Filings through .
3 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.
Wind-down / frozen
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.
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.
$460K in admin expenses, $689 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
3 funds hold $68.8M of the plan's $102M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual Manager not matched · Mutual fund | $43.5M | 63.3% |
| PIMCO Stocks (Plus LP) PIMCO (Allianz) · Other | $15.2M | 22.1% |
| Multi-Employer Property Trust Sun Life (BentallGreenOak) · Other | $10.0M | 14.5% |
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. They do not show 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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 9 by compensation.
| Provider | Compensation |
|---|---|
NORTHWESTERN OHIO ADMINISTRATORS11+ years Filed as: NORTHWESTERN OHIO ADMIN Service code 10 · EIN 34-1337680 1720 INDIAN WOOD CIRCLE · MAUMEE, OH 43537 Accounting | $109,530 |
THE SEGAL COMPANY11+ years Filed as: SEGAL ADVISOR Service code 21 · EIN 13-2646110 333 WEST 34TH ST · NEW YORK, NY 10001 Bank Trustee | $60,000 |
HM CAPITAL MANAGEMENT11+ years Filed as: LP CAPITAL MANAGEMENT Service code 21 · EIN 02-0541198 11150 SNATA MONICA · LOS ANGELES, CA 90025 Bank Trustee | $52,289 |
TRUST COMPANY OF TOLEDO11+ years Filed as: THE TRUST COMPANY OF TOLEDO Service code 19 · EIN 34-1661757 1630 TIMBERWOLF DRIVE · TOLEDO, OH 43528 Securities Custodian | $46,208 |
SUN LIFE FINANCIAL7 years Filed as: SLC MANAGEMENT Service code 21 · EIN 04-3401283 ONE SUN LIFE EXECUTIVE PK · WELLESLEY HILLS, MA 02481 Bank Trustee | $35,357 |
MILLIMAN, INC.6 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 71 SOUTH WACKER DR · CHICAGO, IL 60606 Actuarial | $30,761 |
TITUS & URBANSKI, INC.11+ years Filed as: TITUS & URBANSKI, INC Service code 10 · EIN 34-1695540 3220 CENTRAL PARK WEST · TOLEDO, OH 43617 Accounting | $27,900 |
HUNTINGTON NATIONAL BANK6 years Filed as: HUNTINGTON INSURANCE, INC Service code 23 · EIN 34-1715613 221 S. CHURCH ST · BOWLING GREEN, OH 43402 Insurance services | $16,972 |
SHUMAKER, LOOP & KENDRICK, LLP11+ years Filed as: SHUMAKER, LOOP & KENDRICK Service code 29 · EIN 34-4439491 1000 JACKSON STREET · TOLEDO, OH 43624 Legal | $8,503 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Daniel Colby, FSA, Ea, Maaa Milliman, Inc Schedule SB | Schedule SB |
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