Filings through .
1 of 17 flags tripped on the 2025 filing.
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.
$3.0M in admin expenses, $469 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more; 133 lines in all, holding $134M of the plan's $584M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mfb NT Collective S&p500 Index Fund-Non Lending Northern Trust · Collective trust Index | $83.1M | 62.2% |
| Schroder Intl Alpha Trust CL 1 Manager not matched · Collective trust | $29.4M | 22.0% |
| MFO Ariel Invt TR Ariel FD Instl CL Manager not matched · Other | $5.6M | 4.2% |
| Victory Integrity Small/Mid-Cap Value Fund Victory Capital · Collective trust | $4.5M | 3.4% |
| Banco Bilbao Vizca Manager not matched · Other | $713K | 0.5% |
| Logitech Intl Manager not matched · Other | $607K | 0.5% |
| MOL Hungarian OIL HUF125(Post Manager not matched · Other | $601K | 0.4% |
| Trust Manager not matched · Other | $506K | 0.4% |
| Ericsson Manager not matched · Other | $502K | 0.4% |
| China Construction Bank HCNY1 Manager not matched · Other | $475K | 0.4% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
123 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedSchroder Intl Alpha Trust CL 1 | $29.4M |
| DroppedMfo AB Discovery Growth FD Inc CL Z | $13.7M |
| DroppedMfo Ariel Invt TR Ariel FD Instl CL | $7.7M |
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. They do not show money moved.
123 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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 9 by compensation.
| Provider | Compensation |
|---|---|
BLUE CROSS BLUE SHIELD ASSOCIATION11+ years Filed as: BLUE CROSS AND BLUE SHIELD ASSOC. Service code 14 · EIN 13-5656874 Plan Administrator | $1,424,662 |
NORTHERN TRUST COMPANY11+ years Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-4561860 Directed Trustee | $211,067 |
ACADIAN ASSET MANAGEMENT LLC7 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 Investment Management | $202,196 |
INCOME RESEARCH & MANAGEMENT7 years Filed as: INCOME RESEARCH AND MANAGEMENT INC. Service code 21 · EIN 04-2955404 Bank Trustee | $176,918 |
BLACKROCK5 years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 Investment Management | $141,256 |
BAILLIE GIFFORD OVERSEAS LIMITED11+ years Filed as: BAILLIE GIFFORD Service code 28 · EIN 22-3438530 Investment Management | $77,069 |
ARMANINO LLP11+ years Service code 10 · EIN 94-6214841 Accounting | $43,443 |
VICTORY CAPITAL MANAGEMENT3 years Filed as: VICTORY CAPITAL MANAGEMENT INC Service code 28 · EIN 13-2700161 Investment Management | $35,509 |
BLUE SHIELD OF CALIFORNIA11+ years Service code 13 · EIN 94-0360524 Contract Administrator | $22,099 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
David M. Kuhn Aon Consulting, Inc. 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 May 20, 1992.
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.
5 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025