Archive for December, 2001

2001 December

Friday, December 28th, 2001
Fixed  Income Large
Cap Value
Large
Cap Growth
Foreign Small
Company
Portfolio
             
Morningstar Averages for the
Universe
n/a -3.75% -20.98% -18.67% 4.61% n/a
             
Stable
Value Option
6.53%          
Wellington Core 9.05%          
PRIMCO GIC 6.28%          
Cash 4.26%          
BGI – Money Market Index 4.30%          
             
Benchmark            
LB
1-3 yr. Govt./Treas.
8.53%          
             
Equity
Index Option (BGI – US Equity Index)
    -11.92%      
             
Benchmark            
Wilshire 5000     -10.96%      
             
Value
Stock Option
  -4.24%        
Federated Stock Trust   0.83%        
Morgan Value (separately
managed)
  -8.32%        
Neuberger Berman Focus Tr   -6.92%        
Legg Mason Spec. Invmt. Trust   3.38%        
Neuberger Berman Regency   -2.31%        
T. Rowe Price Value   1.60%        
BGI – Value Index   -14.67%        
             
Benchmark            
Russell Price Driven (1000
Value)
  -5.60%        
             
Growth
Stock Option
    -23.80%      
MFS Instl. Mid Cap Growth     -21.55%      
Turner Mid Cap Growth     -28.38%      
Janus Fund     -26.10%      
Marsico Focus     -20.81%      
Vanguard World U.S. Growth     -31.70%      
BGI – Growth Index     -20.13%      
             
Benchmark            
Russell Earnings Growth (1000
Growth)
    -20.42%      
             
International
Stock Option
      -22.18%    
Amer Cent-20th Cent. Int’l
Discovery
      -21.77%    
Amer Cent-20th Cent. Int’l
Growth
      -26.79%    
Janus Overseas       -23.11%    
Templeton
Instl. Foreign
      -12.11%    
             
Benchmark            
EAFE Net Divs       -21.44%    
             
Diversified
Small Company Stock Option
        4.87%  
MFS Instl. Emerging Equities         -2.18%  
Royce Opportunity         17.32%  
DFA U.S. Micro Cap Portfolio         22.77%  
State Street Aurora         16.14%  
Berger Small Cap Value Instl.         20.42%  
Franklin Small Cap Growth II         -3.33%  
BGI – Small Company Index         -11.66%  
             
Benchmark            
Russell 2000 Total         2.49%  
             
Conservative
Model Portfolio
          0.89%
             
Benchmark            
Conservative Composite Index           1.81%
             
Moderate
Model Portfolio
          -4.56%
             
Benchmark            
Moderate Composite Index           -4.46%
             
Aggressive
Model Portfolio
          -6.72%
             
Benchmark            
Aggressive Composite Index           -6.56%
             

December 2001

Saturday, December 22nd, 2001
Day Stable Value Value Stock Equity Index Growth Stock Intl. Stock Div. Small Co. Stock Conserv. Portfolio Moderate Portfolio Aggressive Portfolio Retirement Portfolio
03 169.62 289.66 278.18 241.88 186.36 290.69 206.49 233.70 237.74
04 169.67 293.78 282.25 247.20 187.85 297.34 207.70 236.32 240.95
05 169.60 300.28 288.46 253.43 192.07 305.77 209.47 240.08 245.60
06 169.59 301.05 288.15 253.12 193.25 307.36 209.52 240.37 246.08
07 169.63 299.62 286.12 250.54 192.43 306.32 209.06 239.38 244.97
10 169.66 295.12 281.23 245.36 189.42 301.89 207.73 236.70 241.77
11 169.71 294.97 280.72 245.78 189.04 302.85 207.67 236.74 241.86
12 169.76 294.48 280.72 245.86 189.65 303.23 207.64 236.82 241.98
13 169.75 290.17 276.44 241.51 186.92 298.41 206.40 234.33 238.97
14 169.80 290.53 277.46 242.56 186.24 299.55 206.64 234.71 239.38
17 169.79 292.96 280.31 244.61 187.46 302.78 207.39 236.11 241.10
18 169.87 295.67 282.66 246.82 187.97 306.03 208.17 237.46 242.73
19 169.93 297.07 283.78 246.94 187.09 305.04 208.57 237.64 242.78
20 169.94 294.84 280.92 243.32 186.89 300.77 207.86 236.06 240.87
21 170.02 295.53 282.76 245.31 186.69 305.03 208.27 237.07 242.16
24 170.06 296.20 282.86 245.25 186.01 305.61 208.41 237.16 242.26
25 Market Closed
26 170.06 297.83 284.39 246.95 186.13 308.78 208.87 238.12 243.46
27 170.12 300.04 286.32 248.79 189.06 311.15 209.50 239.49 245.18
28 170.19 302.23 287.44 250.68 190.78 312.55 210.03 240.55 246.44
31 170.25 300.11 284.59 247.54 191.61 310.28 209.36 239.38 245.12
December Fund Performance (in percentages)
0.42% 2.82% 1.45% 1.11% 2.21% 5.90% 1.10% 1.86% 2.43%

Plan Receives Favorable IRS Determination Letter

Wednesday, December 12th, 2001

THE DIRECTED ACCOUNT PLAN HAS RECEIVED A FAVORABLE IRS DETERMINATION LETTER

This means approval of the Plan Amendment filed last summer that includes a new name, a new plan sponsor, a 401(k) structure for the old DAP, and a self perpetuating Board of Directors for governance.

This Plan is completely independent from TWA Inc., TWA LLC, ALPA, and American Airlines. You remain 100% vested in your account balance.

  • Name Change: TWA Pilots Directed Account Plan to The Directed Account Plan (DAP).
  • Plan Sponsor: Community America CUSO One, LLC has been added as a plan sponsor.

Watch for a new Summary Plan Description (SPD) to be mailed out in early 2002 with a review of Plan features.

A new Annual Statement will be mailed in January that will provide a December 31, 2001 balance and summarizes your transactions for the year.

MANAGER CHANGE

The MFS Institutional Research Fund has been terminated as an investment manager in the Growth Stock Option. Those assets have been moved to the BGI Growth Index Fund (tracks the S&P 500 and Russell 1000 Growth Index) until the Board of Directors reallocates those assets at the First Quarter 2002 Board Meeting. Future manager changes will be announced on this site.

New Growth Stock Option Allocations *

BGI Growth Index 35%
Janus Fund 15%
MFS Instl. Mid Cap Growth 10%
Turner Mid Cap Growth 10%
Marsico Focus 15%
Vanguard US Growth 15%

* Individual manager details can be found under Fund Fact Sheets