Legal | $21,313 |
BROADRIDGE FINANCIAL SOLUTIONS INC10+ years Filed as: MATRIX TRUST COMPANY Service code 21 · EIN 75-3182674 | Bank Trustee | $13,779 |
CMJ, LLP9 years Service code 10 · EIN 14-1710385 | Accounting | $11,500 |
17 funds hold $17.0M of the plan's $17.3M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $3.3M | 19.2% |
| Vanguard Developed Mkts Stock Index Adm Vanguard · Mutual fund Index | $2.6M | 15.6% |
| PIMCO Long Duration Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $1.3M | 7.9% |
| Vanguard Long-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 7.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 5.9% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $869K | 5.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $849K | 5.0% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $845K | 5.0% |
| Cohen & Steers Global Infrastructure Fund Inc. Class Z Cohen & Steers · Mutual fund | $839K | 4.9% |
| Vanguard Short Term Invest Grade Admiral Vanguard · Mutual fund | $675K | 4.0% |
No lineup changes between the 2024 and 2025 filings.
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, not money moved.
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Vicki A. Mazzie, FSA Milliman, Inc. Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.