Plan Name | SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES |
Plan identification number | 508 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
|
Company Name: | ALTRIA CLIENT SERVICES INC. |
Employer identification number (EIN): | 133379805 |
NAIC Classification: | 312200 |
NAIC Description: | Tobacco Manufacturing |
Additional information about ALTRIA CLIENT SERVICES INC.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2008-01-04 |
Company Identification Number: | 0688147 |
Legal Registered Office Address: |
HUNTON & WILLIAMS LLP 951 E BYRD ST RIVERFRONT PLZ E TWR RICHMOND United States of America (USA) 23219-4074 |
More information about ALTRIA CLIENT SERVICES INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
508 | 2014-01-01 | BARBARA GRIGAT | |||
508 | 2013-01-01 | BARBARA GRIGAT | |||
508 | 2012-01-01 | BARBARA GRIGAT | |||
508 | 2011-01-01 | SIDNEY SPENCER | |||
508 | 2009-01-01 | SIDNEY SPENCER |
Measure | Date | Value |
---|---|---|
2014: SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 9,006 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3,466 |
Total of all active and inactive participants | 2014-01-01 | 3,466 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 686 |
Total participants | 2014-01-01 | 4,152 |
2013: SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 8,137 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4,767 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3,558 |
Total of all active and inactive participants | 2013-01-01 | 8,325 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 681 |
Total participants | 2013-01-01 | 9,006 |
2012: SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 8,419 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5,029 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2,447 |
Total of all active and inactive participants | 2012-01-01 | 7,476 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 661 |
Total participants | 2012-01-01 | 8,137 |
2011: SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 8,372 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5,512 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2,248 |
Total of all active and inactive participants | 2011-01-01 | 7,760 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 659 |
Total participants | 2011-01-01 | 8,419 |
2009: SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 9,025 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5,211 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2,510 |
Total of all active and inactive participants | 2009-01-01 | 7,721 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 485 |
Total participants | 2009-01-01 | 8,206 |
Measure | Date | Value |
---|---|---|
2014 : SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $23,415 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $35,326 |
Total income from all sources (including contributions) | 2014-12-31 | $1,493,617 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $5,900,789 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $5,728,772 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,199 |
Value of total assets at end of year | 2014-12-31 | $11,305,296 |
Value of total assets at beginning of year | 2014-12-31 | $15,724,379 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $172,017 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $64,533 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $75,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $23,415 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $35,326 |
Administrative expenses (other) incurred | 2014-12-31 | $52 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-4,407,172 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $11,281,881 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $15,689,053 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $51,984 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $10,818,521 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $15,253,052 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $483,576 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $471,327 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $471,327 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $3,199 |
Employer contributions (assets) at end of year | 2014-12-31 | $3,199 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $5,728,772 |
Contract administrator fees | 2014-12-31 | $55,448 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2014-12-31 | 134008324 |
2013 : SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $35,326 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $29,976 |
Total income from all sources (including contributions) | 2013-12-31 | $3,096,243 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $5,652,461 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $5,401,064 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $15,724,379 |
Value of total assets at beginning of year | 2013-12-31 | $18,275,247 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $251,397 |
Total interest from all sources | 2013-12-31 | $0 |
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 year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $130,881 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $75,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $35,326 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $29,976 |
Administrative expenses (other) incurred | 2013-12-31 | $84 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-2,556,218 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $15,689,053 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $18,245,271 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $66,144 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $15,253,052 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $17,841,621 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $471,327 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $433,626 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $433,626 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $5,401,064 |
Contract administrator fees | 2013-12-31 | $54,288 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2013-12-31 | 134008324 |
2012 : SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2012 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $29,976 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $33,912 |
Total income from all sources (including contributions) | 2012-12-31 | $2,494,100 |
Total of all expenses incurred | 2012-12-31 | $5,609,028 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $5,391,328 |
Value of total assets at end of year | 2012-12-31 | $18,275,247 |
Value of total assets at beginning of year | 2012-12-31 | $21,394,111 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $217,700 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $74,766 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $75,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $29,976 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $33,912 |
Administrative expenses (other) incurred | 2012-12-31 | $116 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-3,114,928 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $18,245,271 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $21,360,199 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $83,568 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $17,841,621 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $16,812,669 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $433,626 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $420,961 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $420,961 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $4,160,481 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $5,391,328 |
Contract administrator fees | 2012-12-31 | $59,250 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2012-12-31 | 134008324 |
2011 : SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2011 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $33,912 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $34,418 |
Total income from all sources (including contributions) | 2011-12-31 | $5,345,939 |
Total of all expenses incurred | 2011-12-31 | $5,243,746 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $5,024,836 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,160,481 |
Value of total assets at end of year | 2011-12-31 | $21,394,111 |
Value of total assets at beginning of year | 2011-12-31 | $21,292,424 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $218,910 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $70,174 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $75,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $33,912 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $34,418 |
Administrative expenses (other) incurred | 2011-12-31 | $83 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $102,193 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $21,360,199 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $21,258,006 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $81,910 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $16,812,669 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $14,904,775 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $420,961 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $399,722 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $399,722 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $4,160,481 |
Employer contributions (assets) at end of year | 2011-12-31 | $4,160,481 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $5,987,927 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $5,024,836 |
Contract administrator fees | 2011-12-31 | $66,743 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2011-12-31 | 134008324 |
2010 : SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2010 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $34,418 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $23,513 |
Total income from all sources (including contributions) | 2010-12-31 | $7,713,441 |
Total of all expenses incurred | 2010-12-31 | $4,802,107 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $4,600,665 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $5,987,927 |
Value of total assets at end of year | 2010-12-31 | $21,292,424 |
Value of total assets at beginning of year | 2010-12-31 | $18,370,185 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $201,442 |
Administrative expenses professional fees incurred | 2010-12-31 | $71,934 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $75,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $2,024,514 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $34,418 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $23,513 |
Administrative expenses (other) incurred | 2010-12-31 | $159 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,911,334 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $21,258,006 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $18,346,672 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $69,789 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $14,904,775 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $13,669,517 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $399,722 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $378,408 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $378,408 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $5,987,927 |
Employer contributions (assets) at end of year | 2010-12-31 | $5,987,927 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $2,297,746 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $4,600,665 |
Contract administrator fees | 2010-12-31 | $59,560 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2010-12-31 | 134008324 |
2014: SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |