401k Plan data: LUMBER INDUSTRY PENSION PLAN plan

LUMBER INDUSTRY PENSION PLAN 401k Plan overview

Plan Name	LUMBER INDUSTRY PENSION PLAN
Plan identification number	001

LUMBER INDUSTRY PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily flat dollar (includes dollars per year of service) Code section 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes). Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BOARD OF TRUSTEES OF THE LUMBER INDUSTRY PENSION has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES OF THE LUMBER INDUSTRY PENSION

Employer identification number (EIN): 946065003

NAIC Classification: 113310
NAIC Description: Logging

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUMBER INDUSTRY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 MICHAEL PIETI RODGER M. GLOS 2012-10-01
001 2010-01-01 MICHAEL PIETI JIM SKINNER 2011-10-10
001 2009-01-01 MICHAEL PIETI ROBERT M. LIEBER 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2011-01-01	MICHAEL PIETI	RODGER M. GLOS	2012-10-01
001	2010-01-01	MICHAEL PIETI	JIM SKINNER	2011-10-10
001	2009-01-01	MICHAEL PIETI	ROBERT M. LIEBER	2010-10-14

Plan Statistics for LUMBER INDUSTRY PENSION PLAN

401k plan membership statisitcs for LUMBER INDUSTRY PENSION PLAN

Measure Date Value
2011: LUMBER INDUSTRY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10,182
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 879
Number of retired or separated participants receiving benefits 2011-01-01 4,784
Number of other retired or separated participants entitled to future benefits 2011-01-01 3,320
Total of all active and inactive participants 2011-01-01 8,983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 964
Total participants 2011-01-01 9,947
Number of employers contributing to the scheme 2011-01-01 13
2010: LUMBER INDUSTRY PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 10,653
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 903
Number of retired or separated participants receiving benefits 2010-01-01 4,673
Number of other retired or separated participants entitled to future benefits 2010-01-01 3,660
Total of all active and inactive participants 2010-01-01 9,236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 946
Total participants 2010-01-01 10,182
Number of employers contributing to the scheme 2010-01-01 13
2009: LUMBER INDUSTRY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10,938
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 907
Number of retired or separated participants receiving benefits 2009-01-01 4,603
Number of other retired or separated participants entitled to future benefits 2009-01-01 4,192
Total of all active and inactive participants 2009-01-01 9,702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 951
Total participants 2009-01-01 10,653
Number of employers contributing to the scheme 2009-01-01 16

Measure	Date	Value
2011: LUMBER INDUSTRY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10,182
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	879
Number of retired or separated participants receiving benefits	2011-01-01	4,784
Number of other retired or separated participants entitled to future benefits	2011-01-01	3,320
Total of all active and inactive participants	2011-01-01	8,983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	964
Total participants	2011-01-01	9,947
Number of employers contributing to the scheme	2011-01-01	13
2010: LUMBER INDUSTRY PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	10,653
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	903
Number of retired or separated participants receiving benefits	2010-01-01	4,673
Number of other retired or separated participants entitled to future benefits	2010-01-01	3,660
Total of all active and inactive participants	2010-01-01	9,236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	946
Total participants	2010-01-01	10,182
Number of employers contributing to the scheme	2010-01-01	13
2009: LUMBER INDUSTRY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10,938
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	907
Number of retired or separated participants receiving benefits	2009-01-01	4,603
Number of other retired or separated participants entitled to future benefits	2009-01-01	4,192
Total of all active and inactive participants	2009-01-01	9,702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	951
Total participants	2009-01-01	10,653
Number of employers contributing to the scheme	2009-01-01	16

