401k Plan data: THE AVIS RENT A CAR PUERTO RICO, INC. UNION PROFIT SHARING PLAN plan

THE AVIS RENT A CAR PUERTO RICO, INC. UNION PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE AVIS RENT A CAR PUERTO RICO, INC. UNION PROFIT SHARING PLAN
Plan identification number	002

THE AVIS RENT A CAR PUERTO RICO, INC. UNION PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE AVIS RENT A CAR PUERTO RICO INC has sponsored the creation of one or more 401k plans.

Company Name: THE AVIS RENT A CAR PUERTO RICO INC

Employer identification number (EIN): 660272760

NAIC Classification: 485210
NAIC Description: Interurban and Rural Bus Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE AVIS RENT A CAR PUERTO RICO, INC. UNION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 ROGER DEVERMAN
002 2012-01-01 ROGER DEVERMAN
002 2011-01-01 ROGER DEVERMAN
002 2009-01-01 ROGER DEVERMAN

Plan id#	Filing Submission Date	Name of Administrator
002	2013-01-01	ROGER DEVERMAN
002	2012-01-01	ROGER DEVERMAN
002	2011-01-01	ROGER DEVERMAN
002	2009-01-01	ROGER DEVERMAN

Plan Statistics for THE AVIS RENT A CAR PUERTO RICO, INC. UNION PROFIT SHARING PLAN

401k plan membership statisitcs for THE AVIS RENT A CAR PUERTO RICO, INC. UNION PROFIT SHARING PLAN

Measure Date Value
2013: THE AVIS RENT A CAR PUERTO RICO, INC. UNION PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 71
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 15
Total of all active and inactive participants 2013-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 86
Number of participants with account balances 2013-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: THE AVIS RENT A CAR PUERTO RICO, INC. UNION PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 95
Number of retired or separated participants receiving benefits 2012-01-01 8
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 103
Number of participants with account balances 2012-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE AVIS RENT A CAR PUERTO RICO, INC. UNION PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
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 0
Total of all active and inactive participants 2011-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 0
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE AVIS RENT A CAR PUERTO RICO, INC. UNION PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 97
Number of retired or separated participants receiving benefits 2009-01-01 3
Number of other retired or separated participants entitled to future benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 110
Number of participants with account balances 2009-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: THE AVIS RENT A CAR PUERTO RICO, INC. UNION PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	71
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	15
Total of all active and inactive participants	2013-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	86
Number of participants with account balances	2013-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: THE AVIS RENT A CAR PUERTO RICO, INC. UNION PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	95
Number of retired or separated participants receiving benefits	2012-01-01	8
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	103
Number of participants with account balances	2012-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE AVIS RENT A CAR PUERTO RICO, INC. UNION PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
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	0
Total of all active and inactive participants	2011-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	0
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE AVIS RENT A CAR PUERTO RICO, INC. UNION PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	97
Number of retired or separated participants receiving benefits	2009-01-01	3
Number of other retired or separated participants entitled to future benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	110
Number of participants with account balances	2009-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE AVIS RENT A CAR PUERTO RICO, INC. UNION PROFIT SHARING PLAN

