OFFICEMAX INC., A WHOLLY OWNED SUBSIDIARY OF THE ODP CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OFFICEMAX CONSOLIDATED PENSION PLAN
Measure | Date | Value |
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2022: OFFICEMAX CONSOLIDATED PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 836,191,470 |
Acturial value of plan assets | 2022-12-31 | 817,512,266 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 577,641,508 |
Number of terminated vested participants | 2022-12-31 | 1,567 |
Fundng target for terminated vested participants | 2022-12-31 | 63,886,222 |
Active participant vested funding target | 2022-12-31 | 17,713,055 |
Number of active participants | 2022-12-31 | 400 |
Total funding liabilities for active participants | 2022-12-31 | 18,316,050 |
Total participant count | 2022-12-31 | 13,229 |
Total funding target for all participants | 2022-12-31 | 659,843,780 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 23,347,771 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 23,347,771 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 23,810,057 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 1,942,705 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 13,082 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 369 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 8,189 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1,434 |
Total of all active and inactive participants | 2022-01-01 | 9,992 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 2,485 |
Total participants | 2022-01-01 | 12,477 |
2021: OFFICEMAX CONSOLIDATED PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 894,261,680 |
Acturial value of plan assets | 2021-12-31 | 804,835,512 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 616,913,827 |
Number of terminated vested participants | 2021-12-31 | 1,653 |
Fundng target for terminated vested participants | 2021-12-31 | 64,693,538 |
Active participant vested funding target | 2021-12-31 | 19,227,140 |
Number of active participants | 2021-12-31 | 448 |
Total funding liabilities for active participants | 2021-12-31 | 19,975,081 |
Total participant count | 2021-12-31 | 13,934 |
Total funding target for all participants | 2021-12-31 | 701,582,446 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 19,919,606 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 19,919,606 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 23,347,771 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 2,902,558 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 13,637 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 400 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 8,637 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1,518 |
Total of all active and inactive participants | 2021-01-01 | 10,555 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 2,527 |
Total participants | 2021-01-01 | 13,082 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: OFFICEMAX CONSOLIDATED PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 839,750,931 |
Acturial value of plan assets | 2020-12-31 | 790,553,511 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 669,788,160 |
Number of terminated vested participants | 2020-12-31 | 1,684 |
Fundng target for terminated vested participants | 2020-12-31 | 62,911,616 |
Active participant vested funding target | 2020-12-31 | 22,823,053 |
Number of active participants | 2020-12-31 | 530 |
Total funding liabilities for active participants | 2020-12-31 | 23,813,199 |
Total participant count | 2020-12-31 | 14,743 |
Total funding target for all participants | 2020-12-31 | 756,512,975 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 20,188,963 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 3,539,395 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 16,649,568 |
Present value of excess contributions | 2020-12-31 | 396 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 474 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 19,919,606 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 5,526,896 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 14,579 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 448 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 9,145 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1,603 |
Total of all active and inactive participants | 2020-01-01 | 11,196 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 2,441 |
Total participants | 2020-01-01 | 13,637 |
Number of participants with account balances | 2020-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: OFFICEMAX CONSOLIDATED PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 252,841,778 |
Acturial value of plan assets | 2019-12-31 | 265,417,946 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 230,917,095 |
Number of terminated vested participants | 2019-12-31 | 642 |
Fundng target for terminated vested participants | 2019-12-31 | 20,054,760 |
Active participant vested funding target | 2019-12-31 | 0 |
Number of active participants | 2019-12-31 | 0 |
Total funding liabilities for active participants | 2019-12-31 | 0 |
Total participant count | 2019-12-31 | 6,520 |
Total funding target for all participants | 2019-12-31 | 250,971,855 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 16,387,636 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 16,387,636 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 15,646,915 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 1,558,497 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 1,200,824 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 1,753,616 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 1,753,616 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 6,445 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 530 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 9,796 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1,634 |
Total of all active and inactive participants | 2019-01-01 | 11,960 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 2,619 |
Total participants | 2019-01-01 | 14,579 |
Number of participants with account balances | 2019-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: OFFICEMAX CONSOLIDATED PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 293,412,310 |
Acturial value of plan assets | 2018-12-31 | 281,430,268 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 233,176,867 |
Number of terminated vested participants | 2018-12-31 | 695 |
Fundng target for terminated vested participants | 2018-12-31 | 20,753,068 |
Active participant vested funding target | 2018-12-31 | 0 |
Number of active participants | 2018-12-31 | 0 |
Total funding liabilities for active participants | 2018-12-31 | 0 |
Total participant count | 2018-12-31 | 6,795 |
Total funding target for all participants | 2018-12-31 | 253,929,935 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 14,843,873 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 14,843,873 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 16,387,636 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 783,374 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 6,718 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 4,329 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 620 |
