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 ... | $2,213,250 |
Filed as: SALARIES - PENSION Service code 30 · EIN 52-6118572 | Direct payment from the plan; Employe... | $1,468,396 |
BREDHOFF & KAISER8+ years Service code 29 · EIN 52-0969534 | Legal | $1,134,282 |
FIRST EAGLE8+ years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT Service code 28 · EIN 57-1156902 | Investment Management | $1,095,965 |
Service code 30 · EIN 52-6118572 | Direct payment from the plan; Employe... | $1,029,852 |
WALTER SCOTT & PARTNERS LIMITED8+ years Service code 28 · EIN 98-0465834 | Investment Management | $954,704 |
ASB CAPITAL MANAGEMENT1 year Service code 28 · EIN 80-0618452 | Investment Management | $812,325 |
MANNING & NAPIER8+ years Service code 28 · EIN 45-3328488 | Investment Management | $786,220 |
WITHUMSMITH+BROWN, PC6 years Filed as: WITHUMSMITH AND BROWN Service code 10 · EIN 22-2027092 | Accounting | $642,823 |
THE SEGAL COMPANY8+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $640,023 |
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 | $1,469,698-100.0% | $75,030-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 0.0%0pp |
| Annual return | -11.24% | 7.68%-18.9pp | -2.63%-8.6pp | 7.68%-18.9pp |
| Employer contribution / active EE | $10,131 | $9,142+10.8% | $29,813-66.0% | $9,142+10.8% |
| Participant deferral / active EE | $0 | $462-100.0% | $8-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $838-100.0% | $19,323-100.0% |