401k Plan data: BOSTON HERALD PENSION AND RETIREMENT PLAN plan

BOSTON HERALD PENSION AND RETIREMENT PLAN 401k Plan overview

Plan Name	BOSTON HERALD PENSION AND RETIREMENT PLAN
Plan identification number	003

BOSTON HERALD PENSION AND RETIREMENT PLAN Benefits

401k Plan Type	Defined 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).

401k Sponsoring company profile

BOSTON HERALD, INC. has sponsored the creation of one or more 401k plans.

Company Name: BOSTON HERALD, INC.

Employer identification number (EIN): 042775341

NAIC Classification: 511110
NAIC Description: Newspaper Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOSTON HERALD PENSION AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-01-01 CRAIG JALBERT
003 2016-01-01 CAROL BARTLETT
003 2015-01-01 CAROL BARTLETT
003 2014-01-01 CAROL BARTLETT
003 2013-01-01 CAROL BARTLETT
003 2012-01-01 CAROL BARTLETT
003 2011-01-01 CAROL ANN BARTLETT JOHN N. FLINN 2012-10-10
003 2010-01-01 CAROL ANN BARTLETT JOHN N FLINN 2011-10-12
003 2009-01-01 CAROL ANN BARTLETT CAROL ANN BARTLETT 2010-10-15
003 2009-01-01 CAROL ANN BARTLETT JOHN FLINN 2010-10-14
003 2009-01-01 CAROL ANN BARTLETT JOHN N FLINN 2010-10-21

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2017-01-01	CRAIG JALBERT
003	2016-01-01	CAROL BARTLETT
003	2015-01-01	CAROL BARTLETT
003	2014-01-01	CAROL BARTLETT
003	2013-01-01	CAROL BARTLETT
003	2012-01-01	CAROL BARTLETT
003	2011-01-01	CAROL ANN BARTLETT	JOHN N. FLINN	2012-10-10
003	2010-01-01	CAROL ANN BARTLETT	JOHN N FLINN	2011-10-12
003	2009-01-01	CAROL ANN BARTLETT	CAROL ANN BARTLETT	2010-10-15
003	2009-01-01	CAROL ANN BARTLETT	JOHN FLINN	2010-10-14
003	2009-01-01	CAROL ANN BARTLETT	JOHN N FLINN	2010-10-21

Plan Statistics for BOSTON HERALD PENSION AND RETIREMENT PLAN

401k plan membership statisitcs for BOSTON HERALD PENSION AND RETIREMENT PLAN

Measure Date Value
2017: BOSTON HERALD PENSION AND RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 14,433,925
Acturial value of plan assets 2017-12-31 14,769,188
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 6,555,673
Number of terminated vested participants 2017-12-31 114
Fundng target for terminated vested participants 2017-12-31 5,063,115
Active participant vested funding target 2017-12-31 5,681,323
Number of active participants 2017-12-31 46
Total funding liabilities for active participants 2017-12-31 5,681,323
Total participant count 2017-12-31 227
Total funding target for all participants 2017-12-31 17,300,111
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 373,615
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 366,223
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 292,323
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 292,323
Minimum required contributions for current year target normal cost 2017-12-31 231,760
Net shortfall amortization installment of oustanding balance 2017-12-31 2,530,923
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 883,783
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 883,783
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 366,223
Unpaid minimum required contributions for current year 2017-12-31 517,560
Unpaid minimum required contributions for all years 2017-12-31 809,883
Total participants, beginning-of-year 2017-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 45
Number of retired or separated participants receiving benefits 2017-01-01 64
Number of other retired or separated participants entitled to future benefits 2017-01-01 101
Total of all active and inactive participants 2017-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 11
Total participants 2017-01-01 221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BOSTON HERALD PENSION AND RETIREMENT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 13,568,846
Acturial value of plan assets 2016-12-31 14,360,501
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 6,207,152
Number of terminated vested participants 2016-12-31 118
Fundng target for terminated vested participants 2016-12-31 4,627,142
Active participant vested funding target 2016-12-31 5,893,492
Number of active participants 2016-12-31 49
Total funding liabilities for active participants 2016-12-31 5,893,492
Total participant count 2016-12-31 230
Total funding target for all participants 2016-12-31 16,727,786
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 142
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 151
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 775,988
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 746,826
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 242,835
Net shortfall amortization installment of oustanding balance 2016-12-31 2,367,285
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 1,039,149
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 1,039,149
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 746,826
Unpaid minimum required contributions for current year 2016-12-31 292,323
Unpaid minimum required contributions for all years 2016-12-31 292,323
Total participants, beginning-of-year 2016-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 46
Number of retired or separated participants receiving benefits 2016-01-01 60
Number of other retired or separated participants entitled to future benefits 2016-01-01 109
Total of all active and inactive participants 2016-01-01 215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 10
Total participants 2016-01-01 225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BOSTON HERALD PENSION AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 239
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 49
Number of retired or separated participants receiving benefits 2015-01-01 56
Number of other retired or separated participants entitled to future benefits 2015-01-01 112
Total of all active and inactive participants 2015-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 10
Total participants 2015-01-01 227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BOSTON HERALD PENSION AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 55
Number of retired or separated participants receiving benefits 2014-01-01 54
Number of other retired or separated participants entitled to future benefits 2014-01-01 121
Total of all active and inactive participants 2014-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 9
Total participants 2014-01-01 239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BOSTON HERALD PENSION AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 60
Number of retired or separated participants receiving benefits 2013-01-01 51
Number of other retired or separated participants entitled to future benefits 2013-01-01 120
Total of all active and inactive participants 2013-01-01 231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 9
Total participants 2013-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BOSTON HERALD PENSION AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 242
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 62
Number of retired or separated participants receiving benefits 2012-01-01 46
Number of other retired or separated participants entitled to future benefits 2012-01-01 123
Total of all active and inactive participants 2012-01-01 231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 9
Total participants 2012-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BOSTON HERALD PENSION AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 241
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 71
Number of retired or separated participants receiving benefits 2011-01-01 43
Number of other retired or separated participants entitled to future benefits 2011-01-01 120
Total of all active and inactive participants 2011-01-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 8
Total participants 2011-01-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BOSTON HERALD PENSION AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 241
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 75
Number of retired or separated participants receiving benefits 2010-01-01 41
Number of other retired or separated participants entitled to future benefits 2010-01-01 117
Total of all active and inactive participants 2010-01-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 8
Total participants 2010-01-01 241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BOSTON HERALD PENSION AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 78
Number of retired or separated participants receiving benefits 2009-01-01 34
Number of other retired or separated participants entitled to future benefits 2009-01-01 126
Total of all active and inactive participants 2009-01-01 238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 3
Total participants 2009-01-01 241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 8

