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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $38,463 |
12 funds of $250K or more; 19 lines in all, holding $15.9M of the plan's $16.2M. From the 2025 filing. Recordkeeper: Human Interest Advisor.
Target-date series: Vanguard Target Retirement, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| NT S&P 500 Index Fund Northern Trust · Collective trust Index | $6.0M | 38.0% |
| Northern Trust Collective All Country World Index Ex US Fund Northern Trust · Collective trust Index | $3.0M | 18.9% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $1.8M | 11.4% |
| NT Aggregate Bond Index Fund Northern Trust · Collective trust Index | $1.7M | 10.6% |
| Great Gray Moderate MAP Freedom Manager not matched · Collective trust | $749K | 4.7% |
| Maturity Date, Rate of Interest, (e) Mutual funds: JPMorgan JPMorgan · Mutual fund | $593K | 3.7% |
| Great Gray MFS International Equity MFS (Sun Life) · Collective trust | $392K | 2.5% |
| Galliard Stable Value Fund Allspring · Insurance contract | $273K | 1.7% |
| NT Extended Equity Market Index Fund Northern Trust · Collective trust Index | $270K | 1.7% |
| Great Gray Income MAP Freedom Manager not matched · Collective trust | $240K | 1.5% |
Added 1 fund, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedGreat Gray Moderate MAP Freedom | $749K |
| DroppedGreat Gray Moderate MAP | $540K |
| ReplacedHighGreat Gray Trust EuroPacific Growth to Great Gray MFS International Equity | $268K to $392K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.