Filings through .
Filed November 4, 2011
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 CORP10+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300 | Contract Administrator | $106,427 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $92,415 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $14,000 |
21 funds hold $99.7M of the plan's $101M. From the 2025 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $14.4M | 14.4% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $11.5M | 11.5% |
| Pioneer Large Cap Growth Port Cl R1 Victory Capital · Collective trust | $10.9M | 10.9% |
| Columbia Trust Dividend Income MS Ameriprise (Columbia Threadneedle) · Collective trust | $10.4M | 10.4% |
| West Total Return Bond Fund Manager not matched · Mutual fund | $8.5M | 8.5% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $7.2M | 7.2% |
| Artisan International Value Fund Artisan Partners · Mutual fund | $6.0M | 6.0% |
| Vanguard Inflation-Protected Securities Fund Vanguard · Mutual fund | $5.2M | 5.2% |
| New World Fund Inc Capital Group · Mutual fund | $4.4M | 4.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $3.8M | 3.8% |
Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustJohn Hancock Disciplined Value Mid Cap Fund to John Hancock Disciplined Value Mid Cap Trust | $2.1M to $2.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.