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BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 401k Plan overview

Plan NameBLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN
Plan identification number 001

BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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

BLUE BIRD BODY COMPANY has sponsored the creation of one or more 401k plans.

Company Name:BLUE BIRD BODY COMPANY
Employer identification number (EIN):580813156
NAIC Classification:336100

Additional information about BLUE BIRD BODY COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5403756

More information about BLUE BIRD BODY COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-11-01
0012021-11-01
0012020-11-01
0012019-11-01
0012018-11-01
0012018-11-01
0012018-11-01
0012018-11-01
0012017-11-01
0012016-11-01PHILOMENA WASHINGTON
0012015-11-01PHILOMENA WASHINGTON
0012014-11-01MICHAEL MCCURDY MICHAEL MCCURDY2016-08-09
0012013-11-01MICHAEL MCCURDY MICHAEL MCCURDY2015-08-14
0012012-11-01PAUL YOUSIF PAUL YOUSIF2014-07-30
0012011-11-01MICHAEL MCCURDY MICHAEL MCCURDY2013-08-15
0012010-11-01MICHAEL MCCURDY
0012009-11-01MICHAEL MCCURDY
0012008-11-01

Plan Statistics for BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN

401k plan membership statisitcs for BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN

Measure Date Value
2023: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2023 401k membership
Market value of plan assets2023-10-31110,908,791
Acturial value of plan assets2023-10-31121,999,670
Funding target for retired participants and beneficiaries receiving payment2023-10-3182,254,862
Number of terminated vested participants2023-10-31979
Fundng target for terminated vested participants2023-10-3124,200,260
Active participant vested funding target2023-10-3112,773,264
Number of active participants2023-10-31247
Total funding liabilities for active participants2023-10-3112,811,925
Total participant count2023-10-312,904
Total funding target for all participants2023-10-31119,267,047
Balance at beginning of prior year after applicable adjustments2023-10-310
Prefunding balance at beginning of prior year after applicable adjustments2023-10-31442,903
Carryover balanced portion elected for use to offset prior years funding requirement2023-10-310
Prefunding balanced used to offset prior years funding requirement2023-10-310
Amount remaining of carryover balance2023-10-310
Amount remaining of prefunding balance2023-10-31442,903
Present value of excess contributions2023-10-311,019,020
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-10-311,075,474
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-10-310
Reductions in caryover balances due to elections or deemed elections2023-10-310
Reductions in prefunding balances due to elections or deemed elections2023-10-31373,766
Balance of carryovers at beginning of current year2023-10-310
Balance of prefunding at beginning of current year2023-10-310
Total employer contributions2023-10-310
Total employee contributions2023-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2023-10-310
Contributions made to avoid restrictions adjusted to valuation date2023-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-10-310
Unpaid minimum required contributions for all prior years2023-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-10-310
Remaining amount of unpaid minimum required contributions2023-10-310
Minimum required contributions for current year target normal cost2023-10-31734,951
Net shortfall amortization installment of oustanding balance2023-10-310
Total funding amount beforereflecting carryover/prefunding balances2023-10-310
Carryover balance elected to use to offset funding requirement2023-10-310
Prefunding balance elected to use to offset funding requirement2023-10-310
Additional cash requirement2023-10-310
Contributions allocatedtoward minimum required contributions for current year2023-10-310
Unpaid minimum required contributions for current year2023-10-310
Unpaid minimum required contributions for all years2023-10-310
2022: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-11-012,881
Total number of active participants reported on line 7a of the Form 55002022-11-01217
Number of retired or separated participants receiving benefits2022-11-011,450
Number of other retired or separated participants entitled to future benefits2022-11-01543
Total of all active and inactive participants2022-11-012,210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-11-01333
Total participants2022-11-012,543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-11-010
Market value of plan assets2022-10-31140,988,255
Acturial value of plan assets2022-10-31127,648,895
Funding target for retired participants and beneficiaries receiving payment2022-10-3181,873,676
Number of terminated vested participants2022-10-311,075
Fundng target for terminated vested participants2022-10-3126,278,355
Active participant vested funding target2022-10-3112,132,930
Number of active participants2022-10-31221
Total funding liabilities for active participants2022-10-3112,171,239
Total participant count2022-10-312,955
Total funding target for all participants2022-10-31120,323,270
Balance at beginning of prior year after applicable adjustments2022-10-310
Prefunding balance at beginning of prior year after applicable adjustments2022-10-31363,363
Carryover balanced portion elected for use to offset prior years funding requirement2022-10-310
Prefunding balanced used to offset prior years funding requirement2022-10-310
Amount remaining of carryover balance2022-10-310
Amount remaining of prefunding balance2022-10-31363,363
Present value of excess contributions2022-10-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-10-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-10-310
Reductions in caryover balances due to elections or deemed elections2022-10-310
Reductions in prefunding balances due to elections or deemed elections2022-10-310
Balance of carryovers at beginning of current year2022-10-310
Balance of prefunding at beginning of current year2022-10-31442,903
Total employer contributions2022-10-311,113,300
Total employee contributions2022-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-10-310
Contributions made to avoid restrictions adjusted to valuation date2022-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-10-311,019,020
Unpaid minimum required contributions for all prior years2022-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-10-310
Remaining amount of unpaid minimum required contributions2022-10-310
Minimum required contributions for current year target normal cost2022-10-311,149,560
Net shortfall amortization installment of oustanding balance2022-10-310
Waiver amortization installment2022-10-310
Total funding amount beforereflecting carryover/prefunding balances2022-10-310
Carryover balance elected to use to offset funding requirement2022-10-310
Prefunding balance elected to use to offset funding requirement2022-10-310
Additional cash requirement2022-10-310
Contributions allocatedtoward minimum required contributions for current year2022-10-311,019,020
Unpaid minimum required contributions for current year2022-10-310
Unpaid minimum required contributions for all years2022-10-310
2021: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-11-012,932
Total number of active participants reported on line 7a of the Form 55002021-11-01245
Number of retired or separated participants receiving benefits2021-11-011,411
Number of other retired or separated participants entitled to future benefits2021-11-01931
Total of all active and inactive participants2021-11-012,587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-11-01294
Total participants2021-11-012,881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-11-010
Market value of plan assets2021-10-31124,306,330
Acturial value of plan assets2021-10-31123,846,442
