First Data 2011 Annual Report Download - page 153

PERQUISITE AND PERSONAL BENEFITS
Name Year
Financial
Planning
($) (1)
Employee
Stock
Purchase
Plan ($)
Defined
Contribution
Plans ($) (2)
Non Qualified
Deferred
Compensation
Earnings ($)
Life
Insurance
($) (3)
Tax
Gross Up
Payments
($) (4)
Severance
Payments
($) (5)
Relocation
Benefits
($) (6)
Other
Compensation
($) (7) Total ($)
Jonathan J. Judge 2011 $ 20,000 $ 0 $ 8,575 $ 0 $ 4,902 $ 193,188 $ 0 $ 329,191 $ 106,668 $ 662,524
2010 $ 20,000 $ 0 $ 5,625 $ 0 $ 613 $ 20,091 $ 0 $ 5,000 $ 96,668 $ 147,997
Ray E. Winborne 2011 10,000 0 8,575 0 570 6,963 0 0 1,599 27,707
2010 20,000 0 8,575 0 420 9,608 0 0 0 38,603
Edward A. Labry III 2011 10,000 0 8,575 0 1,260 30,297 0 10,268 112,843 173,243
2010 10,000 0 8,575 0 1,260 8,267 0 0 37,532 65,634
2009 10,000 0 8,575 0 1,260 80,970 0 125,000 12,464 238,269
John Elkins 2011 10,000 0 8,575 0 2,580 4,510 0 0 0 25,665
2010 10,000 0 8,575 0 2,580 4,510 0 0 0 25,665
2009 20,000 0 0 0 645 9,020 0 0 0 29,665
Kevin Kern 2011 10,000 0 0 0 2,580 11,286 0 0 2,200 26,066
2010 20,000 0 0 0 1,806 9,708 0 0 0 31,514
Kevin Schultz 2011 0 0 2,188 0 190 0 3,837,187 0 5,769 3,845,334
2010 10,000 0 8,575 0 1,518 100,329 0 271,463 0 391,885
2009 20,000 0 2,250 0 316 82,304 0 165,076 26,151 296,097
(1) Executive officers are eligible to receive an annual cash benefit for personal financial planning. These benefits are grossed-up for taxes and the gross-up payment is reported in the Tax
Gross Up Payments column.
(2) For all Executives, this column represents company contributions in the FDC Corporation Incentive Savings Plan ("ISP"), a qualified 401(k) plan. The ISP is described in the
Compensation Discussion and Analysis.
(3) Includes the value of imputed income on life insurance premiums paid by the Company.
(4) For 2011, amounts include all tax gross up payments related to financial planning, personal corporate aircraft usage and relocation. These tax gross-up amounts are respectively as
follows: Mr. Judge $9,608/$34,449/$149,131; Mr. Winborne $4,804/$2,159/$0; Mr. Labry $4,804/$0/$25,493; Mr. Kern $4,804/$0/$6,482; Mr. Elkins $4,510/$0/$0; Mr. Schultz
$0/$0/$0.
(5) Mr. Schultz received in 2011 the following benefits under the First Data Corporation Severance/Change in Control Policy: $22,593 for 2011 Medical benefits and 2012 COBRA benefits,
$3,375,000 representing two years of base and target bonus, $79,594 as a prorated 2011 bonus payment and $360,000 as Restricted Covenant Agreement consideration.
(6) Messrs. Judge and Labry received relocation benefits in the amounts of $329,191 and $10,268, respectively.
(7) Messrs. Judge and Labry received value from personal use of corporate aircraft in the amounts of $102,544 and $111,244, respectively. These amounts represent the incremental cost
associated with the personal use of the aircraft by each of the named executive officers. The calculation of incremental cost for personal use of the corporate aircraft includes the average
hourly variable costs of operating the aircraft for the year attributed to the named executive officer's personal flight activity. In addition, Messrs. Judge, Winborne, Labry, and Kern have
the following amounts reported for costs associated with guests of Named Executive Officers that attended FDC's President Club, $1,759, $1,599, $1,599, and $2,200, respectively. Mr.
Schultz received $5,769 post-termination vacation payout due to Severance arrangement.
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