Filed September 15, 1992
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 |
|---|---|---|
Filed as: SALARIES - MANAGEMENT Service code 30 · EIN 52-6118572 | Employee (plan); Direct payment from ... | $2,009,130 |
Filed as: SALARIES - PENSION Service code 30 · EIN 52-6118572 | Employee (plan); Direct payment from ... | $1,580,805 |
FIRST EAGLE5+ years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT Service code 28 · EIN 57-1156902 | Investment Management | $1,273,391 |
Service code 30 · EIN 52-6118572 | Employee (plan); Direct payment from ... | $1,126,818 |
WALTER SCOTT & PARTNERS LIMITED5+ years Service code 28 · EIN 98-0465834 | Investment Management | $1,101,554 |
MANNING & NAPIER5+ years Service code 28 · EIN 45-3328488 | Investment Management | $971,083 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUMSMITH AND BROWN Service code 10 · EIN 22-2027092 | Accounting | $832,696 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $710,189 |
THE SEGAL COMPANY5+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $697,170 |
WESTFIELD CAPITAL MANAGEMENT5+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO Service code 28 · EIN 80-0175963 | Investment Management | $696,440 |
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 | LEHMAN BROTHERS HOLDINGS, INC. | — | 745 SEVENTH STREET NEW YORK, NY 10019 | — |
| Part 1 Loan in default | LEHMAN BROTHERS FOLDINGS, INC. | — | 745 SEVENTH STREET NEW YORK, NY 10019 | — |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $894,319,009-100.0% | $204,001-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 0.0%0pp |
| Annual return | 15.49% | 24.48%-9.0pp | -100.31%+115.8pp | 24.48%-9.0pp |
| Employer contribution / active EE | $11,504 | $9,418+22.1% | $18,686-38.4% | $9,418+22.1% |
| Participant deferral / active EE | $0 | $501-100.0% | $77-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $1,604-100.0% | $2,968,729-100.0% |