Filed December 29, 1993 (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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON DELAWARE INC Service code 12 · EIN 53-0181291 | Claims processing; Direct payment fro... | $7,151,545 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 28 · EIN 22-2540245 | Investment Management | $1,927,207 |
NISA INVESTMENT ADVISORS, LLC8+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $1,362,510 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE CHARTER GUARANTEE & TRUST Service code 21 · EIN 51-0099493 | Bank Trustee | $1,207,324 |
PINEBRIDGE STRUCTURED8+ years Filed as: PINEBRIDGE INVESTMENTS LLC Service code 28 · EIN 06-1078320 | Investment Management | $1,137,619 |
FIAM LLC6 years Filed as: FIAM LDI Service code 28 · EIN 20-1733361 | Investment Management | $1,113,195 |
NB DYAL ADVISORS LLC4 years Filed as: DYAL IV PENSION INVESTORS LP Service code 28 · EIN 98-1390988 | Investment Management | $995,223 |
DODGE & COX8+ years Service code 28 · EIN 94-1441976 | Investment Management | $769,305 |
DOUBLELINE CAPITAL LP6 years Service code 28 · EIN 30-0596331 | Investment Management | $736,841 |
GLOBAL INFRASTRUCTURE PARTNERS8+ years Service code 28 · EIN 20-5504170 | Investment Management | $720,076 |
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 1 Loan in default | FOREST OIL CORPORATION | — | 1415 LOUISIANA SUITE 1600 HOUSTON, TX 77002 | — |
| Part 1 Loan in default | FOREST OIL CORPORATION | — | 1415 LOUISIANA SUITE 1600 HOUSTON, TX 77002 | — |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | $2,278,297-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | -17.88% | 7.68%-25.6pp | 111.29%-129.2pp | 7.68%-25.6pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $46,003-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $62-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $0 | $19,323-100.0% |