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.
$741K in admin expenses, $867 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 16 lines in all, holding $42.4M of the plan's $47.2M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Plus Shares Vanguard · Mutual fund Index | $15.2M | 35.8% |
| Nhit Core Fixed Income Trust Manager not matched · Collective trust | $7.6M | 18.0% |
| Wcm Focused International Growth Fund LP WCM Investment Management · Mutual fund | $4.5M | 10.6% |
| MFO Causeway CAP Mgmt TR Intl Value FD Instl CL Causeway Capital · Other | $4.4M | 10.4% |
| CF Pgim Absolute Total Return BD CL 1 Prudential (PGIM) · Collective trust | $4.4M | 10.3% |
| MFO RBC FDS TR Emerging MKT Equity FD CLI RBC Global Asset Management · Other | $1.6M | 3.8% |
| Mfo DFA Invt Dimensions Group Inc Emerging Mkts Core Equity 2 PO Dimensional · Mutual fund | $1.5M | 3.6% |
| Combined Charges 1 Manager not matched · Other | $1.2M | 2.9% |
| Experience Loss Manager not matched · Other | $797K | 1.9% |
| NT Collective Govt Short Term Invt FD Northern Trust · Collective trust | $468K | 1.1% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
6 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 of 19 by compensation.
| Provider | Compensation |
|---|---|
JEFFREY HOFF10+ years Service code 30 300 S. ASHLAND AVE · CHICAGO, IL 60607 Employee (plan) | $69,643 |
THE SEGAL COMPANY7 years Filed as: SEGAL CONSULTING Service code 11 101 N. WACKER DRIVE · CHICAGO, IL 60606 Actuarial | $68,086 |
LANER MUCHIN10+ years Service code 29 515 N. STATE STREET, SUITE 2800 · CHICAGO, IL 60654 Legal | $50,202 |
BURKE, BURNS & PINELLI, LTD5 years Service code 29 70 W MADISON ST · CHICAGO, IL 60602 Legal | $46,134 |
ROSANNE LACALAMITA10+ years Service code 30 300S. ASHLAND AVE., SUITE 500 · CHICAGO, IL 60607 Employee (plan) | $45,333 |
MARY DELANEY CERETTO10+ years Service code 30 300 S ASHLAND AVE, SUITE 500 · CHICAGO, IL 60607 Employee (plan) | $43,879 |
CHRISTINE USON2 years Service code 30 300 S. AHSLAND AVE · CHICAGO, IL 60607 Employee (plan) | $35,152 |
Service code 16 3700 KOPPERS STREET · BALTIMORE, MD 21227 Consulting | $35,107 |
LEGACY PROFESSIONALS LLP10+ years Filed as: LEGACY PROFESSIONALS, LLP Service code 10 311 S. WACKER DRIVE, SUITE 4000 · CHICAGO, IL 60606 Accounting | $34,486 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 Securities Custodian | $34,116 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
David W. Macfadden, Maaa, Ea Segal 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