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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $66,398 |
VALMARK ADVISERS INC1 year Filed as: VALMARK Service code 27 · EIN 34-1724087 | Advisory (Plan) | $64,807 |
13 funds of $250K or more; 19 lines in all, holding $35.5M of the plan's $37.2M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund Service Shares BlackRock · Insurance contract Index | $13.1M | 37.0% |
| Tiaaa (Nuveen) International Equity Index R6 TIAA (Nuveen) · Insurance contract Index | $6.3M | 17.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Insurance contract Index | $4.8M | 13.6% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Insurance contract Index | $3.4M | 9.7% |
| Vanguard Short-Term Bond Index Fund Admiral Shares Vanguard · Insurance contract Index | $2.4M | 6.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Insurance contract Index | $1.3M | 3.8% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Insurance contract Index | $958K | 2.7% |
| Neuberger Berm Stratic Income Fund Neuberger Berman · Insurance contract | $713K | 2.0% |
| Eupac Fund Class R-6 Capital Group · Insurance contract | $465K | 1.3% |
| Pgim Total Return Bond Fund Class Z Prudential (PGIM) · Insurance contract | $417K | 1.2% |
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.
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.