Filings through .
Filed May 7, 2012
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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $44,689 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $5,494 |
14 funds of $250K or more; 33 lines in all, holding $12.0M of the plan's $12.2M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: Nuveen Lifecycle Index, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 13 vintages | $7.6M | 62.8% |
| Aul Stable Value Account Manager not matched · Insurance contract | $660K | 5.5% |
| Alger Alger Cap App Portfolio I-2 Mutual Fund Shares Manager not matched · Mutual fund | $530K | 4.4% |
| Janus Henderson Jan Hen Vit Balanced Svc Mutual Fund Janus Henderson · Mutual fund Possible retail class Service | $490K | 4.1% |
| Goldman Sachs Goldmansachs Lrg CP GR Ins Inv Mutual Fund Shares Goldman Sachs · Mutual fund | $433K | 3.6% |
| Columbia Columbia Selig Tech & Info I Mutual Fund Shares Ameriprise (Columbia Threadneedle) · Mutual fund | $375K | 3.1% |
| State Street State ST S&P 500 Indx CL F Mutual Fund State Street (SSgA) · Mutual fund Index | $256K | 2.1% |
| Federated Fed Herm Mdt SM Cap Core IS Mutual Fund Shares Federated Hermes · Mutual fund | $147K | 1.2% |
| Vic Pioneer Bond Y Mutual Fund Victory Capital · Mutual fund | $136K | 1.1% |
| Pgim High-Yield Z Mutual Fund Prudential (PGIM) · Mutual fund | $135K | 1.1% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.