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.7+ years Service code 14 · EIN 53-0088380 | Plan Administrator | $2,900,000 |
THE BANK OF NEW YORK MELLON7+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $1,707,652 |
ULLICO7+ years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $1,686,334 |
ASB CAPITAL MANAGEMENT7+ years Service code 28 · EIN 80-0618452 | Investment Management | $1,130,103 |
Filed as: POTTS-DUPRE, HAWKINS & KRAMER, CHTD Service code 29 · EIN 52-1660807 | Legal | $581,061 |
WESTERN ASSET MANAGEMENT COMPANY7+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $576,439 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $470,824 |
INTECH INVESTMENT MANAGEMENT LLC7+ years Service code 28 · EIN 01-0614895 | Investment Management | $250,291 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $235,898 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $140,000 |
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 | $103,982-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 73.2%-73.2pp | - |
| Annual return | -7.55% | -7.55%0pp | -12.88%+5.3pp | -7.55%0pp |
| Employer contribution / active EE | $0 | $0 | $11,125-100.0% | - |
| Participant deferral / active EE | $219 | $2190% | $10,413-97.9% | $2190% |
| Admin fee / account holder | $0 | $0 | $5,542-100.0% | - |