Filings through .
3 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$3.1M in admin expenses, $195 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds hold $777M of the plan's $799M. Recordkeeper: Milliman.
| Fund | Dollars | % of funds% |
|---|---|---|
| Blackrock Intermediate Govt Bond Index BlackRock · Mutual fund Index | $231M | 29.7% |
| Fidelity Short Term Treasury Bond Open-End Fund Fidelity (FMR) · Mutual fund | $168M | 21.7% |
| Blackrock Long Term Gov BD Indx BlackRock · Mutual fund Index | $83.3M | 10.7% |
| Fidelity Long-Term Treasury Bond Index Fund Fidelity (FMR) · Mutual fund Index | $81.4M | 10.5% |
| CF Blackrock Russell BlackRock · Collective trust | $79.3M | 10.2% |
| Fidelity Intermediate Treasury Bond Index Fund Fidelity (FMR) · Mutual fund Index | $68.7M | 8.9% |
| Blackrock ACWI Ex-Us Superfund A BlackRock · Mutual fund | $52.8M | 6.8% |
| Insurance Company Contracts Mutual OF NEW York Insurance CO Manager not matched · Insurance contract | $7.5M | 1.0% |
| Pooled Separate Accounts Principal Finl GRP PTR L/C S&P500 Principal · Separate account | $4.2M | 0.5% |
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 6 by compensation.
| Provider | Compensation |
|---|---|
Service code 28 · EIN 04-2647786 Investment Management | $977,802 |
AON CONSULTING8 years Filed as: AON CONSULTING INC. Service code 11 · EIN 36-2235791 Actuarial | $224,069 |
CALLAN LLC3 years Service code 27 ONE BUSH STREET SUITE 700 · SAN FRANCISCO, CA 94104 Advisory (Plan) | $128,000 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 Investment Management | $80,934 |
THOMPSON HINE LLP6 years Service code 29 · EIN 34-0575300 Legal | $17,738 |
MEADEN & MOORE, LTD.8 years Service code 10 · EIN 34-1818258 Accounting | $6,550 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Gregory H. Reynolds Aon Consulting, 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.
Filed November 2, 2022 (most recent of 9 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
9 contacts
Phone and email for the actuary and top hat administrator are on Pro.
10 filings · 2016 to 2025