Filings through .
2 of 18 flags tripped on the 2025 filing.
Possible retail share class: $125M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$454K in admin expenses, $355 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds hold $147M of the plan's $152M. Recordkeeper: Healthscope Benefits.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Index Funds Value Port M utual fund Vanguard · Mutual fund IndexPossible retail class A | $20.6M | 14.0% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexPossible retail class A | $20.4M | 13.8% |
| Vanguard Tax M anaged Intl Fund Devoloped M kt M utual fund Vanguard · Mutual fund Possible retail class A | $10.7M | 7.3% |
| Grosvenor Institutional Partners, LP Limited partnership Manager not matched · Other | $10.2M | 6.9% |
| NIS Core Income Fund, LLC National Investment Services · Collective trust | $8.9M | 6.0% |
| Pooled investment funds Ironwood Institutional, Ltd. Manager not matched · Collective trust | $8.6M | 5.9% |
| Vanguard Index Funds M id Cap Stock M utual fund Vanguard · Mutual fund IndexPossible retail class A | $8.4M | 5.7% |
| Western Asset Fds Inc Core Plus Bd I M utual fund Franklin Templeton · Mutual fund Possible retail class A | $8.2M | 5.6% |
| Pooled investment fund Manager not matched · Collective trust | $8.0M | 5.4% |
| Vanguard Index Funds Small Cap Stock M utual fund Vanguard · Mutual fund IndexPossible retail class A | $7.9M | 5.4% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
8 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 5 by compensation.
| Provider | Compensation |
|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Service code 27 · EIN 11-3658445 Advisory (Plan) | $115,171 |
HEALTHSCOPE BENEFITS10+ years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 14 · EIN 71-0847266 Plan Administrator | $81,978 |
THE SEGAL COMPANY10+ years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 Actuarial | $61,141 |
NATIONAL INVESTMENT SERVICES10+ years Service code 28 · EIN 84-3937993 Investment Management | $26,328 |
ROMOLO & ASSOCIATES, LLC6 years Filed as: ROMOLO & ASSOCIATES LLC Service code 10 · EIN 84-2885766 Accounting | $18,715 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Daniel Reusz, Asa, Maaa, Ea Segal Schedule MB | Schedule MB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025