ALLOCATION OF ASSETS
| INVESTMENT TYPE | PERCENTAGE |
INVESTED |
|
| Passive Core | 52.1% |
| Tactical Asset Allocation | 15.8% |
| Active Management | 20.2% |
| International | 11.8% |
| Miscellaneous | 0.1% |
| Total | 100.0% |
Detailed Allocation of Assets
| INVESTMENT TYPE | PERCENTAGE | ||
| INVESTED | |||
| Passive Core | 52.1% |
||
| Bankers Russell 3000 Index | 52.1% |
||
| Tactical Asset Allocation | 15.8% |
||
| BGI TAA | 4.0% |
||
| Mellon Enhanced TAA | 7.6% |
||
| PanAgora TAA | 4.1% |
||
| Active Management | 20.2% |
||
| Risk Controlled | |||
| Fidelity - Select | 4.6% |
||
| Goldman Sachs | 4.2% |
||
| INTECH | 4.7% |
||
| Paradigm (Beal) Composite | 1.8% |
||
| PIMCO | 2.2% |
||
| Eclectic | |||
| Alliance Capital | 1.4% |
||
| Sound Shore | 1.3% |
||
| International | 11.8% |
||
| Passive/Risk Controlled - Enchanced | |||
| Bankers Int'l Index | 4.8% |
||
| BGI Int'l Alpha Tilts | 2.5% |
||
| Acitve | |||
| Bank of Ireland Asset Management | 1.7% |
||
| Brinson Partners | 0.5% |
||
| Putnam | 1.7% |
||
| Scudder | 0.5% |
||
| Micellaneous | 0.1% |
||
| Buy Fail Float | 0.1% |
||
| Securities Lending | 0.0% |
||
| Total | 100.0% |
||
| * Differences due to rounding | |||
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