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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS9 years Filed as: BOSTON TRUST & INVESTMENT MGMT CO. Service code 19 · EIN 04-2273811 | Securities Custodian | $381,213 |
THE SEGAL COMPANY8 years Filed as: THE SEGAL GROUP Service code 11 · EIN 13-1928058 | Actuarial | $94,565 |
Filed as: AMALGAMATED EMPLOYEE BENEFITS ADM. Service code 12 · EIN 13-3432221 | Claims processing; Investment managem... | $26,520 |
THE SEGAL COMPANY11+ years Filed as: SEGAL ROITMAN, LLP Service code 29 · EIN 04-2489114 | Legal | $20,743 |
NOVAK FRANCELLA LLC8 years Service code 10 · EIN 61-1436956 | Accounting | $16,250 |
7 funds hold $6.7M of the plan's $97.0M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Type Principal Rate Date Common stock(continued): Nvidia Corp Principal · Mutual fund | $1.7M | 25.9% |
| Johnson & Johnson Manager not matched · Other | $1.1M | 16.5% |
| Procter & Gamble Manager not matched · Other | $932K | 14.0% |
| Eversource Energy Manager not matched · Other | $895K | 13.4% |
| Hubbell Incorporated Manager not matched · Other | $888K | 13.3% |
| Blackrock 750 BlackRock · Mutual fund | $803K | 12.0% |
| Lululemon Manager not matched · Other | $322K | 4.8% |
Added 1 fund, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedPrincipal money market | $4.9M |
| AddedType Principal Rate Date Common stock(continued): Nvidia Corp | $1.7M |
| ReplacedHighNorthern Trust Corp to Blackrock 750 | $538K to $803K |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Andrew R. Luongo, Asa, Maaa, Ea Segal Schedule MB | Schedule MB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.