Filings through .
2 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
$15.7M in admin expenses, $204 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
41 funds of $250K or more; 52 lines in all, holding $2.01B of the plan's $2.09B. Recordkeeper: Allspring.
| Fund | Dollars | % of funds% |
|---|---|---|
| Trowel Trades Large Cap Equity Index Fund Manager not matched · Collective trust Index | $682M | 34.0% |
| Arrowstreet International Equity - ACWI EX US Fund Arrowstreet Capital · Collective trust | $192M | 9.6% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $112M | 5.6% |
| Wellington Trust Company International Opportunities Wellington · Collective trust | $103M | 5.1% |
| Neuberger Berman Multi-Sector Fixed Income Trust Neuberger Berman · Collective trust | $102M | 5.1% |
| Camden Bond Plus Fund LLC Manager not matched · Collective trust | $78.8M | 3.9% |
| JP Morgan Chase Bank Core Bond Fund JPMorgan · Collective trust | $77.1M | 3.8% |
| Segall Bryant & Hamill Smid Cap TF Segall Bryant & Hamill · Collective trust | $70.5M | 3.5% |
| William Blair Small-Mid Cap Core Collective Investment Fund William Blair · Collective trust | $64.8M | 3.2% |
| Lombard International Life Assurance Manager not matched · Insurance contract | $64.6M | 3.2% |
| 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 |
42 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedArrowstreet International Equity - ACWI EX US Fund | $192M |
| AddedWellington Trust Company International Opportunities | $103M |
| AddedCamden Bond Plus Fund LLC | $78.8M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
42 more lines and 2 more changes 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 50 by compensation.
| Provider | Compensation |
|---|---|
INT'L UNION OF BAC9 years Service code 15 · EIN 53-0038250 Recordkeeping | $4,545,686 |
ALAN BILLER & ASSOCIATES4 years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 17 · EIN 94-2854958 Pension Consulting | $748,500 |
CHEIRON11+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 Actuarial | $343,946 |
O'DONOGHUE & O'DONOGHUE10+ years Service code 29 · EIN 53-0120528 Legal | $277,643 |
LESTER W. KAUFFMAN III3 years Service code 30 · EIN 52-6127745 Employee (plan); Direct payment from ... | $235,550 |
FUIMAN MOGILA, LLP3 years Service code 29 5 PENN PLAZA, 23RD FLOOR · NEW YORK, NY 10001 Legal | $165,277 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 13-1423090 Investment Management | $147,494 |
CALIBRE CPA GROUP PLLC11+ years Service code 10 · EIN 47-0900880 Accounting | $138,084 |
INVESTMENT PERFORMANCE SERVICES11+ years Service code 27 · EIN 58-2432390 Advisory (Plan) | $130,944 |
NANCY CALLAHAN7 years Service code 30 · EIN 52-6127745 Direct payment from the plan; Employe... | $129,775 |
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 |
|---|---|---|
Matt Deveney, FSA, Ea, Maaa Cheiron, Inc. 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.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025