Logo

B&W PANTEX RETIREMENT PLAN FOR BARGAINING UNIT MEMBERS OF THE PANTEX GUARDS UNION 401k Plan overview

Plan NameB&W PANTEX RETIREMENT PLAN FOR BARGAINING UNIT MEMBERS OF THE PANTEX GUARDS UNION
Plan identification number 008

B&W PANTEX RETIREMENT PLAN FOR BARGAINING UNIT MEMBERS OF THE PANTEX GUARDS UNION 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).

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 RETIREMENT PLAN FOR BARGAINING UNIT MEMBERS OF THE PANTEX GUARDS UNION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082013-01-01CHARLOTTE WILSON
0082012-01-01PHIL WITT
0082011-01-01STEVEN LARSEN
0082010-01-01CATHY PROSSER
0082009-01-01CATHY PROSSER

Plan Statistics for B&W PANTEX RETIREMENT PLAN FOR BARGAINING UNIT MEMBERS OF THE PANTEX GUARDS UNION

401k plan membership statisitcs for B&W PANTEX RETIREMENT PLAN FOR BARGAINING UNIT MEMBERS OF THE PANTEX GUARDS UNION

Measure Date Value
2013: B&W PANTEX RETIREMENT PLAN FOR BARGAINING UNIT MEMBERS OF THE PANTEX GUARDS UNION 2013 401k membership
Total participants, beginning-of-year2013-01-01583
Total number of active participants reported on line 7a of the Form 55002013-01-01640
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01117
Total of all active and inactive participants2013-01-01757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01757
2012: B&W PANTEX RETIREMENT PLAN FOR BARGAINING UNIT MEMBERS OF THE PANTEX GUARDS UNION 2012 401k membership
Total participants, beginning-of-year2012-01-01586
Total number of active participants reported on line 7a of the Form 55002012-01-01211
Number of retired or separated participants receiving benefits2012-01-01121
Number of other retired or separated participants entitled to future benefits2012-01-01238
Total of all active and inactive participants2012-01-01570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0113
Total participants2012-01-01583
2011: B&W PANTEX RETIREMENT PLAN FOR BARGAINING UNIT MEMBERS OF THE PANTEX GUARDS UNION 2011 401k membership
Total participants, beginning-of-year2011-01-01588
Total number of active participants reported on line 7a of the Form 55002011-01-01226
Number of retired or separated participants receiving benefits2011-01-01115
Number of other retired or separated participants entitled to future benefits2011-01-01233
Total of all active and inactive participants2011-01-01574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0112
Total participants2011-01-01586
2010: B&W PANTEX RETIREMENT PLAN FOR BARGAINING UNIT MEMBERS OF THE PANTEX GUARDS UNION 2010 401k membership
Total participants, beginning-of-year2010-01-01593
Total number of active participants reported on line 7a of the Form 55002010-01-01240
Number of retired or separated participants receiving benefits2010-01-01109
Number of other retired or separated participants entitled to future benefits2010-01-01227
Total of all active and inactive participants2010-01-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0112
Total participants2010-01-01588
2009: B&W PANTEX RETIREMENT PLAN FOR BARGAINING UNIT MEMBERS OF THE PANTEX GUARDS UNION 2009 401k membership
Total participants, beginning-of-year2009-01-01595
Total number of active participants reported on line 7a of the Form 55002009-01-01270
Number of retired or separated participants receiving benefits2009-01-01103
Number of other retired or separated participants entitled to future benefits2009-01-01211
Total of all active and inactive participants2009-01-01584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-019
Total participants2009-01-01593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on B&W PANTEX RETIREMENT PLAN FOR BARGAINING UNIT MEMBERS OF THE PANTEX GUARDS UNION

