BLUE BIRD BODY COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN
Measure | Date | Value |
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2023: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2023 401k membership |
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Market value of plan assets | 2023-10-31 | 110,908,791 |
Acturial value of plan assets | 2023-10-31 | 121,999,670 |
Funding target for retired participants and beneficiaries receiving payment | 2023-10-31 | 82,254,862 |
Number of terminated vested participants | 2023-10-31 | 979 |
Fundng target for terminated vested participants | 2023-10-31 | 24,200,260 |
Active participant vested funding target | 2023-10-31 | 12,773,264 |
Number of active participants | 2023-10-31 | 247 |
Total funding liabilities for active participants | 2023-10-31 | 12,811,925 |
Total participant count | 2023-10-31 | 2,904 |
Total funding target for all participants | 2023-10-31 | 119,267,047 |
Balance at beginning of prior year after applicable adjustments | 2023-10-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-10-31 | 442,903 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2023-10-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2023-10-31 | 0 |
Amount remaining of carryover balance | 2023-10-31 | 0 |
Amount remaining of prefunding balance | 2023-10-31 | 442,903 |
Present value of excess contributions | 2023-10-31 | 1,019,020 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-10-31 | 1,075,474 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-10-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2023-10-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-10-31 | 373,766 |
Balance of carryovers at beginning of current year | 2023-10-31 | 0 |
Balance of prefunding at beginning of current year | 2023-10-31 | 0 |
Total employer contributions | 2023-10-31 | 0 |
Total employee contributions | 2023-10-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-10-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-10-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-10-31 | 0 |
Unpaid minimum required contributions for all prior years | 2023-10-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-10-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2023-10-31 | 734,951 |
Net shortfall amortization installment of oustanding balance | 2023-10-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-10-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2023-10-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2023-10-31 | 0 |
Additional cash requirement | 2023-10-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2023-10-31 | 0 |
Unpaid minimum required contributions for current year | 2023-10-31 | 0 |
Unpaid minimum required contributions for all years | 2023-10-31 | 0 |
2022: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-11-01 | 2,881 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-11-01 | 217 |
Number of retired or separated participants receiving benefits | 2022-11-01 | 1,450 |
Number of other retired or separated participants entitled to future benefits | 2022-11-01 | 543 |
Total of all active and inactive participants | 2022-11-01 | 2,210 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-11-01 | 333 |
Total participants | 2022-11-01 | 2,543 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-11-01 | 0 |
Market value of plan assets | 2022-10-31 | 140,988,255 |
Acturial value of plan assets | 2022-10-31 | 127,648,895 |
Funding target for retired participants and beneficiaries receiving payment | 2022-10-31 | 81,873,676 |
Number of terminated vested participants | 2022-10-31 | 1,075 |
Fundng target for terminated vested participants | 2022-10-31 | 26,278,355 |
Active participant vested funding target | 2022-10-31 | 12,132,930 |
Number of active participants | 2022-10-31 | 221 |
Total funding liabilities for active participants | 2022-10-31 | 12,171,239 |
Total participant count | 2022-10-31 | 2,955 |
Total funding target for all participants | 2022-10-31 | 120,323,270 |
Balance at beginning of prior year after applicable adjustments | 2022-10-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-10-31 | 363,363 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-10-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-10-31 | 0 |
Amount remaining of carryover balance | 2022-10-31 | 0 |
Amount remaining of prefunding balance | 2022-10-31 | 363,363 |
Present value of excess contributions | 2022-10-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-10-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-10-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-10-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-10-31 | 0 |
Balance of carryovers at beginning of current year | 2022-10-31 | 0 |
Balance of prefunding at beginning of current year | 2022-10-31 | 442,903 |
Total employer contributions | 2022-10-31 | 1,113,300 |
Total employee contributions | 2022-10-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-10-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-10-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-10-31 | 1,019,020 |
Unpaid minimum required contributions for all prior years | 2022-10-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-10-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-10-31 | 1,149,560 |
Net shortfall amortization installment of oustanding balance | 2022-10-31 | 0 |
Waiver amortization installment | 2022-10-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-10-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-10-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-10-31 | 0 |
Additional cash requirement | 2022-10-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-10-31 | 1,019,020 |
Unpaid minimum required contributions for current year | 2022-10-31 | 0 |
Unpaid minimum required contributions for all years | 2022-10-31 | 0 |
2021: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-11-01 | 2,932 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 245 |
Number of retired or separated participants receiving benefits | 2021-11-01 | 1,411 |
Number of other retired or separated participants entitled to future benefits | 2021-11-01 | 931 |
Total of all active and inactive participants | 2021-11-01 | 2,587 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-11-01 | 294 |
Total participants | 2021-11-01 | 2,881 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-11-01 | 0 |
Market value of plan assets | 2021-10-31 | 124,306,330 |
Acturial value of plan assets | 2021-10-31 | 123,846,442 |
Funding target for retired participants and beneficiaries receiving payment | 2021-10-31 | 80,170,645 |
