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SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES 401k Plan overview

Plan NameSOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES
Plan identification number 006

SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES 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).

401k Sponsoring company profile

SOO LINE RAILROAD COMPANY has sponsored the creation of one or more 401k plans.

Company Name:SOO LINE RAILROAD COMPANY
Employer identification number (EIN):416009079
NAIC Classification:482110
NAIC Description: Rail Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062017-01-01PAULA JONES PAULA JONES2018-10-04
0062016-01-01PAULA JONES PAULA JONES2017-10-06
0062015-01-01PAULA JONES PAULA JONES2016-10-11
0062014-01-01PAULA JONES PAULA JONES2015-10-12
0062013-01-01PAULA JONES PAULA JONES2014-10-15
0062012-01-01PAULA JONES PAULA JONES2013-10-14
0062011-01-01PAULA JONES
0062010-01-01RUSSELL THEIS
0062009-01-01RUSSELL THEIS
0062009-01-01RUSSELL THEIS

Plan Statistics for SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES

401k plan membership statisitcs for SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES

Measure Date Value
2017: SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES 2016 401k membership
Market value of plan assets2016-12-31145,426
Acturial value of plan assets2016-12-31151,735
Funding target for retired participants and beneficiaries receiving payment2016-12-3112,422
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-3194,883
Number of active participants2016-12-311
Total funding liabilities for active participants2016-12-3194,883
Total participant count2016-12-312
Total funding target for all participants2016-12-31107,305
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3157,241
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 balance2016-12-3157,241
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
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 elections2016-12-3157,098
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 cost2016-12-3139,633
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-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-012
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-0115
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-0123
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-0130
Total number of active participants reported on line 7a of the Form 55002012-01-0115
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-0132
Total number of active participants reported on line 7a of the Form 55002011-01-0122
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-01-0135
Total number of active participants reported on line 7a of the Form 55002010-01-0123
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-018
Total of all active and inactive participants2010-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-0141
Total number of active participants reported on line 7a of the Form 55002009-01-0126
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES

Measure Date Value
2017 : SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$3,075
Total income from all sources2017-12-31$1,251
Expenses. Total of all expenses incurred2017-12-31$25,655
Benefits paid (including direct rollovers)2017-12-31$16,339
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$27,479
Value of fidelity bond covering the plan2017-12-31$25,000,000
Other income received2017-12-31$1,251
Net income (gross income less expenses)2017-12-31$-24,404
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$24,404
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$9,316
2016 : SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES 2016 401k financial data
Total plan liabilities at end of year2016-12-31$3,075
Total plan liabilities at beginning of year2016-12-31$3,504
Total income from all sources2016-12-31$5,424
Expenses. Total of all expenses incurred2016-12-31$126,446
Benefits paid (including direct rollovers)2016-12-31$105,831
Total plan assets at end of year2016-12-31$27,479
Total plan assets at beginning of year2016-12-31$148,930
Value of fidelity bond covering the plan2016-12-31$25,000,000
Expenses. Other expenses not covered elsewhere2016-12-31$20,615
Other income received2016-12-31$5,424
Net income (gross income less expenses)2016-12-31$-121,022
Net plan assets at end of year (total assets less liabilities)2016-12-31$24,404
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$145,426
2015 : SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES 2015 401k financial data
Total income from all sources2015-12-31$-887
Expenses. Total of all expenses incurred2015-12-31$419,102
Benefits paid (including direct rollovers)2015-12-31$367,369
Total plan assets at end of year2015-12-31$145,426
Total plan assets at beginning of year2015-12-31$565,415
Value of fidelity bond covering the plan2015-12-31$25,000,000
Expenses. Other expenses not covered elsewhere2015-12-31$51,733
Other income received2015-12-31$-887
Net income (gross income less expenses)2015-12-31$-419,989
Net plan assets at end of year (total assets less liabilities)2015-12-31$145,426
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$565,415
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES 2014 401k financial data
Total income from all sources2014-12-31$41,280
Expenses. Total of all expenses incurred2014-12-31$644,116
Benefits paid (including direct rollovers)2014-12-31$614,113
Total plan assets at end of year2014-12-31$565,415
Total plan assets at beginning of year2014-12-31$1,168,251
Value of fidelity bond covering the plan2014-12-31$25,000,000
Expenses. Other expenses not covered elsewhere2014-12-31$30,003
Other income received2014-12-31$41,280
Net income (gross income less expenses)2014-12-31$-602,836
Net plan assets at end of year (total assets less liabilities)2014-12-31$565,415
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,168,251
Total contributions received or receivable from employer(s)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES 2013 401k financial data
Total income from all sources2013-12-31$254,313
Expenses. Total of all expenses incurred2013-12-31$592,731
Benefits paid (including direct rollovers)2013-12-31$564,833
Total plan assets at end of year2013-12-31$1,168,251
Total plan assets at beginning of year2013-12-31$1,506,669
Value of fidelity bond covering the plan2013-12-31$25,000,000
Expenses. Other expenses not covered elsewhere2013-12-31$27,898
Other income received2013-12-31$110,313
Net income (gross income less expenses)2013-12-31$-338,418
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,168,251
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,506,669
Total contributions received or receivable from employer(s)2013-12-31$144,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES 2012 401k financial data
Total income from all sources2012-12-31$447,234
Expenses. Total of all expenses incurred2012-12-31$504,931
Benefits paid (including direct rollovers)2012-12-31$476,430
Total plan assets at end of year2012-12-31$1,506,669
Total plan assets at beginning of year2012-12-31$1,564,366
Value of fidelity bond covering the plan2012-12-31$25,000,000
Expenses. Other expenses not covered elsewhere2012-12-31$28,501
Other income received2012-12-31$82,234
Net income (gross income less expenses)2012-12-31$-57,697
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,506,669
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,564,366
Total contributions received or receivable from employer(s)2012-12-31$365,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES 2011 401k financial data
Total income from all sources2011-12-31$188,528
Expenses. Total of all expenses incurred2011-12-31$62,592
Benefits paid (including direct rollovers)2011-12-31$33,661
Total plan assets at end of year2011-12-31$1,564,366
Total plan assets at beginning of year2011-12-31$1,438,430
Value of fidelity bond covering the plan2011-12-31$25,000,000
Expenses. Other expenses not covered elsewhere2011-12-31$28,931
Other income received2011-12-31$-6,472
Net income (gross income less expenses)2011-12-31$125,936
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,564,366
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,438,430
Total contributions received or receivable from employer(s)2011-12-31$195,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES 2010 401k financial data
Total income from all sources2010-12-31$311,734
Expenses. Total of all expenses incurred2010-12-31$268,866
Benefits paid (including direct rollovers)2010-12-31$230,396
Total plan assets at end of year2010-12-31$1,438,430
Total plan assets at beginning of year2010-12-31$1,395,562
Value of fidelity bond covering the plan2010-12-31$25,000,000
Expenses. Other expenses not covered elsewhere2010-12-31$38,470
Other income received2010-12-31$71,734
Net income (gross income less expenses)2010-12-31$42,868
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,438,430
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,395,562
Total contributions received or receivable from employer(s)2010-12-31$240,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : SOO LINE PENSION PLAN FOR TRAIN SERVICE 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 SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES

2017: SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES 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 filingYes
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: SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES 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: SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES 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: SOO LINE PENSION PLAN FOR TRAIN SERVICE EMPLOYEES 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: SOO LINE PENSION PLAN FOR TRAIN SERVICE 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: SOO LINE PENSION PLAN FOR TRAIN SERVICE 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: SOO LINE PENSION PLAN FOR TRAIN SERVICE 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: SOO LINE PENSION PLAN FOR TRAIN SERVICE 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: SOO LINE PENSION PLAN FOR TRAIN SERVICE 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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