Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES11+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $77,125 |
AMERICAN DATA CENTRE, INC.11+ years Service code 13 · EIN 36-6095542 | Contract Administrator | $62,400 |
CHEIRON11+ years Service code 11 · EIN 13-4215617 | Actuarial | $44,606 |
LEGACY PROFESSIONALS LLP11+ years Service code 10 · EIN 32-0043599 | Accounting | $24,500 |
TOM PARAVOLA11+ years Service code 29 PO BOX 66 · ELMHURST, IL 60126 | Legal | $24,000 |
ULLICO11+ years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $11,828 |
JOHNSON & KROL, LLC10+ years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $9,637 |
DWS FUNDS7 years Filed as: RREEF AMERICA LLC Service code 28 · EIN 58-2364506 | Investment Management | $6,851 |
PBI4 years Filed as: PBI RESEARCH SERVICES Service code 49 · EIN 82-4722389 | Other Services | $5,235 |
8 funds hold $22.2M of the plan's $26.0M. From the 2025 filing. Recordkeeper: American Data Centre.
| Fund | Dollars | % of funds% |
|---|---|---|
| Baird Aggregate Bond Fund Baird · Mutual fund | $6.2M | 28.1% |
| Western Asset Core Plus Bond Fund Franklin Templeton · Mutual fund | $5.7M | 25.8% |
| Bynm AFL-CIO Broad Market Index AFL-CIO Investment Trust · Mutual fund Index | $3.3M | 14.8% |
| MFS Low Volatility Equity Fund MFS (Sun Life) · Mutual fund | $2.7M | 12.3% |
| Ullico Infrastructure Fund Ullico · Mutual fund | $2.4M | 10.8% |
| Real Estate Investment Fund Rreef America REIT II Fund DWS · Mutual fund | $849K | 3.8% |
| Ullico Diversified International Equity Ullico · Other | $676K | 3.0% |
| Multi-Employer Property Trust Sun Life (BentallGreenOak) · Collective trust | $284K | 1.3% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Joseph Mara Jr. Cheiron, Inc. Schedule MB | Schedule MB | 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.