Filings through .
1 of 17 flags tripped on the 2025 filing.
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.
$80K in admin expenses, $283 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 7 lines in all, holding $14.2M of the plan's $15.9M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mfo Vanguard IT Corp BD Index Vanguard · Mutual fund Index | $4.8M | 34.0% |
| MFO Vanguard Scottsdale Fds Long-Term Treas Index Fd Vanguard · Mutual fund Index | $4.4M | 30.9% |
| Funds: Metlife Long Credit Collective MetLife · Collective trust | $3.3M | 23.2% |
| Mfo Vanguard Morningstar Total Stock Vanguard · Mutual fund | $803K | 5.7% |
| Mfo Vanguard Developed Markets Index Vanguard · Mutual fund Index | $595K | 4.2% |
| Mfo Vanguard Intl Equity Index Vanguard · Mutual fund Index | $157K | 1.1% |
| NT Collective Govt Short Term Invt FD Northern Trust · Collective trust | $138K | 1.0% |
Added 1 fund, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| DroppedMfo Vanguard 500 Index FD | $807K |
| AddedMfo Vanguard Morningstar Total Stock | $803K |
| DroppedMfo PIMCO Fds Income | $417K |
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. They do not show money moved.
1 more change in this lineup is 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 1 by compensation.
| Provider | Compensation |
|---|---|
NORTHERN TRUST COMPANY5 years Service code 19 · EIN 36-1561860 Securities Custodian | $79,593 |
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 |
|---|---|---|
V. Joseph Fiorica Segal Schedule SB | Schedule SB |
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.
Filed October 7, 1998.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025