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PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS 401k Plan overview

Plan NamePENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS
Plan identification number 008

PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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).

401k Sponsoring company profile

MORGAN, LEWIS & BOCKIUS LLP has sponsored the creation of one or more 401k plans.

Company Name:MORGAN, LEWIS & BOCKIUS LLP
Employer identification number (EIN):230891050
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082015-10-01
0082014-10-01CAROL ANN VERRATTI ANTHONY A. LICATA2016-07-15
0082013-10-01CAROL ANN VERRATTI ANTHONY A. LICATA2015-07-15
0082012-10-01CAROL ANN VERRATTI ANTHONY A. LICATA2014-07-15
0082011-10-01CAROL ANN VERRATTI FRANCIS X. FEE2013-07-15
0082010-10-01CAROL ANN VERRATTI FRANCIS X. FEE2012-07-16
0082009-10-01CAROL ANN VERRATTI FRANCIS X. FEE2011-07-15
0082009-10-01CAROL ANN VERRATTI FRANCIS X. FEE2011-07-15
0082008-10-01

Plan Statistics for PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS

401k plan membership statisitcs for PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS

Measure Date Value
2015: PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS 2015 401k membership
Total participants, beginning-of-year2015-10-01231
Total number of active participants reported on line 7a of the Form 55002015-10-010
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS 2014 401k membership
Total participants, beginning-of-year2014-10-01235
Total number of active participants reported on line 7a of the Form 55002014-10-0116
Number of retired or separated participants receiving benefits2014-10-0194
Number of other retired or separated participants entitled to future benefits2014-10-01115
Total of all active and inactive participants2014-10-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-016
Total participants2014-10-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS 2013 401k membership
Total participants, beginning-of-year2013-10-01237
Total number of active participants reported on line 7a of the Form 55002013-10-0118
Number of retired or separated participants receiving benefits2013-10-0189
Number of other retired or separated participants entitled to future benefits2013-10-01122
Total of all active and inactive participants2013-10-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-016
Total participants2013-10-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS 2012 401k membership
Total participants, beginning-of-year2012-10-01238
Total number of active participants reported on line 7a of the Form 55002012-10-0119
Number of retired or separated participants receiving benefits2012-10-0185
Number of other retired or separated participants entitled to future benefits2012-10-01127
Total of all active and inactive participants2012-10-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-016
Total participants2012-10-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS 2011 401k membership
Total participants, beginning-of-year2011-10-01239
Total number of active participants reported on line 7a of the Form 55002011-10-0119
Number of retired or separated participants receiving benefits2011-10-0175
Number of other retired or separated participants entitled to future benefits2011-10-01138
Total of all active and inactive participants2011-10-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-016
Total participants2011-10-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS 2010 401k membership
Total participants, beginning-of-year2010-10-01245
Total number of active participants reported on line 7a of the Form 55002010-10-0120
Number of retired or separated participants receiving benefits2010-10-0168
Number of other retired or separated participants entitled to future benefits2010-10-01145
Total of all active and inactive participants2010-10-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-016
Total participants2010-10-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS 2009 401k membership
Total participants, beginning-of-year2009-10-01249
Total number of active participants reported on line 7a of the Form 55002009-10-0120
Number of retired or separated participants receiving benefits2009-10-0164
Number of other retired or separated participants entitled to future benefits2009-10-01154
Total of all active and inactive participants2009-10-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-017
Total participants2009-10-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS

