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| Provider | Service type | Compensation |
|---|---|---|
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $101,625 |
A. WYDRA8 years Service code 14 · EIN 36-6033202 | Plan Administrator | $90,076 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $56,088 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $54,524 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 51 · EIN 20-0292745 | Investment Mgmt Fees | $51,092 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $46,250 |
Filed as: MIDWEST INSTITUTIONAL TRUST CO Service code 19 · EIN 93-1799133 | Securities Custodian | $44,558 |
TED WINDSOR & ASSOCIATES10+ years Service code 11 · EIN 36-4374704 | Actuarial | $31,575 |
LEGACY PROFESSIONALS LLP2 years Filed as: LEGACY PROFESSIONALS Service code 10 · EIN 32-0043599 | Accounting | $31,220 |
MARCO CONSULTING GROUP2 years Filed as: MARCO, MCGUIRE & ARREOLA Service code 29 · EIN 88-4115449 | Legal | $15,538 |
16 funds of $250K or more; 17 lines in all, holding $170M of the plan's $173M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Midwest Page 8 - Bnym Mellon AFL-CIO SL Broad Market Stock Index Fund AFL-CIO Investment Trust · Collective trust Index | $50.7M | 29.9% |
| Midwest Page 7 - Baird Core Plus Bond Fund Inst 71 Baird · Mutual fund | $18.6M | 11.0% |
| Midwest Page 8 - Loomis Sayles Core Plus Bond Fund Natixis IM · Collective trust | $17.2M | 10.1% |
| Midwest Page 8 - Parametric Defense Equity Fund Morgan Stanley · Other | $15.8M | 9.3% |
| Midwest Page 7 - JP Morgan IIF Erisa Hedged LP JPMorgan · Other | $9.2M | 5.4% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $8.1M | 4.8% |
| Midwest Page 7 - Ssga MSC ACWI Ex-US State Street (SSgA) · Collective trust | $8.0M | 4.7% |
| Midwest Page 8 - Corbin Erisa Opportunity Fund LP Manager not matched · Other | $8.0M | 4.7% |
| Midwest Page 9 - Pinehurst Institutional Ltd. Manager not matched · Other | $7.9M | 4.7% |
| Midwest Page 8 - Hgk Trinity Street International Equity Fund LP Manager not matched · Other | $7.3M | 4.3% |
Covers 60,908 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 |
|---|---|---|
Ted Windsor Ted Windsor & Associates 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.