Filed May 5, 2005 (most recent of 4 filings on file)
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 |
|---|---|---|
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $557,676 |
Filed as: BLUECROSS BLUE SHIELD ASSOCIATION Service code 14 · EIN 13-5656874 | Plan Administrator | $246,050 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $200,412 |
HYPERION BROOKFIELD5+ years Service code 28 · EIN 13-3750132 | Investment Management | $101,110 |
GRANT THORNTON LLP5+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $98,641 |
LEGAL & GENERAL INVESTMENT5+ years Service code 28 · EIN 20-8058531 | Investment Management | $91,666 |
AON CONSULTING5+ years Filed as: AON HEWITT INVESTMENT CONSULTANTS Service code 27 · EIN 36-3109431 | Advisory (Plan) | $76,116 |
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $49,366 |
THE TRUST COMPANY OF TENNESSEE5+ years Filed as: TRUST COMPANY OF THE WEST Service code 28 · EIN 95-3703295 | Investment Management | $29,295 |
BLOOMBERG FINANCE LP2 years Filed as: BLOOMBERG FINANCE , L. P. Service code 28 · EIN 06-1818168 | Investment Management | $10,083 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $568,132-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 24.07% | 16.24%+7.8pp | 14.64%+9.4pp | 1023.85%-999.8pp |
| Employer contribution / active EE | $13,561 | $16,860-19.6% | $41,831-67.6% | $11,605+16.8% |
| Participant deferral / active EE | $0 | $23-100.0% | $200-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | - |