Filings through .
Filed September 8, 2010 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689047 | Actuarial | $154,897 |
STATE STREET GLOBAL ADVISORS11+ years Filed as: STATE STREET Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $130,884 |
ARROWSTREET2 years Service code 28 200 CLARENDON STREET · BOSTON, MA 02112 | Investment Management | $123,783 |
AON CONSULTING11+ years Service code 11 · EIN 22-2232264 | Actuarial | $110,396 |
Filed as: LGIMA Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $64,956 |
STATE STREET GLOBAL ADVISORS6 years Service code 28 · EIN 90-0337987 | Investment Management | $48,275 |
SILCHESTER INTERNATIONAL11+ years Service code 28 · EIN 13-3854742 | Investment Management | $46,903 |
15 funds of $250K or more; 16 lines in all, holding $209M of the plan's $256M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Ssga Long U.S. Gov’t Credit Bond Index NL State Street (SSgA) · Collective trust Index | $110M | 52.5% |
| US Equity Fund Manager not matched · Mutual fund | $27.3M | 13.1% |
| Intermediate credit, Management Manager not matched · Collective trust | $21.3M | 10.2% |
| Institutional Liquid Reserves Fund Manager not matched · Mutual fund | $8.9M | 4.2% |
| International Hedge Fund Manager not matched · Mutual fund | $6.3M | 3.0% |
| Extension Trust Fund Arrowstreet Capital · Collective trust | $6.3M | 3.0% |
| Wellington Global Equity Long Wellington · Other | $6.2M | 3.0% |
| Emerging Mkts FD Manager not matched · Mutual fund | $5.2M | 2.5% |
| 1000 Index Non Lending Manager not matched · Collective trust Index | $4.7M | 2.3% |
| Institutional U.S. Government Money Market Fund Manager not matched · Money market | $4.0M | 1.9% |
Dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedInvestment Fund II PMX SP | $2.0M |
| DroppedInternational Fund LTD | $1.3M |
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 |
|---|---|---|
Kyle W. Anderson Aon Consulting, Inc. Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.