Filings through .
Filed December 28, 2004 (most recent of 3 filings on file)
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON INC. Service code 11 · EIN 53-0181291 | Actuarial | $1,178,594 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 28 · EIN 52-1868818 | Investment Management | $406,135 |
Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $38,041 |
PENSION BENEFIT INFORMATION, LLC1+ years Service code 50 · EIN 82-4722389 | Direct Payment | $6,248 |
4 funds hold $351M of the plan's $351M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Money market mutual fund Federated Hermes · Money market | $159M | 45.4% |
| Income Research + Management Intermediate Collective Fund Manager not matched · Collective trust | $104M | 29.6% |
| WTW Group Trust Long Credit Fund WTW · Collective trust | $48.6M | 13.9% |
| as Quoted by the Trust State Street Global Advisors U.S. Government Bond Index Strategy State Street (SSgA) · Collective trust Index | $39.3M | 11.2% |
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 |
|---|---|---|
Kristoff M. Hendrickson, FSA, Ea Willis Towers Watson US LLC Schedule SB | Schedule SB | Pro |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
The auditor signed off without reservation. This is the cleanest opinion.