Filings through .
Filed May 6, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING INC. Service code 28 · EIN 22-2232264 | Investment Management | $146,370 |
AON CONSULTING8 years Filed as: AON HEWITT INVESTMENT Service code 50 · EIN 36-3109431 | Direct Payment | $95,949 |
IVINS, PHILLIPS & BARKER2 years Filed as: IVINS PHILLIPS & BARKER Service code 29 · EIN 52-1229560 | Legal | $50,991 |
THE BANK OF NEW YORK MELLON6 years Service code 18 · EIN 13-5130382 | Direct payment from the plan; Custodi... | $23,860 |
Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $5,143 |
| Actuary | Schedule | Address, phone |
|---|---|---|
Aaron L. Sens Aon Consulting, Inc Schedule SB | Schedule SB | Pro |
Annual investment return is in the bottom quintile of the peer cohort.
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.