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OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 401k Plan overview

Plan NameOFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES
Plan identification number 007

OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OFFICEMAX INC., A WHOLLY OWNED SUBSIDIARY OF THE ODP CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:OFFICEMAX INC., A WHOLLY OWNED SUBSIDIARY OF THE ODP CORPORATION
Employer identification number (EIN):820100960
NAIC Classification:453210
NAIC Description:Office Supplies and Stationery Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072019-01-01
0072018-01-01
0072017-01-01MATT VONDETTE MATT VONDETTE2018-10-15
0072016-01-01MATT VONDETTE MATT VONDETTE2017-10-16
0072015-01-01FRANK LAPLACA RICHELLE ASCHENBRENNER2016-10-13
0072014-01-01FRANK LAPLACA RICHELLE ASCHENBRENNER2015-10-15
0072013-01-01JILL M. CHAPMAN RICHELLE ASCHENBRENNER2014-10-14
0072012-01-01JILL M. CHAPMAN DAVID HALLECK2013-10-14
0072011-01-01JILL M. CHAPMAN STEPHEN B. PARSONS2012-10-15
0072010-01-01JILL CHAPMAN JEFFREY M. JOHNSON2011-10-17
0072009-01-01JILL CHAPMAN JEFFREY M. JOHNSON2010-10-08

Plan Statistics for OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES

401k plan membership statisitcs for OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES

Measure Date Value
2019: OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2019 401k membership
Market value of plan assets2019-12-31527,272,912
Acturial value of plan assets2019-12-31553,423,658
Funding target for retired participants and beneficiaries receiving payment2019-12-31484,434,760
Number of terminated vested participants2019-12-311,643
Fundng target for terminated vested participants2019-12-3165,481,308
Active participant vested funding target2019-12-3128,832,125
Number of active participants2019-12-31640
Total funding liabilities for active participants2019-12-3129,819,465
Total participant count2019-12-319,296
Total funding target for all participants2019-12-31579,735,533
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3110,488,764
Prefunding balanced used to offset prior years funding requirement2019-12-315,677,273
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-314,811,491
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-314,542,048
Total employer contributions2019-12-316,922,308
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-316,366,951
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-315,383,740
Net shortfall amortization installment of oustanding balance2019-12-3130,853,923
Total funding amount beforereflecting carryover/prefunding balances2019-12-3110,908,603
Prefunding balance elected to use to offset funding requirement2019-12-314,542,048
Additional cash requirement2019-12-316,366,555
Contributions allocatedtoward minimum required contributions for current year2019-12-316,366,951
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-019,193
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2018 401k membership
Market value of plan assets2018-12-31617,443,930
Acturial value of plan assets2018-12-31574,364,033
Funding target for retired participants and beneficiaries receiving payment2018-12-31481,816,900
Number of terminated vested participants2018-12-311,685
Fundng target for terminated vested participants2018-12-3164,143,808
Active participant vested funding target2018-12-3128,994,277
Number of active participants2018-12-31702
Total funding liabilities for active participants2018-12-3130,064,752
Total participant count2018-12-319,566
Total funding target for all participants2018-12-31576,025,460
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3112,496,229
Prefunding balanced used to offset prior years funding requirement2018-12-313,407,966
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-319,088,263
Present value of excess contributions2018-12-31832
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31880
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3110,488,764
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-313,459,617
Net shortfall amortization installment of oustanding balance2018-12-3112,150,191
Total funding amount beforereflecting carryover/prefunding balances2018-12-315,677,273
Prefunding balance elected to use to offset funding requirement2018-12-315,677,273
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-019,468
Total number of active participants reported on line 7a of the Form 55002018-01-01637
Number of retired or separated participants receiving benefits2018-01-015,795
Number of other retired or separated participants entitled to future benefits2018-01-011,612
Total of all active and inactive participants2018-01-018,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011,149
Total participants2018-01-019,193
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2017 401k membership
Market value of plan assets2017-12-31588,918,364
Acturial value of plan assets2017-12-31590,586,613
Funding target for retired participants and beneficiaries receiving payment2017-12-31494,454,548
Number of terminated vested participants2017-12-311,648
Fundng target for terminated vested participants2017-12-3160,079,903
Active participant vested funding target2017-12-3134,324,476
Number of active participants2017-12-31817
Total funding liabilities for active participants2017-12-3135,612,568
Total participant count2017-12-319,755
Total funding target for all participants2017-12-31590,147,019
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3111,795,572
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3112,496,229
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3112,496,229
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3112,496,229
Total employer contributions2017-12-313,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-312,729,942
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-314,157,232
Net shortfall amortization installment of oustanding balance2017-12-3112,056,635
Total funding amount beforereflecting carryover/prefunding balances2017-12-316,137,076
Prefunding balance elected to use to offset funding requirement2017-12-313,407,966
Additional cash requirement2017-12-312,729,110
Contributions allocatedtoward minimum required contributions for current year2017-12-312,729,942
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-019,755
Total number of active participants reported on line 7a of the Form 55002017-01-01702
Number of retired or separated participants receiving benefits2017-01-015,981
Number of other retired or separated participants entitled to future benefits2017-01-011,654
Total of all active and inactive participants2017-01-018,337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011,131
Total participants2017-01-019,468
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2016 401k membership
Market value of plan assets2016-12-31614,290,858
Acturial value of plan assets2016-12-31642,263,981
Funding target for retired participants and beneficiaries receiving payment2016-12-31500,918,275
Number of terminated vested participants2016-12-312,828
Fundng target for terminated vested participants2016-12-3188,750,540
Active participant vested funding target2016-12-3138,221,291
Number of active participants2016-12-31968
Total funding liabilities for active participants2016-12-3139,593,122
Total participant count2016-12-3111,108
Total funding target for all participants2016-12-31629,261,937
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3113,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3111,795,572
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-315,091,740
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3111,795,572
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0111,108
Total number of active participants reported on line 7a of the Form 55002016-01-01817
Number of retired or separated participants receiving benefits2016-01-016,194
Number of other retired or separated participants entitled to future benefits2016-01-011,630
Total of all active and inactive participants2016-01-018,641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011,114
Total participants2016-01-019,755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-0111,430
Total number of active participants reported on line 7a of the Form 55002015-01-01968
Number of retired or separated participants receiving benefits2015-01-016,218
Number of other retired or separated participants entitled to future benefits2015-01-012,797
Total of all active and inactive participants2015-01-019,983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011,125
Total participants2015-01-0111,108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-0111,958
Total number of active participants reported on line 7a of the Form 55002014-01-011,346
Number of retired or separated participants receiving benefits2014-01-016,299
Number of other retired or separated participants entitled to future benefits2014-01-012,658
Total of all active and inactive participants2014-01-0110,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011,127
Total participants2014-01-0111,430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-0112,208
Total number of active participants reported on line 7a of the Form 55002013-01-011,692
Number of retired or separated participants receiving benefits2013-01-016,408
Number of other retired or separated participants entitled to future benefits2013-01-012,746
Total of all active and inactive participants2013-01-0110,846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011,112
Total participants2013-01-0111,958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-0116,480
Total number of active participants reported on line 7a of the Form 55002012-01-011,872
Number of retired or separated participants receiving benefits2012-01-016,540
Number of other retired or separated participants entitled to future benefits2012-01-012,724
Total of all active and inactive participants2012-01-0111,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011,072
Total participants2012-01-0112,208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-0116,697
Total number of active participants reported on line 7a of the Form 55002011-01-012,023
Number of retired or separated participants receiving benefits2011-01-016,343
Number of other retired or separated participants entitled to future benefits2011-01-017,064
Total of all active and inactive participants2011-01-0115,430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011,050
Total participants2011-01-0116,480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-01-0116,894
Total number of active participants reported on line 7a of the Form 55002010-01-012,284
Number of retired or separated participants receiving benefits2010-01-016,252
Number of other retired or separated participants entitled to future benefits2010-01-017,130
Total of all active and inactive participants2010-01-0115,666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011,031
Total participants2010-01-0116,697
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-0117,244
Total number of active participants reported on line 7a of the Form 55002009-01-012,549
Number of retired or separated participants receiving benefits2009-01-016,196
Number of other retired or separated participants entitled to future benefits2009-01-017,155
Total of all active and inactive participants2009-01-0115,900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01994
Total participants2009-01-0116,894
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES

Measure Date Value
2019 : OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$621
Unrealized appreciation/depreciation of real estate assets2019-12-31$621
Total unrealized appreciation/depreciation of assets2019-12-31$621
Total unrealized appreciation/depreciation of assets2019-12-31$621
Total transfer of assets from this plan2019-12-31$555,910,924
Total transfer of assets from this plan2019-12-31$555,910,924
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$222,631
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$222,631
Total income from all sources (including contributions)2019-12-31$109,068,199
Total income from all sources (including contributions)2019-12-31$109,068,199
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$76,839,194
Total of all expenses incurred2019-12-31$76,839,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$70,010,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$70,010,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$0
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$523,904,550
Value of total assets at beginning of year2019-12-31$523,904,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,829,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,829,063
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$28,056
Administrative expenses professional fees incurred2019-12-31$28,056
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$222,631
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$222,631
Administrative expenses (other) incurred2019-12-31$5,276,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$32,229,005
Value of net income/loss2019-12-31$32,229,005
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$523,681,919
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$523,681,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$780,194
Investment advisory and management fees2019-12-31$780,194
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$523,882,233
Value of interest in master investment trust accounts at beginning of year2019-12-31$523,882,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$22,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$22,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$70,010,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$70,010,131
Contract administrator fees2019-12-31$744,125
Contract administrator fees2019-12-31$744,125
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MARCUM LLP
Accountancy firm name2019-12-31MARCUM LLP
Accountancy firm EIN2019-12-31111986323
Accountancy firm EIN2019-12-31111986323
2018 : OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$174
Total unrealized appreciation/depreciation of assets2018-12-31$174
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$222,631
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$84,369
Total income from all sources (including contributions)2018-12-31$-31,589,926
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$58,007,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$54,045,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$523,904,550
Value of total assets at beginning of year2018-12-31$613,363,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,962,379
Total interest from all sources2018-12-31$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 year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$54,733
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$222,631
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$84,369
Administrative expenses (other) incurred2018-12-31$2,939,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-89,597,313
Value of net assets at end of year (total assets less liabilities)2018-12-31$523,681,919
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$613,279,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$608,220
Value of interest in master investment trust accounts at end of year2018-12-31$523,882,233
Value of interest in master investment trust accounts at beginning of year2018-12-31$610,341,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$22,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$22,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$54,045,008
Contract administrator fees2018-12-31$359,541
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MARCUM LLP
Accountancy firm EIN2018-12-31111986323
2017 : OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-2,088
Total unrealized appreciation/depreciation of assets2017-12-31$-2,088
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$84,369
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$450,369
Total income from all sources (including contributions)2017-12-31$84,639,454
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$60,760,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$55,747,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,000,000
Value of total assets at end of year2017-12-31$613,363,601
Value of total assets at beginning of year2017-12-31$589,851,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,013,319
Total interest from all sources2017-12-31$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 year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$38,625
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$84,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$450,369
Administrative expenses (other) incurred2017-12-31$3,791,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$23,878,511
Value of net assets at end of year (total assets less liabilities)2017-12-31$613,279,232
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$589,400,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$860,415
Value of interest in master investment trust accounts at end of year2017-12-31$610,341,459
Value of interest in master investment trust accounts at beginning of year2017-12-31$576,826,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$22,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$24,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,000,000
Employer contributions (assets) at end of year2017-12-31$3,000,000
Employer contributions (assets) at beginning of year2017-12-31$13,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$55,747,624
Contract administrator fees2017-12-31$322,418
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MARCUM LLP
Accountancy firm EIN2017-12-31111986323
2016 : OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-2,404
Total unrealized appreciation/depreciation of assets2016-12-31$-2,404
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$450,369
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$380,182
Total income from all sources (including contributions)2016-12-31$74,720,239
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$99,613,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$92,730,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$13,000,000
Value of total assets at end of year2016-12-31$589,851,090
Value of total assets at beginning of year2016-12-31$614,674,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,883,475
Total interest from all sources2016-12-31$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 year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$175,700
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$450,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$380,182
Administrative expenses (other) incurred2016-12-31$4,405,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-24,893,324
Value of net assets at end of year (total assets less liabilities)2016-12-31$589,400,721
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$614,294,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,242,674
Value of interest in master investment trust accounts at end of year2016-12-31$576,826,860
Value of interest in master investment trust accounts at beginning of year2016-12-31$614,647,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$24,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$26,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$13,000,000
Employer contributions (assets) at end of year2016-12-31$13,000,000
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$92,730,088
Contract administrator fees2016-12-31$1,059,973
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MARCUM LLP
Accountancy firm EIN2016-12-31111986323
2015 : OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$380,182
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$410,181
Total income from all sources (including contributions)2015-12-31$-15,874,387
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$61,853,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$57,637,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$614,674,227
Value of total assets at beginning of year2015-12-31$692,431,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,215,700
Total interest from all sources2015-12-31$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 year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$117,071
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$380,182
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$410,181
Administrative expenses (other) incurred2015-12-31$2,234,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-77,727,733
Value of net assets at end of year (total assets less liabilities)2015-12-31$614,294,045
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$692,021,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,448,745
Value of interest in master investment trust accounts at end of year2015-12-31$614,647,594