Funding target for retired participants and beneficiaries receiving payment2021-10-3180,170,645
Number of terminated vested participants2021-10-311,153
Fundng target for terminated vested participants2021-10-3127,889,981
Active participant vested funding target2021-10-3112,883,439
Number of active participants2021-10-31244
Total funding liabilities for active participants2021-10-3112,926,502
Total participant count2021-10-312,986
Total funding target for all participants2021-10-31120,987,128
Balance at beginning of prior year after applicable adjustments2021-10-310
Prefunding balance at beginning of prior year after applicable adjustments2021-10-312,487,897
Carryover balanced portion elected for use to offset prior years funding requirement2021-10-310
Prefunding balanced used to offset prior years funding requirement2021-10-312,149,318
Amount remaining of carryover balance2021-10-310
Amount remaining of prefunding balance2021-10-31338,579
Present value of excess contributions2021-10-311,038,679
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-10-311,114,710
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-10-310
Reductions in caryover balances due to elections or deemed elections2021-10-310
Reductions in prefunding balances due to elections or deemed elections2021-10-310
Balance of carryovers at beginning of current year2021-10-310
Balance of prefunding at beginning of current year2021-10-31363,363
Total employer contributions2021-10-310
Total employee contributions2021-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-10-310
Contributions made to avoid restrictions adjusted to valuation date2021-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-10-310
Liquidity shortfalls end of Q12021-10-310
Liquidity shortfalls end of Q22021-10-310
Liquidity shortfalls end of Q32021-10-310
Liquidity shortfalls end of Q42021-10-310
Unpaid minimum required contributions for all prior years2021-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-10-310
Remaining amount of unpaid minimum required contributions2021-10-310
Minimum required contributions for current year target normal cost2021-10-311,689,059
Net shortfall amortization installment of oustanding balance2021-10-310
Waiver amortization installment2021-10-310
Total funding amount beforereflecting carryover/prefunding balances2021-10-310
Carryover balance elected to use to offset funding requirement2021-10-310
Prefunding balance elected to use to offset funding requirement2021-10-310
Additional cash requirement2021-10-310
Contributions allocatedtoward minimum required contributions for current year2021-10-310
Unpaid minimum required contributions for current year2021-10-310
Unpaid minimum required contributions for all years2021-10-310
2020: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-11-012,947
Total number of active participants reported on line 7a of the Form 55002020-11-01221
Number of retired or separated participants receiving benefits2020-11-011,413
Number of other retired or separated participants entitled to future benefits2020-11-011,023
Total of all active and inactive participants2020-11-012,657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-11-01275
Total participants2020-11-012,932
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-11-010
Market value of plan assets2020-10-31123,580,064
Acturial value of plan assets2020-10-31120,627,405
Funding target for retired participants and beneficiaries receiving payment2020-10-3179,790,244
Number of terminated vested participants2020-10-311,182
Fundng target for terminated vested participants2020-10-3128,347,882
Active participant vested funding target2020-10-3115,550,778
Number of active participants2020-10-31283
Total funding liabilities for active participants2020-10-3115,550,778
Total participant count2020-10-312,978
Total funding target for all participants2020-10-31123,688,904
Balance at beginning of prior year after applicable adjustments2020-10-310
Prefunding balance at beginning of prior year after applicable adjustments2020-10-31488,552
Carryover balanced portion elected for use to offset prior years funding requirement2020-10-310
Prefunding balanced used to offset prior years funding requirement2020-10-310
Amount remaining of carryover balance2020-10-310
Amount remaining of prefunding balance2020-10-31488,552
Present value of excess contributions2020-10-311,837,498
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-10-311,941,500
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-10-311,941,500
Reductions in caryover balances due to elections or deemed elections2020-10-310
Reductions in prefunding balances due to elections or deemed elections2020-10-310
Balance of carryovers at beginning of current year2020-10-310
Balance of prefunding at beginning of current year2020-10-312,487,897
Total employer contributions2020-10-311,120,000
Total employee contributions2020-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-10-310
Contributions made to avoid restrictions adjusted to valuation date2020-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-10-311,038,607
Liquidity shortfalls end of Q12020-10-310
Liquidity shortfalls end of Q22020-10-310
Liquidity shortfalls end of Q32020-10-310
Liquidity shortfalls end of Q42020-10-310
Unpaid minimum required contributions for all prior years2020-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-10-310
Remaining amount of unpaid minimum required contributions2020-10-310
Minimum required contributions for current year target normal cost2020-10-311,179,178
Net shortfall amortization installment of oustanding balance2020-10-315,549,396
Waiver amortization installment2020-10-310
Total funding amount beforereflecting carryover/prefunding balances2020-10-312,149,246
Carryover balance elected to use to offset funding requirement2020-10-310
Prefunding balance elected to use to offset funding requirement2020-10-312,149,246
Additional cash requirement2020-10-310
Contributions allocatedtoward minimum required contributions for current year2020-10-311,038,607
Unpaid minimum required contributions for current year2020-10-310
Unpaid minimum required contributions for all years2020-10-310
2019: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-012,978
Total number of active participants reported on line 7a of the Form 55002019-11-01245
Number of retired or separated participants receiving benefits2019-11-011,377
Number of other retired or separated participants entitled to future benefits2019-11-011,145
Total of all active and inactive participants2019-11-012,767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-11-01180
Total participants2019-11-012,947
Number of participants with account balances2019-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-11-010
Market value of plan assets2019-10-31115,177,715
Acturial value of plan assets2019-10-31117,112,408
Funding target for retired participants and beneficiaries receiving payment2019-10-3174,629,779
Number of terminated vested participants2019-10-311,246
Fundng target for terminated vested participants2019-10-3128,672,602
Active participant vested funding target2019-10-3116,844,596
Number of active participants2019-10-31321
Total funding liabilities for active participants2019-10-3116,844,596
Total participant count2019-10-313,019
Total funding target for all participants2019-10-31120,146,977
Balance at beginning of prior year after applicable adjustments2019-10-310
Prefunding balance at beginning of prior year after applicable adjustments2019-10-31474,000
Carryover balanced portion elected for use to offset prior years funding requirement2019-10-310
Prefunding balanced used to offset prior years funding requirement2019-10-310
Amount remaining of carryover balance2019-10-310
Amount remaining of prefunding balance2019-10-31474,000
Present value of excess contributions2019-10-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-10-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-10-310
