Filings through .
1 of 17 flags tripped on the 2025 filing.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
$725K in admin expenses, $2025 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds hold $51.8M of the plan's $94.8M. Recordkeeper: USI Insurance Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Wtw Diversified Credit Fund, L.p WTW · Mutual fund | $15.6M | 30.1% |
| WTW GT Real Asset Fund WTW · Mutual fund | $14.4M | 27.7% |
| Treasury U.S. 25+ Year Key Rate NL Fund Manager not matched · Collective trust | $7.8M | 15.1% |
| Intermed U.S. Govt Bond Indx NL Fund BlackRock · Collective trust Index | $3.5M | 6.8% |
| Treasury U.S. 15 Year Key Rate NL Fund Manager not matched · Collective trust | $2.9M | 5.6% |
| EB Temporary Investment Fund Manager not matched · Mutual fund | $2.8M | 5.4% |
| Treasury U.S. 20 Year Key Rate NL Fund Manager not matched · Collective trust | $2.6M | 5.1% |
| Treasury U.S. 10 Year Key Rate NL Fund Manager not matched · Collective trust | $2.2M | 4.2% |
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. They do not show 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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 6 by compensation.
| Provider | Compensation |
|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 Actuarial | $162,647 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT SVCS, INC. Service code 28 · EIN 52-1868818 Investment Management | $144,594 |
USI INSURANCE SERVICES LLC4 years Filed as: USI CONSULTING GROUP, INC. Service code 14 · EIN 06-1053228 Plan Administrator | $66,536 |
Filed as: HAGEN KURTH PERMAN CO.,P.S. Service code 10 · EIN 91-1233794 Accounting | $44,000 |
BNY MELLON4 years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 Bank Trustee | $16,053 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRST CO NA Service code 21 · EIN 94-3112180 Bank Trustee | $11,933 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Emily Carlson Willis Towers Watson US LLC 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 October 27, 2006.
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.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025