Filings through .
Filed April 13, 2010
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 |
|---|---|---|
LINCOLN FINANCIAL ADVISORS CORP11+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $177,710 |
MULTNOMAH GROUP3 years Filed as: MULTNOMAH GROUP, INC. Service code 16 · EIN 20-0361079 | Consulting | $33,210 |
KANSAS CITY LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 44-0308260 3520 BROADWAY · KANSAS CITY, MO 64121 | Recordkeeping | $7,112 |
VOYA FINANCIAL ADVISORS INC11+ years Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 · EIN 41-0451140 | Sub-TA Fees | $0 |
18 funds of $250K or more; 68 lines in all, holding $91.9M of the plan's $92.5M. From the 2024 filing. Recordkeeper: Kansas City Life Insurance.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $17.0M | 18.5% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $14.3M | 15.5% |
| Lincoln Stable Value Account -J87D Lincoln Financial · Insurance contract | $12.6M | 13.7% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $8.8M | 9.6% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $5.8M | 6.3% |
| Vanguard Inflation-Protected Securities Fund Institutional Shares Vanguard · Mutual fund | $5.6M | 6.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $5.2M | 5.7% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.6M | 5.0% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price Mid-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $3.0M | 3.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.7M | 2.9% |
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.
The auditor signed off without reservation. This is the cleanest opinion.