Filings through .
Filed August 26, 2009 (most recent of 3 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 GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $73,831 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $30,000 |
17 funds of $250K or more; 13 lines in all, holding $45.0M of the plan's $46.7M. From the 2024 filing. Recordkeeper: Minnesota Life Insurance.
Target-date series: BlackRock LifePath Index, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $24.2M | 53.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.4M | 12.1% |
| Nyli Winslow Large Cap Growth I TIAA (Nuveen) · Other | $3.5M | 7.7% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.4M | 7.5% |
| Reliance MetLife Series 25053 MetLife · Other | $2.5M | 5.5% |
| Fidelity Small Mid Cap Index Fidelity (FMR) · Mutual fund Index | $1.9M | 4.3% |
| Eupac Fund Capital Group · Separate account | $1.4M | 3.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $922K | 2.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $562K | 1.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $501K | 1.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.