First Data 2007 Annual Report Download - page 173

A participant's accrued benefit under the Excess Benefit Retirement Plan will be vested at the same time and to the same extent as his or her benefit
under the Retirement Plan is vested.
Compensation and Average Final Compensation are determined under the Excess Benefit Retirement Plan in the same manner as under the Retirement Plan.
In addition, with the exception of the accrued benefit calculation itself, benefits payable upon early retirement, disability and death under the Excess Benefit
Retirement Plan are determined in the same manner as in the Retirement Plan. Finally, the accrued benefit under the Excess Benefit Retirement Plan is paid in
the same form and is adjusted in the same manner as the form in which the participant's accrued benefit is paid and adjusted under the Retirement Plan for
forms of retirement of distribution other than the normal form of benefit and when the benefit payment commences.
NONQUALIFIED DEFERRED COMPENSATION(1)
Name
Executive
Contributions in
Last FY ($)
Registrant
Contributions in
Last FY ($) (2)
Aggregate Earnings
in Last FY ($)(3)
Aggregate
Withdrawals/
Distributions
($)
Aggregate
Balance at Last
FYE ($)
Henry C. Duques(4)
SISP $ 0 $ 0 $ 244,079 $ 3,398,561 $ 0
SISP-2 1,278,333 146,396 24,449 1,450,082 0
Kimberly S. Patmore (5)
SISP 0 0 146,270 2,246,253 0
SISP-2 31,563 77,746 53,442 858,454 0
Peter W. Boucher(6)
SISP 0 0 0 0 0
SISP-2 150,000 0 8,114 158,114 0
Edward A. Labry III (7)
SISP 0 0 31,551 484,528 0
SISP-2 0 0 0 0 0
David P. Bailis(8)
SISP 0 0 0 0 0
SISP-2 305,729 52,119 27,639 622,640 0
Pamela H. Patsley (9)
SISP 0 0 26,910 413,260 0
SISP-2 40,425 50,512 20,115 346,696 0
(1) The SISP and SISP-2 were terminated on October 15, 2007. All account balances were distributed to participants on November 15, 2007.
(2) These amounts are also included in the Perquisites and Personal Benefits Table and the Summary Compensation Table.
(3) Includes the following above market interest earnings which are disclosed in the Summary Compensation Table: Mr. Duques $71,643; Ms. Patmore
$50,429; Mr. Boucher $1,492; Mr. Labry $7,997; Mr. Bailis $7,795; Ms. Patsley $11,869.
(4) Mr. Duques elected to participate in the SISP on 7/1/1990 and SISP-2 on 12/12/2006.
(5) Ms. Patmore elected to participate in the SISP on 7/1/1993 and SISP-2 on 1/1/2005.
(6) Mr. Boucher elected to participate in the SISP-2 on 5/17/2006.
(7) Mr. Labry participated in the Concord Deferred Compensation Plan. Following First Data's acquisition of Concord, his balance of $369,733.48 was
transferred to the SISP.
(8) Mr. Bailis elected to participate in the SISP-2 on 12/13/2005.
(9) Ms. Patsley elected to participate in the SISP on 4/1/2000 and SISP-2 on 1/1/2005.
Prior to October 15, 2007, the Company offered an unfunded non-qualified deferred compensation plan called the SISP-2 to all director and above
employees that earn an annual base salary of $95,000 or more a year. Participants were able to elect to defer up to 80% of their annual base salary and bonus.
Elections were able to be made within the first 30 days of employment for new employees or in November of the prior year, and could not be changed after
the beginning of the plan year (January 1st). At the time the participant enrolled in the SISP-2, the participant could choose to have an in-service withdrawal
as well as a final distribution election. The in-service withdrawal requires the following: payment type (lump sum or annual installments); the year in which
the payment will start; the number of annual installments (up to 5 per year); and the amount of each payment (the amount of the payment is limited to vested
contributions plus earnings credited to the plan beginning January 1, following the date the in-service withdrawal election is made). If the participant left the
Company prior to the scheduled in-service payment election, the election was cancelled and all benefits were paid according to the final distribution election.
The final
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