Reductions in caryover balances due to elections or deemed elections2019-10-310
Reductions in prefunding balances due to elections or deemed elections2019-10-310
Balance of carryovers at beginning of current year2019-10-310
Balance of prefunding at beginning of current year2019-10-31488,552
Total employer contributions2019-10-314,299,504
Total employee contributions2019-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-10-310
Contributions made to avoid restrictions adjusted to valuation date2019-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-10-313,835,512
Unpaid minimum required contributions for all prior years2019-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-10-310
Remaining amount of unpaid minimum required contributions2019-10-310
Minimum required contributions for current year target normal cost2019-10-311,422,865
Net shortfall amortization installment of oustanding balance2019-10-313,523,121
Waiver amortization installment2019-10-310
Total funding amount beforereflecting carryover/prefunding balances2019-10-311,998,014
Carryover balance elected to use to offset funding requirement2019-10-310
Prefunding balance elected to use to offset funding requirement2019-10-310
Additional cash requirement2019-10-311,998,014
Contributions allocatedtoward minimum required contributions for current year2019-10-313,835,512
Unpaid minimum required contributions for current year2019-10-310
Unpaid minimum required contributions for all years2019-10-310
2018: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-013,019
Total number of active participants reported on line 7a of the Form 55002018-11-01284
Number of retired or separated participants receiving benefits2018-11-011,347
Number of other retired or separated participants entitled to future benefits2018-11-011,183
Total of all active and inactive participants2018-11-012,814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-11-01164
Total participants2018-11-012,978
Number of participants with account balances2018-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-11-010
Market value of plan assets2018-10-31119,819,961
Acturial value of plan assets2018-10-31119,819,961
Funding target for retired participants and beneficiaries receiving payment2018-10-3172,107,451
Number of terminated vested participants2018-10-311,314
Fundng target for terminated vested participants2018-10-3128,762,096
Active participant vested funding target2018-10-3117,355,377
Number of active participants2018-10-31340
Total funding liabilities for active participants2018-10-3117,355,377
Total participant count2018-10-313,056
Total funding target for all participants2018-10-31118,224,924
Balance at beginning of prior year after applicable adjustments2018-10-310
Prefunding balance at beginning of prior year after applicable adjustments2018-10-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-10-310
Prefunding balanced used to offset prior years funding requirement2018-10-310
Amount remaining of carryover balance2018-10-310
Amount remaining of prefunding balance2018-10-310
Present value of excess contributions2018-10-313,802,691
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-10-314,034,655
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-10-31474,000
Reductions in caryover balances due to elections or deemed elections2018-10-310
Reductions in prefunding balances due to elections or deemed elections2018-10-310
Balance of carryovers at beginning of current year2018-10-310
Balance of prefunding at beginning of current year2018-10-31474,000
Total employer contributions2018-10-310
Total employee contributions2018-10-310
Liquidity shortfalls end of Q12018-10-310
Liquidity shortfalls end of Q22018-10-310
Liquidity shortfalls end of Q32018-10-310
Liquidity shortfalls end of Q42018-10-310
Unpaid minimum required contributions for all prior years2018-10-310
Remaining amount of unpaid minimum required contributions2018-10-310
Minimum required contributions for current year target normal cost2018-10-311,118,920
Net shortfall amortization installment of oustanding balance2018-10-310
Waiver amortization installment2018-10-310
Total funding amount beforereflecting carryover/prefunding balances2018-10-310
Carryover balance elected to use to offset funding requirement2018-10-310
Prefunding balance elected to use to offset funding requirement2018-10-310
Additional cash requirement2018-10-310
Unpaid minimum required contributions for current year2018-10-310
Unpaid minimum required contributions for all years2018-10-310
2017: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-013,056
Total number of active participants reported on line 7a of the Form 55002017-11-01321
Number of retired or separated participants receiving benefits2017-11-011,297
Number of other retired or separated participants entitled to future benefits2017-11-011,249
Total of all active and inactive participants2017-11-012,867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-01152
Total participants2017-11-013,019
Number of participants with account balances2017-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-010
Market value of plan assets2017-10-31100,718,052
Acturial value of plan assets2017-10-31100,718,052
Funding target for retired participants and beneficiaries receiving payment2017-10-3168,670,197
Number of terminated vested participants2017-10-311,364
Fundng target for terminated vested participants2017-10-3128,811,895
Active participant vested funding target2017-10-3117,927,190
Number of active participants2017-10-31367
Total funding liabilities for active participants2017-10-3117,927,190
Total participant count2017-10-313,072
Total funding target for all participants2017-10-31115,409,282
Balance at beginning of prior year after applicable adjustments2017-10-310
Prefunding balance at beginning of prior year after applicable adjustments2017-10-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-10-310
Prefunding balanced used to offset prior years funding requirement2017-10-310
Amount remaining of carryover balance2017-10-310
Amount remaining of prefunding balance2017-10-310
Present value of excess contributions2017-10-311,070
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-10-311,137
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-10-310
Reductions in caryover balances due to elections or deemed elections2017-10-310
Reductions in prefunding balances due to elections or deemed elections2017-10-310
Balance of carryovers at beginning of current year2017-10-310
Balance of prefunding at beginning of current year2017-10-310
Total employer contributions2017-10-319,522,075
Total employee contributions2017-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-10-310
Contributions made to avoid restrictions adjusted to valuation date2017-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-10-318,934,374
Liquidity shortfalls end of Q12017-10-310
Liquidity shortfalls end of Q22017-10-310
Liquidity shortfalls end of Q32017-10-310
Liquidity shortfalls end of Q42017-10-310
Unpaid minimum required contributions for all prior years2017-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-10-310
Remaining amount of unpaid minimum required contributions2017-10-310
Minimum required contributions for current year target normal cost2017-10-311,485,079
Net shortfall amortization installment of oustanding balance2017-10-3114,691,230
Waiver amortization installment2017-10-310
Total funding amount beforereflecting carryover/prefunding balances2017-10-315,131,683
Carryover balance elected to use to offset funding requirement2017-10-310
Prefunding balance elected to use to offset funding requirement2017-10-310
Additional cash requirement2017-10-315,131,683
Contributions allocatedtoward minimum required contributions for current year2017-10-318,934,374
Unpaid minimum required contributions for current year2017-10-310
Unpaid minimum required contributions for all years2017-10-310
