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PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC DIXIE CLAY DIVISION 401k Plan overview

Plan NamePENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC DIXIE CLAY DIVISION
Plan identification number 009

PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC DIXIE CLAY DIVISION Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

R.T. VANDERBILT COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:R.T. VANDERBILT COMPANY, INC.
Employer identification number (EIN):131432885
NAIC Classification:325900
NAIC Description:Other Chemical Product and Preparation Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC DIXIE CLAY DIVISION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0092023-01-01RICHARD COMBATTI2024-09-13
0092022-01-01RICHARD COMBATTI2023-10-03
0092021-01-01RICHARD COMBATTI2022-06-24
0092020-01-01RICHARD COMBATTI2021-06-15
0092019-01-01RICHARD COMBATTI2020-09-14
0092018-01-01RICHARD COMBATTI2019-09-30
0092017-01-01RICHARD COMBATTI2018-09-21
0092016-01-01JAMES MCDONALD2017-10-09
0092015-01-01JAMES MCDONALD2016-10-04
0092014-01-01JAMES MCDONALD2015-10-09
0092013-01-01JAMES MCDONALD2014-10-09
0092012-01-01JAMES MCDONALD2013-10-03
0092011-01-01JAMES MCDONALD2012-09-28
0092010-01-01JAMES MCDONALD2011-09-28

Plan Statistics for PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC DIXIE CLAY DIVISION

401k plan membership statisitcs for PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC DIXIE CLAY DIVISION

Measure Date Value
2022: PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC DIXIE CLAY DIVISION 2022 401k membership
Market value of plan assets2022-12-31636,892
Acturial value of plan assets2022-12-31636,892
Funding target for retired participants and beneficiaries receiving payment2022-12-3141,135
Number of terminated vested participants2022-12-316
Fundng target for terminated vested participants2022-12-31161,764
Active participant vested funding target2022-12-31438,536
Number of active participants2022-12-3112
Total funding liabilities for active participants2022-12-31438,536
Total participant count2022-12-3119
Total funding target for all participants2022-12-31641,435
Balance at beginning of prior year after applicable adjustments2022-12-3138,414
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3138,414
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-319,989
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3110,547
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-3140,385
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-3190,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3188,518
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3112,280
Net shortfall amortization installment of oustanding balance2022-12-3144,928
Total funding amount beforereflecting carryover/prefunding balances2022-12-3116,432
Additional cash requirement2022-12-3116,432
Contributions allocatedtoward minimum required contributions for current year2022-12-3188,518
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC DIXIE CLAY DIVISION 2021 401k membership
Market value of plan assets2021-12-31687,629
Acturial value of plan assets2021-12-31687,629
Funding target for retired participants and beneficiaries receiving payment2021-12-31100,704
Number of terminated vested participants2021-12-316
Fundng target for terminated vested participants2021-12-31149,457
Active participant vested funding target2021-12-31397,900
Number of active participants2021-12-3112
Total funding liabilities for active participants2021-12-31397,900
Total participant count2021-12-3120
Total funding target for all participants2021-12-31648,061
Balance at beginning of prior year after applicable adjustments2021-12-3136,581
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3136,581
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3116,358
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3117,240
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3138,414
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-3118,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3117,685
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-318,850
Total funding amount beforereflecting carryover/prefunding balances2021-12-317,696
Additional cash requirement2021-12-317,696
Contributions allocatedtoward minimum required contributions for current year2021-12-3117,685
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC DIXIE CLAY DIVISION 2020 401k membership
Market value of plan assets2020-12-31763,284
Acturial value of plan assets2020-12-31763,284
Funding target for retired participants and beneficiaries receiving payment2020-12-31103,871
Number of terminated vested participants2020-12-319
Fundng target for terminated vested participants2020-12-31213,560
Active participant vested funding target2020-12-31477,382
Number of active participants2020-12-3113
Total funding liabilities for active participants2020-12-31477,382
Total participant count2020-12-3124
Total funding target for all participants2020-12-31794,813
Balance at beginning of prior year after applicable adjustments2020-12-3134,842
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3134,842
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3156,944
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3160,110
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3136,581
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3151,372
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3149,594
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-319,817
Net shortfall amortization installment of oustanding balance2020-12-3168,110
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3133,236
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3133,236
Contributions allocatedtoward minimum required contributions for current year2020-12-3149,594
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC DIXIE CLAY DIVISION 2019 401k membership
Market value of plan assets2019-12-31650,532
Acturial value of plan assets2019-12-31650,532
Funding target for retired participants and beneficiaries receiving payment2019-12-31104,353
Number of terminated vested participants2019-12-3110
Fundng target for terminated vested participants2019-12-31206,732
Active participant vested funding target2019-12-31436,948
Number of active participants2019-12-3113
Total funding liabilities for active participants2019-12-31436,948
Total participant count2019-12-3125
Total funding target for all participants2019-12-31748,033
Balance at beginning of prior year after applicable adjustments2019-12-3133,186
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3133,186
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31315
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31333
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3134,842
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31116,933
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31108,879
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3112,408
Net shortfall amortization installment of oustanding balance2019-12-31132,343
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3151,935
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3151,935
Contributions allocatedtoward minimum required contributions for current year2019-12-31108,879
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC DIXIE CLAY DIVISION 2018 401k membership
Market value of plan assets2018-12-31601,077
Acturial value of plan assets2018-12-31601,077
Funding target for retired participants and beneficiaries receiving payment2018-12-31104,411
Number of terminated vested participants2018-12-3111
Fundng target for terminated vested participants2018-12-31195,863
Active participant vested funding target2018-12-31372,285
Number of active participants2018-12-3113
Total funding liabilities for active participants2018-12-31380,883
Total participant count2018-12-3126
Total funding target for all participants2018-12-31681,157
Balance at beginning of prior year after applicable adjustments2018-12-3131,606
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3131,606
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-311,811
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-311,915
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3133,186
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3134,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3132,708
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31520
Net shortfall amortization installment of oustanding balance2018-12-31113,266
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3132,393
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3132,393
Contributions allocatedtoward minimum required contributions for current year2018-12-3132,708
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC DIXIE CLAY DIVISION 2017 401k membership
Market value of plan assets2017-12-31576,918
Acturial value of plan assets2017-12-31576,918
Funding target for retired participants and beneficiaries receiving payment2017-12-31104,297
Number of terminated vested participants2017-12-3111
Fundng target for terminated vested participants2017-12-31189,794
Active participant vested funding target2017-12-31356,382
Number of active participants2017-12-3114
Total funding liabilities for active participants2017-12-31366,578
Total participant count2017-12-3127
Total funding target for all participants2017-12-31660,669
Balance at beginning of prior year after applicable adjustments2017-12-3130,098
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3130,098
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31527
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31558
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3131,606
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3132,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3130,638
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31525
Net shortfall amortization installment of oustanding balance2017-12-31115,357
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3128,827
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3128,827
Contributions allocatedtoward minimum required contributions for current year2017-12-3130,638
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC DIXIE CLAY DIVISION 2016 401k membership
Market value of plan assets2016-12-31640,874
Acturial value of plan assets2016-12-31640,874
Funding target for retired participants and beneficiaries receiving payment2016-12-31104,142
Number of terminated vested participants2016-12-3112
Fundng target for terminated vested participants2016-12-31193,632
Active participant vested funding target2016-12-31419,332
Number of active participants2016-12-3115
Total funding liabilities for active participants2016-12-31430,425
Total participant count2016-12-3129
Total funding target for all participants2016-12-31728,199
Balance at beginning of prior year after applicable adjustments2016-12-3128,662
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3128,662
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-311,805
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,915
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3130,098
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3127,938
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3126,553
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31700
Net shortfall amortization installment of oustanding balance2016-12-31117,423
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3126,026
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3126,026
Contributions allocatedtoward minimum required contributions for current year2016-12-3126,553
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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