401k Plan data: LIEBEL-FLARSHEIM UNION PENSION PLAN plan

LIEBEL-FLARSHEIM UNION PENSION PLAN 401k Plan overview

Plan Name	LIEBEL-FLARSHEIM UNION PENSION PLAN
Plan identification number	005

LIEBEL-FLARSHEIM UNION PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
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

COVIDIEN LP has sponsored the creation of one or more 401k plans.

Company Name: COVIDIEN LP

Employer identification number (EIN): 020502162

NAIC Classification: 339110

Additional information about COVIDIEN LP

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1998-10-13

Company Identification Number: 0011333211

Legal Registered Office Address: 15 HAMPSHIRE ST ATTN: MARNI NICHOLAS

MANSFIELD
United States of America (USA)
02048

More information about COVIDIEN LP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIEBEL-FLARSHEIM UNION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2012-01-01 JOSEPH MONGELLI JOSEPH MONGELLI 2013-10-10
005 2011-01-01 JOSEPH MONGELLI JOSEPH MONGELLI 2012-10-10
005 2009-01-01 JOSEPH MONGELLI JOSEPH MONGELLI 2010-10-07

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
005	2012-01-01	JOSEPH MONGELLI	JOSEPH MONGELLI	2013-10-10
005	2011-01-01	JOSEPH MONGELLI	JOSEPH MONGELLI	2012-10-10
005	2009-01-01	JOSEPH MONGELLI	JOSEPH MONGELLI	2010-10-07

Plan Statistics for LIEBEL-FLARSHEIM UNION PENSION PLAN

401k plan membership statisitcs for LIEBEL-FLARSHEIM UNION PENSION PLAN

Measure Date Value
2012: LIEBEL-FLARSHEIM UNION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 29
Number of retired or separated participants receiving benefits 2012-01-01 99
Number of other retired or separated participants entitled to future benefits 2012-01-01 50
Total of all active and inactive participants 2012-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 15
Total participants 2012-01-01 193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LIEBEL-FLARSHEIM UNION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 30
Number of retired or separated participants receiving benefits 2011-01-01 105
Number of other retired or separated participants entitled to future benefits 2011-01-01 52
Total of all active and inactive participants 2011-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 17
Total participants 2011-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: LIEBEL-FLARSHEIM UNION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 35
Number of retired or separated participants receiving benefits 2009-01-01 113
Number of other retired or separated participants entitled to future benefits 2009-01-01 56
Total of all active and inactive participants 2009-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 16
Total participants 2009-01-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: LIEBEL-FLARSHEIM UNION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	29
Number of retired or separated participants receiving benefits	2012-01-01	99
Number of other retired or separated participants entitled to future benefits	2012-01-01	50
Total of all active and inactive participants	2012-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	15
Total participants	2012-01-01	193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LIEBEL-FLARSHEIM UNION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	30
Number of retired or separated participants receiving benefits	2011-01-01	105
Number of other retired or separated participants entitled to future benefits	2011-01-01	52
Total of all active and inactive participants	2011-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	17
Total participants	2011-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: LIEBEL-FLARSHEIM UNION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	35
Number of retired or separated participants receiving benefits	2009-01-01	113
Number of other retired or separated participants entitled to future benefits	2009-01-01	56
Total of all active and inactive participants	2009-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	16
Total participants	2009-01-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LIEBEL-FLARSHEIM UNION PENSION PLAN

Measure	Date	Value
2012 : LIEBEL-FLARSHEIM UNION PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$48,512
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$31,046
Total income from all sources (including contributions)	2012-12-31	$950,417
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$529,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$444,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$225,000
Value of total assets at end of year	2012-12-31	$6,879,166
Value of total assets at beginning of year	2012-12-31	$6,440,750
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$85,330
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$60,376
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Administrative expenses (other) incurred	2012-12-31	$12,992
Liabilities. Value of operating payables at end of year	2012-12-31	$48,512
Liabilities. Value of operating payables at beginning of year	2012-12-31	$31,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$420,950
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,830,654
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,409,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$11,962
Value of interest in master investment trust accounts at end of year	2012-12-31	$6,879,166
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$6,390,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$225,000
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$444,137
Did the plan have assets held for investment	2012-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	O'BRIEN, RILEY & RYAN
Accountancy firm EIN	2012-12-31	043176941
2011 : LIEBEL-FLARSHEIM UNION PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$31,046
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$70,247
Total income from all sources (including contributions)	2011-12-31	$430,686
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$561,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$454,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$91,000
Value of total assets at end of year	2011-12-31	$6,440,750
Value of total assets at beginning of year	2011-12-31	$6,610,723
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$106,679
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$85,327
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Administrative expenses (other) incurred	2011-12-31	$11,086
Liabilities. Value of operating payables at end of year	2011-12-31	$31,046
Liabilities. Value of operating payables at beginning of year	2011-12-31	$70,247
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	$-130,772
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,409,704
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$6,540,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$10,266
Value of interest in master investment trust accounts at end of year	2011-12-31	$6,390,750
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$6,408,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$91,000
Employer contributions (assets) at end of year	2011-12-31	$50,000
Employer contributions (assets) at beginning of year	2011-12-31	$202,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$454,779
Did the plan have assets held for investment	2011-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	O'BRIEN, RILEY & RYAN
Accountancy firm EIN	2011-12-31	043176941
2010 : LIEBEL-FLARSHEIM UNION PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$70,247
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$41,281
Total income from all sources (including contributions)	2010-12-31	$1,037,251
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$581,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$469,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$262,000
Value of total assets at end of year	2010-12-31	$6,610,723
Value of total assets at beginning of year	2010-12-31	$6,126,327
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$112,804
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$88,386
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Administrative expenses (other) incurred	2010-12-31	$13,795
Liabilities. Value of operating payables at end of year	2010-12-31	$70,247
Liabilities. Value of operating payables at beginning of year	2010-12-31	$41,281
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	$455,430
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$6,540,476
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,085,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$10,623
Value of interest in master investment trust accounts at end of year	2010-12-31	$6,408,723
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$6,121,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$262,000
Employer contributions (assets) at end of year	2010-12-31	$202,000
Employer contributions (assets) at beginning of year	2010-12-31	$4,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$469,017
Did the plan have assets held for investment	2010-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	O'BRIEN, RILEY & RYAN
Accountancy firm EIN	2010-12-31	043176941
2009 : LIEBEL-FLARSHEIM UNION PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LIEBEL-FLARSHEIM UNION PENSION PLAN

2012: LIEBEL-FLARSHEIM UNION PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LIEBEL-FLARSHEIM UNION PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LIEBEL-FLARSHEIM UNION PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

LIEBEL-FLARSHEIM UNION PENSION PLAN [EIN = 364679061]

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Company Name:	COVIDIEN LP
Employer identification number (EIN):	020502162
NAIC Classification:	339110

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1998-10-13
Company Identification Number:	0011333211
Legal Registered Office Address:	15 HAMPSHIRE ST ATTN: MARNI NICHOLAS MANSFIELD United States of America (USA) 02048