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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 38-0282430 | Investment Management | $336,065 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $126,760 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 38 · EIN 91-0675641 | Participant Communication | $99,519 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET Service code 18 · EIN 04-2456637 | Custodial (other than securities) | $64,648 |
8 funds hold $131M of the plan's $132M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| e) Current Common Trust Funds: Mercer Active Long Cor Marsh McLennan (Mercer) · Collective trust | $56.2M | 43.0% |
| Mercer Passive Long Government Fixed Income Portfolio Marsh McLennan (Mercer) · Mutual fund Index | $27.8M | 21.2% |
| Mercer US Large Cap Passive Equity Portfolio Marsh McLennan (Mercer) · Mutual fund Index | $19.4M | 14.8% |
| Mercer Opportunistic Fixed Income Fund Marsh McLennan (Mercer) · Mutual fund | $11.4M | 8.7% |
| Mercer Non-US Core Equity Fund Marsh McLennan (Mercer) · Mutual fund | $8.9M | 6.8% |
| Mercer Emerging Markets Equity Fund Marsh McLennan (Mercer) · Mutual fund | $3.8M | 2.9% |
| Mercer US Small/Mid Cap Equity Fund Marsh McLennan (Mercer) · Mutual fund | $2.5M | 1.9% |
| Cash Equivalents: State Street Short Term Investment Fund State Street (SSgA) · Collective trust | $844K | 0.6% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Kirstin L. Orwig Willis Towers Watson US LLC Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.