Filings through .
4 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Possible retail share class: $385K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$496K in admin expenses, $227 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
2 funds of $250K or more; 7 lines in all, holding $4.0M of the plan's $27.7M. Recordkeeper: Morgan Stanley.
| Fund | Dollars | % of funds% |
|---|---|---|
| Bnym Afl Cio SL Sif Stock Index Fund Uc1 BNY · Collective trust Index | $3.3M | 83.4% |
| Short-Term Investments Morgan Stanley Bank N.A Morgan Stanley · Money market Recordkeeper's own fund | $312K | 7.8% |
| Selective Insurance Manager not matched · Insurance contract | $110K | 2.7% |
| Vanguard S&P 500 ETF Vanguard · ETF Index | $74K | 1.9% |
| Reinsurance Group OF America Manager not matched · Insurance contract | $71K | 1.8% |
| S. Dearborn Street Room 1700 - 17th Floor Chicago, IL Manager not matched · Other | $61K | 1.5% |
| Fhms K Manager not matched · Other | $37K | 0.9% |
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 |
|---|---|
ASSOCIATED ADMINISTRATORS, LLC10+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 50 · EIN 65-1205077 Direct Payment | $113,274 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1835864 Pension Consulting | $112,278 |
CALIBRE CPA GROUP PLLC7 years Filed as: CALIBRE CPA Service code 10 · EIN 47-0900880 Accounting | $36,977 |
SLEVIN & HART, P.C.10+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 Legal | $33,709 |
SAGE ADVISORY SERVICES3 years Service code 27 · EIN 74-2798841 5900 SOUTHWEST PARKWAY, UNIT 1 · AUSTIN, TX 78735 Advisory (Plan) | $30,850 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 19 · EIN 36-3145972 1221 AVENUE OF THE AMERICAS 4TH FL · NEW YORK, NY 10020 Securities Custodian | $20,000 |
BANCO POPULAR DE PUERTO RICO10+ years Filed as: BANCO POPULAR Service code 18 · EIN 66-0561870 Direct payment from the plan; Custodi... | $10,594 |
NEW & KARFUNKEL, P.C.7 years Service code 24 Discretionary Trustee | $5,400 |
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 |
|---|---|---|
Brian Lehman, FSA, Maaa Segal 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