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.8+ years Service code 14 · EIN 53-0088380 | Plan Administrator | $2,700,000 |
ULLICO8+ years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $1,483,744 |
ASB CAPITAL MANAGEMENT8+ years Service code 28 · EIN 80-0618452 | Investment Management | $1,459,616 |
THE BANK OF NEW YORK MELLON8+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $1,330,132 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $742,939 |
Filed as: POTTS-DUPRE, HAWKINS & KRAMER, CHTD Service code 29 · EIN 52-1660807 | Legal | $607,867 |
WESTERN ASSET MANAGEMENT COMPANY8+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $438,696 |
Filed as: BARROW HANLEY GLOBAL INVESTORS Service code 28 · EIN 75-2403190 | Investment Management | $222,955 |
LORD ABBETT1 year Filed as: LORD, ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $144,737 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $141,076 |
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 | $108,671-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 73.1%-73.1pp | - |
| Annual return | 7.05% | 7.05%0pp | 4.39%+2.7pp | 7.05%0pp |
| Employer contribution / active EE | $0 | $0 | $4,751-100.0% | - |
| Participant deferral / active EE | $229 | $2290% | $4,166-94.5% | $2290% |
| Admin fee / account holder | $0 | $0 | $336-100.0% | - |