Filed September 16, 1994 (most recent of 2 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.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JPMORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $2,467,883 |
AON CONSULTING2 years Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $2,013,752 |
SEI INVESTMENTS5+ years Service code 27 · EIN 23-1707341 | Advisory (Plan) | $1,593,689 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $134,637 |
SEYFARTH SHAW LLP2 years Filed as: SEYFARTH SHAW Service code 29 233 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Legal | $97,898 |
CURCIO WEBB1 year Service code 17 · EIN 36-4171366 | Pension Consulting | $50,065 |
CIGNA INVESTMENTS INC5+ years Filed as: CIGNA HEALTH AND LIFE INSURANCE CO Service code 12 · EIN 59-1031071 | Contract Administrator; Claims proces... | $35,501 |
OLSEN THIELEN & CO., LTD1 year Filed as: OLSEN THIELEN & CO., LTD. Service code 10 · EIN 41-1360831 | Accounting | $32,400 |
AETNA LIFE INSURANCE COMPANY5+ years Service code 12 · EIN 06-6033492 | Claims processing; Direct payment fro... | $8,041 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 | Advisory (Plan) | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | ECOLAB, INC. | EMPLOYER/PLAN SPONSOR LOAN - DUPLICATE PLAN EXPENSE PAYMENT REFUNDED 3/22/19; FULLY CORRECTED 5/17/19; FORM 5330 FILED | — | — |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $894,319,009-100.0% | $50,635-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 17.26% | 24.48%-7.2pp | 18.06%-0.8pp | 24.48%-7.2pp |
| Employer contribution / active EE | $0 | $9,418-100.0% | $30,411-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $501-100.0% | $40-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $1,675-100.0% | $2,968,729-100.0% |