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 ... | $2,208,697 |
Filed as: SALARIES - PENSION Service code 30 · EIN 52-6118572 | Direct payment from the plan; Employe... | $1,429,914 |
FIRST EAGLE7+ years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT Service code 28 · EIN 57-1156902 | Investment Management | $1,351,930 |
WALTER SCOTT & PARTNERS LIMITED7+ years Service code 28 · EIN 98-0465834 | Investment Management | $1,178,007 |
MANNING & NAPIER7+ years Service code 28 · EIN 45-3328488 | Investment Management | $1,055,778 |
Service code 30 · EIN 52-6118572 | Direct payment from the plan; Employe... | $1,012,319 |
WESTFIELD CAPITAL MANAGEMENT7+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO Service code 28 · EIN 80-0175963 | Investment Management | $790,431 |
COLUMBUS CIRCLE INVESTORS7+ years Service code 28 · EIN 06-1404803 | Investment Management | $768,671 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $709,355 |
BREDHOFF & KAISER7+ years Service code 29 · EIN 52-0969534 | Legal | $701,931 |
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 NEWYORK, 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 | $38,981-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 11.72% | 13.51%-1.8pp | 11.38%+0.3pp | 13.51%-1.8pp |
| Employer contribution / active EE | $13,929 | $8,170+70.5% | $18,467-24.6% | $8,170+70.5% |
| Participant deferral / active EE | $0 | $488-100.0% | $71-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $786-100.0% | - |