2016: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-013,072
Total number of active participants reported on line 7a of the Form 55002016-11-01340
Number of retired or separated participants receiving benefits2016-11-011,261
Number of other retired or separated participants entitled to future benefits2016-11-011,314
Total of all active and inactive participants2016-11-012,915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-01141
Total participants2016-11-013,056
Number of participants with account balances2016-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-010
2015: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-013,100
Total number of active participants reported on line 7a of the Form 55002015-11-01367
Number of retired or separated participants receiving benefits2015-11-011,224
Number of other retired or separated participants entitled to future benefits2015-11-011,364
Total of all active and inactive participants2015-11-012,955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-01117
Total participants2015-11-013,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-010
2014: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-013,138
Total number of active participants reported on line 7a of the Form 55002014-11-01388
Number of retired or separated participants receiving benefits2014-11-011,191
Number of other retired or separated participants entitled to future benefits2014-11-011,412
Total of all active and inactive participants2014-11-012,991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-01109
Total participants2014-11-013,100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-010
2013: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-013,164
Total number of active participants reported on line 7a of the Form 55002013-11-01416
Number of retired or separated participants receiving benefits2013-11-011,139
Number of other retired or separated participants entitled to future benefits2013-11-011,483
Total of all active and inactive participants2013-11-013,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-01100
Total participants2013-11-013,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-010
2012: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-013,181
Total number of active participants reported on line 7a of the Form 55002012-11-01434
Number of retired or separated participants receiving benefits2012-11-011,540
Number of other retired or separated participants entitled to future benefits2012-11-011,102
Total of all active and inactive participants2012-11-013,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-0188
Total participants2012-11-013,164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-010
2011: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-013,213
Total number of active participants reported on line 7a of the Form 55002011-11-01448
Number of retired or separated participants receiving benefits2011-11-011,059
Number of other retired or separated participants entitled to future benefits2011-11-011,628
Total of all active and inactive participants2011-11-013,135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-0165
Total participants2011-11-013,200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-010
2010: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-11-013,233
Total number of active participants reported on line 7a of the Form 55002010-11-01466
Number of retired or separated participants receiving benefits2010-11-011,014
Number of other retired or separated participants entitled to future benefits2010-11-011,683
Total of all active and inactive participants2010-11-013,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-11-0150
Total participants2010-11-013,213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-11-010
2009: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-013,264
Total number of active participants reported on line 7a of the Form 55002009-11-01528
Number of retired or separated participants receiving benefits2009-11-01956
Number of other retired or separated participants entitled to future benefits2009-11-011,707
Total of all active and inactive participants2009-11-013,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-0141
Total participants2009-11-013,232
Number of participants with account balances2009-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-010

Financial Data on BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN

Measure Date Value
2023 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-10-31$0
Total income from all sources (including contributions)2023-10-31$5,664,445
Total loss/gain on sale of assets2023-10-31$0
Total of all expenses incurred2023-10-31$14,652,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-10-31$14,113,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-10-31$0
Value of total assets at end of year2023-10-31$101,958,615
Value of total assets at beginning of year2023-10-31$110,946,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-10-31$539,075
Total interest from all sources2023-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-10-31No
Was this plan covered by a fidelity bond2023-10-31Yes
Value of fidelity bond cover2023-10-31$2,500,000
Were there any nonexempt tranactions with any party-in-interest2023-10-31No
Administrative expenses (other) incurred2023-10-31$451,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-10-31No
Value of net income/loss2023-10-31$-8,988,003
Value of net assets at end of year (total assets less liabilities)2023-10-31$101,958,615
Value of net assets at beginning of year (total assets less liabilities)2023-10-31$110,946,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-10-31No
Were any leases to which the plan was party in default or uncollectible2023-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-10-31$12,863,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-10-31$19,924,399
Value of interest in pooled separate accounts at end of year2023-10-31$89,095,424
Value of interest in pooled separate accounts at beginning of year2023-10-31$89,908,919
Net investment gain/loss from pooled separate accounts2023-10-31$5,664,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-10-31Yes
Was there a failure to transmit to the plan any participant contributions2023-10-31No
Has the plan failed to provide any benefit when due under the plan2023-10-31No
Employer contributions (assets) at beginning of year2023-10-31$1,113,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-10-31$14,113,373
Contract administrator fees2023-10-31$87,211
Did the plan have assets held for investment2023-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-10-31No
Opinion of an independent qualified public accountant for this plan2023-10-31Unqualified
Accountancy firm name2023-10-31CLH CPAC, LLC
Accountancy firm EIN2023-10-31843967180
2022 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total income from all sources (including contributions)2022-10-31$-20,084,919
Total loss/gain on sale of assets2022-10-31$0
Total of all expenses incurred2022-10-31$9,956,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-31$8,592,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-31$1,113,300
Value of total assets at end of year2022-10-31$110,946,618
Value of total assets at beginning of year2022-10-31$140,988,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$1,363,837
Total interest from all sources2022-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-31No
Was this plan covered by a fidelity bond2022-10-31Yes
Value of fidelity bond cover2022-10-31$2,500,000
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Administrative expenses (other) incurred2022-10-31$1,080,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Value of net income/loss2022-10-31$-30,041,637
Value of net assets at end of year (total assets less liabilities)2022-10-31$110,946,618
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$140,988,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-10-31$19,924,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-10-31$1,374,715
Value of interest in pooled separate accounts at end of year2022-10-31$89,908,919
Value of interest in pooled separate accounts at beginning of year2022-10-31$139,613,540
Net investment gain/loss from pooled separate accounts2022-10-31$-21,198,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31Yes
Was there a failure to transmit to the plan any participant contributions2022-10-31No
Has the plan failed to provide any benefit when due under the plan2022-10-31No
Contributions received in cash from employer2022-10-31$1,113,300
Employer contributions (assets) at end of year2022-10-31$1,113,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-31$8,592,881
Contract administrator fees2022-10-31$283,087
Did the plan have assets held for investment2022-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-31No
Opinion of an independent qualified public accountant for this plan2022-10-31Unqualified
Accountancy firm name2022-10-31CLH CPAC, LLC
Accountancy firm EIN2022-10-31843967180
2021 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$0
Total income from all sources (including contributions)2021-10-31$25,987,359
Total loss/gain on sale of assets2021-10-31$0
Total of all expenses incurred2021-10-31$9,366,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-10-31$7,904,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-10-31$0
Value of total assets at end of year2021-10-31$140,988,255
Value of total assets at beginning of year2021-10-31$124,367,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-10-31$1,462,059
Total interest from all sources2021-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-10-31No
Was this plan covered by a fidelity bond2021-10-31Yes
Value of fidelity bond cover2021-10-31$2,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-10-31$0
Were there any nonexempt tranactions with any party-in-interest2021-10-31No
Administrative expenses (other) incurred2021-10-31$1,183,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Value of net income/loss2021-10-31$16,621,122
Value of net assets at end of year (total assets less liabilities)2021-10-31$140,988,255
Value of net assets at beginning of year (total assets less liabilities)2021-10-31$124,367,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-10-31No
Were any leases to which the plan was party in default or uncollectible2021-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-10-31$1,374,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-10-31$61,075,031
Value of interest in pooled separate accounts at end of year2021-10-31$139,613,540
Value of interest in common/collective trusts at beginning of year2021-10-31$58,372,102
Net investment gain/loss from pooled separate accounts2021-10-31$25,987,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-10-31Yes
Was there a failure to transmit to the plan any participant contributions2021-10-31No
Has the plan failed to provide any benefit when due under the plan2021-10-31No
Employer contributions (assets) at beginning of year2021-10-31$4,920,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-10-31$7,904,178
Contract administrator fees2021-10-31$278,916
Did the plan have assets held for investment2021-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-10-31No
Opinion of an independent qualified public accountant for this plan2021-10-31Unqualified
Accountancy firm name2021-10-31CLH CPAS, LLC
Accountancy firm EIN2021-10-31843967180
2020 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$0
Total income from all sources (including contributions)2020-10-31$9,567,634
Total loss/gain on sale of assets2020-10-31$0
Total of all expenses incurred2020-10-31$9,026,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-10-31$7,598,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-10-31$1,120,000
Value of total assets at end of year2020-10-31$124,367,133
Value of total assets at beginning of year2020-10-31$123,826,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-10-31$1,428,234
Total interest from all sources2020-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-10-31No
Was this plan covered by a fidelity bond2020-10-31Yes
Value of fidelity bond cover2020-10-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2020-10-31No
Administrative expenses (other) incurred2020-10-31$1,285,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Value of net income/loss2020-10-31$540,647
Value of net assets at end of year (total assets less liabilities)2020-10-31$124,367,133
Value of net assets at beginning of year (total assets less liabilities)2020-10-31$123,826,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-10-31No
Were any leases to which the plan was party in default or uncollectible2020-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-10-31$61,075,031
Value of interest in common/collective trusts at end of year2020-10-31$58,372,102
Value of interest in common/collective trusts at beginning of year2020-10-31$119,526,982
Net investment gain/loss from pooled separate accounts2020-10-31$8,447,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-10-31Yes
Was there a failure to transmit to the plan any participant contributions2020-10-31No
Has the plan failed to provide any benefit when due under the plan2020-10-31No
Contributions received in cash from employer2020-10-31$1,120,000
Employer contributions (assets) at end of year2020-10-31$4,920,000
Employer contributions (assets) at beginning of year2020-10-31$4,299,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-10-31$7,598,753
Contract administrator fees2020-10-31$142,471
Did the plan have assets held for investment2020-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-10-31Yes
Opinion of an independent qualified public accountant for this plan2020-10-31Disclaimer
Accountancy firm name2020-10-31CLIFTON, LIPFORD, HARDISON & PARKER
Accountancy firm EIN2020-10-31582253342
2019 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$0
Total income from all sources (including contributions)2019-10-31$17,307,754
Total loss/gain on sale of assets2019-10-31$0
Total of all expenses incurred2019-10-31$8,775,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-10-31$7,360,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-10-31$4,299,504
Value of total assets at end of year2019-10-31$123,826,486
Value of total assets at beginning of year2019-10-31$115,294,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-10-31$1,415,213
Total interest from all sources2019-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-10-31No
Was this plan covered by a fidelity bond2019-10-31Yes
Value of fidelity bond cover2019-10-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-10-31$0
Were there any nonexempt tranactions with any party-in-interest2019-10-31No
Administrative expenses (other) incurred2019-10-31$1,368,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Value of net income/loss2019-10-31$8,532,454
Value of net assets at end of year (total assets less liabilities)2019-10-31$123,826,486
Value of net assets at beginning of year (total assets less liabilities)2019-10-31$115,294,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-10-31No
Were any leases to which the plan was party in default or uncollectible2019-10-31No
Value of interest in common/collective trusts at end of year2019-10-31$119,526,982
Value of interest in common/collective trusts at beginning of year2019-10-31$115,294,032
Net investment gain or loss from common/collective trusts2019-10-31$13,008,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-10-31Yes
Was there a failure to transmit to the plan any participant contributions2019-10-31No
Has the plan failed to provide any benefit when due under the plan2019-10-31No
Contributions received in cash from employer2019-10-31$4,299,504
