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Original filing (PDF)20251015124653NAL0002314643001
STANCORP FINANCIAL GROUP, INC.
Form 5500
FILING_RECEIVED
STANDARD RETIREMENT PLAN - HOME OFFICE PERSONNEL
Defined-benefit pension plan
Signals · 2
44% in single holdingNo recordkeeper disclosed
Active participants
472
Accounts w/ balance
—
Plan assets (EOY)
$628.8M
Net assets (EOY)
$628.7M
How this plan invests
This plan
3 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
78
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "STANDARD INSURANCE COMPANY Deposit Administration Contract - Portfolio Fund IV" is 44% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STANCORP FINANCIAL GROUP, INC..
Plan sponsor
Name
STANCORP FINANCIAL GROUP, INC.
EIN
93-1253576
Address
1100 SW SIXTH AVENUE · PORTLAND, OR · 972041093
Phone
(971) 321-7000
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
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)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOLDMAN SACHS ASSET MANAGEMENT, LP | 13-3575636 | — | NONE | $260K | — |
| STANDARD RETIREMENT SERVICES | 25-1838406 | — | SAME | $137K | — |
| BNY | 13-5160382 | — | NONE | $5K | — |
Investments
25 direct securities · 3 pooled funds· $661.3M(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
$591.4M
25 holdings
Common Collective Trust
$69.9M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STANDARD INSURANCE COMPANY Deposit Administration Contract - Portfolio Fund IV | — | — | $183.1M | $279.7M | 44.5% | |
| GOLDMAN SACHS MNGD BETA-INST Registered investment company | — | — | $63.6M | $63.4M | 10.1% | |
| FIDELITY INV MMKT TREAS 680 VAR RT 12/31/2049 DD 09/22/11 Registered investment company | — | — | $52.4M | $52.4M | 8.3% | |
| GLDMN SCHS MM GLBL EQ-R6 Registered investment company | — | — | $45.9M | $47.8M | 7.6% | |
| GS CT LONG DURATION CREDIT FUND GOLDMAN SACHS · EIN 13-4166989 / PN 026 | Common Collective Trust | — | $34.2M | $34.4M | 5.5% | |
| GOLDMAN SACHS COLLECTIVE TR INTER DURATION CR FD INSTL CL Collective trust | — | — | $24.3M | $25.3M | 4.0% | |
| GS CT INTERMEDIATE DURATION CREDIT GOLDMAN SACHS · EIN 13-4166989 / PN 034 | Common Collective Trust | — | — | $25.3M | 4.0% | |
| GLDMN SCHS MM NON-CORE-R6 Registered investment company | — | — | $21.2M | $20.7M | 3.3% | |
| CASH AT BROKER Interest-bearing cash | — | — | $19.9M | $19.9M | 3.2% | |
| U S TREASURY BOND U.S. government securities | — | — | $20.7M | $19.6M | 3.1% | |
| GLDMN SCHS MM RL ASST-R6 Registered investment company | — | — | $18.4M | $19.2M | 3.1% | |
| U S TREASURY BOND 3.375% 05/15/2044 DD 05/15/14 U.S. government securities | — | — | $20.0M | $18.0M | 2.9% | |
| U S TREASURY BOND U.S. government securities | — | — | $12.6M | $12.4M | 2.0% | |
| U S TREASURY BOND 4.375% 05/15/2040 DD 05/15/10 U.S. government securities | — | — | $12.5M | $12.3M | 2.0% | |
| GS CT TACTICAL EXPOSURE FUND GOLDMAN SACHS · EIN 13-4166989 / PN 027 | Common Collective Trust | — | $9.9M | $10.2M | 1.6% | |
| TECHNOLOGY SELECT SECT SPDR Exchange-traded fund | — | — | $1K | $330K | <0.1% | |
| ISHARES MSCI JAPAN ETF Exchange-traded fund | — | — | $219K | $206K | <0.1% | |
| CAD CURRENCY AT BROKER Interest-bearing cash | — | — | $57K | $55K | <0.1% | |
| JPY CURRENCY AT BROKER Interest-bearing cash | — | — | $42K | $40K | <0.1% | |
| GBP CURRENCY AT BROKER Interest-bearing cash | — | — | $39K | $38K | <0.1% | |
| HKD CURRENCY AT BROKER Interest-bearing cash | — | — | $22K | $22K | <0.1% | |
| TOPIX INDEX FUTURE (OSE) EXP MAR 25 Interest-bearing cash - | — | — | — | $20K | <0.1% | |
| AUD CURRENCY AT BROKER Interest-bearing cash | — | — | $16K | $15K | <0.1% | |
| SGD CURRENCY AT BROKER Interest-bearing cash | — | — | $13K | $13K | <0.1% | |
| CHF CURRENCY AT BROKER Interest-bearing cash | — | — | $7K | $7K | <0.1% | |
| SEK CURRENCY AT BROKER Interest-bearing cash | — | — | $3K | $3K | <0.1% | |
| HANG SENG INDEX FUTURE (HKG) EXP JAN 25 Interest-bearing cash - | — | — | — | $2K | <0.1% | |
| CAC40 EURO INDEX FUT (EOP) EXP JAN 25 Interest-bearing cash - | — | — | — | $2K | <0.1% |