Filings through .
Filed May 15, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $38,973 |
15 funds of $250K or more; 28 lines in all, holding $12.7M of the plan's $12.7M. From the 2025 filing. Recordkeeper: Minnesota Life Insurance.
| Fund | Dollars | % of funds% |
|---|---|---|
| Jpmcb Large Cap Grow CIT K JPMorgan · Collective trust | $2.5M | 19.8% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Separate account Index | $1.5M | 11.7% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Separate account Index | $1.0M | 8.1% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Separate account | $980K | 7.7% |
| Columbia Contrarian Core Fund Institutional Class Ameriprise (Columbia Threadneedle) · Separate account | $933K | 7.3% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Separate account | $762K | 6.0% |
| DFA International Value Portfolio- Institutional Class Dimensional · Separate account | $752K | 5.9% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Separate account Index | $670K | 5.3% |
| Vanguard LS Moderate Gro Inv Vanguard · Separate account | $593K | 4.7% |
| Vanguard Sm-Cap Gro Ind Adm Vanguard · Separate account | $454K | 3.6% |
Added 5 funds. Moved 1 fund from mutual fund to collective trust. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustJPMorgan Large Cap Growth Fund to Jpmcb Large Cap Grow CIT K | $2.1M to $2.5M |
| Share class changeU.S. Small Cap Portfolio to U.S. Small Cap Portfolio - Institutional Class | $684K to $762K |
| AddedVanguard LS Moderate Gro Inv | $593K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 3 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.