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 LLC9+ years Filed as: TOWERS WATSON DELAWARE INC Service code 12 · EIN 53-0181291 | Contract Administrator; Claims proces... | $8,757,240 |
NISA INVESTMENT ADVISORS, LLC9+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $2,054,268 |
DELAWARE INVESTMENTS2 years Filed as: DELAWARE CHARTER GUARANTEE & TRUST Service code 21 · EIN 51-0099493 | Bank Trustee | $1,585,242 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 28 · EIN 22-2540245 | Investment Management | $1,488,078 |
Filed as: BLUE OWL PENSION INVESTORS LP Service code 28 · EIN 98-1390988 | Investment Management | $1,437,313 |
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $1,122,060 |
FIAM LLC7 years Filed as: FIAM LDI Service code 28 · EIN 20-1733361 | Investment Management | $908,169 |
DOUBLELINE CAPITAL LP7 years Service code 28 · EIN 30-0596331 | Investment Management | $882,800 |
GLOBAL INFRASTRUCTURE PARTNERS9+ years Service code 28 · EIN 20-5504170 | Investment Management | $865,897 |
PINEBRIDGE STRUCTURED9+ years Filed as: PINEBRIDGE INVESTMENTS LLC Service code 28 · EIN 06-1078320 | Investment Management | $740,908 |
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 | — |
| Part 3 Non-exempt transaction | WELLS FARGO & COMPANY | SPONSOR SEE ATTACHMENT-SCHEDULE G | — | $0 |
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 | $0 | $2,703,652-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.7%-7.7pp | 0.0%0pp |
| Annual return | 7.29% | 13.18%-5.9pp | 7.26%0pp | 13.18%-5.9pp |
| Employer contribution / active EE | $0 | $8,469-100.0% | $34,949-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $86-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |