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| Provider | Service type | Compensation |
|---|---|---|
BNY MELLON1+ years Filed as: THE BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $468,002 |
Filed as: CBIZ BENEFITS & INS. SERVICES, INC. Service code 14 · EIN 31-1582098 | Plan Administrator | $127,532 |
WILLIS TOWERS WATSON US LLC1+ years Service code 11 · EIN 53-0181291 | Actuarial | $116,417 |
BAKER TILLY US, LLP1+ years Service code 10 · EIN 30-1413443 | Accounting | $25,550 |
13 funds of $250K or more; 15 lines in all, holding $119M of the plan's $177M. From the 2025 filing. Recordkeeper: Cbiz Investment Advisory Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Bnym-M DB SL LT Credit Bif BNY · Collective trust | $33.0M | 27.8% |
| Bnym-M DB SL Sif BNY · Collective trust | $29.6M | 24.9% |
| Bnym-M DB SL Intl Sif BNY · Collective trust | $12.3M | 10.4% |
| Bnym-M DB SL LT Govt Bif BNY · Collective trust | $11.7M | 9.9% |
| BNY Mellon Int'l Equity Multi-Strategy Fund BNY · Collective trust | $8.8M | 7.4% |
| Bnym-M DB SL MC Sif BNY · Collective trust | $8.6M | 7.3% |
| Bnym-M DB SL EM Sif BNY · Collective trust | $5.4M | 4.5% |
| Bnym-M DB SL SC Sif BNY · Collective trust | $5.2M | 4.4% |
| EB Temp Inv FD Fee CL 00 BNY · Collective trust | $1.4M | 1.1% |
| Corporate Debt Securities Morgan Stanley · Other | $992K | 0.8% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Josanne Ramsey-Homer Willis Towers Watson US LLC 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.