Filings through .
Filed October 19, 2004
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.
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| Provider | Service type | Compensation |
|---|---|---|
SUN LIFE FINANCIAL1 year Filed as: SUN LIFE INVESTMENT MGMT Service code 51 500 FIFTH AVE, SUITE 2500 · NEW YORK, NY 10110 | Investment Mgmt Fees | $37,500 |
MILLIMAN, INC.2 years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $36,188 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $29,564 |
Service code 27 · EIN 91-0675641 | Advisory (Plan) | $13,018 |
TI TRUST1 year Filed as: TI-TRUST, INC Service code 70 · EIN 20-1171923 | Consulting Fees | $7,000 |
1 fund of $250K or more; 19 lines in all, holding $2.9M of the plan's $8.3M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Par Value Manager not matched · Other | $1.7M | 58.3% |
| Prudential Short Term Prudential (PGIM) · Insurance contract | $190K | 6.5% |
| Jpmorgan Chase Par Value JPMorgan · Mutual fund | $112K | 3.8% |
| Par Value Goldman Sachs · Mutual fund | $84K | 2.9% |
| Soho Trust 2021-Soho A Manager not matched · Other | $82K | 2.8% |
| SLG Office Trust 2021-OVA A Manager not matched · Other | $80K | 2.7% |
| Fidelity Government Cash Reserves Fidelity (FMR) · Money market | $80K | 2.7% |
| Blackstone Private Credit Blackstone · Other | $74K | 2.5% |
| Sfave Coml Mtg TR 2015-5ave A-1 Manager not matched · Other | $69K | 2.3% |
| State Street Par Value State Street (SSgA) · Mutual fund | $67K | 2.3% |
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, not money moved.
Covers 71,097 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 |
|---|---|---|
Mahrukh Mavalvala Milliman Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.