Employer contributions (assets) at end of year2019-10-31$4,299,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-10-31$7,360,087
Contract administrator fees2019-10-31$46,753
Did the plan have assets held for investment2019-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-10-31Yes
Opinion of an independent qualified public accountant for this plan2019-10-31Disclaimer
Accountancy firm name2019-10-31CLIFTON, LIPFORD, HUDSON CPAS, LLC
Accountancy firm EIN2019-10-31843967180
2018 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total income from all sources (including contributions)2018-10-31$9,436,928
Total loss/gain on sale of assets2018-10-31$0
Total of all expenses incurred2018-10-31$8,287,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$8,233,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-31$5,949,045
Value of total assets at end of year2018-10-31$115,294,032
Value of total assets at beginning of year2018-10-31$114,144,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$54,405
Total interest from all sources2018-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31No
Was this plan covered by a fidelity bond2018-10-31Yes
Value of fidelity bond cover2018-10-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-10-31$0
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-10-31$1,056,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Value of net income/loss2018-10-31$1,149,125
Value of net assets at end of year (total assets less liabilities)2018-10-31$115,294,032
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$114,144,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-10-31$115,294,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-10-31$114,144,907
Net investment gain/loss from pooled separate accounts2018-10-31$3,487,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31Yes
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Contributions received in cash from employer2018-10-31$5,949,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-31$7,177,124
Contract administrator fees2018-10-31$54,405
Did the plan have assets held for investment2018-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31Yes
Opinion of an independent qualified public accountant for this plan2018-10-31Disclaimer
Accountancy firm name2018-10-31CLIFTON, LIPFORD HARDISON AND PARKE
Accountancy firm EIN2018-10-31582253342
2017 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total income from all sources (including contributions)2017-10-31$23,768,108
Total loss/gain on sale of assets2017-10-31$0
Total of all expenses incurred2017-10-31$8,667,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-31$8,604,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-31$5,866,560
Value of total assets at end of year2017-10-31$114,144,907
Value of total assets at beginning of year2017-10-31$99,044,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-31$62,646
Total interest from all sources2017-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-31No
Was this plan covered by a fidelity bond2017-10-31Yes
Value of fidelity bond cover2017-10-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2017-10-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-10-31$452,022
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-10-31$1,478,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Value of net income/loss2017-10-31$15,100,562
Value of net assets at end of year (total assets less liabilities)2017-10-31$114,144,907
Value of net assets at beginning of year (total assets less liabilities)2017-10-31$99,044,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-31No
Were any leases to which the plan was party in default or uncollectible2017-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-10-31$114,144,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-10-31$99,044,345
Value of interest in pooled separate accounts at beginning of year2017-10-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-10-31$175,813
Net investment gain/loss from pooled separate accounts2017-10-31$17,901,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-31Yes
Was there a failure to transmit to the plan any participant contributions2017-10-31No
Has the plan failed to provide any benefit when due under the plan2017-10-31No
Contributions received in cash from employer2017-10-31$5,414,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-10-31$6,950,519
Contract administrator fees2017-10-31$62,646
Did the plan have assets held for investment2017-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-31Yes
Opinion of an independent qualified public accountant for this plan2017-10-31Disclaimer
Accountancy firm name2017-10-31CLIFTON LIPFORD HARDISON AND PARKER
Accountancy firm EIN2017-10-31582253342
2016 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total income from all sources (including contributions)2016-10-31$6,273,732
Total loss/gain on sale of assets2016-10-31$0
Total of all expenses incurred2016-10-31$7,930,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-31$7,923,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-31$5,305,238
Value of total assets at end of year2016-10-31$99,044,345
Value of total assets at beginning of year2016-10-31$100,700,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-31$6,511
Total interest from all sources2016-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-31No
Was this plan covered by a fidelity bond2016-10-31Yes
Value of fidelity bond cover2016-10-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-31$0
Were there any nonexempt tranactions with any party-in-interest2016-10-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-10-31$1,092,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Value of net income/loss2016-10-31$-1,656,610
Value of net assets at end of year (total assets less liabilities)2016-10-31$99,044,345
Value of net assets at beginning of year (total assets less liabilities)2016-10-31$100,700,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-31No
Were any leases to which the plan was party in default or uncollectible2016-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-10-31$99,044,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-10-31$0
Value of interest in pooled separate accounts at end of year2016-10-31$0
Value of interest in pooled separate accounts at beginning of year2016-10-31$100,700,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-10-31$0
Net investment gain/loss from pooled separate accounts2016-10-31$968,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-31Yes
Was there a failure to transmit to the plan any participant contributions2016-10-31No
Has the plan failed to provide any benefit when due under the plan2016-10-31No
Contributions received in cash from employer2016-10-31$5,305,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-31$6,831,483
Contract administrator fees2016-10-31$6,511
Did the plan have assets held for investment2016-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-31Yes
Opinion of an independent qualified public accountant for this plan2016-10-31Disclaimer
Accountancy firm name2016-10-31CLIFTON LIPFORD HARDISON AND PARKER
Accountancy firm EIN2016-10-31582253342
2015 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total income from all sources (including contributions)2015-10-31$5,303,647
Total loss/gain on sale of assets2015-10-31$0
Total of all expenses incurred2015-10-31$7,261,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-31$7,257,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-31$5,516,186
Value of total assets at end of year2015-10-31$100,700,955
Value of total assets at beginning of year2015-10-31$102,658,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-31$3,983
Total interest from all sources2015-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-31No
Was this plan covered by a fidelity bond2015-10-31Yes
Value of fidelity bond cover2015-10-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$0
Were there any nonexempt tranactions with any party-in-interest2015-10-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-10-31$671,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Value of net income/loss2015-10-31$-1,957,381
Value of net assets at end of year (total assets less liabilities)2015-10-31$100,700,955
Value of net assets at beginning of year (total assets less liabilities)2015-10-31$102,658,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-31No
Were any leases to which the plan was party in default or uncollectible2015-10-31No
Value of interest in pooled separate accounts at end of year2015-10-31$100,700,955
Value of interest in pooled separate accounts at beginning of year2015-10-31$102,658,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-10-31$0
Net investment gain/loss from pooled separate accounts2015-10-31$-212,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-31Yes
Was there a failure to transmit to the plan any participant contributions2015-10-31No
Has the plan failed to provide any benefit when due under the plan2015-10-31No
Contributions received in cash from employer2015-10-31$5,516,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-31$6,585,535
Contract administrator fees2015-10-31$3,983
Did the plan have assets held for investment2015-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-31Yes
Opinion of an independent qualified public accountant for this plan2015-10-31Disclaimer
Accountancy firm name2015-10-31CLIFTON LIPFORD HARDISON AND PARKER
Accountancy firm EIN2015-10-31582253342
2014 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total income from all sources (including contributions)2014-10-31$13,875,899
Total loss/gain on sale of assets2014-10-31$0
Total of all expenses incurred2014-10-31$6,914,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-31$6,909,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-31$5,642,219
Value of total assets at end of year2014-10-31$102,658,336
Value of total assets at beginning of year2014-10-31$95,696,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-31$5,162
Total interest from all sources2014-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-31No
Was this plan covered by a fidelity bond2014-10-31Yes
Value of fidelity bond cover2014-10-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2014-10-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-10-31$520,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Value of net income/loss2014-10-31$6,961,433
Value of net assets at end of year (total assets less liabilities)2014-10-31$102,658,336
Value of net assets at beginning of year (total assets less liabilities)2014-10-31$95,696,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-31No
Were any leases to which the plan was party in default or uncollectible2014-10-31No
Value of interest in pooled separate accounts at end of year2014-10-31$102,658,336
Value of interest in pooled separate accounts at beginning of year2014-10-31$95,696,903
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-10-31$0
Net investment gain/loss from pooled separate accounts2014-10-31$8,233,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-31Yes
Was there a failure to transmit to the plan any participant contributions2014-10-31No
Has the plan failed to provide any benefit when due under the plan2014-10-31No
Contributions received in cash from employer2014-10-31$5,642,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-31$6,389,137
Contract administrator fees2014-10-31$5,162
Did the plan have assets held for investment2014-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-31Yes
Opinion of an independent qualified public accountant for this plan2014-10-31Disclaimer
Accountancy firm name2014-10-31CLIFTON LIPFORD HARDISON AND PARKER
Accountancy firm EIN2014-10-31582253342
2013 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total income from all sources (including contributions)2013-10-31$16,214,571
Total loss/gain on sale of assets2013-10-31$0
Total of all expenses incurred2013-10-31$6,684,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-10-31$6,680,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-10-31$7,527,031
Value of total assets at end of year2013-10-31$95,696,903
Value of total assets at beginning of year2013-10-31$86,166,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-10-31$3,125
Total interest from all sources2013-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-10-31No
Was this plan covered by a fidelity bond2013-10-31Yes
Value of fidelity bond cover2013-10-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2013-10-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-10-31$459,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Value of net income/loss2013-10-31$9,530,567
Value of net assets at end of year (total assets less liabilities)2013-10-31$95,696,903
Value of net assets at beginning of year (total assets less liabilities)2013-10-31$86,166,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-10-31No
Were any leases to which the plan was party in default or uncollectible2013-10-31No
Value of interest in pooled separate accounts at end of year2013-10-31$95,696,903
Value of interest in pooled separate accounts at beginning of year2013-10-31$86,166,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-10-31$0
Net investment gain/loss from pooled separate accounts2013-10-31$8,687,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-10-31Yes
Was there a failure to transmit to the plan any participant contributions2013-10-31No
Has the plan failed to provide any benefit when due under the plan2013-10-31No
Contributions received in cash from employer2013-10-31$7,527,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-10-31$6,221,283
Contract administrator fees2013-10-31$3,125
Did the plan have assets held for investment2013-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-10-31Yes
Opinion of an independent qualified public accountant for this plan2013-10-31Disclaimer
Accountancy firm name2013-10-31CLIFTON LIPFORD HARDISON AND PARKER
Accountancy firm EIN2013-10-31582253342
2012 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total income from all sources (including contributions)2012-10-31$13,386,227
Total loss/gain on sale of assets2012-10-31$0
Total of all expenses incurred2012-10-31$6,495,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-10-31$6,495,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-10-31$6,327,226
Value of total assets at end of year2012-10-31$86,166,336
Value of total assets at beginning of year2012-10-31$79,275,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-10-31$0
Total interest from all sources2012-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-10-31No
Was this plan covered by a fidelity bond2012-10-31Yes
Value of fidelity bond cover2012-10-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2012-10-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-10-31$441,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Value of net income/loss2012-10-31$6,890,968
Value of net assets at end of year (total assets less liabilities)2012-10-31$86,166,336
Value of net assets at beginning of year (total assets less liabilities)2012-10-31$79,275,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-10-31No
Were any leases to which the plan was party in default or uncollectible2012-10-31No
Value of interest in pooled separate accounts at end of year2012-10-31$86,166,336
Value of interest in pooled separate accounts at beginning of year2012-10-31$79,275,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-10-31$0
Net investment gain/loss from pooled separate accounts2012-10-31$7,059,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-10-31Yes
Was there a failure to transmit to the plan any participant contributions2012-10-31No
Has the plan failed to provide any benefit when due under the plan2012-10-31No