Measure	Date	Value
2013 : THE AVIS RENT A CAR PUERTO RICO, INC. UNION PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$458,268
Expenses. Total of all expenses incurred	2013-12-31	$213,024
Benefits paid (including direct rollovers)	2013-12-31	$199,415
Total plan assets at end of year	2013-12-31	$1,340,634
Total plan assets at beginning of year	2013-12-31	$1,095,390
Value of fidelity bond covering the plan	2013-12-31	$0
Assets. Value of tangible personal property	2013-12-31	$0
Total contributions received or receivable from participants	2013-12-31	$145,645
Assets. Value of loans (other than to participants)	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$202,017
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$245,244
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,340,634
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,095,390
Assets. Value of participant loans	2013-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2013-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2013-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$0
Assets. Value of real-estate (other than employer real property)	2013-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$0
Assets. Value of employer securities	2013-12-31	$0
Assets. Value of employer real property	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$110,606
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$13,609
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2013-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : THE AVIS RENT A CAR PUERTO RICO, INC. UNION PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$1,091
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$328,883
Expenses. Total of all expenses incurred	2012-12-31	$115,976
Benefits paid (including direct rollovers)	2012-12-31	$104,457
Total plan assets at end of year	2012-12-31	$1,095,390
Total plan assets at beginning of year	2012-12-31	$881,392
Value of fidelity bond covering the plan	2012-12-31	$250,000,000
Assets. Value of tangible personal property	2012-12-31	$0
Total contributions received or receivable from participants	2012-12-31	$139,074
Assets. Value of loans (other than to participants)	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$81,396
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$212,907
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,095,390
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$881,392
Assets. Value of participant loans	2012-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2012-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2012-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$0
Assets. Value of real-estate (other than employer real property)	2012-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$0
Assets. Value of employer securities	2012-12-31	$0
Assets. Value of employer real property	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$108,413
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$11,519
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2012-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : THE AVIS RENT A CAR PUERTO RICO, INC. UNION PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$218,187
Expenses. Total of all expenses incurred	2011-12-31	$157,140
Benefits paid (including direct rollovers)	2011-12-31	$145,702
Total plan assets at end of year	2011-12-31	$881,392
Total plan assets at beginning of year	2011-12-31	$820,345
Value of fidelity bond covering the plan	2011-12-31	$250,000,000
Assets. Value of tangible personal property	2011-12-31	$0
Total contributions received or receivable from participants	2011-12-31	$120,679
Assets. Value of loans (other than to participants)	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$11,438
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-845
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$61,047
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$881,392
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$820,345
Assets. Value of participant loans	2011-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2011-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2011-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$0
Assets. Value of real-estate (other than employer real property)	2011-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$0
Assets. Value of employer securities	2011-12-31	$0
Assets. Value of employer real property	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$98,353
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2011-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE AVIS RENT A CAR PUERTO RICO, INC. UNION PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$282,428
Expenses. Total of all expenses incurred	2010-12-31	$110,440
Benefits paid (including direct rollovers)	2010-12-31	$100,329
Total plan assets at end of year	2010-12-31	$820,345
Total plan assets at beginning of year	2010-12-31	$648,357
Value of fidelity bond covering the plan	2010-12-31	$250,000,000
Assets. Value of tangible personal property	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$123,122
Assets. Value of loans (other than to participants)	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$10,111
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$59,513
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$171,988
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$820,345
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$648,357
Assets. Value of participant loans	2010-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2010-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2010-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$0
Assets. Value of real-estate (other than employer real property)	2010-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$0
Assets. Value of employer securities	2010-12-31	$0
Assets. Value of employer real property	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$99,793
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2010-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : THE AVIS RENT A CAR PUERTO RICO, INC. UNION PROFIT SHARING PLAN 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2009-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for THE AVIS RENT A CAR PUERTO RICO, INC. UNION PROFIT SHARING PLAN

2013: THE AVIS RENT A CAR PUERTO RICO, INC. UNION PROFIT SHARING PLAN 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	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE AVIS RENT A CAR PUERTO RICO, INC. UNION PROFIT SHARING PLAN 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	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE AVIS RENT A CAR PUERTO RICO, INC. UNION PROFIT SHARING PLAN 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	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE AVIS RENT A CAR PUERTO RICO, INC. UNION PROFIT SHARING PLAN 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	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

ING LIFE INSRUANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

CONTRACT NUMBER

Policy instance

Insurance contract or identification number	CONTRACT NUMBER
Number of Individuals Covered	0
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,344
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	3344
Insurance broker organization code?	3
Insurance broker name	RAFAEL BAERGA

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

648349

Policy instance

Insurance contract or identification number	648349
Number of Individuals Covered	0
Total amount of commissions paid to insurance broker	USD $2,572
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,572
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	RAFAEL BAERGA-AQUER, CHGC, CLU

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Company Name:	THE AVIS RENT A CAR PUERTO RICO INC
Employer identification number (EIN):	660272760
NAIC Classification:	485210
NAIC Description:	Interurban and Rural Bus Transportation