Measure	Date	Value
2017: BOSTON HERALD PENSION AND RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	14,433,925
Acturial value of plan assets	2017-12-31	14,769,188
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	6,555,673
Number of terminated vested participants	2017-12-31	114
Fundng target for terminated vested participants	2017-12-31	5,063,115
Active participant vested funding target	2017-12-31	5,681,323
Number of active participants	2017-12-31	46
Total funding liabilities for active participants	2017-12-31	5,681,323
Total participant count	2017-12-31	227
Total funding target for all participants	2017-12-31	17,300,111
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	373,615
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	366,223
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	292,323
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	292,323
Minimum required contributions for current year target normal cost	2017-12-31	231,760
Net shortfall amortization installment of oustanding balance	2017-12-31	2,530,923
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	883,783
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	883,783
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	366,223
Unpaid minimum required contributions for current year	2017-12-31	517,560
Unpaid minimum required contributions for all years	2017-12-31	809,883
Total participants, beginning-of-year	2017-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	45
Number of retired or separated participants receiving benefits	2017-01-01	64
Number of other retired or separated participants entitled to future benefits	2017-01-01	101
Total of all active and inactive participants	2017-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	11
Total participants	2017-01-01	221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BOSTON HERALD PENSION AND RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	13,568,846
Acturial value of plan assets	2016-12-31	14,360,501
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	6,207,152
Number of terminated vested participants	2016-12-31	118
Fundng target for terminated vested participants	2016-12-31	4,627,142
Active participant vested funding target	2016-12-31	5,893,492
Number of active participants	2016-12-31	49
Total funding liabilities for active participants	2016-12-31	5,893,492
Total participant count	2016-12-31	230
Total funding target for all participants	2016-12-31	16,727,786
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	142
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	151
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	775,988
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	746,826
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	242,835
Net shortfall amortization installment of oustanding balance	2016-12-31	2,367,285
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	1,039,149
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	1,039,149
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	746,826
Unpaid minimum required contributions for current year	2016-12-31	292,323
Unpaid minimum required contributions for all years	2016-12-31	292,323
Total participants, beginning-of-year	2016-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	46
Number of retired or separated participants receiving benefits	2016-01-01	60
Number of other retired or separated participants entitled to future benefits	2016-01-01	109
Total of all active and inactive participants	2016-01-01	215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	10
Total participants	2016-01-01	225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BOSTON HERALD PENSION AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	49
Number of retired or separated participants receiving benefits	2015-01-01	56
Number of other retired or separated participants entitled to future benefits	2015-01-01	112
Total of all active and inactive participants	2015-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	10
Total participants	2015-01-01	227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BOSTON HERALD PENSION AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	55
Number of retired or separated participants receiving benefits	2014-01-01	54
Number of other retired or separated participants entitled to future benefits	2014-01-01	121
Total of all active and inactive participants	2014-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	9
Total participants	2014-01-01	239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BOSTON HERALD PENSION AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	60
Number of retired or separated participants receiving benefits	2013-01-01	51
Number of other retired or separated participants entitled to future benefits	2013-01-01	120
Total of all active and inactive participants	2013-01-01	231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	9
Total participants	2013-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BOSTON HERALD PENSION AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	242
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	62
Number of retired or separated participants receiving benefits	2012-01-01	46
Number of other retired or separated participants entitled to future benefits	2012-01-01	123
Total of all active and inactive participants	2012-01-01	231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	9
Total participants	2012-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BOSTON HERALD PENSION AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	241
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	71
Number of retired or separated participants receiving benefits	2011-01-01	43
Number of other retired or separated participants entitled to future benefits	2011-01-01	120
Total of all active and inactive participants	2011-01-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	8
Total participants	2011-01-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BOSTON HERALD PENSION AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	241
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	75
Number of retired or separated participants receiving benefits	2010-01-01	41
Number of other retired or separated participants entitled to future benefits	2010-01-01	117
Total of all active and inactive participants	2010-01-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	8
Total participants	2010-01-01	241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BOSTON HERALD PENSION AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	78
Number of retired or separated participants receiving benefits	2009-01-01	34
Number of other retired or separated participants entitled to future benefits	2009-01-01	126
Total of all active and inactive participants	2009-01-01	238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	3
Total participants	2009-01-01	241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	8

