Filings through .
2 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$176K in admin expenses, $853 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
4 funds of $250K or more; 5 lines in all, holding $3.7M of the plan's $3.9M. Recordkeeper: Healthscope Benefits.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 51.9% |
| Baird Short-Term Bond Fund Institutional Baird · Mutual fund | $675K | 18.3% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $668K | 18.1% |
| Mutual Funds Vanguard Tot Int St Inx Adm Vanguard · Mutual fund | $404K | 10.9% |
| maturity date, rate of Money Market Funds First Amer Govt Oblig Fund Class Y Manager not matched · Money market | $31K | 0.8% |
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 7 by compensation.
| Provider | Compensation |
|---|---|
CUNI, RUST & STRENK7 years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 Actuarial | $45,988 |
LEDBETTER PARTNERS LLC1 year Filed as: LEDBETTER PARTNERS Service code 29 · EIN 03-0599899 5078 WOOSTER RD STE 400 · CINCINNATI, OH 45226 Legal | $31,556 |
UNITED HEALTHCARE3 years Filed as: UMR Service code 14 · EIN 39-1995276 7440 WOODLAND DRIVE · INDIANAPOLIS, IN 46278 Plan Administrator | $26,223 |
Service code 27 · EIN 80-0861455 5000 ROCKSIDE RD STE 320 · INDEPENDENCE, OH 44131 Advisory (Plan) | $20,000 |
DGPERRY, PLLC1 year Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 Accounting | $13,000 |
Service code 28 · EIN 31-0841368 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 Investment Management | $10,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 22 · EIN 46-0614919 333 WEST 34TH STREET · NEW YORK, NY 10001-2402 Insurance Broker | $7,557 |
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 |
|---|---|---|
Allen L. Pauly Cuni, Rust and Strenk 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.
10 filings · 2016 to 2025