Filings through .
2 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
$1.4M in admin expenses, $241 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 11 lines in all, holding $217M of the plan's $243M. Recordkeeper: Benefit Resources.
| Fund | Dollars | % of funds% |
|---|---|---|
| EE Common And Collective Funds Ibew-Neca Equity Index Fund Manager not matched · Collective trust Index | $92.7M | 42.6% |
| Core Bond Fund I LLC Manager not matched · Mutual fund | $37.6M | 17.3% |
| Funds & Fixed Income Vanguard Extn Mkt Instl Indx FD 856 Vanguard · Mutual fund Index | $25.5M | 11.7% |
| Blackrock Strategic Income BlackRock · Mutual fund | $19.3M | 8.9% |
| Street - 1485 (Loomis) Mutual Funds Nhit: World Credit Asset Trust Natixis IM · Collective trust | $11.1M | 5.1% |
| Principal Financial Group U.S. Property Separate Account Principal · Collective trust | $10.9M | 5.0% |
| Ullico Infrastructure Tax-Exempt Fund, LP Ullico · Mutual fund | $6.2M | 2.8% |
| December 31, 2025 Grosvenor Infrastructure Manager not matched · Other | $5.4M | 2.5% |
| Kayne Anderson Core Real Estate Kayne Anderson · Other | $4.6M | 2.1% |
| Equity Boyd Wattferson GSA Fund, LP Boyd Watterson Real Estate Inv Manager not matched · Mutual fund | $4.1M | 1.9% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
1 more line in this lineup is 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 10 by compensation.
| Provider | Compensation |
|---|---|
BENEFIT RESOURCES, INC.1 year Filed as: BENEFIT RESOURCES Service code 14 · EIN 74-0560942 8441 GULF FREEWAY SUITE 304 · HOUSTON, TX 77017 Plan Administrator | $213,680 |
ULLICO3 years Service code 28 8403 COLEVILLE RD · SILVER SPRING, MD 20910 Investment Management | $90,193 |
THE SEGAL COMPANY10 years Filed as: SEGAL MARCO Service code 27 · EIN 13-5646110 333 WEST 34TH STREET · NEW YORK, NY 10001 Advisory (Plan) | $65,000 |
THE SEGAL COMPANY11+ years Filed as: THE SEGAL CO Service code 11 · EIN 94-1503999 2018 POWERS FERRY RD · ATLANTA, GA 30339 Actuarial | $62,815 |
LOOMIS SAYLES5 years Filed as: LOOMIS Service code 28 PO BOX 5493 · BOSTON, MA 02206 Investment Management | $52,791 |
NECA SE11+ years Service code 15 · EIN 74-1003971 2825 WILCREST · HOUSTON, TX 77042 Recordkeeping | $41,579 |
EDWARDS AND LEATHERS, P.C.11+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77521 Accounting | $22,045 |
PATRICK FLYNN10 years Filed as: PAT FLYNN Service code 29 · EIN 76-0040934 1225 N LOOP · HOUSTON, TX 77008 Legal | $15,512 |
HGK TRINITY11+ years Service code 28 · EIN 27-4114943 526 WASHINGTON BLVD · JERSEY CITY, NJ 07310 Investment Management | $0 |
VOYA FINANCIAL ADVISORS INC9 years Filed as: VOYA Service code 28 5780 POWERS FERRY ROAD · ATLANTA, GA 30327 Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Ben Kirkland 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 · 2015 to 2025