Total of all active and inactive participants | 2018-01-01 | 4,949 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1,496 |
Total participants | 2018-01-01 | 6,445 |
Number of participants with account balances | 2018-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: OFFICEMAX CONSOLIDATED PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 293,659,878 |
Acturial value of plan assets | 2017-12-31 | 299,742,555 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 245,107,019 |
Number of terminated vested participants | 2017-12-31 | 728 |
Fundng target for terminated vested participants | 2017-12-31 | 20,832,130 |
Active participant vested funding target | 2017-12-31 | 0 |
Number of active participants | 2017-12-31 | 0 |
Total funding liabilities for active participants | 2017-12-31 | 0 |
Total participant count | 2017-12-31 | 7,033 |
Total funding target for all participants | 2017-12-31 | 265,939,149 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 13,739,238 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 13,739,238 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 14,843,873 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 1,182,161 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 7,033 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 4,526 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 676 |
Total of all active and inactive participants | 2017-01-01 | 5,202 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1,516 |
Total participants | 2017-01-01 | 6,718 |
Number of participants with account balances | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: OFFICEMAX CONSOLIDATED PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 307,276,369 |
Acturial value of plan assets | 2016-12-31 | 324,030,771 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 255,446,625 |
Number of terminated vested participants | 2016-12-31 | 1,062 |
Fundng target for terminated vested participants | 2016-12-31 | 27,985,751 |
Active participant vested funding target | 2016-12-31 | 0 |
Number of active participants | 2016-12-31 | 0 |
Total funding liabilities for active participants | 2016-12-31 | 0 |
Total participant count | 2016-12-31 | 7,600 |
Total funding target for all participants | 2016-12-31 | 283,432,376 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 14,298,302 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 14,298,302 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 13,739,238 |
Total employer contributions | 2016-12-31 | 0 |
Total employee contributions | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 1,568,632 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 7,600 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 4,766 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 709 |
Total of all active and inactive participants | 2016-01-01 | 5,475 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1,558 |
Total participants | 2016-01-01 | 7,033 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: OFFICEMAX CONSOLIDATED PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 7,876 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 4,995 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1,033 |
Total of all active and inactive participants | 2015-01-01 | 6,028 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1,572 |
Total participants | 2015-01-01 | 7,600 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: OFFICEMAX CONSOLIDATED PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 8,195 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 5,188 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1,111 |
Total of all active and inactive participants | 2014-01-01 | 6,299 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1,577 |
Total participants | 2014-01-01 | 7,876 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: OFFICEMAX CONSOLIDATED PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 8,475 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 5,419 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1,215 |
Total of all active and inactive participants | 2013-01-01 | 6,634 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1,561 |
Total participants | 2013-01-01 | 8,195 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: OFFICEMAX CONSOLIDATED PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 10,354 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 5,656 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1,286 |
Total of all active and inactive participants | 2012-01-01 | 6,942 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1,533 |
Total participants | 2012-01-01 | 8,475 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: OFFICEMAX CONSOLIDATED PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 775 |
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 | 5,766 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3,027 |
Total of all active and inactive participants | 2011-01-01 | 8,793 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1,561 |
Total participants | 2011-01-01 | 10,354 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: OFFICEMAX CONSOLIDATED PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 840 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 486 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 134 |
Total of all active and inactive participants | 2009-01-01 | 620 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 187 |
Total participants | 2009-01-01 | 807 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : OFFICEMAX CONSOLIDATED PENSION PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $772,487 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $909,904 |
Total income from all sources (including contributions) | 2022-12-31 | $-139,294,094 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $72,445,495 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $69,529,924 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $625,782,257 |
Value of total assets at beginning of year | 2022-12-31 | $837,659,263 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,915,571 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $73,001 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $772,487 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $909,904 |
Administrative expenses (other) incurred | 2022-12-31 | $1,170,825 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-211,739,589 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $625,009,770 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $836,749,359 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $786,285 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $625,755,033 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $837,634,279 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $27,224 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $24,984 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $69,529,924 |
Contract administrator fees | 2022-12-31 | $885,460 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MARCUM LLP |
