Summary
Enterprise Products Partners L.P. (EPD) filed an 8-K on November 17, 2008, detailing significant financing activities and an employee incentive program. The company, through its operating subsidiary Enterprise Products Operating LLC, secured approximately $218 million in a Japanese Yen Term Loan maturing March 30, 2009, with an effective fixed U.S. Dollar interest rate of approximately 4.93% after currency swaps. Additionally, EPD entered into a $375 million 364-Day Revolving Credit Agreement maturing November 16, 2009, providing access to U.S. Dollar denominated loans, with options for LIBOR or Base Rate borrowings. Both credit facilities are guaranteed by the parent Partnership and are unsecured. Beyond debt financing, EPD also established an employee incentive program through EPCO Unit L.P. This program utilizes a 'profits interest' in EPD Units to reward certain employees, including named executive officers, by granting them Class B limited partner interests. These interests entitle holders to participate in the appreciation of EPD Units, with distributions and liquidation proceeds structured to prioritize the return of capital and preferred returns to the Class A limited partner (DFI Delaware Holdings L.P.) before benefiting Class B partners. These awards are subject to forfeiture based on employment termination prior to November 13, 2013, with exceptions for specific circumstances, and may eventually lead to EPD reimbursing EPCO for distributions made to Class B partners.
Key Highlights
- 1Enterprise Products Operating LLC secured a ¥20.7 billion (approx. $218 million USD) Japanese Yen Term Loan maturing March 30, 2009, with an effective fixed USD interest rate of ~4.93% after currency swaps.
- 2The Partnership entered into a $375 million 364-Day Revolving Credit Agreement maturing November 16, 2009, providing flexible U.S. Dollar borrowing options (LIBOR or Base Rate).
- 3Both the Term Loan and Revolving Credit Agreement are unsecured but are guaranteed by Enterprise Products Partners L.P.
- 4The company established EPCO Unit L.P. as an employee incentive program using 'profits interest' in EPD Units for key employees and executive officers.
- 5Class B limited partner interests in EPCO Unit LP are designed as long-term incentives and entitle holders to participate in EPD Unit appreciation.
- 6Awards in EPCO Unit LP are subject to forfeiture if employment terminates before November 13, 2013, with exceptions for death, disability, and certain retirements.
- 7EPD may be required to amend its administrative services agreement to reimburse EPCO for distributions made to Class B partners of EPCO Unit LP.