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THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN 401k Plan overview

Plan NameTHE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN
Plan identification number 002

THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE SAN DIEGO UNION-TRIBUNE LLC has sponsored the creation of one or more 401k plans.

Company Name:THE SAN DIEGO UNION-TRIBUNE LLC
Employer identification number (EIN):264538894
NAIC Classification:511110
NAIC Description:Newspaper Publishers

Additional information about THE SAN DIEGO UNION-TRIBUNE LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4669473

More information about THE SAN DIEGO UNION-TRIBUNE LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-10-01
0022015-01-01SUSAN E. O'CONNOR
0022015-01-01SUSAN E. O'CONNOR
0022014-01-01CORY FISH
0022014-01-01CORY FISH
0022013-01-01CORY FISH RYAN KIESEL2014-10-15
0022012-01-01CORY FISH RYAN KIESEL2013-10-14
0022011-01-01RYAN KIESEL
0022010-01-01ANN RADOSEVICH
0022009-05-07ANN RADOSEVICH

Plan Statistics for THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN

401k plan membership statisitcs for THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN

Measure Date Value
2023: THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-10-01173
Total number of active participants reported on line 7a of the Form 55002023-10-01135
Number of retired or separated participants receiving benefits2023-10-010
Number of other retired or separated participants entitled to future benefits2023-10-010
Total of all active and inactive participants2023-10-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-10-010
Total participants2023-10-01135
Number of participants with account balances2023-10-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-10-010
2015: THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01901
Total number of active participants reported on line 7a of the Form 55002015-01-0146
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0149
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01975
Total number of active participants reported on line 7a of the Form 55002014-01-01642
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01254
Total of all active and inactive participants2014-01-01896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01899
Number of participants with account balances2014-01-01857
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0164
2013: THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,021
Total number of active participants reported on line 7a of the Form 55002013-01-01770
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01204
Total of all active and inactive participants2013-01-01974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01975
Number of participants with account balances2013-01-01890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0169
2012: THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01835
Total number of active participants reported on line 7a of the Form 55002012-01-01807
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01210
Total of all active and inactive participants2012-01-011,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,020
Number of participants with account balances2012-01-01903
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0159
2011: THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01852
Total number of active participants reported on line 7a of the Form 55002011-01-01641
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01191
Total of all active and inactive participants2011-01-01833
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01835
Number of participants with account balances2011-01-01732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0127
2010: THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01868
Total number of active participants reported on line 7a of the Form 55002010-01-01675
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01176
Total of all active and inactive participants2010-01-01852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01852
Number of participants with account balances2010-01-01728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0112
2009: THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-07715
Total number of active participants reported on line 7a of the Form 55002009-05-07726
Number of retired or separated participants receiving benefits2009-05-070
Number of other retired or separated participants entitled to future benefits2009-05-07141
Total of all active and inactive participants2009-05-07867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-071
Total participants2009-05-07868
Number of participants with account balances2009-05-07723
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-071

