Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $115,172 |
7 funds of $250K or more; 19 lines in all, holding $19.5M of the plan's $20.1M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund Service Shares BlackRock · Separate account Index | $6.8M | 34.7% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Separate account Index | $3.6M | 18.2% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Separate account Index | $3.5M | 18.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $2.7M | 13.7% |
| Jpmcb Large Cap Grow CIT K JPMorgan · Collective trust | $612K | 3.1% |
| Dodge & Cox Stock Fund (Investor) Dodge & Cox · Separate account | $385K | 2.0% |
| Amer Funds New Persp Fund, R6 Capital Group · Separate account | $313K | 1.6% |
| NEW World Fund INC Class R-6 Capital Group · Separate account | $240K | 1.2% |
| Fidelity Adv Total Bond I Fidelity (FMR) · Separate account | $195K | 1.0% |
| Hood River Small Cap Gro Instl Hood River · Separate account | $182K | 0.9% |
Added 1 fund, dropped 1 fund. Moved 1 fund from mutual fund to collective trust. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddediShares S&P 500 Index Fund Service Shares | $6.8M |
| DroppedAdvantus S&P 500 Index | $5.4M |
| Share class changeNuveen International Equity Index Fund Class I to Nuveen International Equity Index Fund Class R6 | $2.6M to $3.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.