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B & W PANTEX 401(K) PLAN FOR BARGAINING EMPLOYEES 401k Plan overview

Plan NameB & W PANTEX 401(K) PLAN FOR BARGAINING EMPLOYEES
Plan identification number 012

B & W PANTEX 401(K) PLAN FOR BARGAINING EMPLOYEES Benefits

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

401k Sponsoring company profile

BABCOCK & WILCOX TECHNICAL SERVICES PANTEX, LLC, KNOWN AS B&W PANTEX has sponsored the creation of one or more 401k plans.

Company Name:BABCOCK & WILCOX TECHNICAL SERVICES PANTEX, LLC, KNOWN AS B&W PANTEX
Employer identification number (EIN):621813174
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan B & W PANTEX 401(K) PLAN FOR BARGAINING EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0122013-01-01PAM GONCE
0122012-01-01PAMELA GONCE PAMELA GONCE2013-10-15
0122011-01-01STEVEN LARSEN
0122010-01-01CATHY PROSSER
0122009-01-01CATHY PROSSER

Plan Statistics for B & W PANTEX 401(K) PLAN FOR BARGAINING EMPLOYEES

401k plan membership statisitcs for B & W PANTEX 401(K) PLAN FOR BARGAINING EMPLOYEES

Measure Date Value
2013: B & W PANTEX 401(K) PLAN FOR BARGAINING EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-011,750
Total number of active participants reported on line 7a of the Form 55002013-01-011,581
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-01467
Total of all active and inactive participants2013-01-012,054
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-012,060
Number of participants with account balances2013-01-011,991
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: B & W PANTEX 401(K) PLAN FOR BARGAINING EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-011,816
Total number of active participants reported on line 7a of the Form 55002012-01-011,639
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-0196
Total of all active and inactive participants2012-01-011,742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-011,750
Number of participants with account balances2012-01-011,679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: B & W PANTEX 401(K) PLAN FOR BARGAINING EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-011,689
Total number of active participants reported on line 7a of the Form 55002011-01-011,698
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-0193
Total of all active and inactive participants2011-01-011,799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0117
Total participants2011-01-011,816
Number of participants with account balances2011-01-011,728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: B & W PANTEX 401(K) PLAN FOR BARGAINING EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-01-011,693
Total number of active participants reported on line 7a of the Form 55002010-01-011,583
Number of retired or separated participants receiving benefits2010-01-019
Number of other retired or separated participants entitled to future benefits2010-01-0189
Total of all active and inactive participants2010-01-011,681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-018
Total participants2010-01-011,689
Number of participants with account balances2010-01-011,616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0115
2009: B & W PANTEX 401(K) PLAN FOR BARGAINING EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-011,777
Total number of active participants reported on line 7a of the Form 55002009-01-011,591
Number of retired or separated participants receiving benefits2009-01-0110
Number of other retired or separated participants entitled to future benefits2009-01-0188
Total of all active and inactive participants2009-01-011,689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-011,693
Number of participants with account balances2009-01-011,664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0118