Financial Data on THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN

Measure Date Value
2023 : THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$802,456
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$75
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$761,479
Value of total assets at end of year2023-12-31$802,381
Value of total assets at beginning of year2023-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$75
Total interest from all sources2023-12-31$606
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$3,323
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$156,654
Participant contributions at end of year2023-12-31$40,000
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$604,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$802,381
Value of net assets at end of year (total assets less liabilities)2023-12-31$802,381
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$496,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$0
Value of interest in pooled separate accounts at end of year2023-12-31$137,083
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest earned on other investments2023-12-31$606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$129,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$29,422
Net investment gain/loss from pooled separate accounts2023-12-31$7,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contract administrator fees2023-12-31$75
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
2015 : THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,012,438
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$43,904,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$43,756,841
Expenses. Certain deemed distributions of participant loans2015-12-31$-10,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,254,653
Value of total assets at end of year2015-12-31$7,567
Value of total assets at beginning of year2015-12-31$41,900,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$158,443
Total interest from all sources2015-12-31$21,595
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$143,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$143,188
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,056,421
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$858,570
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$198,232
Other income not declared elsewhere2015-12-31$32,036
Administrative expenses (other) incurred2015-12-31$158,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-41,892,540
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,567
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$41,900,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$40,782,913
Interest on participant loans2015-12-31$21,595
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$258,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$572,116
Net investment gain or loss from common/collective trusts2015-12-31$-11,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$43,756,841
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN2015-12-31752919818
2014 : THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,599,624
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,239,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,053,869
Expenses. Certain deemed distributions of participant loans2014-12-31$-32,874
Value of total corrective distributions2014-12-31$14,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,677,336
Value of total assets at end of year2014-12-31$41,900,107
Value of total assets at beginning of year2014-12-31$42,540,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$204,199
Total interest from all sources2014-12-31$36,078
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,026,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,026,429
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,790,024
Participant contributions at end of year2014-12-31$858,570
Participant contributions at beginning of year2014-12-31$874,626
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$824,947
Other income not declared elsewhere2014-12-31$765
Administrative expenses (other) incurred2014-12-31$204,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-640,122
Value of net assets at end of year (total assets less liabilities)2014-12-31$41,900,107
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$42,540,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$40,782,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$41,542,885
Interest on participant loans2014-12-31$36,078
Value of interest in common/collective trusts at end of year2014-12-31$258,624
Value of interest in common/collective trusts at beginning of year2014-12-31$122,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$847,384
Net investment gain or loss from common/collective trusts2014-12-31$11,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$62,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,053,869
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERNST & YOUNG
Accountancy firm EIN2014-12-31346565596
2013 : THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$10,181,955
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$8,228,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,192,497
Expenses. Certain deemed distributions of participant loans2013-12-31$8,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,901,072
Value of total assets at end of year2013-12-31$42,540,229
Value of total assets at beginning of year2013-12-31$40,587,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,793
Total interest from all sources2013-12-31$43,568
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$833,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$833,231
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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
Contributions received from participants2013-12-31$2,678,366
Participant contributions at end of year2013-12-31$874,626
Participant contributions at beginning of year2013-12-31$893,744
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$107,416
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$440,437
Other income not declared elsewhere2013-12-31$2,654
Administrative expenses (other) incurred2013-12-31$27,793
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$1,953,024
Value of net assets at end of year (total assets less liabilities)2013-12-31$42,540,229
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$40,587,205
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$41,542,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$34,815,974
Interest on participant loans2013-12-31$43,256
Value of interest in common/collective trusts at end of year2013-12-31$122,718
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,701,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,701,620
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,391,016
Net investment gain or loss from common/collective trusts2013-12-31$10,414
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$782,269
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$68,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,192,497
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
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 name2013-12-31EARNST & YOUNG
Accountancy firm EIN2013-12-31346565596
2012 : THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,491,050
Total of all expenses incurred2012-12-31$3,165,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,166,468
Expenses. Certain deemed distributions of participant loans2012-12-31$-6,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,399,478
Value of total assets at end of year2012-12-31$40,587,205
Value of total assets at beginning of year2012-12-31$36,262,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,327
Total interest from all sources2012-12-31$48,210
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$995,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$995,168
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
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
Contributions received from participants2012-12-31$2,453,080
Participant contributions at end of year2012-12-31$893,744
Participant contributions at beginning of year2012-12-31$941,164
Participant contributions at end of year2012-12-31$107,416
Participant contributions at beginning of year2012-12-31$35,096
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$186,829
Administrative expenses (other) incurred2012-12-31$6,327
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$4,325,132
Value of net assets at end of year (total assets less liabilities)2012-12-31$40,587,205
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$36,262,073
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$34,815,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$29,947,173
Interest on participant loans2012-12-31$47,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,701,620
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,278,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,278,841
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,048,194
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$759,569
Employer contributions (assets) at end of year2012-12-31$68,451
Employer contributions (assets) at beginning of year2012-12-31$59,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,166,468
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
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 name2012-12-31EARNST & YOUNG
Accountancy firm EIN2012-12-31346565596
2011 : THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,766,442
Total of all expenses incurred2011-12-31$3,368,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,348,391
Expenses. Certain deemed distributions of participant loans2011-12-31$9,123
Value of total corrective distributions2011-12-31$2,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,279,160
Value of total assets at end of year2011-12-31$36,262,073
Value of total assets at beginning of year2011-12-31$36,864,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,885
Total interest from all sources2011-12-31$60,430
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$954,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$954,580
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
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
Contributions received from participants2011-12-31$2,359,488
Participant contributions at end of year2011-12-31$941,164
Participant contributions at beginning of year2011-12-31$1,071,011
Participant contributions at end of year2011-12-31$35,096
Participant contributions at beginning of year2011-12-31$93,984
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$150,729
Administrative expenses (other) incurred2011-12-31$8,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-602,087
Value of net assets at end of year (total assets less liabilities)2011-12-31$36,262,073
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$36,864,160
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$29,947,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$30,421,275
Interest on participant loans2011-12-31$59,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,278,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,226,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,226,755
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,527,728
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$768,943
Employer contributions (assets) at end of year2011-12-31$59,799
Employer contributions (assets) at beginning of year2011-12-31$51,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,348,391
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
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 name2011-12-31EARNST & YOUNG
Accountancy firm EIN2011-12-31346565596
2010 : THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$6,874,918
Total of all expenses incurred2010-12-31$4,449,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,441,569
Expenses. Certain deemed distributions of participant loans2010-12-31$2,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,182,342
Value of total assets at end of year2010-12-31$36,864,160
Value of total assets at beginning of year2010-12-31$34,438,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,730
Total interest from all sources2010-12-31$70,792
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$713,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$713,301
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,277,407
Participant contributions at end of year2010-12-31$1,071,011
Participant contributions at beginning of year2010-12-31$1,210,184
Participant contributions at end of year2010-12-31$93,984
Participant contributions at beginning of year2010-12-31$65,117
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$206,277
Administrative expenses (other) incurred2010-12-31$4,730
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$2,425,690
Value of net assets at end of year (total assets less liabilities)2010-12-31$36,864,160
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$34,438,470
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$30,421,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$27,010,391
Interest on participant loans2010-12-31$69,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,226,755
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,091,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,091,116
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,908,483
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$698,658
Employer contributions (assets) at end of year2010-12-31$51,135
Employer contributions (assets) at beginning of year2010-12-31$61,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,441,569
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
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 name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN

2023: THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN 2023 form 5500 responses
2023-10-01Type of plan entitySingle employer plan
2023-10-01First time form 5500 has been submittedYes
2023-10-01Submission has been amendedNo
2023-10-01This submission is the final filingNo
2023-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-10-01Plan is a collectively bargained planNo
2023-10-01Plan funding arrangement – InsuranceYes
2023-10-01Plan funding arrangement – TrustYes
2023-10-01Plan benefit arrangement – InsuranceYes
2023-10-01Plan benefit arrangement - TrustYes
2015: THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT 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: THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT 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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT 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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE SAN DIEGO UNION-TRIBUNE, LLC SAVINGS & INVESTMENT PLAN 2009 form 5500 responses
2009-05-07Type of plan entitySingle employer plan
2009-05-07First time form 5500 has been submittedYes
2009-05-07Submission has been amendedYes
2009-05-07This submission is the final filingNo
2009-05-07This return/report is a short plan year return/report (less than 12 months)Yes
2009-05-07Plan is a collectively bargained planYes
2009-05-07Plan funding arrangement – TrustYes
2009-05-07Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075859
Policy instance 1
Insurance contract or identification number075859
Number of Individuals Covered135
Insurance policy start date2023-10-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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