Number of terminated vested participants | 2021-10-31 | 1,153 |
Fundng target for terminated vested participants | 2021-10-31 | 27,889,981 |
Active participant vested funding target | 2021-10-31 | 12,883,439 |
Number of active participants | 2021-10-31 | 244 |
Total funding liabilities for active participants | 2021-10-31 | 12,926,502 |
Total participant count | 2021-10-31 | 2,986 |
Total funding target for all participants | 2021-10-31 | 120,987,128 |
Balance at beginning of prior year after applicable adjustments | 2021-10-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-10-31 | 2,487,897 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-10-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-10-31 | 2,149,318 |
Amount remaining of carryover balance | 2021-10-31 | 0 |
Amount remaining of prefunding balance | 2021-10-31 | 338,579 |
Present value of excess contributions | 2021-10-31 | 1,038,679 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-10-31 | 1,114,710 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-10-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-10-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-10-31 | 0 |
Balance of carryovers at beginning of current year | 2021-10-31 | 0 |
Balance of prefunding at beginning of current year | 2021-10-31 | 363,363 |
Total employer contributions | 2021-10-31 | 0 |
Total employee contributions | 2021-10-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-10-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-10-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-10-31 | 0 |
Liquidity shortfalls end of Q1 | 2021-10-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-10-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-10-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-10-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-10-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-10-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-10-31 | 1,689,059 |
Net shortfall amortization installment of oustanding balance | 2021-10-31 | 0 |
Waiver amortization installment | 2021-10-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-10-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-10-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-10-31 | 0 |
Additional cash requirement | 2021-10-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-10-31 | 0 |
Unpaid minimum required contributions for current year | 2021-10-31 | 0 |
Unpaid minimum required contributions for all years | 2021-10-31 | 0 |
2020: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-11-01 | 2,947 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 221 |
Number of retired or separated participants receiving benefits | 2020-11-01 | 1,413 |
Number of other retired or separated participants entitled to future benefits | 2020-11-01 | 1,023 |
Total of all active and inactive participants | 2020-11-01 | 2,657 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-11-01 | 275 |
Total participants | 2020-11-01 | 2,932 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-11-01 | 0 |
Market value of plan assets | 2020-10-31 | 123,580,064 |
Acturial value of plan assets | 2020-10-31 | 120,627,405 |
Funding target for retired participants and beneficiaries receiving payment | 2020-10-31 | 79,790,244 |
Number of terminated vested participants | 2020-10-31 | 1,182 |
Fundng target for terminated vested participants | 2020-10-31 | 28,347,882 |
Active participant vested funding target | 2020-10-31 | 15,550,778 |
Number of active participants | 2020-10-31 | 283 |
Total funding liabilities for active participants | 2020-10-31 | 15,550,778 |
Total participant count | 2020-10-31 | 2,978 |
Total funding target for all participants | 2020-10-31 | 123,688,904 |
Balance at beginning of prior year after applicable adjustments | 2020-10-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-10-31 | 488,552 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-10-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-10-31 | 0 |
Amount remaining of carryover balance | 2020-10-31 | 0 |
Amount remaining of prefunding balance | 2020-10-31 | 488,552 |
Present value of excess contributions | 2020-10-31 | 1,837,498 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-10-31 | 1,941,500 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-10-31 | 1,941,500 |
Reductions in caryover balances due to elections or deemed elections | 2020-10-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-10-31 | 0 |
Balance of carryovers at beginning of current year | 2020-10-31 | 0 |
Balance of prefunding at beginning of current year | 2020-10-31 | 2,487,897 |
Total employer contributions | 2020-10-31 | 1,120,000 |
Total employee contributions | 2020-10-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-10-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-10-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-10-31 | 1,038,607 |
Liquidity shortfalls end of Q1 | 2020-10-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-10-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-10-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-10-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-10-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-10-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-10-31 | 1,179,178 |
Net shortfall amortization installment of oustanding balance | 2020-10-31 | 5,549,396 |
Waiver amortization installment | 2020-10-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-10-31 | 2,149,246 |
Carryover balance elected to use to offset funding requirement | 2020-10-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-10-31 | 2,149,246 |
Additional cash requirement | 2020-10-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-10-31 | 1,038,607 |
Unpaid minimum required contributions for current year | 2020-10-31 | 0 |
Unpaid minimum required contributions for all years | 2020-10-31 | 0 |
2019: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-11-01 | 2,978 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 245 |
Number of retired or separated participants receiving benefits | 2019-11-01 | 1,377 |
Number of other retired or separated participants entitled to future benefits | 2019-11-01 | 1,145 |
Total of all active and inactive participants | 2019-11-01 | 2,767 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-11-01 | 180 |
Total participants | 2019-11-01 | 2,947 |
Number of participants with account balances | 2019-11-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-11-01 | 0 |
Market value of plan assets | 2019-10-31 | 115,177,715 |
Acturial value of plan assets | 2019-10-31 | 117,112,408 |
