Filed April 19, 1995
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 |
|---|---|---|
I.B.E.W.6+ years Service code 14 · EIN 53-0088380 | Plan Administrator | $2,800,000 |
ULLICO6+ years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $1,815,999 |
THE BANK OF NEW YORK MELLON6+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $1,713,954 |
ASB CAPITAL MANAGEMENT6+ years Service code 28 · EIN 80-0618452 | Investment Management | $1,066,185 |
Filed as: POTTS-DUPRE, HAWKINS & KRAMER, CHTD Service code 29 · EIN 52-1660807 | Legal | $540,849 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $522,336 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $328,303 |
VICTORY6+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $216,845 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $200,187 |
SUNTRUST BANKS, INC.6+ years Filed as: STERLING CAPITAL MANAGEMENT LLC Service code 28 · EIN 42-1658828 | Investment Management | $177,433 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $134,649-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 92.9%-92.9pp | - |
| Annual return | 26.84% | 26.84%0pp | 15.18%+11.7pp | 26.84%0pp |
| Employer contribution / active EE | $0 | $0 | $11,255-100.0% | - |
| Participant deferral / active EE | $219 | $2190% | $4,521-95.2% | $2190% |
| Admin fee / account holder | $0 | $0 | $84-100.0% | - |