Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY11+ years Filed as: NORTHERN TRUST Service code 25 · EIN 36-1561860 | Directed Trustee | $144,709 |
USI INSURANCE SERVICES LLC5 years Filed as: USI CONSULTING GROUP INC Service code 17 · EIN 06-1053228 | Pension Consulting | $45,418 |
Service code 10 · EIN 95-4345526 | Accounting | $27,500 |
4 funds hold $28.9M of the plan's $28.9M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares iBoxx $ Investment Grade Corporate Bond ETF BlackRock · ETF Index | $20.6M | 71.3% |
| Vanguard Extended Duration Treasury Index Fund Vanguard · Mutual fund | $5.1M | 17.5% |
| of shares value value Mutual Funds Northern Institutional Manager not matched · Mutual fund | $1.6M | 5.6% |
| iShares U.S. Treasury Bond ETF BlackRock · ETF Index | $1.6M | 5.6% |
Added 1 fund, dropped 1 fund. Moved 1 fund from collective trust to mutual fund.
| Fund | Year-end value |
|---|---|
| Collective trust to mutual fundof shares value value Common Collective Trust Northe to of shares value value Mutual Funds Northern Institutional | $11.7M to $1.6M |
| DroppedNorthern Ultra Short Fixed Income Fund | $9.0M |
| AddedVanguard Extended Duration Treasury Index Fund | $5.1M |
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 |
|---|---|---|
Noel Whitehurst 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.