Filings through .
Filed June 27, 2014
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 |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $121,665 |
LPL FINANCIAL9+ years Filed as: LPL FINANCIAL CORP RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $88,622 |
19 funds of $250K or more; 22 lines in all, holding $41.1M of the plan's $42.1M. From the 2023 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $31.6M | 76.9% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $2.6M | 6.4% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $1.2M | 3.0% |
| Standard Stable Asset Fund StanCorp (Meiji Yasuda) · Insurance contract | $1.2M | 2.9% |
| Eupac Fund Capital Group · Mutual fund | $975K | 2.4% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $968K | 2.4% |
| PIMCO Total Return Fund PIMCO (Allianz) · Mutual fund | $830K | 2.0% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $458K | 1.1% |
| Vanguard Mid-Cap Value Index Fund Vanguard · Mutual fund Index | $310K | 0.8% |
| American Funds American Balanced Fund Capital Group · Mutual fund | $281K | 0.7% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.