Financial Data on LUMBER INDUSTRY PENSION PLAN

Measure	Date	Value
2011 : LUMBER INDUSTRY PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$1,429,649
Total unrealized appreciation/depreciation of assets	2011-12-31	$1,429,649
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$417,484
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$440,320
Total income from all sources (including contributions)	2011-12-31	$-1,348,715
Total loss/gain on sale of assets	2011-12-31	$-29,472
Total of all expenses incurred	2011-12-31	$30,561,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$28,673,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,479,044
Value of total assets at end of year	2011-12-31	$301,796,786
Value of total assets at beginning of year	2011-12-31	$333,729,736
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,887,613
Total interest from all sources	2011-12-31	$1,300,510
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$5,572,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$5,097,777
Administrative expenses professional fees incurred	2011-12-31	$459,087
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
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	$13,445,714
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$12,748,887
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$2,528,299
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$3,187,388
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$221,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$207,131
Other income not declared elsewhere	2011-12-31	$19,722
Administrative expenses (other) incurred	2011-12-31	$219,384
Liabilities. Value of operating payables at end of year	2011-12-31	$196,134
Liabilities. Value of operating payables at beginning of year	2011-12-31	$233,189
Total non interest bearing cash at end of year	2011-12-31	$1,443,083
Total non interest bearing cash at beginning of year	2011-12-31	$1,642,919
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	$-31,910,114
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$301,379,302
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$333,289,416
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
Assets. partnership/joint venture interests at end of year	2011-12-31	$15,242,797
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$24,868,797
Investment advisory and management fees	2011-12-31	$840,174
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$149,115,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$134,259,292
Interest earned on other investments	2011-12-31	$1,271,917
Income. Interest from US Government securities	2011-12-31	$2,209
Income. Interest from corporate debt instruments	2011-12-31	$26,384
Value of interest in common/collective trusts at end of year	2011-12-31	$31,715,578
Value of interest in common/collective trusts at beginning of year	2011-12-31	$33,878,179
Assets. Value of investments in 103.12 investment entities at end of year	2011-12-31	$54,508,601
Assets. Value of investments in 103.12 investment entities at beginning of year	2011-12-31	$80,439,020
Asset value of US Government securities at end of year	2011-12-31	$25,170
Asset value of US Government securities at beginning of year	2011-12-31	$38,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-4,266,855
Net investment gain or loss from common/collective trusts	2011-12-31	$187,093
Net gain/loss from 103.12 investment entities	2011-12-31	$-7,040,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
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	$1,479,044
Employer contributions (assets) at end of year	2011-12-31	$126,308
Employer contributions (assets) at beginning of year	2011-12-31	$116,558
Income. Dividends from common stock	2011-12-31	$474,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$28,673,786
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$222,135
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$369,403
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$172,879
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$286,122
Contract administrator fees	2011-12-31	$368,968
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$33,250,549
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$41,894,462
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	Yes
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
Aggregate proceeds on sale of assets	2011-12-31	$50,006,488
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$50,035,960
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	LINDQUIST LLP
Accountancy firm EIN	2011-12-31	522385296
2010 : LUMBER INDUSTRY PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$8,796,898
Total unrealized appreciation/depreciation of assets	2010-12-31	$8,796,898
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$440,320
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$559,539
Total income from all sources (including contributions)	2010-12-31	$37,268,925
Total loss/gain on sale of assets	2010-12-31	$1,217,162
Total of all expenses incurred	2010-12-31	$31,064,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$28,805,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,432,725
Value of total assets at end of year	2010-12-31	$333,729,736
Value of total assets at beginning of year	2010-12-31	$327,644,967
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,259,599
Total interest from all sources	2010-12-31	$1,206,738
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$8,962,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$8,339,130
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$11,104,166
Administrative expenses professional fees incurred	2010-12-31	$432,888
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$12,748,887
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$63,585,088
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$3,187,388
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$4,382,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$207,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$379,999
Other income not declared elsewhere	2010-12-31	$82,549
Administrative expenses (other) incurred	2010-12-31	$222,450
Liabilities. Value of operating payables at end of year	2010-12-31	$233,189
Liabilities. Value of operating payables at beginning of year	2010-12-31	$179,540
Total non interest bearing cash at end of year	2010-12-31	$1,642,919
Total non interest bearing cash at beginning of year	2010-12-31	$1,457,999
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	$6,203,988
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$333,289,416
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$327,085,428
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
Assets. partnership/joint venture interests at end of year	2010-12-31	$24,868,797
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$21,921,384
Investment advisory and management fees	2010-12-31	$1,242,638
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$134,259,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$123,658,441
Interest earned on other investments	2010-12-31	$1,160,978
Income. Interest from US Government securities	2010-12-31	$4,973
Income. Interest from corporate debt instruments	2010-12-31	$40,787
Value of interest in common/collective trusts at end of year	2010-12-31	$33,878,179
Value of interest in common/collective trusts at beginning of year	2010-12-31	$19,982,784
Assets. Value of investments in 103.12 investment entities at end of year	2010-12-31	$80,439,020
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$37,517,299
Asset value of US Government securities at end of year	2010-12-31	$38,709
Asset value of US Government securities at beginning of year	2010-12-31	$1,052,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$6,316,183
Net investment gain or loss from common/collective trusts	2010-12-31	$4,116,458
Net gain/loss from 103.12 investment entities	2010-12-31	$5,138,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
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
Contributions received in cash from employer	2010-12-31	$1,432,725
Employer contributions (assets) at end of year	2010-12-31	$116,558
Employer contributions (assets) at beginning of year	2010-12-31	$115,340
Income. Dividends from common stock	2010-12-31	$622,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$28,805,338
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$369,403
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$765,840
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$286,122
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$94,727
Contract administrator fees	2010-12-31	$361,623
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$41,894,462
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$42,006,652
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	Yes
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
Aggregate proceeds on sale of assets	2010-12-31	$846,048,598
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$844,831,436
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	LINDQUIST LLP
Accountancy firm EIN	2010-12-31	522385296

Form 5500 Responses for LUMBER INDUSTRY PENSION PLAN

2011: LUMBER INDUSTRY PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LUMBER INDUSTRY PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Multi-employer plan
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LUMBER INDUSTRY PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

LUMBER INDUSTRY PENSION PLAN [EIN = 456909074]

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Company Name:	BOARD OF TRUSTEES OF THE LUMBER INDUSTRY PENSION
Employer identification number (EIN):	946065003
NAIC Classification:	113310
NAIC Description:	Logging