Filings through .
Filed October 19, 1992
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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY BANK N.A. Service code 28 · EIN 36-3707380 | Investment Management | $54,525 |
INDEPENDENT ACTUARIES, INC.6 years Service code 11 · EIN 36-4561119 | Actuarial | $17,025 |
FIRST STATE TRUST COMPANY6 years Filed as: FIRST STATE TRUST Service code 19 · EIN 36-3046063 | Securities Custodian | $11,111 |
6 funds hold $10.0M of the plan's $16.8M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares Barclays Aggregate BlackRock · ETF | $2.7M | 26.9% |
| company Vanguard Total Bond Market Registered investment Vanguard · Mutual fund Index | $2.7M | 26.9% |
| S&P 500 ETF Vanguard Registered Investment Company Vanguard · ETF Index | $1.2M | 12.4% |
| company iShares Core SP 500 ETF BlackRock · ETF Index | $1.2M | 12.4% |
| Vanguard Total International Stk Index Registered Investment Company Vanguard · Mutual fund Index | $1.2M | 12.3% |
| company Vanguard Scottsdale Fds Int- Registered investment Vanguard · Mutual fund | $900K | 9.0% |
Added 4 funds, dropped 6 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighIshares Barclays Aggregate Bond Fund ETF to company Vanguard Total Bond Market Registered investment | $2.0M to $2.7M |
| DroppedVanguard Scottsdale Fds Int-Term Corp | $2.0M |
| DroppediShares Core Universal USD Bond ETF | $1.7M |
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, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Shannon R. Hatfield, FSA, Ea, Maaa Independent Actuaries, Inc. Schedule SB | Schedule SB | Pro |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.