Filings through .
2 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.
Wind-down / frozen
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.
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.
$2.4M in admin expenses, $540 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds hold $664M of the plan's $787M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fixed Income Corporate Bond Fund Prudential (PGIM) · Collective trust | $166M | 24.9% |
| Fixed Income Corporate Long Bond Portfolio Wellington · Collective trust | $162M | 24.3% |
| Fixed Income Comingled Pool Fidelity (FMR) · Collective trust | $156M | 23.4% |
| Cohen & Steers Real Assets Multi Cohen & Steers · Collective trust | $66.8M | 10.1% |
| Blackrock Global Ex - US Alpha BlackRock · Collective trust | $63.2M | 9.5% |
| Vanguard Institutional Index Fund 94 Vanguard · Mutual fund Index | $40.9M | 6.2% |
| Goldman Sachs Government Fund Goldman Sachs · Mutual fund | $5.7M | 0.9% |
| iShares MBS ETF BlackRock · ETF | $3.7M | 0.6% |
| iShares Cmbs ETF BlackRock · ETF | $1.1M | 0.2% |
Added 3 funds, dropped 1 fund, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighWellington Us Investment Grade Corporate Long Bond Portfolio to Fixed Income Corporate Bond Fund | $157M to $166M |
| ReplacedHighCF Prudential U.S. Long Duration Corporate Bond Fund to Fixed Income Corporate Long Bond Portfolio | $157M to $162M |
| AddedFixed Income Comingled Pool | $156M |
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. They do not show money moved.
3 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 8 by compensation.
| Provider | Compensation |
|---|---|
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-2159373 Investment Management | $355,385 |
PRUDENTIAL RETIREMENT INSURANCE AND11+ years Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 Investment Management | $350,338 |
USI INSURANCE SERVICES LLC5 years Filed as: USI CONSULTING GROUP Service code 11 · EIN 06-1053228 Actuarial | $341,245 |
WELLINGTON MANAGEMENT9 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 Investment Mgmt Fees | $315,674 |
BLACKROCK1 year Filed as: BLACKROCK INST TRUST COMPANY Service code 21 · EIN 94-3112180 Bank Trustee | $277,316 |
Filed as: WILSHIRE ADVISORS, LLC Service code 27 · EIN 95-2755361 Advisory (Plan) | $219,935 |
JONES WALKER LLP9 years Filed as: JONES WALKER, LLP Service code 29 · EIN 72-0445111 Legal | $26,875 |
EISNERAMPER LLP3 years Service code 10 · EIN 87-1363769 Accounting | $24,695 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
S. Kevin Sullivan, F.S.A. Usi Consulting Group Schedule SB | Schedule SB |
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.
Filed September 14, 2006 (most recent of 2 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025