Filings through .
Filed February 3, 2021
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING7 years Service code 11 · EIN 22-2232264 | Actuarial | $483,620 |
ALIGHT SOLUTIONS LLC7 years Service code 14 · EIN 82-1061233 | Plan Administrator | $164,584 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $127,237 |
CROWE LLP3 years Service code 10 · EIN 30-1506626 | Accounting | $49,140 |
11 funds of $250K or more; 14 lines in all, holding $164M of the plan's $164M. From the 2024 filing. Recordkeeper: Alight.
| Fund | Dollars | % of funds% |
|---|---|---|
| Aon Hewitt US Long Fixed Active Credit Fund Aon · Collective trust | $93.4M | 57.1% |
| Investment Trust Aon Hewitt Collective U.S. Intermediate Government Bond Index Fund Aon · Collective trust Index | $34.4M | 21.0% |
| Aon Hewitt Enhanced Liability Driven Investment Fund Aon · Collective trust | $12.5M | 7.6% |
| Collective Trust Funds Aon Hewitt Collective Investment Trust Large Cap Equity Index Fund Aon · Collective trust Index | $6.6M | 4.0% |
| Aon Hewitt Collective Investment Trust Non-U.S. Equity Index Fund Aon · Collective trust Index | $4.5M | 2.8% |
| Northern Government Short-Term Investment Fund Northern Trust · Collective trust | $3.0M | 1.8% |
| Aon Hewitt Collective Investment Trust 20+ Year U.S. Treasury Strips Fund Aon · Collective trust | $2.6M | 1.6% |
| Ultra Mid Treasury Collective Investment Fund NISA Investment Advisors · Collective trust | $1.9M | 1.2% |
| Aon Hewitt Multi-Asset Credit Aon · Collective trust | $1.7M | 1.0% |
| Aon Hewitt Core Real Estate Fund Aon · Collective trust | $1.4M | 0.9% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
J. Daniel Gansz, Jr. Aon Consulting, Inc. Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.