Funding target for retired participants and beneficiaries receiving payment | 2019-10-31 | 74,629,779 |
Number of terminated vested participants | 2019-10-31 | 1,246 |
Fundng target for terminated vested participants | 2019-10-31 | 28,672,602 |
Active participant vested funding target | 2019-10-31 | 16,844,596 |
Number of active participants | 2019-10-31 | 321 |
Total funding liabilities for active participants | 2019-10-31 | 16,844,596 |
Total participant count | 2019-10-31 | 3,019 |
Total funding target for all participants | 2019-10-31 | 120,146,977 |
Balance at beginning of prior year after applicable adjustments | 2019-10-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-10-31 | 474,000 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-10-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-10-31 | 0 |
Amount remaining of carryover balance | 2019-10-31 | 0 |
Amount remaining of prefunding balance | 2019-10-31 | 474,000 |
Present value of excess contributions | 2019-10-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-10-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-10-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-10-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-10-31 | 0 |
Balance of carryovers at beginning of current year | 2019-10-31 | 0 |
Balance of prefunding at beginning of current year | 2019-10-31 | 488,552 |
Total employer contributions | 2019-10-31 | 4,299,504 |
Total employee contributions | 2019-10-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-10-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-10-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-10-31 | 3,835,512 |
Unpaid minimum required contributions for all prior years | 2019-10-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-10-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-10-31 | 1,422,865 |
Net shortfall amortization installment of oustanding balance | 2019-10-31 | 3,523,121 |
Waiver amortization installment | 2019-10-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-10-31 | 1,998,014 |
Carryover balance elected to use to offset funding requirement | 2019-10-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-10-31 | 0 |
Additional cash requirement | 2019-10-31 | 1,998,014 |
Contributions allocatedtoward minimum required contributions for current year | 2019-10-31 | 3,835,512 |
Unpaid minimum required contributions for current year | 2019-10-31 | 0 |
Unpaid minimum required contributions for all years | 2019-10-31 | 0 |
2018: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-11-01 | 3,019 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 284 |
Number of retired or separated participants receiving benefits | 2018-11-01 | 1,347 |
Number of other retired or separated participants entitled to future benefits | 2018-11-01 | 1,183 |
Total of all active and inactive participants | 2018-11-01 | 2,814 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-11-01 | 164 |
Total participants | 2018-11-01 | 2,978 |
Number of participants with account balances | 2018-11-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-11-01 | 0 |
Market value of plan assets | 2018-10-31 | 119,819,961 |
Acturial value of plan assets | 2018-10-31 | 119,819,961 |
Funding target for retired participants and beneficiaries receiving payment | 2018-10-31 | 72,107,451 |
Number of terminated vested participants | 2018-10-31 | 1,314 |
Fundng target for terminated vested participants | 2018-10-31 | 28,762,096 |
Active participant vested funding target | 2018-10-31 | 17,355,377 |
Number of active participants | 2018-10-31 | 340 |
Total funding liabilities for active participants | 2018-10-31 | 17,355,377 |
Total participant count | 2018-10-31 | 3,056 |
Total funding target for all participants | 2018-10-31 | 118,224,924 |
Balance at beginning of prior year after applicable adjustments | 2018-10-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-10-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-10-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-10-31 | 0 |
Amount remaining of carryover balance | 2018-10-31 | 0 |
Amount remaining of prefunding balance | 2018-10-31 | 0 |
Present value of excess contributions | 2018-10-31 | 3,802,691 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-10-31 | 4,034,655 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-10-31 | 474,000 |
Reductions in caryover balances due to elections or deemed elections | 2018-10-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-10-31 | 0 |
Balance of carryovers at beginning of current year | 2018-10-31 | 0 |
Balance of prefunding at beginning of current year | 2018-10-31 | 474,000 |
Total employer contributions | 2018-10-31 | 0 |
Total employee contributions | 2018-10-31 | 0 |
Liquidity shortfalls end of Q1 | 2018-10-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-10-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-10-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-10-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-10-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-10-31 | 1,118,920 |
Net shortfall amortization installment of oustanding balance | 2018-10-31 | 0 |
Waiver amortization installment | 2018-10-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-10-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-10-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-10-31 | 0 |
Additional cash requirement | 2018-10-31 | 0 |
Unpaid minimum required contributions for current year | 2018-10-31 | 0 |
Unpaid minimum required contributions for all years | 2018-10-31 | 0 |
2017: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-11-01 | 3,056 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 321 |
Number of retired or separated participants receiving benefits | 2017-11-01 | 1,297 |
Number of other retired or separated participants entitled to future benefits | 2017-11-01 | 1,249 |
Total of all active and inactive participants | 2017-11-01 | 2,867 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-11-01 | 152 |
Total participants | 2017-11-01 | 3,019 |
Number of participants with account balances | 2017-11-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-11-01 | 0 |
Market value of plan assets | 2017-10-31 | 100,718,052 |
Acturial value of plan assets | 2017-10-31 | 100,718,052 |
Funding target for retired participants and beneficiaries receiving payment | 2017-10-31 | 68,670,197 |
Number of terminated vested participants | 2017-10-31 | 1,364 |
Fundng target for terminated vested participants | 2017-10-31 | 28,811,895 |
Active participant vested funding target | 2017-10-31 | 17,927,190 |
Number of active participants | 2017-10-31 | 367 |