Financial Data on BOSTON HERALD PENSION AND RETIREMENT PLAN

Measure	Date	Value
2017 : BOSTON HERALD PENSION AND RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,744,415
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$950,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$697,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$567,852
Value of total assets at end of year	2017-12-31	$16,034,503
Value of total assets at beginning of year	2017-12-31	$14,240,240
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$253,003
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$429,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$429,395
Administrative expenses professional fees incurred	2017-12-31	$12,000
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Administrative expenses (other) incurred	2017-12-31	$131,850
Total non interest bearing cash at end of year	2017-12-31	$57,336
Total non interest bearing cash at beginning of year	2017-12-31	$51,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,794,263
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$16,034,503
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$14,240,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$15,977,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$14,188,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,747,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$567,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$697,149
Contract administrator fees	2017-12-31	$89,153
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PKF P.C.
Accountancy firm EIN	2017-12-31	043138777
2016 : BOSTON HERALD PENSION AND RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,801,463
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$845,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$615,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$873,843
Value of total assets at end of year	2016-12-31	$14,240,240
Value of total assets at beginning of year	2016-12-31	$13,284,436
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$230,233
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$387,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$11,000
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Administrative expenses (other) incurred	2016-12-31	$128,592
Total non interest bearing cash at end of year	2016-12-31	$51,970
Total non interest bearing cash at beginning of year	2016-12-31	$49,712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$955,804
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$14,240,240
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$13,284,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$22,292
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$14,188,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$13,234,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$540,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$873,843
Income. Dividends from common stock	2016-12-31	$387,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$615,426
Contract administrator fees	2016-12-31	$68,349
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PKF P.C.
Accountancy firm EIN	2016-12-31	043138777
2015 : BOSTON HERALD PENSION AND RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$804,286
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$879,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$639,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$974,550
Value of total assets at end of year	2015-12-31	$13,284,436
Value of total assets at beginning of year	2015-12-31	$13,359,313
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$239,243
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$342,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$342,866
Administrative expenses professional fees incurred	2015-12-31	$11,000
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Administrative expenses (other) incurred	2015-12-31	$114,000
Total non interest bearing cash at end of year	2015-12-31	$49,712
Total non interest bearing cash at beginning of year	2015-12-31	$46,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-74,877
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$13,284,436
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$13,359,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$22,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$13,234,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$13,313,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-513,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$974,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$639,920
Contract administrator fees	2015-12-31	$91,743
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PKF P.C.
Accountancy firm EIN	2015-12-31	043138777
2014 : BOSTON HERALD PENSION AND RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,680,557
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$757,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$551,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,000,567
Value of total assets at end of year	2014-12-31	$13,359,313
Value of total assets at beginning of year	2014-12-31	$12,435,900
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$205,735
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$323,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$323,877
Administrative expenses professional fees incurred	2014-12-31	$10,000
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$22
Administrative expenses (other) incurred	2014-12-31	$110,649
Total non interest bearing cash at end of year	2014-12-31	$46,044
Total non interest bearing cash at beginning of year	2014-12-31	$46,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$923,413
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$13,359,313
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$12,435,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$22,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$13,313,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$12,388,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$2
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$356,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,000,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$551,409
Contract administrator fees	2014-12-31	$62,586
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PKF P.C.
Accountancy firm EIN	2014-12-31	043138777
2013 : BOSTON HERALD PENSION AND RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,171,953
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$696,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$543,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$821,139
Value of total assets at end of year	2013-12-31	$12,831,444
Value of total assets at beginning of year	2013-12-31	$12,355,663
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$152,406
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$858
Administrative expenses professional fees incurred	2013-12-31	$10,000
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$1,583,597
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$68,647
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$108,366
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$62,049
Total non interest bearing cash at end of year	2013-12-31	$46,921
Total non interest bearing cash at beginning of year	2013-12-31	$45,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$475,781
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$12,831,444