Accountancy firm EIN | 2022-12-31 | 111986323 |
2021 : OFFICEMAX CONSOLIDATED PENSION PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $909,904 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,006,299 |
Total income from all sources (including contributions) | 2021-12-31 | $18,379,183 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $76,346,387 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $72,409,662 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $837,659,263 |
Value of total assets at beginning of year | 2021-12-31 | $895,722,862 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,936,725 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $69,525 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $909,904 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $1,006,299 |
Administrative expenses (other) incurred | 2021-12-31 | $1,766,805 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-57,967,204 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $836,749,359 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $894,716,563 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $1,250,010 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $837,634,279 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $895,699,045 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $24,984 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $23,817 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $72,409,662 |
Contract administrator fees | 2021-12-31 | $850,385 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | MARCUM LLP |
Accountancy firm EIN | 2021-12-31 | 111986323 |
2020 : OFFICEMAX CONSOLIDATED PENSION PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,006,299 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,101,683 |
Total income from all sources (including contributions) | 2020-12-31 | $137,671,358 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $83,540,953 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $76,548,700 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $895,722,862 |
Value of total assets at beginning of year | 2020-12-31 | $841,687,841 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $6,992,253 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $61,592 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $1,006,299 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $1,101,683 |
Administrative expenses (other) incurred | 2020-12-31 | $5,157,478 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $54,130,405 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $894,716,563 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $840,586,158 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $697,672 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $895,699,045 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $834,742,595 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $23,817 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $22,938 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $6,922,308 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $76,548,700 |
Contract administrator fees | 2020-12-31 | $1,075,511 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | MARCUM LLP |
Accountancy firm EIN | 2020-12-31 | 111986323 |
2019 : OFFICEMAX CONSOLIDATED PENSION PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $555,910,924 |
Total transfer of assets to this plan | 2019-12-31 | $555,910,924 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,101,683 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,101,683 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $133,273 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $133,273 |
Total income from all sources (including contributions) | 2019-12-31 | $58,721,364 |
Total income from all sources (including contributions) | 2019-12-31 | $58,721,364 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $30,570,689 |
Total of all expenses incurred | 2019-12-31 | $30,570,689 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $28,370,650 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $28,370,650 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $6,922,308 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $6,922,308 |
Value of total assets at end of year | 2019-12-31 | $841,687,841 |
Value of total assets at end of year | 2019-12-31 | $841,687,841 |
Value of total assets at beginning of year | 2019-12-31 | $256,657,832 |
Value of total assets at beginning of year | 2019-12-31 | $256,657,832 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,200,039 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $9,013 |
Administrative expenses professional fees incurred | 2019-12-31 | $9,013 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $1,101,683 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $1,101,683 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $133,273 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $133,273 |
Administrative expenses (other) incurred | 2019-12-31 | $1,367,507 |
Administrative expenses (other) incurred | 2019-12-31 | $1,367,507 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $28,150,675 |
Value of net income/loss | 2019-12-31 | $28,150,675 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $840,586,158 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $840,586,158 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $256,524,559 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $256,524,559 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $396,681 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $834,742,595 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $834,742,595 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $256,657,832 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $256,657,832 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $22,938 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $22,938 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $6,922,308 |
Contributions received in cash from employer | 2019-12-31 | $6,922,308 |
Employer contributions (assets) at end of year | 2019-12-31 | $6,922,308 |
Employer contributions (assets) at end of year | 2019-12-31 | $6,922,308 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $28,370,650 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $28,370,650 |
Contract administrator fees | 2019-12-31 | $426,838 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MARCUM LLP |
Accountancy firm name | 2019-12-31 | MARCUM LLP |
Accountancy firm EIN | 2019-12-31 | 111986323 |
Accountancy firm EIN | 2019-12-31 | 111986323 |
2018 : OFFICEMAX CONSOLIDATED PENSION PLAN 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $4 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $4 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $133,273 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $73,281 |
Total income from all sources (including contributions) | 2018-12-31 | $-14,776,934 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $28,242,963 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $27,125,150 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $256,657,832 |