Total funding liabilities for active participants | 2017-10-31 | 17,927,190 |
Total participant count | 2017-10-31 | 3,072 |
Total funding target for all participants | 2017-10-31 | 115,409,282 |
Balance at beginning of prior year after applicable adjustments | 2017-10-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-10-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-10-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-10-31 | 0 |
Amount remaining of carryover balance | 2017-10-31 | 0 |
Amount remaining of prefunding balance | 2017-10-31 | 0 |
Present value of excess contributions | 2017-10-31 | 1,070 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-10-31 | 1,137 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-10-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-10-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-10-31 | 0 |
Balance of carryovers at beginning of current year | 2017-10-31 | 0 |
Balance of prefunding at beginning of current year | 2017-10-31 | 0 |
Total employer contributions | 2017-10-31 | 9,522,075 |
Total employee contributions | 2017-10-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-10-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-10-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-10-31 | 8,934,374 |
Liquidity shortfalls end of Q1 | 2017-10-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-10-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-10-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-10-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-10-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-10-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-10-31 | 1,485,079 |
Net shortfall amortization installment of oustanding balance | 2017-10-31 | 14,691,230 |
Waiver amortization installment | 2017-10-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-10-31 | 5,131,683 |
Carryover balance elected to use to offset funding requirement | 2017-10-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-10-31 | 0 |
Additional cash requirement | 2017-10-31 | 5,131,683 |
Contributions allocatedtoward minimum required contributions for current year | 2017-10-31 | 8,934,374 |
Unpaid minimum required contributions for current year | 2017-10-31 | 0 |
Unpaid minimum required contributions for all years | 2017-10-31 | 0 |
2016: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-11-01 | 3,072 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 340 |
Number of retired or separated participants receiving benefits | 2016-11-01 | 1,261 |
Number of other retired or separated participants entitled to future benefits | 2016-11-01 | 1,314 |
Total of all active and inactive participants | 2016-11-01 | 2,915 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-11-01 | 141 |
Total participants | 2016-11-01 | 3,056 |
Number of participants with account balances | 2016-11-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-11-01 | 0 |
2015: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-11-01 | 3,100 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 367 |
Number of retired or separated participants receiving benefits | 2015-11-01 | 1,224 |
Number of other retired or separated participants entitled to future benefits | 2015-11-01 | 1,364 |
Total of all active and inactive participants | 2015-11-01 | 2,955 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-11-01 | 117 |
Total participants | 2015-11-01 | 3,072 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-11-01 | 0 |
2014: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-11-01 | 3,138 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 388 |
Number of retired or separated participants receiving benefits | 2014-11-01 | 1,191 |
Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 1,412 |
Total of all active and inactive participants | 2014-11-01 | 2,991 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-11-01 | 109 |
Total participants | 2014-11-01 | 3,100 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-11-01 | 0 |
2013: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-11-01 | 3,164 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 416 |
Number of retired or separated participants receiving benefits | 2013-11-01 | 1,139 |
Number of other retired or separated participants entitled to future benefits | 2013-11-01 | 1,483 |
Total of all active and inactive participants | 2013-11-01 | 3,038 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-11-01 | 100 |
Total participants | 2013-11-01 | 3,138 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-11-01 | 0 |
2012: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-11-01 | 3,181 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 434 |
Number of retired or separated participants receiving benefits | 2012-11-01 | 1,540 |
Number of other retired or separated participants entitled to future benefits | 2012-11-01 | 1,102 |
Total of all active and inactive participants | 2012-11-01 | 3,076 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-11-01 | 88 |
Total participants | 2012-11-01 | 3,164 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-11-01 | 0 |
2011: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-11-01 | 3,213 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 448 |
Number of retired or separated participants receiving benefits | 2011-11-01 | 1,059 |
Number of other retired or separated participants entitled to future benefits | 2011-11-01 | 1,628 |
Total of all active and inactive participants | 2011-11-01 | 3,135 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-11-01 | 65 |
Total participants | 2011-11-01 | 3,200 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-11-01 | 0 |
2010: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-11-01 | 3,233 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 466 |
Number of retired or separated participants receiving benefits | 2010-11-01 | 1,014 |
Number of other retired or separated participants entitled to future benefits | 2010-11-01 | 1,683 |
Total of all active and inactive participants | 2010-11-01 | 3,163 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-11-01 | 50 |
Total participants | 2010-11-01 | 3,213 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-11-01 | 0 |
2009: BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-11-01 | 3,264 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 528 |
Number of retired or separated participants receiving benefits | 2009-11-01 | 956 |
Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 1,707 |
Total of all active and inactive participants | 2009-11-01 | 3,191 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-11-01 | 41 |
