Filings through .
Filed May 30, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $778,667 |
31 funds of $250K or more; 22 lines in all, holding $210M of the plan's $212M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $87.3M | 41.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $24.2M | 11.5% |
| Annuity Contract Stable Asset Fund Manager not matched · Insurance contract | $21.0M | 10.0% |
| Pooled Separate Account American Century Ultra R6 American Century · Separate account | $10.4M | 5.0% |
| Federated Herm Intl Eq Instl Federated Hermes · Other | $9.4M | 4.5% |
| Vanguard Tot BdMktIdx Adm Vanguard · Mutual fund | $8.8M | 4.2% |
| Columbia Mid Cap Index Instl 2 Ameriprise (Columbia Threadneedle) · Mutual fund Index | $7.1M | 3.4% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $7.0M | 3.3% |
| Neuberger Berman MidCapGr R6 Neuberger Berman · Mutual fund | $6.5M | 3.1% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $5.2M | 2.5% |
Covers 60,908 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.