Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $238,245 |
MERCER1+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $153,126 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $147,706 |
US BANK1+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $45,509 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 | Investment Management | $35,298 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $9,907 |
3 funds hold $134M of the plan's $186M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mercer Active Long Corporate FU Marsh McLennan (Mercer) · Collective trust | $88.6M | 66.3% |
| SSgA MSCI ACWI Index Non-Lending Fund Ctf State Street (SSgA) · Collective trust Index | $36.0M | 27.0% |
| State Street Real Asset Non-Lending Series Fund - Class A State Street (SSgA) · Collective trust | $9.0M | 6.7% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Christopher Layton Mercer 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.