Total participants | 2009-11-01 | 3,232 |
Number of participants with account balances | 2009-11-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-11-01 | 0 |
Measure | Date | Value |
---|
2023 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2023 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2023-10-31 | $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 assets | 2023-10-31 | $0 |
Total of all expenses incurred | 2023-10-31 | $14,652,448 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-10-31 | $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 year | 2023-10-31 | $101,958,615 |
Value of total assets at beginning of year | 2023-10-31 | $110,946,618 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-10-31 | $539,075 |
Total interest from all sources | 2023-10-31 | $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 year | 2023-10-31 | No |
Was this plan covered by a fidelity bond | 2023-10-31 | Yes |
Value of fidelity bond cover | 2023-10-31 | $2,500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2023-10-31 | No |
Administrative expenses (other) incurred | 2023-10-31 | $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 appraiser | 2023-10-31 | No |
Value of net income/loss | 2023-10-31 | $-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) | 2023-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-10-31 | $12,863,191 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-10-31 | $19,924,399 |
Value of interest in pooled separate accounts at end of year | 2023-10-31 | $89,095,424 |
Value of interest in pooled separate accounts at beginning of year | 2023-10-31 | $89,908,919 |
Net investment gain/loss from pooled separate accounts | 2023-10-31 | $5,664,445 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-10-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2023-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-10-31 | No |
Employer contributions (assets) at beginning of year | 2023-10-31 | $1,113,300 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-10-31 | $14,113,373 |
Contract administrator fees | 2023-10-31 | $87,211 |
Did the plan have assets held for investment | 2023-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-10-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-10-31 | Unqualified |
Accountancy firm name | 2023-10-31 | CLH CPAC, LLC |
Accountancy firm EIN | 2023-10-31 | 843967180 |
2022 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-10-31 | $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 assets | 2022-10-31 | $0 |
Total of all expenses incurred | 2022-10-31 | $9,956,718 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-10-31 | $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 year | 2022-10-31 | $110,946,618 |
Value of total assets at beginning of year | 2022-10-31 | $140,988,255 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-10-31 | $1,363,837 |
Total interest from all sources | 2022-10-31 | $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 year | 2022-10-31 | No |
Was this plan covered by a fidelity bond | 2022-10-31 | Yes |
Value of fidelity bond cover | 2022-10-31 | $2,500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-10-31 | No |
Administrative expenses (other) incurred | 2022-10-31 | $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 appraiser | 2022-10-31 | No |
Value of net income/loss | 2022-10-31 | $-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) | 2022-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-10-31 | $19,924,399 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-10-31 | $1,374,715 |
Value of interest in pooled separate accounts at end of year | 2022-10-31 | $89,908,919 |
Value of interest in pooled separate accounts at beginning of year | 2022-10-31 | $139,613,540 |
Net investment gain/loss from pooled separate accounts | 2022-10-31 | $-21,198,219 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-10-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-10-31 | No |
Contributions received in cash from employer | 2022-10-31 | $1,113,300 |
Employer contributions (assets) at end of year | 2022-10-31 | $1,113,300 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-10-31 | $8,592,881 |
Contract administrator fees | 2022-10-31 | $283,087 |
Did the plan have assets held for investment | 2022-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-10-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-10-31 | Unqualified |
Accountancy firm name | 2022-10-31 | CLH CPAC, LLC |
Accountancy firm EIN | 2022-10-31 | 843967180 |
2021 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-10-31 | $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 assets | 2021-10-31 | $0 |
Total of all expenses incurred | 2021-10-31 | $9,366,237 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-10-31 | $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 year | 2021-10-31 | $140,988,255 |
Value of total assets at beginning of year | 2021-10-31 | $124,367,133 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-10-31 | $1,462,059 |
Total interest from all sources | 2021-10-31 | $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 year | 2021-10-31 | No |
Was this plan covered by a fidelity bond | 2021-10-31 | Yes |
Value of fidelity bond cover | 2021-10-31 | $2,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-10-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-10-31 | No |
Administrative expenses (other) incurred | 2021-10-31 | $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 appraiser | 2021-10-31 | No |
Value of net income/loss | 2021-10-31 | $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) | 2021-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-10-31 | $1,374,715 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-10-31 | $61,075,031 |
Value of interest in pooled separate accounts at end of year | 2021-10-31 | $139,613,540 |
Value of interest in common/collective trusts at beginning of year | 2021-10-31 | $58,372,102 |
Net investment gain/loss from pooled separate accounts | 2021-10-31 | $25,987,359 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-10-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-10-31 | No |
Employer contributions (assets) at beginning of year | 2021-10-31 | $4,920,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-10-31 | $7,904,178 |
Contract administrator fees | 2021-10-31 | $278,916 |
Did the plan have assets held for investment | 2021-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-10-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-10-31 | Unqualified |
Accountancy firm name | 2021-10-31 | CLH CPAS, LLC |