Value of interest in master investment trust accounts at beginning of year2015-12-31$687,378,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$26,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$26,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$5,027,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$57,637,646
Contract administrator fees2015-12-31$415,096
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MARCUM LLP
Accountancy firm EIN2015-12-31111986323
2014 : OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$410,181
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$407,556
Total income from all sources (including contributions)2014-12-31$80,347,964
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$63,065,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$58,871,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,089,903
Value of total assets at end of year2014-12-31$692,431,959
Value of total assets at beginning of year2014-12-31$675,146,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,193,634
Total interest from all sources2014-12-31$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 year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$87,122
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$410,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$407,556
Other income not declared elsewhere2014-12-31$33,303
Administrative expenses (other) incurred2014-12-31$2,018,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$17,282,854
Value of net assets at end of year (total assets less liabilities)2014-12-31$692,021,778
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$674,738,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1,419,345
Value of interest in master investment trust accounts at end of year2014-12-31$687,378,104
Value of interest in master investment trust accounts at beginning of year2014-12-31$638,925,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$26,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$9,089,903
Employer contributions (assets) at end of year2014-12-31$5,027,222
Employer contributions (assets) at beginning of year2014-12-31$36,220,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$58,871,476
Contract administrator fees2014-12-31$669,006
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$407,556
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,041,134
Total income from all sources (including contributions)2013-12-31$104,658,693
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$63,101,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$59,198,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$36,220,000
Value of total assets at end of year2013-12-31$675,146,480
Value of total assets at beginning of year2013-12-31$634,222,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,903,035
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$76,297
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$407,556
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,041,134
Other income not declared elsewhere2013-12-31$80
Administrative expenses (other) incurred2013-12-31$1,892,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$41,557,343
Value of net assets at end of year (total assets less liabilities)2013-12-31$674,738,924
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$633,181,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$1,256,986
Value of interest in master investment trust accounts at end of year2013-12-31$638,925,709
Value of interest in master investment trust accounts at beginning of year2013-12-31$634,221,896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$36,220,000
Employer contributions (assets) at end of year2013-12-31$36,220,000
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$59,198,315
Contract administrator fees2013-12-31$677,449
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,041,134
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$394,407
Total income from all sources (including contributions)2012-12-31$131,397,609
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$179,113,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$173,930,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$13,346,052
Value of total assets at end of year2012-12-31$634,222,715
Value of total assets at beginning of year2012-12-31$681,292,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,183,911
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$197,269
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,041,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$394,407
Other income not declared elsewhere2012-12-31$49
Administrative expenses (other) incurred2012-12-31$2,379,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-47,716,330
Value of net assets at end of year (total assets less liabilities)2012-12-31$633,181,581
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$680,897,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,434,558
Value of interest in master investment trust accounts at end of year2012-12-31$634,221,896
Value of interest in master investment trust accounts at beginning of year2012-12-31$681,290,695
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$13,346,052
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$173,930,028
Contract administrator fees2012-12-31$1,172,589
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG, LLP
Accountancy firm EIN2012-12-31135565207
2011 : OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$394,407
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$730,932
Total income from all sources (including contributions)2011-12-31$11,906,738
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$62,892,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$59,013,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$681,292,318
Value of total assets at beginning of year2011-12-31$732,614,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,878,901
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$86,191
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$394,407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$730,932
Other income not declared elsewhere2011-12-31$129
Administrative expenses (other) incurred2011-12-31$1,658,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-50,985,892
Value of net assets at end of year (total assets less liabilities)2011-12-31$680,897,911
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$731,883,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$1,680,422
Value of interest in master investment trust accounts at end of year2011-12-31$681,290,695
Value of interest in master investment trust accounts at beginning of year2011-12-31$732,612,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$59,013,729
Contract administrator fees2011-12-31$453,359
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$730,932
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$487,552
Total income from all sources (including contributions)2010-12-31$108,983,297
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$62,263,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$58,449,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$732,614,735
Value of total assets at beginning of year2010-12-31$685,651,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,813,936
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$107,085
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$730,932
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$487,552
Other income not declared elsewhere2010-12-31$68
Administrative expenses (other) incurred2010-12-31$1,706,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$46,719,804
Value of net assets at end of year (total assets less liabilities)2010-12-31$731,883,803
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$685,163,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,478,234
Value of interest in master investment trust accounts at end of year2010-12-31$732,612,174
Value of interest in master investment trust accounts at beginning of year2010-12-31$685,647,718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$58,449,557
Contract administrator fees2010-12-31$522,099
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207

Form 5500 Responses for OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES

2019: OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: OFFICEMAX PENSION PLAN FOR SALARIED EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC3005
Policy instance 1
Insurance contract or identification numberAC3005
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC3005
Policy instance 1
Insurance contract or identification numberAC3005
Number of Individuals Covered54
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC3005
Policy instance 1
Insurance contract or identification numberAC3005
Number of Individuals Covered63
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC3005
Policy instance 1
Insurance contract or identification numberAC3005
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC3005
Policy instance 1
Insurance contract or identification numberAC3005
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC258
Policy instance 1
Insurance contract or identification numberAC258
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC258
Policy instance 1
Insurance contract or identification numberAC258
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC258
Policy instance 1
Insurance contract or identification numberAC258
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC258
Policy instance 1
Insurance contract or identification numberAC258
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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