Contributions received in cash from employer2012-10-31$6,327,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-10-31$6,053,701
Did the plan have assets held for investment2012-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-10-31Yes
Opinion of an independent qualified public accountant for this plan2012-10-31Disclaimer
Accountancy firm name2012-10-31CLIFTON LIPFORD HARDISON AND PARKE
Accountancy firm EIN2012-10-31058223342
2011 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Total income from all sources (including contributions)2011-10-31$7,097,037
Total loss/gain on sale of assets2011-10-31$0
Total of all expenses incurred2011-10-31$6,141,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-31$6,140,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-31$6,017,666
Value of total assets at end of year2011-10-31$79,275,368
Value of total assets at beginning of year2011-10-31$78,319,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-31$1,100
Total interest from all sources2011-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-31No
Was this plan covered by a fidelity bond2011-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-10-31$0
Were there any nonexempt tranactions with any party-in-interest2011-10-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-10-31$4,666
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-10-31$341,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Value of net income/loss2011-10-31$955,673
Value of net assets at end of year (total assets less liabilities)2011-10-31$79,275,368
Value of net assets at beginning of year (total assets less liabilities)2011-10-31$78,319,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-31No
Were any leases to which the plan was party in default or uncollectible2011-10-31No
Value of interest in pooled separate accounts at end of year2011-10-31$79,275,368
Value of interest in pooled separate accounts at beginning of year2011-10-31$78,319,695
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-10-31$0
Net investment gain/loss from pooled separate accounts2011-10-31$1,079,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-31Yes
Was there a failure to transmit to the plan any participant contributions2011-10-31No
Has the plan failed to provide any benefit when due under the plan2011-10-31No
Contributions received in cash from employer2011-10-31$6,013,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-31$5,798,697
Contract administrator fees2011-10-31$1,100
Did the plan have assets held for investment2011-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-31Yes
Opinion of an independent qualified public accountant for this plan2011-10-31Disclaimer
Accountancy firm name2011-10-31CLIFTON LIPFORD HARDISON E PARKER
Accountancy firm EIN2011-10-31582253342
2010 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-10-31$0

Form 5500 Responses for BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN

2022: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2022 form 5500 responses
2022-11-01Type of plan entitySingle employer plan
2022-11-01Submission has been amendedNo
2022-11-01This submission is the final filingNo
2022-11-01This return/report is a short plan year return/report (less than 12 months)No
2022-11-01Plan is a collectively bargained planNo
2022-11-01Plan funding arrangement – InsuranceYes
2022-11-01Plan funding arrangement – TrustYes
2022-11-01Plan benefit arrangement – InsuranceYes
2022-11-01Plan benefit arrangement - TrustYes
2021: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01Submission has been amendedNo
2021-11-01This submission is the final filingNo
2021-11-01This return/report is a short plan year return/report (less than 12 months)No
2021-11-01Plan is a collectively bargained planNo
2021-11-01Plan funding arrangement – InsuranceYes
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement – InsuranceYes
2021-11-01Plan benefit arrangement - TrustYes
2020: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Submission has been amendedNo
2020-11-01This submission is the final filingNo
2020-11-01This return/report is a short plan year return/report (less than 12 months)No
2020-11-01Plan is a collectively bargained planNo
2020-11-01Plan funding arrangement – InsuranceYes
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement – InsuranceYes
2020-11-01Plan benefit arrangement - TrustYes
2019: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Submission has been amendedNo
2019-11-01This submission is the final filingNo
2019-11-01This return/report is a short plan year return/report (less than 12 months)No
2019-11-01Plan is a collectively bargained planNo
2019-11-01Plan funding arrangement – InsuranceYes
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement – InsuranceYes
2019-11-01Plan benefit arrangement - TrustYes
2018: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Submission has been amendedNo
2018-11-01This submission is the final filingNo
2018-11-01This return/report is a short plan year return/report (less than 12 months)No
2018-11-01Plan is a collectively bargained planNo
2018-11-01Plan funding arrangement – InsuranceYes
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement – InsuranceYes
2018-11-01Plan benefit arrangement - TrustYes
2017: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement – InsuranceYes
2017-11-01Plan benefit arrangement - TrustYes
2016: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement – InsuranceYes
2016-11-01Plan benefit arrangement - TrustYes
2015: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement – InsuranceYes
2015-11-01Plan benefit arrangement - TrustYes
2014: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement – InsuranceYes
2014-11-01Plan benefit arrangement - TrustYes
2013: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement – InsuranceYes
2013-11-01Plan benefit arrangement - TrustYes
2012: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement – InsuranceYes
2012-11-01Plan benefit arrangement - TrustYes
2011: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – InsuranceYes
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement – InsuranceYes
2011-11-01Plan benefit arrangement - TrustYes
2010: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Submission has been amendedNo
2010-11-01This submission is the final filingNo
2010-11-01This return/report is a short plan year return/report (less than 12 months)No
2010-11-01Plan is a collectively bargained planNo
2010-11-01Plan funding arrangement – InsuranceYes
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement – InsuranceYes
2010-11-01Plan benefit arrangement - TrustYes
2009: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement – InsuranceYes
2009-11-01Plan benefit arrangement - TrustYes
2008: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number762329-D1
Policy instance 1
Insurance contract or identification number762329-D1
Number of Individuals Covered2543
Insurance policy start date2022-11-01
Insurance policy end date2023-10-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 13000
Policy instance 1
Insurance contract or identification numberSGIC 13000
Number of Individuals Covered2881
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 13000
Policy instance 1
Insurance contract or identification numberSGIC 13000
Number of Individuals Covered293
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13000
Policy instance 1
Insurance contract or identification numberSA 13000
Number of Individuals Covered2947
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13000
Policy instance 1
Insurance contract or identification numberSA 13000
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13000
Policy instance 1
Insurance contract or identification numberSA 13000
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
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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