Kroll Direct Marketing

mIn#: 45211

PENSION PROFILES PENSION PLAN MASTERFILE

Segments

1,304,901 Pension Plan $90/M
  Administrators
779,109 Male Administrators +$10/M
247,137 Female Administrators +$10/M
1,294,806 Phone Numbers +$25/M

Description

(Formerly:  GE Matthews Companies W/Pension Plans Masterfile)

Pension Profiles, Inc is a leading software publisher and marketing company.  They are offering their database to the direct marketing community which includes every company that has a qualified pension plan and has filed a 5500 series form with the IRS. There is no other pension plan file that offers the selectability that this database does.

Additional Charges:
  Type of Pension Plan @ $10/M
  Number of Participants in Plan @ $10/M
  Type of Institution With a Pension Plan @
    $10/M
  Effective Date That Plan Was Initiated @
    $10/M
  Assets of Plan @ $10/M
  Contribution Amount of Plan @ $10/M
  Amount Distributed (benefits) from Plan @
    $10/M
  Earnings of Plan @ $10/M
  Expense of Plan @ $10/M
  Income of Plan @ $10/M
  Filing Status Information @ $10/M

Type of Pension Plan:
  403B                                 29,768
  401K                                770,242
  Defined Benefit                      69,056
  Employee Stock Plan                   1,618
  Flexible Benefit Plan               129,886
  Leverage ESPO                         1,385
  Money Purchase                       49,019
  Profit Sharing                      236,149
  Stock Bonus                           4,215
  Target Benefit                        2,058
  Welfare Benefit                       1,325
  Myultiple Benefit/Pension Plans     313,943

Number of Participants in Plan:
      1 -     4                       105,143
      5 -     9                       229,392
     10 -    19                       209,344
     20 -    49                       207,813
     50 -    99                       233,928
    100 -   499                       119,514
    500 -   999                       130,079
  1,000 - 4,999                        25,158
  5,000+                               29,735

Industry:
  Mining                               14,006
  Manufacturing                       286,727
  Wholesale/Distribution               25,290
  Retail                              398,037
  Transportation                      162,332
  Utilities                            25,002
  Finance, Banking, Insurance         291,816
  Business & Professional Services    291,888

Type of Institution With a Pension Plan:
  Hospitals                            18,568
  Libraries                               612
  Prisons                                 531
  Schools                              10,251

Effective Date That Plan Was Initiated:
  1960 - 1969                          22,592
  1970 - 1979                          64,795
  1980 - 1989                         153,977
  1990 - 1999                         333,998
  2000 - 2002                         139,621
  2003 - 2006                         163,860

Assets of Plan:
  Unknown                             121,159
  Under $500,000                      537,010
      $500,001 -   $1,000,000         212,157
    $1,000,001 -   $2,500,000         211,666
    $2,500,001 -   $5,000,000          88,607
    $5,000,001 -  $10,000,000          49,096
   $10,000,001 -  $20,000,000          29,670
   $20,000,001 -  $50,000,000          22,923
   $50,000,001 - $100,000,000          11,339
  $100,000,001 - $500,000,000          13,596
  $500,000,001 - $999,999,999           2,837
  $1 Billion+                           4,841

Contribution Amount of Plan:
  Unknown                             342,574
  Under $20,000                       292,741
   $20,000 -  $24,999                  51,316
   $25,000 -  $34,999                  86,699
   $35,000 -  $49,999                 105,579
   $50,000 -  $74,999                 106,313
   $75,000 -  $99,999                  58,482
  $100,000 - $119,999                  34,180
  $120,000+                           226,387

Amount Distributed (benefits) From Plan:
  Unknown                             426,300
  Under $20,000                       313,283
   $20,000 -  $24,999                  33,537
   $25,000 -  $34,999                  53,449
   $35,000 -  $49,999                  57,017
   $50,000 -  $74,999                  64,340
   $75,000 -  $99,999                  43,349
  $100,000 - $119,999                  26,559
  $120,000+                           287,067

Earnings of Plan:
  Unknown                              90,677
  Under $20,000                       161,500
   $20,000 -  $24,999                  31,765
   $25,000 -  $34,999                  61,124
   $35,000 -  $49,999                  85,892
   $50,000 -  $74,999                 127,737
   $75,000 -  $99,999                 100,371
  $100,000 - $119,999                  64,332
  $120,000+                           581,503

Expense of Plan:
  Unknown                             303,248
  Under $20,000                       271,449
   $20,000 -  $24,999                  22,903
   $25,000 -  $34,999                  35,851
   $35,000 -  $49,999                  38,321
   $50,000 -  $74,999                  42,469
   $75,000 -  $99,999                  28,650
  $100,000 - $119,999                  17,348
  $120,000+                           153,504

Income of Plan:
  Unknown                              91,080
  Under $20,000                       180,116
   $20,000 -  $24,999                  36,840
   $25,000 -  $34,999                  69,052
   $35,000 -  $49,999                  94,279
   $50,000 -  $74,999                 134,259
   $75,000 -  $99,999                 102,418
  $100,000 - $119,999                  64,876
  $120,000+                           531,981

Filing Status Information:
  Company Owns an Insurance Policy    455,509
  Defined Benefit Type and Requires    61,915
    an Actuary's Report
  Plans that Paid an Outside Provider  79,437
    for Services Rendered with Plan
    Assets
  Filed a Financial Statement         121,709
  Filed a Trustee Statement           789,157
  Use Investment Fund Service         386,385

$50/F cancellation fee on orders cancelled prior to mail date.  Full charges apply on orders cancelled after maildate.

Last Update:  05/01/2008

Date

UPDATED 05/01/2008
CONFIRMED 05/09/2008

Unit of Sale




Gender

779,109 MALE
247,137 FEMALE

Media

COMPILED FROM ANNUAL
FILING OF IRS 5500 FORM

Addressing

DISKETTE OR EMAIL


Additional Charges

State $6.00
SCF $6.00
Zip $6.00
Phone Number $25.00
Bus/Industry Type $10.00
Run Charges $7.50
Gender/Sex $10.00
Diskette (flat fee) $25.00
Email Delivery (flat fee) $50.00

Minimum Order

5,000


Net Name Policy

85% + $7.50
RUN CHARGES
50,000+