Back to filter
Original filing (PDF)20251015133956NAL0006270848001
STANDARD INSURANCE COMPANY
Form 5500
FILING_RECEIVED
THE STANDARD 401(K) PLAN
Pooled investment trust — a fund that other plans invest in — not a participant plan
Signals · 1
No recordkeeper disclosed
Active participants
4,268
Accounts w/ balance
5,845
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
2 plans
invest in this fund
This trust
pooled vehicle
29 securities
Schedule of Assets
This is a pooled fund: many plans invest in it, and it holds the underlying securities.
Master trust / DFE filing
Pooled investment vehicle
This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.
Pooled assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
Participating plans
2
latest filings citing this trust
Cited interest
$1.6M
across citing plans' latest filings
Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.
Why no Schedule of Assets here? DFE holdings often live on the master trust’s own audited statement, not as a 4i schedule on the participating plans’ filings. We’re extending the parsing pipeline to cover DFE filings — see Methodology.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STANDARD INSURANCE COMPANY.
Plan sponsor
Name
STANDARD INSURANCE COMPANY
EIN
93-0242990
Address
1100 SW SIXTH AVE · PORTLAND, OR · 972041020
Phone
(971) 321-7000
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $178K | — |
Investments
29 direct securities · 1 pooled fund· $2.4B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$1.3B
29 holdings
Pooled Separate Account
$1.0B
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $1.0B | 78.2% | |
| Standard Insurance Company Deposit administration contract | — | — | — | $275.7M | 20.7% | |
| Standard Insurance Company Separate Account A FIDELITY 500 INDEX | — | — | — | $206.9M | 15.5% | |
| Standard Insurance Company Separate Account A JPMORGAN LARGE CAP GROWTH R6 | — | — | — | $135.9M | 10.2% | |
| Standard Insurance Company Separate Account A MFS INTL DIVERSIFICATION R6 | — | — | — | $99.0M | 7.4% | |
| Standard Insurance Company Separate Account A DODGE & COX INCOME X | — | — | — | $76.9M | 5.8% | |
| Standard Insurance Company Separate Account A VANGUARD WINDSOR II ADMIRAL | — | — | — | $70.4M | 5.3% | |
| Standard Insurance Company Separate Account A T.ROWE PRICE MID-CA GR I | — | — | — | $64.0M | 4.8% | |
| Standard Insurance Company Separate Account A FIDELITY MID CAP INDEX | — | — | — | $46.0M | 3.5% | |
| Standard Insurance Company Separate Account A VANGUARD WELLINGTON ADMIRAL | — | — | — | $41.8M | 3.1% | |
| Standard Insurance Company Separate Account A VOYA SMALL CAP GROWTH I | — | — | — | $37.6M | 2.8% | |
| Standard Insurance Company Separate Account A MFS GROWTH R6 | — | — | — | $35.3M | 2.6% | |
| Standard Insurance Company Separate Account A VANGUARD TARGET RETIRE 2035 | — | — | — | $27.0M | 2.0% | |
| Standard Insurance Company Separate Account A VANGUARD TARGET RETIRE 2040 | — | — | — | $24.7M | 1.9% | |
| Standard Insurance Company Separate Account A VANGUARD TARGET RETIRE 2045 | — | — | — | $21.8M | 1.6% | |
| Standard Insurance Company Separate Account A VANGUARD TARGET RETIRE 2030 | — | — | — | $21.3M | 1.6% | |
| Standard Insurance Company Separate Account A VANGUARD TARGET RETIRE 2050 | — | — | — | $21.2M | 1.6% | |
| Standard Insurance Company Separate Account A ALLSPRING SPECL MDCP VAL INS | — | — | — | $19.0M | 1.4% | |
| Standard Insurance Company Separate Account A DFA US TARGETED VALUE I | — | — | — | $18.9M | 1.4% | |
| Standard Insurance Company Separate Account A FIDELITY SMALL CAP INDEX | — | — | — | $16.3M | 1.2% | |
| Standard Insurance Company Separate Account A VANGUARD TARGET RETIRE 2055 | — | — | — | $16.2M | 1.2% | |
| maturing through February 2052 -0- | — | — | — | $14.6M | 1.1% | |
| Standard Insurance Company Separate Account A VANGUARD INFL-PROT SEC ADM DC | — | — | — | $10.4M | 0.8% | |
| Standard Insurance Company Separate Account A VANGUARD TARGET RETIRE 2060 | — | — | — | $9.7M | 0.7% | |
| Standard Insurance Company Separate Account A VANGUARD TARGET RETIRE 2025 | — | — | — | $9.4M | 0.7% | |
| Standard Insurance Company Separate Account A VANGUARD DEV MKTS IDX ADM DC | — | — | — | $7.3M | 0.6% | |
| Standard Insurance Company Separate Account A VANGUARD TARGET RETIRE 2020 | — | — | — | $2.4M | 0.2% | |
| Standard Insurance Company Separate Account A VANGUARD TARGET RETIRE 2065 | — | — | — | $1.6M | 0.1% | |
| Standard Insurance Company Separate Account A VANGUARD TARGET RETIRE INCM | — | — | — | $1.5M | 0.1% | |
| Standard Insurance Company Separate Account A CARILLON EAGLE MC GROWTH R6 | — | — | — | $2K | <0.1% |
Related plans
Other plans using STANCORP FINANCIAL GROUP
BERRY GLOBAL, INC.
BERRY GLOBAL EMPLOYEES 401(K) RETIREMENT PLAN
$1.1B · 17,041 participants
MICHAEL BAKER INTERNATIONAL HOLDCO CORPORATION
MICHAEL BAKER INTERNATIONAL 401(K) PLAN
$933.4M · 3,807 participants
GHD INC.
GHD INC. 401(K) EMPLOYEES' SAVINGS PLAN
$476.8M · 2,044 participants
AWC, INC.
AWC, INC. EMPLOYEES' SAVINGS PLAN
$423.5M · 616 participants
POET BIOREFINING LLC
POET 401(K) PLAN
$265.7M · 2,397 participants
FIRST TECH FEDERAL CREDIT UNION
FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS PLAN
$265.3M · 1,548 participants
Similar-size Finance & Insurance plans
THRIVENT FINANCIAL FOR LUTHERANS
THRIVENT INDIVIDUAL PENSION ACCOUNT PLAN
$1.3B · 4,607 participants
POINT32HEALTH
POINT32HEALTH 401(K) PLAN
$1.3B · 4,237 participants
METLIFE GROUP, INC.
METLIFE OPTIONS & CHOICES PLAN
$1.3B · 14,556 participants
UNUM GROUP
UNUM GROUP PENSION PLAN
$1.4B · 2,680 participants
BLUE CROSS BLUE SHIELD OF TENNESSEE
BLUECROSS BLUESHIELD OF TENNESSEE EMPLOYEE RETIREMENT SAVINGS PROGRAM
$1.3B · 6,823 participants
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
THE GUARDIAN HOME OFFICE EMPLOYEES' RETIREMENT PLA
$1.3B · 2,563 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B