Filings through .
Filed April 16, 2012 (most recent of 4 filings on file)
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 |
|---|---|---|
Filed as: METLIFE INVESTMENT MGMT HOLDINGS, L Service code 28 · EIN 82-2405817 | Investment Management | $121,000 |
CALLAN LLC6 years Service code 16 · EIN 94-2192581 | Consulting | $100,000 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT Service code 15 · EIN 82-1061233 | Recordkeeping | $79,000 |
AON CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $55,000 |
CENTERPOINT ENERGY2 years Service code 35 · EIN 74-0694415 | Direct payment from the plan; Employe... | $37,000 |
NORTHERN TRUST COMPANY5 years Service code 21 · EIN 36-1561860 | Bank Trustee | $33,000 |
MCCONNELL & JONES LLP4 years Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $26,000 |
WELLINGTON MANAGEMENT4 years Filed as: WELLINGTON TRUST COMPANY Service code 28 · EIN 04-2755549 | Investment Management | $6,000 |
| Actuary | Schedule | Address, phone |
|---|---|---|
George C. Sanger, F.S.A., E.A. Aon Consulting, Inc. Schedule SB | Schedule SB | Pro |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Counterparty | Category | Amount, terms |
|---|---|---|
Vectren, LLC Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
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.