Financial Data on B & W PANTEX 401(K) PLAN FOR BARGAINING EMPLOYEES

Measure Date Value
2013 : B & W PANTEX 401(K) PLAN FOR BARGAINING EMPLOYEES 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$22,156
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$44,099,814
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$16,860,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$16,744,332
Expenses. Certain deemed distributions of participant loans2013-12-31$-477
Value of total corrective distributions2013-12-31$2,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$16,019,111
Value of total assets at end of year2013-12-31$207,663,182
Value of total assets at beginning of year2013-12-31$180,401,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$114,047
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$442,915
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$10,016,591
Participant contributions at end of year2013-12-31$10,284,195
Participant contributions at beginning of year2013-12-31$10,366,228
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$669,405
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$33,368
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$27,239,441
Value of net assets at end of year (total assets less liabilities)2013-12-31$207,663,182
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$180,401,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$80,679
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$442,915
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$197,378,987
Value of interest in master investment trust accounts at beginning of year2013-12-31$170,035,357
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$5,333,115
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$16,744,332
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCCONNELL & JONES, LLP
Accountancy firm EIN2013-12-31760594870
2012 : B & W PANTEX 401(K) PLAN FOR BARGAINING EMPLOYEES 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$32,113,672
Total of all expenses incurred2012-12-31$10,102,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,949,825
Expenses. Certain deemed distributions of participant loans2012-12-31$5,495
Value of total corrective distributions2012-12-31$8,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$15,719,529
Value of total assets at end of year2012-12-31$180,401,585
Value of total assets at beginning of year2012-12-31$158,390,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$138,800
Total interest from all sources2012-12-31$426,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$10,055,094
Participant contributions at end of year2012-12-31$10,366,228
Participant contributions at beginning of year2012-12-31$8,638,657
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$270,726
Administrative expenses (other) incurred2012-12-31$84,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$22,010,826
Value of net assets at end of year (total assets less liabilities)2012-12-31$180,401,585
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$158,390,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$54,663
Interest on participant loans2012-12-31$426,200
Value of interest in master investment trust accounts at end of year2012-12-31$170,035,357
Value of interest in master investment trust accounts at beginning of year2012-12-31$149,752,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,393,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,949,825
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCCONNELL & JONES, LLP
Accountancy firm EIN2012-12-31760594870
2011 : B & W PANTEX 401(K) PLAN FOR BARGAINING EMPLOYEES 2011 401k financial data
Total transfer of assets to this plan2011-12-31$5,413
Total transfer of assets from this plan2011-12-31$296
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$11,951,274
Total of all expenses incurred2011-12-31$10,824,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,727,984
Expenses. Certain deemed distributions of participant loans2011-12-31$1,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,272,037
Value of total assets at end of year2011-12-31$158,390,759
Value of total assets at beginning of year2011-12-31$157,259,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$95,723
Total interest from all sources2011-12-31$398,832
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$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$9,084,398
Participant contributions at end of year2011-12-31$8,638,657
Participant contributions at beginning of year2011-12-31$8,586,636
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$251,563
Administrative expenses (other) incurred2011-12-31$54,467
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$1,126,522
Value of net assets at end of year (total assets less liabilities)2011-12-31$158,390,759
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$157,259,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$41,256
Interest on participant loans2011-12-31$398,832
Value of interest in master investment trust accounts at end of year2011-12-31$149,752,102
Value of interest in master investment trust accounts at beginning of year2011-12-31$148,672,484
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$4,936,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,727,984
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCCONNELL & JONES, LLP
Accountancy firm EIN2011-12-31760594870
2010 : B & W PANTEX 401(K) PLAN FOR BARGAINING EMPLOYEES 2010 401k financial data
Total transfer of assets from this plan2010-12-31$12,929
Total income from all sources (including contributions)2010-12-31$27,411,380
Total of all expenses incurred2010-12-31$7,388,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,278,215
Expenses. Certain deemed distributions of participant loans2010-12-31$806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,235,131
Value of total assets at end of year2010-12-31$157,259,120
Value of total assets at beginning of year2010-12-31$137,248,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$109,114
Total interest from all sources2010-12-31$465,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$8,767,147
Participant contributions at end of year2010-12-31$8,586,636
Participant contributions at beginning of year2010-12-31$7,870,987
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$257,632
Administrative expenses (other) incurred2010-12-31$91,101
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$20,023,245
Value of net assets at end of year (total assets less liabilities)2010-12-31$157,259,120
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$137,248,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$18,013
Interest on participant loans2010-12-31$465,593
Value of interest in master investment trust accounts at end of year2010-12-31$148,672,484
Value of interest in master investment trust accounts at beginning of year2010-12-31$129,377,817
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$4,210,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,278,215
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCCONNELL & JONES, LLP
Accountancy firm EIN2010-12-31760594870
2009 : B & W PANTEX 401(K) PLAN FOR BARGAINING EMPLOYEES 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 B & W PANTEX 401(K) PLAN FOR BARGAINING EMPLOYEES

2013: B & W PANTEX 401(K) PLAN FOR BARGAINING EMPLOYEES 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: B & W PANTEX 401(K) PLAN FOR BARGAINING EMPLOYEES 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: B & W PANTEX 401(K) PLAN FOR BARGAINING EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: B & W PANTEX 401(K) PLAN FOR BARGAINING EMPLOYEES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: B & W PANTEX 401(K) PLAN FOR BARGAINING EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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