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.
$541K in admin expenses, $695 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 10 of 15 by compensation.
| Provider | Compensation |
|---|---|
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 Actuarial | $75,029 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 Advisory (Plan) | $69,265 |
Filed as: PLUMBERS & PIPEFITTERS U.A. L. 188 Service code 49 2337 E. VICTORY DRIVE · SAVANNAH, GA 31404 Other Services | $54,335 |
Service code 13 · EIN 99-0940151 Contract Administrator | $45,376 |
Filed as: NAT'L EMPLOYEE BENEFITS ADMINISTRAT Service code 13 · EIN 65-0498809 Contract Administrator | $39,497 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK, NA Service code 24 · EIN 13-4994650 Discretionary Trustee | $31,569 |
WELLINGTON MANAGEMENT3 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 Investment Management | $28,808 |
GREAT LAKES ADVISORS, LLC3 years Service code 28 · EIN 80-0292839 Investment Management | $26,606 |
Filed as: ROBEIN URANN SPENCER PICARD & CANGE Service code 29 · EIN 72-0999672 Legal | $26,528 |
Service code 28 · EIN 36-4776242 Investment Management | $25,976 |
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 |
|---|---|---|
Mark Stewart Horizon Actuarial Services, LLC 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