Accountancy firm EIN | 2021-10-31 | 843967180 |
2020 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-10-31 | $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 assets | 2020-10-31 | $0 |
Total of all expenses incurred | 2020-10-31 | $9,026,987 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-10-31 | $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 year | 2020-10-31 | $124,367,133 |
Value of total assets at beginning of year | 2020-10-31 | $123,826,486 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-10-31 | $1,428,234 |
Total interest from all sources | 2020-10-31 | $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 year | 2020-10-31 | No |
Was this plan covered by a fidelity bond | 2020-10-31 | Yes |
Value of fidelity bond cover | 2020-10-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-10-31 | No |
Administrative expenses (other) incurred | 2020-10-31 | $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 appraiser | 2020-10-31 | No |
Value of net income/loss | 2020-10-31 | $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) | 2020-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-10-31 | $61,075,031 |
Value of interest in common/collective trusts at end of year | 2020-10-31 | $58,372,102 |
Value of interest in common/collective trusts at beginning of year | 2020-10-31 | $119,526,982 |
Net investment gain/loss from pooled separate accounts | 2020-10-31 | $8,447,634 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-10-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-10-31 | No |
Contributions received in cash from employer | 2020-10-31 | $1,120,000 |
Employer contributions (assets) at end of year | 2020-10-31 | $4,920,000 |
Employer contributions (assets) at beginning of year | 2020-10-31 | $4,299,504 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-10-31 | $7,598,753 |
Contract administrator fees | 2020-10-31 | $142,471 |
Did the plan have assets held for investment | 2020-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-10-31 | Disclaimer |
Accountancy firm name | 2020-10-31 | CLIFTON, LIPFORD, HARDISON & PARKER |
Accountancy firm EIN | 2020-10-31 | 582253342 |
2019 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-10-31 | $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 assets | 2019-10-31 | $0 |
Total of all expenses incurred | 2019-10-31 | $8,775,300 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-10-31 | $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 year | 2019-10-31 | $123,826,486 |
Value of total assets at beginning of year | 2019-10-31 | $115,294,032 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-10-31 | $1,415,213 |
Total interest from all sources | 2019-10-31 | $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 year | 2019-10-31 | No |
Was this plan covered by a fidelity bond | 2019-10-31 | Yes |
Value of fidelity bond cover | 2019-10-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-10-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-10-31 | No |
Administrative expenses (other) incurred | 2019-10-31 | $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 appraiser | 2019-10-31 | No |
Value of net income/loss | 2019-10-31 | $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) | 2019-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-10-31 | No |
Value of interest in common/collective trusts at end of year | 2019-10-31 | $119,526,982 |
Value of interest in common/collective trusts at beginning of year | 2019-10-31 | $115,294,032 |
Net investment gain or loss from common/collective trusts | 2019-10-31 | $13,008,250 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-10-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-10-31 | No |
Contributions received in cash from employer | 2019-10-31 | $4,299,504 |
Employer contributions (assets) at end of year | 2019-10-31 | $4,299,504 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-10-31 | $7,360,087 |
Contract administrator fees | 2019-10-31 | $46,753 |
Did the plan have assets held for investment | 2019-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-10-31 | Disclaimer |
Accountancy firm name | 2019-10-31 | CLIFTON, LIPFORD, HUDSON CPAS, LLC |
Accountancy firm EIN | 2019-10-31 | 843967180 |
2018 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-10-31 | $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 assets | 2018-10-31 | $0 |
Total of all expenses incurred | 2018-10-31 | $8,287,803 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-10-31 | $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 year | 2018-10-31 | $115,294,032 |
Value of total assets at beginning of year | 2018-10-31 | $114,144,907 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-10-31 | $54,405 |
Total interest from all sources | 2018-10-31 | $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 year | 2018-10-31 | No |
Was this plan covered by a fidelity bond | 2018-10-31 | Yes |
Value of fidelity bond cover | 2018-10-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-10-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-10-31 | No |
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 appraiser | 2018-10-31 | No |
Value of net income/loss | 2018-10-31 | $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) | 2018-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-10-31 | $115,294,032 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-10-31 | $114,144,907 |
Net investment gain/loss from pooled separate accounts | 2018-10-31 | $3,487,883 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-10-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-10-31 | No |
Contributions received in cash from employer | 2018-10-31 | $5,949,045 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-10-31 | $7,177,124 |
Contract administrator fees | 2018-10-31 | $54,405 |
Did the plan have assets held for investment | 2018-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-10-31 | Disclaimer |
Accountancy firm name | 2018-10-31 | CLIFTON, LIPFORD HARDISON AND PARKE |
Accountancy firm EIN | 2018-10-31 | 582253342 |
2017 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-10-31 | $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 assets | 2017-10-31 | $0 |
Total of all expenses incurred | 2017-10-31 | $8,667,546 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-10-31 | $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 year | 2017-10-31 | $114,144,907 |
Value of total assets at beginning of year | 2017-10-31 | $99,044,345 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-10-31 | $62,646 |
Total interest from all sources | 2017-10-31 | $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 year | 2017-10-31 | No |
