Filings through .
1 of 17 flags tripped on the 2025 filing.
Failed to provide benefit
Form 5500 reported that benefits due were not provided when due.
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.
$3.5M in admin expenses, $300 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 41 lines in all, holding $1.65B of the plan's $1.71B. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Lng Dur Corp CR Screen Nonlend Fnd Manager not matched · Collective trust | $402M | 24.4% |
| Intermediate Govt Bond Index Manager not matched · Collective trust Index | $327M | 19.9% |
| Russell 3000 Index Fund Manager not matched · Collective trust Index | $273M | 16.6% |
| Intermediate Duration Corpor Cl1 Manager not matched · Collective trust | $243M | 14.8% |
| GOV1-3A Manager not matched · Collective trust | $211M | 12.8% |
| MSCI World Ex-Us Index Fund A Manager not matched · Collective trust Index | $72.2M | 4.4% |
| Prudential Participation Right IN Contract Ga-5503 Prudential (PGIM) · Insurance contract | $39.9M | 2.4% |
| Vanguard Emerging Markets Stock Index Fund Institutional Shares Vanguard · Mutual fund | $20.7M | 1.3% |
| Morgan Stanley Prime Property Morgan Stanley · Other | $19.4M | 1.2% |
| EB Temp Inv FD BNY · Collective trust | $10.3M | 0.6% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
31 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 7 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedLng Dur Corp CR Screen Nonlend Fnd | $402M |
| AddedRussell 3000 Index Fund | $273M |
| AddedIntermediate Duration Corpor Cl1 | $243M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 2 renames.
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.
31 more lines and 6 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 7 by compensation.
| Provider | Compensation |
|---|---|
Filed as: FIDELITY INV. INST. OPS. CO. Service code 64 · EIN 04-2647786 Recordkeeping Fees | $945,364 |
BLACKROCK11+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 51 · EIN 94-3112180 Investment Mgmt Fees | $710,857 |
PRUDENTIAL RETIREMENT INSURANCE AND11+ years Filed as: PRUDENTIAL ASSET MANAGEMENT Service code 23 · EIN 22-1211670 Insurance services; Investment manage... | $459,679 |
LAZARD ASSET MANAGEMENT11+ years Service code 51 · EIN 05-0530199 Investment Mgmt Fees | $289,146 |
BNY MELLON11+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 Custodial (securities); Trustee (dire... | $181,450 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 32-0282430 Investment Management | $57,628 |
Filed as: SCHNEIDER DOWNS & CO, INC. Service code 16 · EIN 25-1408703 Consulting | $36,535 |
The auditor signed off without reservation. This is the cleanest opinion.
2 rows: defaulted loans (Part 1), defaulted leases (Part 2) and non-exempt transactions (Part 3). Any row warrants fiduciary review.
| Counterparty | Category | Relationship and terms |
|---|---|---|
Lehman BRTH HLD (Rici) Escrow Part 1 Loan in default | Loan in default | |
Conocophillips Company Part 3 Non-exempt transaction | Non-exempt transaction |
Relationship, terms, address and dollar amount for each transaction are on Pro.
Amounts and terms are on Pro. Pro is free for 7 days and then costs $49 a month.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Ryan Thompson Willis Towers Watson US LLC 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 April 11, 2019 (most recent of 12 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
6 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025