Value of total assets at beginning of year | 2018-12-31 | $299,617,737 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,117,813 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $54,709 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $133,273 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $73,281 |
Other income not declared elsewhere | 2018-12-31 | $98,781 |
Administrative expenses (other) incurred | 2018-12-31 | $497,768 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-43,019,897 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $256,524,559 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $299,544,456 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $292,763 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $256,657,832 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $299,617,737 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $27,125,150 |
Contract administrator fees | 2018-12-31 | $272,573 |
Did the plan have assets held for investment | 2018-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MARCUM LLP |
Accountancy firm EIN | 2018-12-31 | 111986323 |
2017 : OFFICEMAX CONSOLIDATED PENSION PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $73,281 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $236,558 |
Total income from all sources (including contributions) | 2017-12-31 | $35,795,400 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $29,920,723 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $28,229,608 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
Value of total assets at end of year | 2017-12-31 | $299,617,737 |
Value of total assets at beginning of year | 2017-12-31 | $293,906,337 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,691,115 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $38,625 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $73,281 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $236,558 |
Administrative expenses (other) incurred | 2017-12-31 | $828,788 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $5,874,677 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $299,544,456 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $293,669,779 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $559,287 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $299,617,737 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $293,906,337 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $28,229,608 |
Contract administrator fees | 2017-12-31 | $264,415 |
Did the plan have assets held for investment | 2017-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MARCUM LLP |
Accountancy firm EIN | 2017-12-31 | 111986323 |
2016 : OFFICEMAX CONSOLIDATED PENSION PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $236,558 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $181,538 |
Total income from all sources (including contributions) | 2016-12-31 | $24,054,501 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $37,661,091 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $35,164,224 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $293,906,337 |
Value of total assets at beginning of year | 2016-12-31 | $307,457,907 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,496,867 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $67,488 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $20,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $236,558 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $181,538 |
Administrative expenses (other) incurred | 2016-12-31 | $1,541,310 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-13,606,590 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $293,669,779 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $307,276,369 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $488,365 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $293,906,337 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $307,457,907 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $35,164,224 |
Contract administrator fees | 2016-12-31 | $399,704 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MARCUM LLP |
Accountancy firm EIN | 2016-12-31 | 111986323 |
2015 : OFFICEMAX CONSOLIDATED PENSION PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $181,538 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $254,398 |
Total income from all sources (including contributions) | 2015-12-31 | $-12,258,071 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $32,148,159 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $30,681,922 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $307,457,907 |
Value of total assets at beginning of year | 2015-12-31 | $351,936,997 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,466,237 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $40,718 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $20,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $181,538 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $254,398 |
Administrative expenses (other) incurred | 2015-12-31 | $777,267 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-44,406,230 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $307,276,369 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $351,682,599 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $503,880 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $307,457,907 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $351,936,997 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $30,681,922 |
Contract administrator fees | 2015-12-31 | $144,372 |
Did the plan have assets held for investment | 2015-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MARCUM LLP |
Accountancy firm EIN | 2015-12-31 | 111986323 |
2014 : OFFICEMAX CONSOLIDATED PENSION PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $254,398 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $229,771 |
Total income from all sources (including contributions) | 2014-12-31 | $37,791,749 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $34,083,145 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $32,157,205 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $351,936,997 |
Value of total assets at beginning of year | 2014-12-31 | $348,203,766 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,925,940 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $40,008 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $20,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $254,398 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $229,771 |
Other income not declared elsewhere | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $926,929 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $3,708,604 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $351,682,599 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $347,973,995 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $651,785 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $351,936,997 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $348,203,766 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $0 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $32,157,205 |
