Filings through .
2 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.
Wind-down / frozen
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.
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.
$268K in admin expenses, $857 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 6 by compensation.
| Provider | Compensation |
|---|---|
BLUE CROSS BLUE SHIELD ASSOCIATION10+ years Service code 14 · EIN 13-5656874 Plan Administrator | $70,030 |
MERCER4 years Filed as: MERCER INVESTMENT Service code 51 · EIN 30-0282430 Investment Mgmt Fees | $55,505 |
AON CONSULTING11+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 Actuarial | $53,197 |
NORTHERN TRUST COMPANY11+ years Service code 21 · EIN 36-1561860 Bank Trustee | $25,468 |
L & S VENTURES LLC2 years Filed as: L&S VENTURES Service code 17 · EIN 75-3238476 Pension Consulting | $12,129 |
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 33-1498605 Accounting | $7,371 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
David M. Kuhn Aon Consulting, Inc. 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 February 24, 2017 (most recent of 4 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
7 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025