Filings through .
Filed September 2, 2022 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $32,451 |
8 funds of $250K or more; 11 lines in all, holding $10.8M of the plan's $11.1M. From the 2024 filing. Recordkeeper: Minnesota Life Insurance.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Service BlackRock · Separate account Index | $4.3M | 39.4% |
| Vanguard Interm Bond Index Admiral Vanguard · Separate account Index | $1.6M | 14.9% |
| Nuveen Internatl Eq Index R6 TIAA (Nuveen) · Separate account Index | $987K | 9.1% |
| Vanguard Growth Index Fund - Admiral Shares Vanguard · Separate account Index | $976K | 9.0% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Separate account Index | $969K | 9.0% |
| Vanguard Small Cap Index Admiral Vanguard · Separate account Index | $724K | 6.7% |
| Vanguard Mid Cap Index Admiral Vanguard · Separate account Index | $681K | 6.3% |
| DFA Infl-Protected Sec Port, I Dimensional · Separate account | $547K | 5.1% |
| Putnam Stable Value 25bps Franklin Templeton · Stable value Stable value | $34K | 0.3% |
| Vanguard Value Index Admiral Vanguard · Separate account Index | $13K | 0.1% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.