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THE PEP BOYS - MANNY, MOE & JACK PENSION PLAN 401k Plan overview

Plan NameTHE PEP BOYS - MANNY, MOE & JACK PENSION PLAN
Plan identification number 001

THE PEP BOYS - MANNY, MOE & JACK PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

THE PEP BOYS - MANNY, MOE AND JACK has sponsored the creation of one or more 401k plans.

Company Name:THE PEP BOYS - MANNY, MOE AND JACK
Employer identification number (EIN):230962915
NAIC Classification:441300
NAIC Description: Automotive Parts, Accessories, and Tire Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PEP BOYS - MANNY, MOE & JACK PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01BERNARD K. MCELROY2014-04-23 BERNARD K MCELROY2014-04-23
0012012-01-01BERNARD MCELROY BERNARD MCELROY2013-10-14
0012011-01-01TROY FEE BERNARD MCELROY2012-10-16
0012009-01-01TROY FEE BERNARD MCELROY2010-10-15

Plan Statistics for THE PEP BOYS - MANNY, MOE & JACK PENSION PLAN

401k plan membership statisitcs for THE PEP BOYS - MANNY, MOE & JACK PENSION PLAN

Measure Date Value
2012: THE PEP BOYS - MANNY, MOE & JACK PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,004
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE PEP BOYS - MANNY, MOE & JACK PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,078
Total number of active participants reported on line 7a of the Form 55002011-01-01494
Number of retired or separated participants receiving benefits2011-01-01562
Number of other retired or separated participants entitled to future benefits2011-01-011,825
Total of all active and inactive participants2011-01-012,881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01123
Total participants2011-01-013,004
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE PEP BOYS - MANNY, MOE & JACK PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,111
Total number of active participants reported on line 7a of the Form 55002009-01-01531
Number of retired or separated participants receiving benefits2009-01-01487
Number of other retired or separated participants entitled to future benefits2009-01-011,990
Total of all active and inactive participants2009-01-013,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0193
Total participants2009-01-013,101
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE PEP BOYS - MANNY, MOE & JACK PENSION PLAN

Measure Date Value
2012 : THE PEP BOYS - MANNY, MOE & JACK PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$17,300,839
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$59,929,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$59,500,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$14,153,863
Value of total assets at end of year2012-12-31$10,254
Value of total assets at beginning of year2012-12-31$42,638,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$428,303
Total interest from all sources2012-12-31$85,508
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$86,768
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$253
Administrative expenses (other) incurred2012-12-31$341,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-42,628,232
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,254
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$42,638,486
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$0
Value of interest in common/collective trusts at beginning of year2012-12-31$41,082,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$10,001
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$40,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$40,947
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$85,508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,515,242
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$36,148,500
Net investment gain or loss from common/collective trusts2012-12-31$3,061,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$14,153,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$23,352,268
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 name2012-12-31PARENTE BEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : THE PEP BOYS - MANNY, MOE & JACK PENSION PLAN 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$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$2,609,556
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,113,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,658,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$42,638,486
Value of total assets at beginning of year2011-12-31$42,142,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$454,901
Total interest from all sources2011-12-31$83,693
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 year2011-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$179,649
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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
Administrative expenses (other) incurred2011-12-31$190,877
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$496,431
Value of net assets at end of year (total assets less liabilities)2011-12-31$42,638,486
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$42,142,055
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$84,375
Value of interest in common/collective trusts at end of year2011-12-31$41,082,297
Value of interest in common/collective trusts at beginning of year2011-12-31$37,687,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$40,947
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$48,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$48,770
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$83,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,515,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,405,577
Net investment gain or loss from common/collective trusts2011-12-31$2,525,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Employer contributions (assets) at beginning of year2011-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,658,224
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 name2011-12-31PARENTE BEARD LLC
Accountancy firm EIN2011-12-31232932984
2010 : THE PEP BOYS - MANNY, MOE & JACK PENSION PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$35,115
Total income from all sources (including contributions)2010-12-31$11,961,425
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,089,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,627,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,000,000
Value of total assets at end of year2010-12-31$42,142,055
Value of total assets at beginning of year2010-12-31$32,305,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$462,274
Total interest from all sources2010-12-31$165
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$35,115
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$462,274
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$29,051
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$9,871,771
Value of net assets at end of year (total assets less liabilities)2010-12-31$42,142,055
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$32,270,284
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
Value of interest in common/collective trusts at end of year2010-12-31$37,687,708
Value of interest in common/collective trusts at beginning of year2010-12-31$31,245,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$48,770
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$7,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$7,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,405,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,022,755
Net investment gain or loss from common/collective trusts2010-12-31$3,961,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$8,000,000
Employer contributions (assets) at end of year2010-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,627,380
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 name2010-12-31PARENTE BEARD LLC
Accountancy firm EIN2010-12-31232932984
2009 : THE PEP BOYS - MANNY, MOE & JACK PENSION PLAN 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 THE PEP BOYS - MANNY, MOE & JACK PENSION PLAN

2012: THE PEP BOYS - MANNY, MOE & JACK PENSION PLAN 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 planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE PEP BOYS - MANNY, MOE & JACK PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE PEP BOYS - MANNY, MOE & JACK PENSION PLAN 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 planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC434ASSN2
Policy instance 1
Insurance contract or identification numberGAC434ASSN2
Number of Individuals Covered2339
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC434ASSN2
Policy instance 1
Insurance contract or identification numberGAC434ASSN2
Number of Individuals Covered668
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 434 ASSN 2
Policy instance 1
Insurance contract or identification numberGAC 434 ASSN 2
Number of Individuals Covered622
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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