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PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 401k Plan overview

Plan NamePENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728
Plan identification number 041

PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ACUITY BRANDS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ACUITY BRANDS, INC.
Employer identification number (EIN):582632672
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0412021-01-01
0412020-01-01
0412019-01-01
0412018-01-01PENNY MCBURNETT2019-10-15
0412018-01-01PENNY MCBURNETT2019-10-15
0412018-01-01PENNY MCBURNETT2019-12-02
0412017-01-01
0412016-01-01PENNY MCBURNETT
0412015-01-01PENNY MCBURNETT
0412014-01-01PENNY MCBURNETT
0412013-01-01JOEL JACKSON
0412012-01-01JOEL JACKSON
0412011-01-01JOEL JACKSON
0412009-01-01WILLIAM HARSHMAN
0412009-01-01WILLIAM HARSHMAN
0412009-01-01WILLIAM HARSHMAN
0412009-01-01WILLIAM HARSHMAN
0412009-01-01WILLIAM HARSHMAN

Plan Statistics for PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728

401k plan membership statisitcs for PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728

Measure Date Value
2021: PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2021 401k membership
Market value of plan assets2021-12-315,051,716
Acturial value of plan assets2021-12-314,546,545
Funding target for retired participants and beneficiaries receiving payment2021-12-311,960,399
Number of terminated vested participants2021-12-3129
Fundng target for terminated vested participants2021-12-31900,652
Active participant vested funding target2021-12-31831,159
Number of active participants2021-12-3123
Total funding liabilities for active participants2021-12-31868,080
Total participant count2021-12-3193
Total funding target for all participants2021-12-313,729,131
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3188,302
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0193
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2020 401k membership
Market value of plan assets2020-12-314,534,811
Acturial value of plan assets2020-12-314,296,482
Funding target for retired participants and beneficiaries receiving payment2020-12-311,793,184
Number of terminated vested participants2020-12-3128
Fundng target for terminated vested participants2020-12-31829,382
Active participant vested funding target2020-12-31879,042
Number of active participants2020-12-3125
Total funding liabilities for active participants2020-12-31916,096
Total participant count2020-12-3192
Total funding target for all participants2020-12-313,538,662
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3197,646
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31103,036
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3196,604
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0192
Total number of active participants reported on line 7a of the Form 55002020-01-0123
Number of retired or separated participants receiving benefits2020-01-0125
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0119
Total participants2020-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2019 401k membership
Market value of plan assets2019-12-313,829,553
Acturial value of plan assets2019-12-314,107,357
Funding target for retired participants and beneficiaries receiving payment2019-12-311,851,951
Number of terminated vested participants2019-12-3127
Fundng target for terminated vested participants2019-12-31722,349
Active participant vested funding target2019-12-31827,335
Number of active participants2019-12-3128
Total funding liabilities for active participants2019-12-31868,633
Total participant count2019-12-3195
Total funding target for all participants2019-12-313,442,933
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31103,924
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3197,646
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31109,534
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-3197,646
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0195
Total number of active participants reported on line 7a of the Form 55002019-01-0125
Number of retired or separated participants receiving benefits2019-01-0124
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0119
Total participants2019-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2018 401k membership
Market value of plan assets2018-12-314,233,860
Acturial value of plan assets2018-12-313,991,539
Funding target for retired participants and beneficiaries receiving payment2018-12-311,920,801
Number of terminated vested participants2018-12-3126
Fundng target for terminated vested participants2018-12-31734,617
Active participant vested funding target2018-12-31694,077
Number of active participants2018-12-3125
Total funding liabilities for active participants2018-12-31747,671
Total participant count2018-12-3194
Total funding target for all participants2018-12-313,403,089
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3196,007
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31101,623
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31101,746
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0194
