Filings through .
2 of 17 flags tripped on the 2025 filing.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Wind-down / frozen
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.
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.
$276K in admin expenses, $883 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds hold $27.4M of the plan's $27.4M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Long-Term Bond Index Fund Institutional Shares Vanguard · Mutual fund Index | $9.4M | 34.4% |
| Guggenheim Total Return Bond Fund Institutional Class Guggenheim · Mutual fund | $5.4M | 19.9% |
| DoubleLine Core Fixed Income Fund Class I DoubleLine · Mutual fund | $5.4M | 19.7% |
| Vanguard Total Stock Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $3.4M | 12.6% |
| BlackRock ACWI Ex-US Superfund A BlackRock · Collective trust | $3.4M | 12.4% |
| Money Market Fund First American Government Obligations Fund Class Z Manager not matched · Money market | $300K | 1.1% |
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 4 by compensation.
| Provider | Compensation |
|---|---|
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 Actuarial | $149,314 |
RV KUHNS & ASSOCIATES10+ years Filed as: RVK INC. Service code 28 · EIN 93-0910652 Investment Management | $55,048 |
DELOITTE & TOUCHE LLP4 years Service code 10 · EIN 13-3891517 Accounting | $32,585 |
US BANK10+ years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 Bank Trustee | $17,014 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Arthur C. Rains-McNally Milliman Schedule SB | Schedule SB |
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.
Filed December 29, 2004 (most recent of 2 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025