Plan Name | LONG-TERM DISABILITY PLAN FOR SALARIED EMPLOYEES |
Plan identification number | 509 |
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 |
---|---|---|---|---|---|
509 | 2014-01-01 | BARBARA GRIGAT | |||
509 | 2013-01-01 | BARBARA GRIGAT | |||
509 | 2012-01-01 | BARBARA GRIGAT | |||
509 | 2011-01-01 | SIDNEY SPENCER | |||
509 | 2009-01-01 | SIDNEY SPENCER |
Measure | Date | Value |
---|---|---|
2014: LONG-TERM DISABILITY PLAN FOR SALARIED EMPLOYEES 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 4,877 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4,647 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 293 |
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 | 4,940 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 4,940 |
2013: LONG-TERM DISABILITY PLAN FOR SALARIED EMPLOYEES 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 5,128 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4,567 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 307 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 4,877 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 4,877 |
2012: LONG-TERM DISABILITY PLAN FOR SALARIED EMPLOYEES 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 5,444 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4,813 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 314 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 5,128 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 5,128 |
2011: LONG-TERM DISABILITY PLAN FOR SALARIED EMPLOYEES 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 4,899 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5,125 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 319 |
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 | 5,444 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 5,444 |
2009: LONG-TERM DISABILITY PLAN FOR SALARIED EMPLOYEES 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 6,560 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5,215 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 329 |
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 | 5,544 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 5,544 |
Measure | Date | Value |
---|---|---|
2014 : LONG-TERM DISABILITY 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 | $1,909,224 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $3,028,201 |
Total income from all sources (including contributions) | 2014-12-31 | $5,828,659 |
Total of all expenses incurred | 2014-12-31 | $4,345,818 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,898,289 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $439,701 |
Value of total assets at end of year | 2014-12-31 | $48,940,595 |
Value of total assets at beginning of year | 2014-12-31 | $48,576,731 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $447,529 |
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 | $78,533 |
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 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $63,456 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $80,306 |
Administrative expenses (other) incurred | 2014-12-31 | $187 |
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 | $1,482,841 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $47,031,371 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $45,548,530 |
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 |
Investment advisory and management fees | 2014-12-31 | $209,520 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $48,120,967 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $48,134,408 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $379,927 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $442,323 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $442,323 |
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 | $439,701 |
Employer contributions (assets) at end of year | 2014-12-31 | $439,701 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,898,289 |
Contract administrator fees | 2014-12-31 | $159,289 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $1,845,768 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $2,947,895 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2014-12-31 | 134008324 |
2013 : LONG-TERM DISABILITY 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 | $3,028,201 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $3,685,587 |
Total income from all sources (including contributions) | 2013-12-31 | $8,638,075 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $5,103,876 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $4,612,445 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $48,576,731 |
Value of total assets at beginning of year | 2013-12-31 | $45,699,918 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $491,431 |
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 | $109,546 |
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 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $80,306 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $89,572 |
Administrative expenses (other) incurred | 2013-12-31 | $228 |
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 | $3,534,199 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $45,548,530 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $42,014,331 |
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 |
Investment advisory and management fees | 2013-12-31 | $202,797 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $48,134,408 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $42,402,619 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $442,323 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $427,200 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $427,200 |
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 | Yes |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $2,870,099 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,612,445 |
Contract administrator fees | 2013-12-31 | $178,860 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $2,947,895 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $3,596,015 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2013-12-31 | 134008324 |
2012 : LONG-TERM DISABILITY 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 | $3,685,587 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $3,260,871 |
Total income from all sources (including contributions) | 2012-12-31 | $8,263,122 |
Total of all expenses incurred | 2012-12-31 | $6,628,159 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $6,133,945 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,870,099 |
Value of total assets at end of year | 2012-12-31 | $45,699,918 |
Value of total assets at beginning of year | 2012-12-31 | $43,640,239 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $494,214 |
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 | $135,565 |
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 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $89,572 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $70,190 |
Administrative expenses (other) incurred | 2012-12-31 | $252 |
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 | $1,634,963 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $42,014,331 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $40,379,368 |
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 |
Investment advisory and management fees | 2012-12-31 | $186,755 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $42,402,619 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $38,261,113 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $427,200 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $494,747 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $494,747 |
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 | Yes |
Contributions received in cash from employer | 2012-12-31 | $2,870,099 |
Employer contributions (assets) at end of year | 2012-12-31 | $2,870,099 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $4,884,379 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $6,133,945 |
Contract administrator fees | 2012-12-31 | $171,642 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $3,596,015 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $3,190,681 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2012-12-31 | 134008324 |
2011 : LONG-TERM DISABILITY 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 | $3,260,871 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $5,892,431 |
Total income from all sources (including contributions) | 2011-12-31 | $7,390,752 |
Total of all expenses incurred | 2011-12-31 | $3,796,311 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,340,628 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,884,379 |
Value of total assets at end of year | 2011-12-31 | $43,640,239 |
Value of total assets at beginning of year | 2011-12-31 | $42,677,358 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $455,683 |
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 | $91,393 |
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 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $70,190 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $95,536 |
Administrative expenses (other) incurred | 2011-12-31 | $174 |
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 | $3,594,441 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $40,379,368 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $36,784,927 |
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 |
Investment advisory and management fees | 2011-12-31 | $172,083 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $38,261,113 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $38,468,622 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $494,747 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $456,015 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $456,015 |
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 | $4,884,379 |
Employer contributions (assets) at end of year | 2011-12-31 | $4,884,379 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $3,752,721 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,340,628 |
Contract administrator fees | 2011-12-31 | $192,033 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $3,190,681 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $5,796,895 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2011-12-31 | 134008324 |
2010 : LONG-TERM DISABILITY 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 | $6,571,031 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $5,863,370 |
Total income from all sources (including contributions) | 2010-12-31 | $7,951,638 |
Total of all expenses incurred | 2010-12-31 | $6,713,415 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $6,235,367 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,752,721 |
Value of total assets at end of year | 2010-12-31 | $42,677,358 |
Value of total assets at beginning of year | 2010-12-31 | $40,731,474 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $478,048 |
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 | $83,908 |
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 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $95,536 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $92,509 |
Administrative expenses (other) incurred | 2010-12-31 | $376 |
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 | $1,238,223 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $36,106,327 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $34,868,104 |
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 |
Investment advisory and management fees | 2010-12-31 | $168,598 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $38,468,622 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $34,522,096 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $456,015 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $451,450 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $451,450 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
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 | $3,752,721 |
Employer contributions (assets) at end of year | 2010-12-31 | $3,752,721 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $5,757,928 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $6,235,367 |
Contract administrator fees | 2010-12-31 | $225,166 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $6,475,495 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $5,770,861 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 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: LONG-TERM DISABILITY 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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: LONG-TERM DISABILITY 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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: LONG-TERM DISABILITY 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 - Trust | Yes |
2011: LONG-TERM DISABILITY 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 - Trust | Yes |
2009: LONG-TERM DISABILITY 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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |