Plan Name | MEDICAL, DENTAL AND RETIREE LIFE BENEFITS PLAN FOR SALARIED EMPLOYEES |
Plan identification number | 502 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
|
Company Name: | ALTRIA CLIENT SERVICES INC. |
Employer identification number (EIN): | 133379805 |
NAIC Classification: | 312200 |
NAIC Description: | Tobacco Manufacturing |
Additional information about ALTRIA CLIENT SERVICES INC.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2008-01-04 |
Company Identification Number: | 0688147 |
Legal Registered Office Address: |
HUNTON & WILLIAMS LLP 951 E BYRD ST RIVERFRONT PLZ E TWR RICHMOND United States of America (USA) 23219-4074 |
More information about ALTRIA CLIENT SERVICES INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
502 | 2014-01-01 | BARBARA GRIGAT | |||
502 | 2013-01-01 | BARBARA GRIGAT | |||
502 | 2012-01-01 | BARBARA GRIGAT | |||
502 | 2011-01-01 | SIDNEY SPENCER | |||
502 | 2009-01-01 | SIDNEY SPENCER |
Measure | Date | Value |
---|---|---|
2014: MEDICAL, DENTAL AND RETIREE LIFE BENEFITS PLAN FOR SALARIED EMPLOYEES 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 11,045 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5,443 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 6,103 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 11,546 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 11,546 |
2013: MEDICAL, DENTAL AND RETIREE LIFE BENEFITS PLAN FOR SALARIED EMPLOYEES 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 11,208 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5,148 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 5,897 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 11,045 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 11,045 |
2012: MEDICAL, DENTAL AND RETIREE LIFE BENEFITS PLAN FOR SALARIED EMPLOYEES 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 12,044 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5,142 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 6,066 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 11,208 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 11,208 |
2011: MEDICAL, DENTAL AND RETIREE LIFE BENEFITS PLAN FOR SALARIED EMPLOYEES 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 12,917 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6,153 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 5,891 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 12,044 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 12,044 |
2009: MEDICAL, DENTAL AND RETIREE LIFE BENEFITS PLAN FOR SALARIED EMPLOYEES 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 11,223 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6,236 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 5,109 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 11,345 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 11,345 |
Measure | Date | Value |
---|---|---|
2014 : MEDICAL, DENTAL AND RETIREE LIFE BENEFITS PLAN FOR SALARIED EMPLOYEES 2014 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $13,448,168 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $9,806,852 |
Total income from all sources (including contributions) | 2014-12-31 | $138,292,571 |
Total of all expenses incurred | 2014-12-31 | $143,873,423 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $138,083,953 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $138,292,571 |
Value of total assets at end of year | 2014-12-31 | $71,962,321 |
Value of total assets at beginning of year | 2014-12-31 | $73,901,857 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $5,789,470 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $180,036 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $75,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $23,750,897 |
Participant contributions at end of year | 2014-12-31 | $1,962,321 |
Participant contributions at beginning of year | 2014-12-31 | $1,857,256 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $1,243,830 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $31,212 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $2,621,059 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $800,771 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-5,580,852 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $58,514,153 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $64,095,005 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $10,134,290 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $114,541,674 |
Employer contributions (assets) at end of year | 2014-12-31 | $70,000,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $70,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $127,949,663 |
Contract administrator fees | 2014-12-31 | $5,609,434 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $10,795,897 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $9,806,852 |
Did the plan have assets held for investment | 2014-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2014-12-31 | 134008324 |
2013 : MEDICAL, DENTAL AND RETIREE LIFE BENEFITS PLAN FOR SALARIED EMPLOYEES 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $9,806,852 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $9,341,743 |
Total income from all sources (including contributions) | 2013-12-31 | $131,595,275 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $137,765,508 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $131,540,862 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $131,595,275 |
Value of total assets at end of year | 2013-12-31 | $73,901,857 |
Value of total assets at beginning of year | 2013-12-31 | $79,606,981 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $6,224,646 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $178,896 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $75,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $22,289,118 |
Participant contributions at end of year | 2013-12-31 | $1,857,256 |
Participant contributions at beginning of year | 2013-12-31 | $1,803,981 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $1,243,830 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $386,520 |
Total non interest bearing cash at end of year | 2013-12-31 | $800,771 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-6,170,233 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $64,095,005 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $70,265,238 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $5,750,835 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $109,306,157 |
Employer contributions (assets) at end of year | 2013-12-31 | $70,000,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $77,803,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $125,790,027 |
Contract administrator fees | 2013-12-31 | $5,659,230 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $9,806,852 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $9,341,743 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2013-12-31 | 134008324 |