Measure Date Value
2016 : PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total transfer of assets to this plan2016-09-30$0
Total transfer of assets from this plan2016-09-30$11,605,938
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$1,467,396
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$634,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$634,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$0
Value of total assets at end of year2016-09-30$0
Value of total assets at beginning of year2016-09-30$10,772,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$0
Total interest from all sources2016-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$18,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$833,216
Value of net assets at end of year (total assets less liabilities)2016-09-30$0
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$10,772,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in master investment trust accounts at end of year2016-09-30$0
Value of interest in master investment trust accounts at beginning of year2016-09-30$10,754,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$634,180
Did the plan have assets held for investment2016-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30GRANT THORNTON LLP
Accountancy firm EIN2016-09-30366055558
2015 : PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$-221,449
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$593,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$593,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$0
Value of total assets at end of year2015-09-30$10,772,722
Value of total assets at beginning of year2015-09-30$11,587,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$0
Total interest from all sources2015-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$4,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$18,541
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-814,466
Value of net assets at end of year (total assets less liabilities)2015-09-30$10,772,722
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$11,587,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in master investment trust accounts at end of year2015-09-30$10,754,181
Value of interest in master investment trust accounts at beginning of year2015-09-30$11,587,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$593,017
Did the plan have assets held for investment2015-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30GRANT THORNTON LLP
Accountancy firm EIN2015-09-30366055558
2014 : PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$1,376,980
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$561,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$561,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$0
Value of total assets at end of year2014-09-30$11,587,188
Value of total assets at beginning of year2014-09-30$10,772,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$0
Total interest from all sources2014-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$4,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$814,995
Value of net assets at end of year (total assets less liabilities)2014-09-30$11,587,188
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$10,772,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in master investment trust accounts at end of year2014-09-30$11,587,188
Value of interest in master investment trust accounts at beginning of year2014-09-30$10,772,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$561,985
Did the plan have assets held for investment2014-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30GRANT THORNTON LLP
Accountancy firm EIN2014-09-30366055558
2013 : PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$1,048,959
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$544,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$544,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$270,710
Value of total assets at end of year2013-09-30$10,772,193
Value of total assets at beginning of year2013-09-30$10,267,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$0
Total interest from all sources2013-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$4,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$504,499
Value of net assets at end of year (total assets less liabilities)2013-09-30$10,772,193
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$10,267,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in master investment trust accounts at end of year2013-09-30$10,772,193
Value of interest in master investment trust accounts at beginning of year2013-09-30$9,988,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$270,710
Employer contributions (assets) at end of year2013-09-30$0
Employer contributions (assets) at beginning of year2013-09-30$279,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$544,460
Did the plan have assets held for investment2013-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30GRANT THORNTON LLP
Accountancy firm EIN2013-09-30366055558
2012 : PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$2,214,278
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$510,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$510,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$406,121
Value of total assets at end of year2012-09-30$10,267,694
Value of total assets at beginning of year2012-09-30$8,563,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$0
Total interest from all sources2012-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$4,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$1,703,818
Value of net assets at end of year (total assets less liabilities)2012-09-30$10,267,694
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$8,563,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in master investment trust accounts at end of year2012-09-30$9,988,404
Value of interest in master investment trust accounts at beginning of year2012-09-30$8,563,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$406,121
Employer contributions (assets) at end of year2012-09-30$279,290
Employer contributions (assets) at beginning of year2012-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$510,460
Did the plan have assets held for investment2012-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30GRANT THORNTON LLP
Accountancy firm EIN2012-09-30366055558
2011 : PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$198,806
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$503,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$503,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$0
Value of total assets at end of year2011-09-30$8,563,876
Value of total assets at beginning of year2011-09-30$8,869,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$0
Total interest from all sources2011-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$4,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-305,128
Value of net assets at end of year (total assets less liabilities)2011-09-30$8,563,876
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$8,869,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in master investment trust accounts at end of year2011-09-30$8,563,876
Value of interest in master investment trust accounts at beginning of year2011-09-30$8,869,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$503,934
Did the plan have assets held for investment2011-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30GRANT THORNTON LLP
Accountancy firm EIN2011-09-30366055558
2010 : PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS

2015: PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingYes
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedYes
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: PENSION PLAN FOR FORMER LD&L, B. SMITH EES, OTHER THAN ATTORNEYS 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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