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 | Direct payment from the plan; Employe... | $2,613,046 |
Filed as: SALARIES - PENSION Service code 30 · EIN 52-6118572 | Employee (plan); Direct payment from ... | $1,503,331 |
BREDHOFF & KAISER9+ years Service code 29 · EIN 52-0969534 | Legal | $1,343,710 |
Service code 30 · EIN 52-6118572 | Employee (plan); Direct payment from ... | $1,023,987 |
FIRST EAGLE9+ years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT Service code 28 · EIN 57-1156902 | Investment Management | $955,958 |
THE SEGAL COMPANY9+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $883,239 |
WALTER SCOTT & PARTNERS LIMITED9+ years Service code 28 · EIN 98-0465834 | Investment Management | $862,121 |
ASB CAPITAL MANAGEMENT2 years Service code 28 · EIN 80-0618452 | Investment Management | $703,158 |
MANNING & NAPIER9+ years Service code 28 · EIN 45-3328488 | Investment Management | $699,322 |
WITHUMSMITH+BROWN, PC7 years Filed as: WITHUMSMITH AND BROWN Service code 10 · EIN 22-2027092 | Accounting | $568,080 |
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 | $101,802-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 5.74% | 13.18%-7.4pp | 9.51%-3.8pp | 13.18%-7.4pp |
| Employer contribution / active EE | $9,315 | $8,469+10.0% | $23,377-60.2% | $8,469+10.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $14-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $769-100.0% | - |