2012 : MEDICAL, DENTAL AND RETIREE LIFE BENEFITS PLAN FOR SALARIED EMPLOYEES 2012 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $9,341,743 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $10,675,729 |
Total income from all sources (including contributions) | 2012-12-31 | $142,809,770 |
Total of all expenses incurred | 2012-12-31 | $140,648,108 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $134,455,820 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $142,809,770 |
Value of total assets at end of year | 2012-12-31 | $79,606,981 |
Value of total assets at beginning of year | 2012-12-31 | $78,779,305 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $6,192,288 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $79,622 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $75,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $21,783,181 |
Participant contributions at end of year | 2012-12-31 | $1,803,981 |
Participant contributions at beginning of year | 2012-12-31 | $1,827,388 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $3,467,917 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $927,607 |
Administrative expenses (other) incurred | 2012-12-31 | $412,952 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,161,662 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $70,265,238 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $68,103,576 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $7,191,394 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $121,026,589 |
Employer contributions (assets) at end of year | 2012-12-31 | $77,803,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $73,484,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $127,264,426 |
Contract administrator fees | 2012-12-31 | $5,699,714 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $9,341,743 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $9,748,122 |
Did the plan have assets held for investment | 2012-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2012-12-31 | 134008324 |
2011 : MEDICAL, DENTAL AND RETIREE LIFE BENEFITS PLAN FOR SALARIED EMPLOYEES 2011 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $10,675,729 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $10,544,346 |
Total income from all sources (including contributions) | 2011-12-31 | $130,928,829 |
Total of all expenses incurred | 2011-12-31 | $137,450,493 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $131,316,397 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $130,928,829 |
Value of total assets at end of year | 2011-12-31 | $78,779,305 |
Value of total assets at beginning of year | 2011-12-31 | $85,169,586 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $6,134,096 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $127,203 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $75,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $22,208,666 |
Participant contributions at end of year | 2011-12-31 | $1,827,388 |
Participant contributions at beginning of year | 2011-12-31 | $1,827,871 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $3,467,917 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $3,467,917 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $4,204,715 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $927,607 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $5,738 |
Administrative expenses (other) incurred | 2011-12-31 | $432,046 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-6,521,664 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $68,103,576 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $74,625,240 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $6,488,349 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $105,252,246 |
Employer contributions (assets) at end of year | 2011-12-31 | $73,484,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $79,137,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $124,828,048 |
Contract administrator fees | 2011-12-31 | $5,574,847 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $9,748,122 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $10,538,608 |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2011-12-31 | 134008324 |
2010 : MEDICAL, DENTAL AND RETIREE LIFE BENEFITS PLAN FOR SALARIED EMPLOYEES 2010 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $10,544,346 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $9,563,724 |
Total income from all sources (including contributions) | 2010-12-31 | $154,284,467 |
Total of all expenses incurred | 2010-12-31 | $145,646,796 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $138,083,336 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $154,281,684 |
Value of total assets at end of year | 2010-12-31 | $85,169,586 |
Value of total assets at beginning of year | 2010-12-31 | $75,551,293 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $7,563,460 |
Total interest from all sources | 2010-12-31 | $2,783 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $108,987 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $75,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $22,841,081 |
Participant contributions at end of year | 2010-12-31 | $1,827,871 |
Participant contributions at beginning of year | 2010-12-31 | $997,293 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $4,204,715 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $4,204,715 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $5,738 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $9,150 |
Administrative expenses (other) incurred | 2010-12-31 | $47,497 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $419,589 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $8,637,671 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $74,625,240 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $65,987,569 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $2,783 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $5,850,788 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $127,235,888 |
Employer contributions (assets) at end of year | 2010-12-31 | $79,137,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $74,554,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $132,232,548 |
Contract administrator fees | 2010-12-31 | $7,406,976 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $10,538,608 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $9,134,985 |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2010-12-31 | 134008324 |
2014: MEDICAL, DENTAL AND RETIREE LIFE BENEFITS PLAN FOR SALARIED EMPLOYEES 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MEDICAL, DENTAL AND RETIREE LIFE BENEFITS PLAN FOR SALARIED EMPLOYEES 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MEDICAL, DENTAL AND RETIREE LIFE BENEFITS PLAN FOR SALARIED EMPLOYEES 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MEDICAL, DENTAL AND RETIREE LIFE BENEFITS PLAN FOR SALARIED EMPLOYEES 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: MEDICAL, DENTAL AND RETIREE LIFE BENEFITS PLAN FOR SALARIED EMPLOYEES 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |