Filings through .
1 of 17 flags tripped on the 2025 filing.
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.
$413K in admin expenses, $843 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds hold $17.3M of the plan's $68.7M. Recordkeeper: Benesys.
| Fund | Dollars | % of funds% |
|---|---|---|
| Private Equity Fund Manager not matched · Mutual fund | $10.1M | 58.4% |
| Limited Partnerships Manager not matched · Other | $2.6M | 15.1% |
| Common/collective FU Manager not matched · Collective trust | $2.6M | 14.9% |
| Real Estate Manager not matched · Collective trust | $1.7M | 9.6% |
| Current Interest Identity Manager not matched · Other | $367K | 2.1% |
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 10 of 12 by compensation.
| Provider | Compensation |
|---|---|
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 25 BRAINTREE HILL · BRAINTREE, MA 02184 Consulting | $123,912 |
ACRISURE2 years Service code 11 100 OTTAWA AVE SW · GRAND RAPIDS, MI 49503 Actuarial | $48,200 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE RD · SILVER SPRING, MD 20910 Investment Management | $35,239 |
BENESYS, INC.11+ years Filed as: BENESYS Service code 13 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 Contract Administrator | $32,354 |
NATIONAL REAL ESTATE ADVISORS, LLC11+ years Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 900 7TH STREET, NW · WASHINGTON, DC 20001 Investment Management | $29,403 |
YURCHYK & DAVIS CPA'S, INC.11+ years Filed as: YURCHYK & DAVIS CPA'S INC Service code 10 · EIN 34-1638235 Accounting | $24,340 |
PNC BANK, N.A.3 years Filed as: PNC BANK Service code 18 300 5TH AVENUE · PITTSBURGH, PA 15222 Trustee (bank, trust company, or simi... | $19,744 |
Filed as: INTERNATIONAL FOUNDATION OF EBP'S Service code 99 18700 W BLUEMOUND RD · BROOKFIELD, WI 53045 Other Fees | $12,425 |
NEWTOWER TRUST COMPANY5 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 Investment Management | $11,369 |
COMERICA BANK11+ years Filed as: COMERICA Service code 19 411 W. LAFAYETTE BLVD · DETROIT, MI 48226 Securities Custodian | $10,697 |
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 |
|---|---|---|
Amy M. Crouse Acrisure 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.
11 filings · 2015 to 2025