Was this plan covered by a fidelity bond | 2017-10-31 | Yes |
Value of fidelity bond cover | 2017-10-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-10-31 | No |
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 appraiser | 2017-10-31 | No |
Value of net income/loss | 2017-10-31 | $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) | 2017-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-10-31 | $114,144,907 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-10-31 | $99,044,345 |
Value of interest in pooled separate accounts at beginning of year | 2017-10-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-10-31 | $175,813 |
Net investment gain/loss from pooled separate accounts | 2017-10-31 | $17,901,548 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-10-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-10-31 | No |
Contributions received in cash from employer | 2017-10-31 | $5,414,538 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-10-31 | $6,950,519 |
Contract administrator fees | 2017-10-31 | $62,646 |
Did the plan have assets held for investment | 2017-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-10-31 | Disclaimer |
Accountancy firm name | 2017-10-31 | CLIFTON LIPFORD HARDISON AND PARKER |
Accountancy firm EIN | 2017-10-31 | 582253342 |
2016 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-10-31 | $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 assets | 2016-10-31 | $0 |
Total of all expenses incurred | 2016-10-31 | $7,930,342 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-10-31 | $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 year | 2016-10-31 | $99,044,345 |
Value of total assets at beginning of year | 2016-10-31 | $100,700,955 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-10-31 | $6,511 |
Total interest from all sources | 2016-10-31 | $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 year | 2016-10-31 | No |
Was this plan covered by a fidelity bond | 2016-10-31 | Yes |
Value of fidelity bond cover | 2016-10-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-10-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-10-31 | No |
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 appraiser | 2016-10-31 | No |
Value of net income/loss | 2016-10-31 | $-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) | 2016-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-10-31 | $99,044,345 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-10-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2016-10-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2016-10-31 | $100,700,955 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-10-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2016-10-31 | $968,494 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-10-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-10-31 | No |
Contributions received in cash from employer | 2016-10-31 | $5,305,238 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-10-31 | $6,831,483 |
Contract administrator fees | 2016-10-31 | $6,511 |
Did the plan have assets held for investment | 2016-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-10-31 | Disclaimer |
Accountancy firm name | 2016-10-31 | CLIFTON LIPFORD HARDISON AND PARKER |
Accountancy firm EIN | 2016-10-31 | 582253342 |
2015 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-10-31 | $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 assets | 2015-10-31 | $0 |
Total of all expenses incurred | 2015-10-31 | $7,261,028 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-10-31 | $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 year | 2015-10-31 | $100,700,955 |
Value of total assets at beginning of year | 2015-10-31 | $102,658,336 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-10-31 | $3,983 |
Total interest from all sources | 2015-10-31 | $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 year | 2015-10-31 | No |
Was this plan covered by a fidelity bond | 2015-10-31 | Yes |
Value of fidelity bond cover | 2015-10-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-10-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-10-31 | No |
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 appraiser | 2015-10-31 | No |
Value of net income/loss | 2015-10-31 | $-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) | 2015-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-10-31 | No |
Value of interest in pooled separate accounts at end of year | 2015-10-31 | $100,700,955 |
Value of interest in pooled separate accounts at beginning of year | 2015-10-31 | $102,658,336 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-10-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-10-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2015-10-31 | $-212,539 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-10-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-10-31 | No |
Contributions received in cash from employer | 2015-10-31 | $5,516,186 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-10-31 | $6,585,535 |
Contract administrator fees | 2015-10-31 | $3,983 |
Did the plan have assets held for investment | 2015-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-10-31 | Disclaimer |
Accountancy firm name | 2015-10-31 | CLIFTON LIPFORD HARDISON AND PARKER |
Accountancy firm EIN | 2015-10-31 | 582253342 |
2014 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-10-31 | $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 assets | 2014-10-31 | $0 |
Total of all expenses incurred | 2014-10-31 | $6,914,466 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-10-31 | $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 year | 2014-10-31 | $102,658,336 |
Value of total assets at beginning of year | 2014-10-31 | $95,696,903 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-10-31 | $5,162 |
Total interest from all sources | 2014-10-31 | $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 year | 2014-10-31 | No |
Was this plan covered by a fidelity bond | 2014-10-31 | Yes |
Value of fidelity bond cover | 2014-10-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-10-31 | No |
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 appraiser | 2014-10-31 | No |
Value of net income/loss | 2014-10-31 | $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) | 2014-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-10-31 | No |
Value of interest in pooled separate accounts at end of year | 2014-10-31 | $102,658,336 |
