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 ... | $1,990,233 |
Filed as: SALARIES - PENSION Service code 30 · EIN 52-6118572 | Employee (plan); Direct payment from ... | $1,517,358 |
FIRST EAGLE6+ years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT Service code 28 · EIN 57-1156902 | Investment Management | $1,176,592 |
Service code 30 · EIN 52-6118572 | Direct payment from the plan; Employe... | $1,094,524 |
WALTER SCOTT & PARTNERS LIMITED6+ years Service code 28 · EIN 98-0465834 | Investment Management | $1,070,493 |
MANNING & NAPIER6+ years Service code 28 · EIN 45-3328488 | Investment Management | $951,133 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUMSMITH AND BROWN Service code 10 · EIN 22-2027092 | Accounting | $861,946 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $694,439 |
WESTFIELD CAPITAL MANAGEMENT6+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO Service code 28 · EIN 80-0175963 | Investment Management | $671,753 |
AB FUNDS6+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $639,799 |
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 HOLDINGS, 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 | $0 | $2,066,441-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.0%0pp |
| Annual return | 11.16% | 13.80%-2.6pp | 10.57%+0.6pp | 13.80%-2.6pp |
| Employer contribution / active EE | $9,519 | $10,386-8.4% | $18,335-48.1% | $10,386-8.4% |
| Participant deferral / active EE | $0 | $448-100.0% | $5-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $8,713-100.0% | - |