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.
$378K in admin expenses, $810 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 9 by compensation.
| Provider | Compensation |
|---|---|
NOA1 year Service code 10 · EIN 34-1337680 Accounting | $80,737 |
Service code 27 · EIN 58-2432390 Advisory (Plan) | $52,584 |
CHARTWELL INVESTMENT PARTNERS10+ years Service code 28 1235 WESTLAKE DR. · BERWYN, PA 19312 Investment Management | $45,803 |
UNITED ACTUARIAL SERVICES10+ years Service code 11 · EIN 35-2156428 Actuarial | $31,750 |
Filed as: SHUMAKER, LOOP & KENDRICK Service code 29 · EIN 34-4439491 Legal | $22,611 |
WITHUMSMITH+BROWN, PC10+ years Filed as: BROWN ADVISORY Service code 28 · EIN 26-4560299 Investment Management | $20,446 |
Service code 19 · EIN 31-0800053 Securities Custodian | $13,500 |
HUNTINGTON NATIONAL BANK7 years Filed as: HUNTINGTON INSURANCE Service code 28 37 WEST BROAD STREET · COLUMBUS, OH 43215 Investment Management | $12,231 |
US BANK9 years Service code 28 ONE US BANK PLAZA · ST. LOUIS, MO 63101 Investment Management | $9,561 |
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 |
|---|---|---|
Erika L. Creager, Ea, Maaa United Actuarial Services, Inc. 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