As highlighted in the LUK 2010 10K, at any given moment, Berkadia has over $5 billion sitting in escrow accounts. Escrow funds are typically kept in t-bills, earning interest. The interest earned on these escrow funds is split 50/50 between LUK and BRK. With t-bill yields, at less than .3%, the returns being generated are minimal, for Berkadia. If t-bill yields ever get back to levels of the good old days, say 5%, LUK will see $125 million come into it's coffers, every year.
Not bad for a $200 million investment. This is why LUK referred to this investment as an inflation hedge, when it made this fantastic purchase.