Contract administrator fees | 2014-12-31 | $307,218 |
Did the plan have assets held for investment | 2014-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | KPMG, LLP |
Accountancy firm EIN | 2014-12-31 | 135565207 |
2013 : OFFICEMAX CONSOLIDATED PENSION PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $229,771 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $509,573 |
Total income from all sources (including contributions) | 2013-12-31 | $36,630,343 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $34,912,152 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $33,022,501 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $348,203,766 |
Value of total assets at beginning of year | 2013-12-31 | $346,765,377 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,889,651 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $53,493 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $20,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $229,771 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $509,573 |
Other income not declared elsewhere | 2013-12-31 | $-123,449 |
Administrative expenses (other) incurred | 2013-12-31 | $649,871 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,718,191 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $347,973,995 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $346,255,804 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $676,076 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $348,203,766 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $340,579,435 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $6,185,942 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $0 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $33,022,501 |
Contract administrator fees | 2013-12-31 | $510,211 |
Did the plan have assets held for investment | 2013-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | KPMG, LLP |
Accountancy firm EIN | 2013-12-31 | 135565207 |
2012 : OFFICEMAX CONSOLIDATED PENSION PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $509,573 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $237,735 |
Total income from all sources (including contributions) | 2012-12-31 | $60,529,267 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $70,690,038 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $68,190,794 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
Value of total assets at end of year | 2012-12-31 | $346,765,377 |
Value of total assets at beginning of year | 2012-12-31 | $356,654,310 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,499,244 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $138,917 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $20,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $509,573 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $237,735 |
Other income not declared elsewhere | 2012-12-31 | $534,197 |
Administrative expenses (other) incurred | 2012-12-31 | $930,945 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-10,160,771 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $346,255,804 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $356,416,575 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $728,511 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $340,579,435 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $349,578,048 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $6,185,942 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $5,660,245 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,416,017 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $68,190,794 |
Contract administrator fees | 2012-12-31 | $700,871 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | KPMG, LLP |
Accountancy firm EIN | 2012-12-31 | 135565207 |
2011 : OFFICEMAX CONSOLIDATED PENSION PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $320,594,343 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $237,735 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $40,523 |
Total income from all sources (including contributions) | 2011-12-31 | $630,154 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $3,832,363 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,581,235 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
Value of total assets at end of year | 2011-12-31 | $356,654,310 |
Value of total assets at beginning of year | 2011-12-31 | $39,064,964 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $251,128 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $27,402 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $20,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $5,660,245 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $237,735 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $40,523 |
Administrative expenses (other) incurred | 2011-12-31 | $44,573 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-3,202,209 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $356,416,575 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $39,024,441 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $88,646 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $349,578,048 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $39,064,964 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $0 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,416,017 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,581,235 |
Contract administrator fees | 2011-12-31 | $90,507 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | KPMG LLP |
Accountancy firm EIN | 2011-12-31 | 135565207 |
2010 : OFFICEMAX CONSOLIDATED PENSION PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $40,523 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $27,024 |
Total income from all sources (including contributions) | 2010-12-31 | $5,840,986 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $3,894,193 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,727,516 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
Value of total assets at end of year | 2010-12-31 | $39,064,964 |
Value of total assets at beginning of year | 2010-12-31 | $37,104,672 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $166,677 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $4,858 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $20,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $40,523 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $27,024 |
Administrative expenses (other) incurred | 2010-12-31 | $43,978 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,946,793 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $39,024,441 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $37,077,648 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $79,178 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $39,064,964 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $37,104,672 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,727,516 |
Contract administrator fees | 2010-12-31 | $38,663 |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | KPMG LLP |
Accountancy firm EIN | 2010-12-31 | 135565207 |