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Bledsoe Bledsoe Defined Benefit Plan

Pension Plan

on behalf of Bledsoe Bledsoe Partnership

131 Business Center Dr., Suite 11-B
Ormond Beach, FL 32175
Phone: (386) 676-1501
Associated EIN: 592583570

Bledsoe Bledsoe Defined Benefit Plan is a Pension Plan sponsored by Bledsoe Bledsoe Partnership. It is located in Ormond Beach, FL.

Bledsoe Bledsoe Defined Benefit Plan has a $627,000 portfolio that is mostly invested in Other Investments as of 2009-12-31. Its portfolio has $47,000 in annual income, the majority of which is from Contributions. Its expenses total $6,000 annually. Its largest expense is Fees.

ContactRoleAddressPhone
James R BledsoeAdministrator
131 Business Center Dr., Suite 11-B
Ormond Beach, FL 32175
(386) 676-1501

Institutional Portfolio Assets (000):627
Managed Accounts-
Fixed Income-
Equities-
Loans & Leases-
Real Estate-
Other Investments627
Derivatives-
Cash-
Commodities-
Portfolio Liabilities (000):0
Short Term-
Long Term-
Other-
Portfolio Income (000):47
Other-
Loans & Leases-
Interest-
Contributions47
Dividends-
Capital Gains-
Portfolio Expenses (000):6
Other-
Capital Losses-
Fees6
Interest-
Distributions-
Qualified Client
Accredited Investor
Qualified Purchaser
Qualified Institutional Buyer
Allocation:100/0/0
Leverage ratio:0:1
Investment yield:0%
New capital yield:6.54%
Tax status:tax-exempt
Notes
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Accurate as of: 2009-12-31. Some financial data represents an annualized extrapolation from periodic reporting.
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