Total number of active participants reported on line 7a of the Form 55002018-01-0128
Number of retired or separated participants receiving benefits2018-01-0126
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0118
Total participants2018-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2017 401k membership
Market value of plan assets2017-12-313,817,655
Acturial value of plan assets2017-12-313,849,795
Funding target for retired participants and beneficiaries receiving payment2017-12-311,869,836
Number of terminated vested participants2017-12-3128
Fundng target for terminated vested participants2017-12-31769,266
Active participant vested funding target2017-12-31551,605
Number of active participants2017-12-3125
Total funding liabilities for active participants2017-12-31630,381
Total participant count2017-12-3197
Total funding target for all participants2017-12-313,269,483
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31101,790
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3196,007
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3198,010
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3196,007
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0197
Total number of active participants reported on line 7a of the Form 55002017-01-0125
Number of retired or separated participants receiving benefits2017-01-0127
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0119
Total participants2017-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2016 401k membership
Market value of plan assets2016-12-313,775,486
Acturial value of plan assets2016-12-313,926,174
Funding target for retired participants and beneficiaries receiving payment2016-12-311,579,776
Number of terminated vested participants2016-12-3131
Fundng target for terminated vested participants2016-12-31765,172
Active participant vested funding target2016-12-31657,294
Number of active participants2016-12-3127
Total funding liabilities for active participants2016-12-31735,089
Total participant count2016-12-31100
Total funding target for all participants2016-12-313,080,037
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31180,473
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31191,753
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31104,858
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01100
Total number of active participants reported on line 7a of the Form 55002016-01-0125
Number of retired or separated participants receiving benefits2016-01-0128
Number of other retired or separated participants entitled to future benefits2016-01-0125
Total of all active and inactive participants2016-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0119
Total participants2016-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2015 401k membership
Total participants, beginning-of-year2015-01-01100
Total number of active participants reported on line 7a of the Form 55002015-01-0127
Number of retired or separated participants receiving benefits2015-01-0124
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0121
Total participants2015-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2014 401k membership
Total participants, beginning-of-year2014-01-01103
Total number of active participants reported on line 7a of the Form 55002014-01-0126
Number of retired or separated participants receiving benefits2014-01-0125
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0119
Total participants2014-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2013 401k membership
Total participants, beginning-of-year2013-01-01101
Total number of active participants reported on line 7a of the Form 55002013-01-0128
Number of retired or separated participants receiving benefits2013-01-0124
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0116
Total participants2013-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2012 401k membership
Total participants, beginning-of-year2012-01-0199
Total number of active participants reported on line 7a of the Form 55002012-01-0129
Number of retired or separated participants receiving benefits2012-01-0122
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0121
Total participants2012-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2011 401k membership
Total participants, beginning-of-year2011-01-01103
Total number of active participants reported on line 7a of the Form 55002011-01-0132
Number of retired or separated participants receiving benefits2011-01-0121
Number of other retired or separated participants entitled to future benefits2011-01-0126
Total of all active and inactive participants2011-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0120
Total participants2011-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2009 401k membership
Total participants, beginning-of-year2009-01-0191
Total number of active participants reported on line 7a of the Form 55002009-01-0146
Number of retired or separated participants receiving benefits2009-01-0122
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0115
Total participants2009-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728

Measure Date Value
2021 : PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2021 401k financial data
Transfers to/from the plan2021-12-31$-5,122,339
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$566
Total income from all sources2021-12-31$351,015
Expenses. Total of all expenses incurred2021-12-31$258,689
Benefits paid (including direct rollovers)2021-12-31$201,709
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$5,030,579
Value of fidelity bond covering the plan2021-12-31$20,000,000
Other income received2021-12-31$351,015
Net income (gross income less expenses)2021-12-31$92,326
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,030,013
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$56,980
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2020 401k financial data
Total plan liabilities at end of year2020-12-31$566
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$729,877
Expenses. Total of all expenses incurred2020-12-31$235,862
Benefits paid (including direct rollovers)2020-12-31$190,539
Total plan assets at end of year2020-12-31$5,030,579
Total plan assets at beginning of year2020-12-31$4,535,998
Value of fidelity bond covering the plan2020-12-31$20,000,000
Other income received2020-12-31$729,877
Net income (gross income less expenses)2020-12-31$494,015
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,030,013
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,535,998
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$45,323
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$521
Total income from all sources2019-12-31$933,608
Expenses. Total of all expenses incurred2019-12-31$226,642
Benefits paid (including direct rollovers)2019-12-31$178,198
Total plan assets at end of year2019-12-31$4,535,998
Total plan assets at beginning of year2019-12-31$3,829,553
Value of fidelity bond covering the plan2019-12-31$20,000,000
Other income received2019-12-31$829,684
Net income (gross income less expenses)2019-12-31$706,966
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,535,998
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,829,032
Total contributions received or receivable from employer(s)2019-12-31$103,924
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$48,444
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2018 401k financial data
Total plan liabilities at end of year2018-12-31$521
Total plan liabilities at beginning of year2018-12-31$521
Total income from all sources2018-12-31$-174,430
Expenses. Total of all expenses incurred2018-12-31$230,470
Benefits paid (including direct rollovers)2018-12-31$189,633
Total plan assets at end of year2018-12-31$3,829,553
Total plan assets at beginning of year2018-12-31$4,234,453
Value of fidelity bond covering the plan2018-12-31$20,000,000
Other income received2018-12-31$-174,430
Net income (gross income less expenses)2018-12-31$-404,900
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,829,032
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,233,932
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$40,837
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2017 401k financial data
Total plan liabilities at end of year2017-12-31$521
Total plan liabilities at beginning of year2017-12-31$488
Total income from all sources2017-12-31$653,531
Expenses. Total of all expenses incurred2017-12-31$236,766
Benefits paid (including direct rollovers)2017-12-31$194,056
Total plan assets at end of year2017-12-31$4,234,453
Total plan assets at beginning of year2017-12-31$3,817,655
Value of fidelity bond covering the plan2017-12-31$20,000,000
Other income received2017-12-31$551,741
Net income (gross income less expenses)2017-12-31$416,765
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,233,932
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,817,167
Total contributions received or receivable from employer(s)2017-12-31$101,790
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$42,710
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2016 401k financial data
Total plan liabilities at end of year2016-12-31$488
Total plan liabilities at beginning of year2016-12-31$899
Total income from all sources2016-12-31$280,475
Expenses. Total of all expenses incurred2016-12-31$239,309
Benefits paid (including direct rollovers)2016-12-31$197,072
Total plan assets at end of year2016-12-31$3,817,655
Total plan assets at beginning of year2016-12-31$3,776,900
Value of fidelity bond covering the plan2016-12-31$20,000,000
Expenses. Other expenses not covered elsewhere2016-12-31$6,400
Other income received2016-12-31$280,475
Net income (gross income less expenses)2016-12-31$41,166
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,817,167
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,776,001
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$35,837
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2015 401k financial data
Total plan liabilities at end of year2015-12-31$899
Total plan liabilities at beginning of year2015-12-31$1,485
Total income from all sources2015-12-31$245,252
Expenses. Total of all expenses incurred2015-12-31$230,990
Benefits paid (including direct rollovers)2015-12-31$173,789
Total plan assets at end of year2015-12-31$3,776,900
Total plan assets at beginning of year2015-12-31$3,763,224
Value of fidelity bond covering the plan2015-12-31$20,000,000
Other income received2015-12-31$55,258
Net income (gross income less expenses)2015-12-31$14,262
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,776,001
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,761,739
Total contributions received or receivable from employer(s)2015-12-31$189,994
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$57,201
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2014 401k financial data
Total plan liabilities at end of year2014-12-31$1,485
Total plan liabilities at beginning of year2014-12-31$9,688
Total income from all sources2014-12-31$475,577
Expenses. Total of all expenses incurred2014-12-31$230,975