Measure Date Value
2013 : B&W PANTEX RETIREMENT PLAN FOR BARGAINING UNIT MEMBERS OF THE PANTEX GUARDS UNION 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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
Total income from all sources (including contributions)2013-12-31$7,468,469
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,229,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,167,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,776,622
Value of total assets at end of year2013-12-31$54,969,533
Value of total assets at beginning of year2013-12-31$48,730,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$62,239
Total interest from all sources2013-12-31$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 year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$46,094
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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
Administrative expenses (other) incurred2013-12-31$724
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
Value of net income/loss2013-12-31$6,238,803
Value of net assets at end of year (total assets less liabilities)2013-12-31$54,969,533
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$48,730,730
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
Value of interest in master investment trust accounts at end of year2013-12-31$54,969,533
Value of interest in master investment trust accounts at beginning of year2013-12-31$48,730,185
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
Contributions received in cash from employer2013-12-31$1,776,622
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,167,427
Contract administrator fees2013-12-31$15,421
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
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 L.L.P.
Accountancy firm EIN2013-12-31760488832
2012 : B&W PANTEX RETIREMENT PLAN FOR BARGAINING UNIT MEMBERS OF THE PANTEX GUARDS UNION 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$8,090,684
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,144,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,092,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,880,562
Value of total assets at end of year2012-12-31$48,730,730
Value of total assets at beginning of year2012-12-31$41,784,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$51,879
Total interest from all sources2012-12-31$0
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 year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$37,280
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
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$6,946,571
Value of net assets at end of year (total assets less liabilities)2012-12-31$48,730,730
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$41,784,159
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
Value of interest in master investment trust accounts at end of year2012-12-31$48,730,185
Value of interest in master investment trust accounts at beginning of year2012-12-31$41,275,000
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$2,880,562
Employer contributions (assets) at end of year2012-12-31$545
Employer contributions (assets) at beginning of year2012-12-31$509,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,092,234
Contract administrator fees2012-12-31$14,599
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 L.L.P.
Accountancy firm EIN2012-12-31760488832
2011 : B&W PANTEX RETIREMENT PLAN FOR BARGAINING UNIT MEMBERS OF THE PANTEX GUARDS UNION 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$3,416,934
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,074,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,018,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,307,928
Value of total assets at end of year2011-12-31$41,784,159
Value of total assets at beginning of year2011-12-31$39,441,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$56,105
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$40,958
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$732
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$2,342,225
Value of net assets at end of year (total assets less liabilities)2011-12-31$41,784,159
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$39,441,934
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
Value of interest in master investment trust accounts at end of year2011-12-31$41,275,000
Value of interest in master investment trust accounts at beginning of year2011-12-31$38,788,081
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$2,307,928
Employer contributions (assets) at end of year2011-12-31$509,159
Employer contributions (assets) at beginning of year2011-12-31$653,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,018,604
Contract administrator fees2011-12-31$14,415
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCCONNELL & JONES L.L.P.
Accountancy firm EIN2011-12-31760488832
2010 : B&W PANTEX RETIREMENT PLAN FOR BARGAINING UNIT MEMBERS OF THE PANTEX GUARDS UNION 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$0
Total income from all sources (including contributions)2010-12-31$6,461,625
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$991,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$920,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,472,102
Value of total assets at end of year2010-12-31$39,441,934
Value of total assets at beginning of year2010-12-31$33,971,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$70,208
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$52,363
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
Administrative expenses (other) incurred2010-12-31$1,601
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$5,470,597
Value of net assets at end of year (total assets less liabilities)2010-12-31$39,441,934
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$33,971,337
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 master investment trust accounts at end of year2010-12-31$38,788,081
Value of interest in master investment trust accounts at beginning of year2010-12-31$33,971,337
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$2,472,102
Employer contributions (assets) at end of year2010-12-31$653,853
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$920,820
Contract administrator fees2010-12-31$16,244
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCCONNELL & JONES L.L.P.
Accountancy firm EIN2010-12-31760488832
2009 : B&W PANTEX RETIREMENT PLAN FOR BARGAINING UNIT MEMBERS OF THE PANTEX GUARDS UNION 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 RETIREMENT PLAN FOR BARGAINING UNIT MEMBERS OF THE PANTEX GUARDS UNION

2013: B&W PANTEX RETIREMENT PLAN FOR BARGAINING UNIT MEMBERS OF THE PANTEX GUARDS UNION 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 RETIREMENT PLAN FOR BARGAINING UNIT MEMBERS OF THE PANTEX GUARDS UNION 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 RETIREMENT PLAN FOR BARGAINING UNIT MEMBERS OF THE PANTEX GUARDS UNION 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 RETIREMENT PLAN FOR BARGAINING UNIT MEMBERS OF THE PANTEX GUARDS UNION 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 RETIREMENT PLAN FOR BARGAINING UNIT MEMBERS OF THE PANTEX GUARDS UNION 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

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup