Filings through .
Filed March 5, 2006
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 |
|---|---|---|
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $172,431 |
USI INSURANCE SERVICES LLC2 years Filed as: USI CONSULTING GROUP Service code 11 · EIN 06-1053228 | Actuarial | $96,189 |
10 funds hold $71.4M of the plan's $71.4M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Multi-Manager Liability Driven Solution CIT II Principal · Collective trust Recordkeeper's own fund | $56.6M | 79.2% |
| Principal/multi-Manager Liability Driven Solution CIT I Principal · Collective trust Recordkeeper's own fund | $5.3M | 7.4% |
| Principal/BlackRock International Equity Index CIT N BlackRock · Collective trust Index | $1.8M | 2.5% |
| Principal/BlackRock S&P 500 Index CIT N BlackRock · Collective trust Index | $1.5M | 2.1% |
| Principal/BlackRock Short-Term Investment Fund A S1 BlackRock · Mutual fund | $1.4M | 2.0% |
| Principal/blackrock Large Cap Value Index CIT N BlackRock · Collective trust Index | $1.1M | 1.6% |
| Principal/BlackRock Large Cap Growth Index CIT N BlackRock · Collective trust Index | $1.1M | 1.6% |
| Principal Multi-Manager Liability Driven Solution CIT III Principal · Collective trust Recordkeeper's own fund | $999K | 1.4% |
| Principal/BlackRock S&P MidCap Index CIT N BlackRock · Collective trust Index | $978K | 1.4% |
| Principal Blackrock Russell 2000 Index CIT N BlackRock · Collective trust Index | $549K | 0.8% |
Moved 3 funds from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustPrincipal|\Multi-Manager Liability Driven Solution II F to Principal Multi-Manager Liability Driven Solution CIT II | $38.6M to $56.6M |
| Mutual fund to collective trustPrincipal\Multi-Manager Liability Driven Solution I F to Principal/multi-Manager Liability Driven Solution CIT I | $16.5M to $5.3M |
| Mutual fund to collective trustPrincipal|\Multi-Manager Liability Driven Solution III F to Principal Multi-Manager Liability Driven Solution CIT III | $1.7M to $999K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 6 renames.
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
S. Kevin Sullivan Usi Consulting Group Schedule SB | Schedule SB | Pro |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.