Filings through .
Filed April 21, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $23,755 |
Service code 27 · EIN 34-1913859 | Advisory (Plan) | $15,643 |
CARLSON CAPITAL MANAGEMENT10+ years Service code 27 · EIN 47-2510641 | Advisory (Plan) | $15,234 |
9 funds of $250K or more; 17 lines in all, holding $18.7M of the plan's $18.8M. From the 2025 filing. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Insurance contract Index | $3.7M | 19.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Insurance contract Index | $3.6M | 19.4% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Insurance contract Index | $2.7M | 14.3% |
| Apex Standard Stable Asset StanCorp (Meiji Yasuda) · Insurance contract | $2.2M | 11.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Insurance contract Index | $2.0M | 10.7% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Insurance contract Index | $1.9M | 10.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Insurance contract Index | $1.1M | 6.0% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Insurance contract Index | $609K | 3.3% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Insurance contract Index | $525K | 2.8% |
| Vanguard Total World Stock Index Fund Admiral Shares Vanguard · Insurance contract Index | $125K | 0.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.