Filings through .
Filed June 8, 2000
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 | Custodial (other than securities); Di... | $77,388 |
USI INSURANCE SERVICES LLC2 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $24,750 |
9 funds of $250K or more; 15 lines in all, holding $19.7M of the plan's $20.0M. From the 2024 filing. Recordkeeper: Minnesota Life Insurance.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth JPMorgan · Insurance contract | $4.6M | 23.1% |
| Eupac Fund Class R-6 Capital Group · Insurance contract | $3.4M | 17.0% |
| Dodge & Cox Stock Fund Dodge & Cox · Insurance contract | $3.2M | 16.3% |
| Baird Aggregate Bond Fund Institutional Baird · Insurance contract | $2.2M | 11.0% |
| Pgim Short-Term Corporate Bond Fund Class Z Prudential (PGIM) · Insurance contract | $1.8M | 9.4% |
| T. Rowe Price Mid Cap Growth T. Rowe Price · Insurance contract | $1.4M | 7.3% |
| Janus Henderson Small Cap Value Janus Henderson · Insurance contract | $1.1M | 5.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Insurance contract Index | $1.0M | 5.1% |
| Galliard Stable Return Fund Allspring · Insurance contract | $434K | 2.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Insurance contract Index | $216K | 1.1% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.