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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY, INC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $164,439 |
STRONG CAPITAL MANAGEMENT10+ years Service code 27 · EIN 39-1213042 | Advisory (Plan) | $137,711 |
LAZARD ASSET MANAGEMENT10+ years Service code 27 · EIN 13-5545100 | Advisory (Plan) | $113,920 |
BOSTON PARTNERS7 years Service code 27 ONE BEACON STREET 30TH FL · BOSTON, MA 02108 | Advisory (Plan) | $107,018 |
Filed as: TIC MIDWEST, LLC Service code 10 · EIN 93-4217445 | Accounting | $77,382 |
FOUNDRY PARTNERS10+ years Service code 27 · EIN 46-1184506 | Advisory (Plan) | $71,889 |
Filed as: SILVERCREST ASSET MANAGEMENT Service code 27 1330 AVENUE OF THE AMICA · NEW YORK, NY 10019 | Advisory (Plan) | $57,220 |
CHEIRON1 year Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $51,050 |
AMALGAMATED BANK1 year Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-9721895 | Securities Custodian | $44,629 |
FIERA CAPITAL7 years Service code 27 · EIN 38-1198068 | Advisory (Plan) | $36,753 |
17 funds of $250K or more; 22 lines in all, holding $117M of the plan's $228M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ibew Neca Equity Index Fund Manager not matched · Mutual fund Index | $41.4M | 35.4% |
| Loomis Sayles Large Cap Growth CIT Fund Natixis IM · Collective trust | $8.9M | 7.6% |
| BlackRock Low Duration Bond Portfolio Institutional Shares BlackRock · Mutual fund | $8.7M | 7.5% |
| BlackRock High Yield Portfolio Institutional Shares BlackRock · Mutual fund | $8.3M | 7.1% |
| Housing Investment Trust AFL-CIO Investment Trust · Other | $7.9M | 6.8% |
| Goldman Sachs Financial Square Government Fund Goldman Sachs · Money market | $7.7M | 6.6% |
| Erisa Opportunity Fund, L.P Manager not matched · Mutual fund | $7.2M | 6.2% |
| Lighthouse V Fund Manager not matched · Mutual fund | $6.2M | 5.3% |
| U.S. Real Estate Investment Fund, LLC Manager not matched · Mutual fund | $4.9M | 4.2% |
| Small Buyout Opportunities Fund V, L.P Manager not matched · Mutual fund | $3.1M | 2.7% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Joseph Mara Jr. Cheiron, Inc. Schedule MB | Schedule MB | Pro |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.