Benefits paid (including direct rollovers)2014-12-31$179,484
Total plan assets at end of year2014-12-31$3,763,224
Total plan assets at beginning of year2014-12-31$3,526,825
Value of fidelity bond covering the plan2014-12-31$20,000,000
Other income received2014-12-31$263,656
Net income (gross income less expenses)2014-12-31$244,602
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,761,739
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,517,137
Total contributions received or receivable from employer(s)2014-12-31$211,921
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$51,491
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2013 401k financial data
Total plan liabilities at end of year2013-12-31$9,688
Total plan liabilities at beginning of year2013-12-31$7,969
Total income from all sources2013-12-31$708,109
Expenses. Total of all expenses incurred2013-12-31$227,719
Benefits paid (including direct rollovers)2013-12-31$179,829
Total plan assets at end of year2013-12-31$3,526,825
Total plan assets at beginning of year2013-12-31$3,044,716
Value of fidelity bond covering the plan2013-12-31$20,000,000
Other income received2013-12-31$519,992
Net income (gross income less expenses)2013-12-31$480,390
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,517,137
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,036,747
Total contributions received or receivable from employer(s)2013-12-31$188,117
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$47,890
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2012 401k financial data
Total plan liabilities at end of year2012-12-31$7,969
Total plan liabilities at beginning of year2012-12-31$17,182
Total income from all sources2012-12-31$565,655
Expenses. Total of all expenses incurred2012-12-31$208,117
Benefits paid (including direct rollovers)2012-12-31$174,813
Total plan assets at end of year2012-12-31$3,044,716
Total plan assets at beginning of year2012-12-31$2,696,391
Value of fidelity bond covering the plan2012-12-31$20,000,000
Other income received2012-12-31$309,045
Net income (gross income less expenses)2012-12-31$357,538
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,036,747
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,679,209
Total contributions received or receivable from employer(s)2012-12-31$256,610
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$33,304
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$17,182
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$36,419
Total income from all sources (including contributions)2011-12-31$223,010
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$215,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$169,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$177,196
Value of total assets at end of year2011-12-31$2,696,391
Value of total assets at beginning of year2011-12-31$2,708,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$45,933
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Administrative expenses (other) incurred2011-12-31$45,933
Liabilities. Value of operating payables at end of year2011-12-31$16,964
Liabilities. Value of operating payables at beginning of year2011-12-31$29,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$7,429
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,679,209
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,671,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$2,656,411
Value of interest in master investment trust accounts at beginning of year2011-12-31$2,672,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$177,196
Employer contributions (assets) at end of year2011-12-31$39,980
Employer contributions (assets) at beginning of year2011-12-31$35,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$169,648
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$218
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$6,459
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ARNOLD GALLIVAN LEVESQUE, P.C
Accountancy firm EIN2011-12-31260863073
2010 : PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$36,419
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,663
Total income from all sources (including contributions)2010-12-31$581,895
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$219,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$171,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$268,772
Value of total assets at end of year2010-12-31$2,708,199
Value of total assets at beginning of year2010-12-31$2,312,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$48,487
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$10,757
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Administrative expenses (other) incurred2010-12-31$8,305
Liabilities. Value of operating payables at end of year2010-12-31$29,960
Liabilities. Value of operating payables at beginning of year2010-12-31$2,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$362,171
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,671,780
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,309,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$29,425
Value of interest in master investment trust accounts at end of year2010-12-31$2,672,217
Value of interest in master investment trust accounts at beginning of year2010-12-31$2,292,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$268,772
Employer contributions (assets) at end of year2010-12-31$35,982
Employer contributions (assets) at beginning of year2010-12-31$19,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$171,237
Liabilities. Value of benefit claims payable at end of year2010-12-31$6,459
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ARNOLD GALLIVAN AND LEVESQUE, P.C.
Accountancy firm EIN2010-12-31260863073
2009 : PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728

2021: PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN OF LITHONIA LIGHTING COMPANY IBT LOCAL 728 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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