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DEX MEDIA, INC. PENSION PLAN 401k Plan overview

Plan NameDEX MEDIA, INC. PENSION PLAN
Plan identification number 002

DEX MEDIA, INC. PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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

DEX MEDIA HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name:DEX MEDIA HOLDINGS, INC.
Employer identification number (EIN):204059762
NAIC Classification:511190

Additional information about DEX MEDIA HOLDINGS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2017-02-06
Company Identification Number: 0802643825
Legal Registered Office Address: PO BOX 619810 ATTN: TAX DEPT

DFW AIRPORT
United States of America (USA)
75261

More information about DEX MEDIA HOLDINGS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEX MEDIA, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022013-01-01WILLIAM GIST
0022012-01-01WILLIAM GIST
0022011-01-01STEPHANIE CASTO STEPHANIE CASTO2012-10-13
0022009-01-01DONNA TIKKANEN-DAVIS

Plan Statistics for DEX MEDIA, INC. PENSION PLAN

401k plan membership statisitcs for DEX MEDIA, INC. PENSION PLAN

Measure Date Value
2013: DEX MEDIA, INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,198
Total number of active participants reported on line 7a of the Form 55002013-01-01482
Number of retired or separated participants receiving benefits2013-01-01212
Number of other retired or separated participants entitled to future benefits2013-01-01418
Total of all active and inactive participants2013-01-011,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0113
Total participants2013-01-011,125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DEX MEDIA, INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,510
Total number of active participants reported on line 7a of the Form 55002012-01-01591
Number of retired or separated participants receiving benefits2012-01-01200
Number of other retired or separated participants entitled to future benefits2012-01-01393
Total of all active and inactive participants2012-01-011,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0114
Total participants2012-01-011,198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: DEX MEDIA, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,761
Total number of active participants reported on line 7a of the Form 55002011-01-01817
Number of retired or separated participants receiving benefits2011-01-01184
Number of other retired or separated participants entitled to future benefits2011-01-01497
Total of all active and inactive participants2011-01-011,498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0112
Total participants2011-01-011,510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0121
2009: DEX MEDIA, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,290
Total number of active participants reported on line 7a of the Form 55002009-01-011,515
Number of retired or separated participants receiving benefits2009-01-01129
Number of other retired or separated participants entitled to future benefits2009-01-01244
Total of all active and inactive participants2009-01-011,888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-011,894
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01154

Financial Data on DEX MEDIA, INC. PENSION PLAN

Measure Date Value
2013 : DEX MEDIA, INC. PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$207,665
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$87,286
Total income from all sources (including contributions)2013-12-31$15,793,133
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,577,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,812,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,325,000
Value of total assets at end of year2013-12-31$77,175,763
Value of total assets at beginning of year2013-12-31$71,840,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$765,036
Total interest from all sources2013-12-31$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 year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$438,494
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$281,220
Liabilities. Value of operating payables at end of year2013-12-31$207,665
Liabilities. Value of operating payables at beginning of year2013-12-31$87,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,215,248
Value of net assets at end of year (total assets less liabilities)2013-12-31$76,968,098
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$71,752,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$45,322
Value of interest in master investment trust accounts at end of year2013-12-31$74,965,763
Value of interest in master investment trust accounts at beginning of year2013-12-31$71,460,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,325,000
Employer contributions (assets) at end of year2013-12-31$2,210,000
Employer contributions (assets) at beginning of year2013-12-31$380,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,812,849
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CROWE HORWATH LLP
Accountancy firm EIN2013-12-31350921680
2012 : DEX MEDIA, INC. PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$87,286
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$65,072
Total income from all sources (including contributions)2012-12-31$12,024,083
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$21,512,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$20,758,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,900,000
Value of total assets at end of year2012-12-31$71,840,136
Value of total assets at beginning of year2012-12-31$81,306,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$753,758
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$494,199
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$231,695
Liabilities. Value of operating payables at end of year2012-12-31$87,286
Liabilities. Value of operating payables at beginning of year2012-12-31$65,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-9,488,418
Value of net assets at end of year (total assets less liabilities)2012-12-31$71,752,850
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$81,241,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$27,864
Value of interest in master investment trust accounts at end of year2012-12-31$71,460,136
Value of interest in master investment trust accounts at beginning of year2012-12-31$74,876,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,900,000
Employer contributions (assets) at end of year2012-12-31$380,000
Employer contributions (assets) at beginning of year2012-12-31$6,430,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$20,758,743
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CROWE CHIZEK LLP
Accountancy firm EIN2012-12-31264183994
2011 : DEX MEDIA, INC. PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$65,072
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$551,586
Total income from all sources (including contributions)2011-12-31$9,437,463
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$19,042,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$18,076,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,920,000
Value of total assets at end of year2011-12-31$81,306,340
Value of total assets at beginning of year2011-12-31$91,397,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$966,273
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$778,486
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$187,787
Liabilities. Value of operating payables at end of year2011-12-31$65,072
Liabilities. Value of operating payables at beginning of year2011-12-31$74,417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-9,604,814
Value of net assets at end of year (total assets less liabilities)2011-12-31$81,241,268
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$90,846,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$74,876,340
Value of interest in master investment trust accounts at beginning of year2011-12-31$80,297,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$8,920,000
Employer contributions (assets) at end of year2011-12-31$6,430,000
Employer contributions (assets) at beginning of year2011-12-31$11,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$18,076,004
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$477,169
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350921680
2010 : DEX MEDIA, INC. PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$551,586
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$305,286
Total income from all sources (including contributions)2010-12-31$23,114,114
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$9,449,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,618,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,680,000
Value of total assets at end of year2010-12-31$91,397,668
Value of total assets at beginning of year2010-12-31$77,486,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$831,661
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$433,424
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$260,701
Liabilities. Value of operating payables at end of year2010-12-31$74,417
Liabilities. Value of operating payables at beginning of year2010-12-31$305,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$13,664,418
Value of net assets at end of year (total assets less liabilities)2010-12-31$90,846,082
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$77,181,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$80,297,668
Value of interest in master investment trust accounts at beginning of year2010-12-31$71,286,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$13,680,000
Employer contributions (assets) at end of year2010-12-31$11,100,000
Employer contributions (assets) at beginning of year2010-12-31$6,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,618,035
Contract administrator fees2010-12-31$137,536
Liabilities. Value of benefit claims payable at end of year2010-12-31$477,169
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2010-12-31010724563

Form 5500 Responses for DEX MEDIA, INC. PENSION PLAN

2013: DEX MEDIA, INC. PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DEX MEDIA, INC. PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DEX MEDIA, INC. PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DEX MEDIA, INC. PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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