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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Other fees; Record... | $45,409 |
17 funds of $250K or more; 21 lines in all, holding $16.7M of the plan's $20.1M. From the 2025 filing. Recordkeeper: Minnesota Life Insurance.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard LifeStrategy 40/60 Fund Investor Shares Vanguard · Insurance contract | $2.9M | 17.3% |
| JPMorgan Large Cap Growth JPMorgan · Insurance contract | $2.3M | 13.8% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Insurance contract | $1.4M | 8.2% |
| General Account 2 Securian · Insurance contract | $1.3M | 7.7% |
| Dodge & Cox International Stock Dodge & Cox · Insurance contract | $1.2M | 7.2% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Insurance contract | $1.2M | 7.2% |
| Tiaa-Cref International Equity Index Fund TIAA (Nuveen) · Insurance contract Index | $1.1M | 6.4% |
| Hood River Small-Cap Growth Fund Institutional Shares Hood River · Insurance contract | $940K | 5.6% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Insurance contract Index | $931K | 5.6% |
| Janus Henderson Global Life Sciences Fund Class I Janus Henderson · Insurance contract | $522K | 3.1% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddediShares S&P 500 Index Fund Service Shares | $302K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.