Value of interest in pooled separate accounts at beginning of year | 2014-10-31 | $95,696,903 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-10-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-10-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2014-10-31 | $8,233,680 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-10-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-10-31 | No |
Contributions received in cash from employer | 2014-10-31 | $5,642,219 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-10-31 | $6,389,137 |
Contract administrator fees | 2014-10-31 | $5,162 |
Did the plan have assets held for investment | 2014-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-10-31 | Disclaimer |
Accountancy firm name | 2014-10-31 | CLIFTON LIPFORD HARDISON AND PARKER |
Accountancy firm EIN | 2014-10-31 | 582253342 |
2013 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-10-31 | $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 assets | 2013-10-31 | $0 |
Total of all expenses incurred | 2013-10-31 | $6,684,004 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-10-31 | $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 year | 2013-10-31 | $95,696,903 |
Value of total assets at beginning of year | 2013-10-31 | $86,166,336 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-10-31 | $3,125 |
Total interest from all sources | 2013-10-31 | $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 year | 2013-10-31 | No |
Was this plan covered by a fidelity bond | 2013-10-31 | Yes |
Value of fidelity bond cover | 2013-10-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-10-31 | No |
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 appraiser | 2013-10-31 | No |
Value of net income/loss | 2013-10-31 | $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) | 2013-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-10-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-10-31 | $95,696,903 |
Value of interest in pooled separate accounts at beginning of year | 2013-10-31 | $86,166,336 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-10-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-10-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2013-10-31 | $8,687,540 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-10-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-10-31 | No |
Contributions received in cash from employer | 2013-10-31 | $7,527,031 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-10-31 | $6,221,283 |
Contract administrator fees | 2013-10-31 | $3,125 |
Did the plan have assets held for investment | 2013-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-10-31 | Disclaimer |
Accountancy firm name | 2013-10-31 | CLIFTON LIPFORD HARDISON AND PARKER |
Accountancy firm EIN | 2013-10-31 | 582253342 |
2012 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-10-31 | $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 assets | 2012-10-31 | $0 |
Total of all expenses incurred | 2012-10-31 | $6,495,259 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-10-31 | $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 year | 2012-10-31 | $86,166,336 |
Value of total assets at beginning of year | 2012-10-31 | $79,275,368 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-10-31 | $0 |
Total interest from all sources | 2012-10-31 | $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 year | 2012-10-31 | No |
Was this plan covered by a fidelity bond | 2012-10-31 | Yes |
Value of fidelity bond cover | 2012-10-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-10-31 | No |
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 appraiser | 2012-10-31 | No |
Value of net income/loss | 2012-10-31 | $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) | 2012-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-10-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-10-31 | $86,166,336 |
Value of interest in pooled separate accounts at beginning of year | 2012-10-31 | $79,275,368 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-10-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2012-10-31 | $7,059,001 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-10-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-10-31 | No |
Contributions received in cash from employer | 2012-10-31 | $6,327,226 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-10-31 | $6,053,701 |
Did the plan have assets held for investment | 2012-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-10-31 | Disclaimer |
Accountancy firm name | 2012-10-31 | CLIFTON LIPFORD HARDISON AND PARKE |
Accountancy firm EIN | 2012-10-31 | 058223342 |
2011 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-10-31 | $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 assets | 2011-10-31 | $0 |
Total of all expenses incurred | 2011-10-31 | $6,141,364 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-10-31 | $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 year | 2011-10-31 | $79,275,368 |
Value of total assets at beginning of year | 2011-10-31 | $78,319,695 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-10-31 | $1,100 |
Total interest from all sources | 2011-10-31 | $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 year | 2011-10-31 | No |
Was this plan covered by a fidelity bond | 2011-10-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-10-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-10-31 | No |
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 appraiser | 2011-10-31 | No |
Value of net income/loss | 2011-10-31 | $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) | 2011-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-10-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-10-31 | $79,275,368 |
Value of interest in pooled separate accounts at beginning of year | 2011-10-31 | $78,319,695 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-10-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-10-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2011-10-31 | $1,079,371 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-10-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-10-31 | No |
Contributions received in cash from employer | 2011-10-31 | $6,013,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-10-31 | $5,798,697 |
Contract administrator fees | 2011-10-31 | $1,100 |
Did the plan have assets held for investment | 2011-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-10-31 | Disclaimer |
Accountancy firm name | 2011-10-31 | CLIFTON LIPFORD HARDISON E PARKER |
Accountancy firm EIN | 2011-10-31 | 582253342 |
2010 : BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN 2010 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-10-31 | $0 |