Filed October 7, 1993
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.
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| Provider | Service type | Compensation |
|---|---|---|
CARPENTERS COMBINED FUNDS INC.5+ years Service code 12 · EIN 25-1332392 650 RIDGE ROAD, SUITE 300 · PITTSBURGH, PA 15205 | Claims processing | $1,056,662 |
PBGC PREMIUM5+ years Filed as: PBGC Service code 73 | Other insurance fees and expenses | $499,409 |
FOUNDRY PARTNERS5+ years Service code 21 · EIN 34-1172683 | Bank Trustee | $471,368 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: GRAYSTONE CONSULTING Service code 20 1603 CARMODY COURT, SUITE 301 · SEWICKLEY, PA 15143 | Trustee (individual) | $314,993 |
OFI GLOBAL TRUST COMPANY5+ years Filed as: OFI TRUST CO Service code 21 · EIN 13-3459790 | Bank Trustee | $303,917 |
PNC BANK, N.A.5+ years Filed as: PNC ADVISORS Service code 18 · EIN 22-1146430 116 ALLEGHENY CENTER MALL · PITTSBURGH, PA 15212 | Custodial (other than securities) | $151,238 |
CHEIRON5+ years Service code 11 · EIN 13-4215617 8300 GREENSBORO DRIVE, SUITE 800 · MCLEAN, VA 22102 | Actuarial | $87,078 |
Filed as: PARAMETRICS Service code 21 | Bank Trustee | $75,777 |
CAMBIAR INVESTORS LLC5+ years Filed as: CAMBIAR INVESTORS Service code 21 | Bank Trustee | $67,898 |
TUCKER ARENSBERG5+ years Service code 22 · EIN 25-1425735 1 PPG PLACE, SUITE 1500 · PITTSBURGH, PA 15222 | Insurance Broker | $62,478 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 12.57% | 10.84%+1.7pp | 10.56%+2.0pp | 1023.85%-1011.3pp |
| Employer contribution / active EE | $9,716 | $14,186-31.5% | $30,199-67.8% | $11,605-16.3% |
| Participant deferral / active EE | $0 | $275-100.0% | $33-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,168-100.0% | - |