Filings through .
Filed November 17, 2008
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 |
|---|---|---|
UNITED BENEFITS GROUP4 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $6,823 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $5,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
10 funds of $250K or more; 36 lines in all, holding $7.6M of the plan's $7.6M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1IMACIF Manager not matched · Other | $1.2M | 16.4% |
| 1IMCIF1 Manager not matched · Other | $842K | 11.1% |
| 1W50LPS Manager not matched · Other | $841K | 11.1% |
| 1ICCIF1 Manager not matched · Other | $706K | 9.3% |
| 1WRTLPS Manager not matched · Other | $663K | 8.8% |
| 1W30LPS Manager not matched · Other | $426K | 5.6% |
| 1W40LPS Manager not matched · Other | $414K | 5.5% |
| 1W45LPS Manager not matched · Other | $372K | 4.9% |
| 1IACIF1 Manager not matched · Other | $334K | 4.4% |
| 1W35LPS Manager not matched · Other | $276K | 3.6% |
No lineup changes between the 2024 and 2025 filings.
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, not money moved.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.