Filings through .
Filed September 22, 1992
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.
See peer percentile detail with Pro.
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS1+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $1,229,745 |
MERCER1+ years Service code 11 1050 CONNECTICUT AVE NW · WASHINGTON, DC 20036 | Actuarial | $606,202 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1876445 | Directed Trustee | $307,784 |
CLEARVIEW GROUP1+ years Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $191,753 |
GREERWALKER LLP1+ years Service code 10 · EIN 56-1434747 | Accounting | $57,925 |
KEYBANK NATIONAL ASSOCIATION1+ years Service code 13 · EIN 34-1974252 | Contract Administrator | $55,934 |
NRS1+ years Service code 15 12 GILL STREET · WOBURN, MA 01801 | Recordkeeping | $11,351 |
26 funds of $250K or more; 27 lines in all, holding $89.2M of the plan's $812M. From the 2025 filing. Recordkeeper: NRS.
| Fund | Dollars | % of funds% |
|---|---|---|
| BWU Manager not matched · Other | $40.0M | 44.9% |
| PIMCO Fds PIMCO (Allianz) · Mutual fund | $16.2M | 18.1% |
| Beignet Investor LLC SR Secured Manager not matched · Other | $5.5M | 6.2% |
| TSY Infl IX N/B 02/54 Manager not matched · Other | $3.5M | 3.9% |
| Infl IX N/B 02/51 Manager not matched · Other | $2.6M | 2.9% |
| Flex Intermediate Manager not matched · Other | $2.0M | 2.2% |
| Infl IX N/B 02/52 Manager not matched · Other | $1.8M | 2.0% |
| Paribas 144A 01/27 Manager not matched · Other | $1.7M | 1.9% |
| Global Funding SR Secured 144A 01/29 Manager not matched · Other | $1.6M | 1.7% |
| Deutsche Bank NY Subordinated Manager not matched · Other | $1.5M | 1.7% |
Covers 70,940 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 |
|---|---|---|
Eric Karpewicz 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.