Filings through .
Filed March 26, 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 |
|---|---|---|
USI INSURANCE SERVICES LLC5 years Filed as: USI CONSULTING GROUP Service code 11 · EIN 06-1053228 | Actuarial | $27,247 |
Service code 19 · EIN 36-2085229 | Securities Custodian | $9,556 |
4 funds of $250K or more; 11 lines in all, holding $5.0M of the plan's $5.0M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Long Term Invt Grade Adm 568 Vanguard · Mutual fund | $2.2M | 44.0% |
| Baird Core Plus Bond Fund Baird · Mutual fund | $773K | 15.4% |
| Capital World Bond Fund Class R-6 Capital Group · Mutual fund | $636K | 12.6% |
| Vanguard Inflation-Protected Securities Fund Admir Vanguard · Mutual fund | $546K | 10.8% |
| Vanguard Short Term Invt Grade Adm 539 Vanguard · Mutual fund | $227K | 4.5% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $150K | 3.0% |
| Goldman Sachs Financial Square Government Fund 465 Goldman Sachs · Money market | $136K | 2.7% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $101K | 2.0% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $100K | 2.0% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $99K | 2.0% |
No lineup changes between the 2024 and 2025 filings.
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 |
|---|---|---|
Debbie P. Sichko, E.A., F.S.A. Usi Consulting Group Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
The auditor signed off without reservation. This is the cleanest opinion.