Filings through .
1 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.
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.
$540K in admin expenses, $504 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more; 41 lines in all, holding $31.3M of the plan's $71.7M. Recordkeeper: Gulf States Cons & ADM.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual Funds Strategic Income FD CL R6 Manager not matched · Mutual fund | $6.9M | 22.0% |
| Longview Mid Cap 400 Index Fund Manager not matched · Collective trust Index | $4.6M | 14.8% |
| Multi-Employer Property Trust Sun Life (BentallGreenOak) · Collective trust | $4.4M | 14.1% |
| Ibew-Neca Stable Value Trust - Basic Class Manager not matched · Insurance contract | $3.7M | 11.7% |
| Boyd Watterson GSA Fund LP Manager not matched · Mutual fund | $3.1M | 10.0% |
| Ullico Infrastructure Tax-Exempt Fund, LP Ullico · Mutual fund | $2.7M | 8.5% |
| Limited Patnerships CCA Black, LP - Class A Manager not matched · Other | $1.3M | 4.1% |
| Money Market Mutual Fund Manager not matched · Money market | $1.2M | 3.7% |
| Wells Fargo N.A. Money Market Account Allspring · Money market | $669K | 2.1% |
| Jpmorgan Chase Domestic Common Stocks JPMorgan · Mutual fund | $476K | 1.5% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
31 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
31 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 10 by compensation.
| Provider | Compensation |
|---|---|
HIGHLAND CAPITAL MANAGEMENT10+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-5440911 6075 POPLAR AVE SUITE 703 · MEMPHIS, TN 38119 Investment Management | $154,413 |
Filed as: GULF STATES CONSULTANTS & ADMINISTR Service code 13 · EIN 63-0836919 1717 OLD SHELL ROAD · MOBILE, AL 36604 Contract Administrator | $79,000 |
REYNOLDS CONSULTING SERVICES7 years Filed as: REYNOLDS CONSULTING Service code 27 · EIN 20-1899564 25 NEWBRIDGE RD, SUITE 205 · HICKSVILLE, NY 11801 Advisory (Plan) | $43,542 |
Service code 28 · EIN 30-0872552 7315 WISCONSIN AVENUE, SUITE 200W · BETHESDA, MD 20814 Investment Management | $39,877 |
Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 1801 EAST 9TH STREET, SUITE 1400 · CLEVELAND, OH 44114-3179 Investment Management | $39,813 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 90-0622302 8403 COLEVILLE ROAD · SILVER SPRING, MD 20910 Investment Management | $39,256 |
US BANK5 years Service code 19 · EIN 31-0841368 1555 N RIVERCENTER DR SUITE 300 · MILWAUKEE, WI 53212 Securities Custodian | $23,345 |
CARR, RIGGS & INGRAM, LLC4 years Service code 10 · EIN 72-1396621 1117 BOLL WEEVIL CIRCLE · ENTERPRISE, AL 36330 Accounting | $22,773 |
SOUTHERN ACTUARIAL SERVICES5 years Filed as: SOUTHERN ACTUARIAL SERVICES COMPANY Service code 11 · EIN 58-2409046 P.O. BOX 888343 · ATLANTA, GA 30356-0343 Actuarial | $18,575 |
Filed as: QUINN, CONNOR, WEAVER, DAVIES Service code 29 2 20TH STREET NORTH, SUITE 930 · BIRMINGHAM, AL 35203 Legal | $5,345 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Charles T. Carr Southern Actuarial Services Company Schedule MB | Schedule MB |
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.
3 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025