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,355,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$22,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$12,388,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$10,618,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$2
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$0
Asset value of US Government securities at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$349,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$752,492
Employer contributions (assets) at end of year	2013-12-31	$395,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$543,766
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$0
Contract administrator fees	2013-12-31	$57,857
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PKF P.C.
Accountancy firm EIN	2013-12-31	043138777
2012 : BOSTON HERALD PENSION AND RETIREMENT 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$117,684
Total income from all sources (including contributions)	2012-12-31	$1,542,493
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$637,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$506,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$569,853
Value of total assets at end of year	2012-12-31	$12,355,663
Value of total assets at beginning of year	2012-12-31	$11,568,748
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$131,531
Total interest from all sources	2012-12-31	$53,598
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$78,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$47,979
Administrative expenses professional fees incurred	2012-12-31	$10,000
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
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
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$1,583,597
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$1,322,021
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$108,366
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$126,474
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$117,684
Administrative expenses (other) incurred	2012-12-31	$48,412
Total non interest bearing cash at end of year	2012-12-31	$45,551
Total non interest bearing cash at beginning of year	2012-12-31	$46,991
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	$904,599
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,355,663
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$11,451,064
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$10,618,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,936,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$53,598
Asset value of US Government securities at end of year	2012-12-31	$0
Asset value of US Government securities at beginning of year	2012-12-31	$2,468,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$840,717
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	$569,853
Income. Dividends from common stock	2012-12-31	$30,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$506,363
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$1,490,295
Contract administrator fees	2012-12-31	$73,119
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$3,178,587
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PKF P.C.
Accountancy firm EIN	2012-12-31	043138777
2011 : BOSTON HERALD PENSION AND RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-680,870
Total unrealized appreciation/depreciation of assets	2011-12-31	$-680,870
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$117,684
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$64,827
Total income from all sources (including contributions)	2011-12-31	$232,770
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$534,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$454,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$441,540
Value of total assets at end of year	2011-12-31	$11,568,748
Value of total assets at beginning of year	2011-12-31	$11,817,492
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$80,109
Total interest from all sources	2011-12-31	$50,470
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$155,825
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	$80,687
Administrative expenses professional fees incurred	2011-12-31	$42,946
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
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	$1,322,021
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$1,305,674
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$126,474
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$96,391
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$117,684
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$64,827
Administrative expenses (other) incurred	2011-12-31	$37,163
Total non interest bearing cash at end of year	2011-12-31	$46,991
Total non interest bearing cash at beginning of year	2011-12-31	$37,148
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	$-301,601
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$11,451,064
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$11,752,665
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,936,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,532,246
Income. Interest from US Government securities	2011-12-31	$45,679
Income. Interest from corporate debt instruments	2011-12-31	$3,952
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$708,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$708,279
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$839
Asset value of US Government securities at end of year	2011-12-31	$2,468,088
Asset value of US Government securities at beginning of year	2011-12-31	$3,203,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$265,805
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	$441,540
Income. Dividends from common stock	2011-12-31	$75,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$454,262
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$1,490,295
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$1,120,344
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$3,178,587
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$3,814,012
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PKF P.C.
Accountancy firm EIN	2011-12-31	043138777
2010 : BOSTON HERALD PENSION AND RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$340,692
Total unrealized appreciation/depreciation of assets	2010-12-31	$340,692
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$64,827
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,334,355
Total loss/gain on sale of assets	2010-12-31	$127,198
Total of all expenses incurred	2010-12-31	$519,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$433,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$263,526
Value of total assets at end of year	2010-12-31	$11,817,492
Value of total assets at beginning of year	2010-12-31	$10,937,525
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$85,699
Total interest from all sources	2010-12-31	$291,442
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$123,188
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	$74,336
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
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
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$1,305,674
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$1,117,365
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$96,391
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$84,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$64,827
Other income not declared elsewhere	2010-12-31	$188,309
Administrative expenses (other) incurred	2010-12-31	$33,743
Total non interest bearing cash at end of year	2010-12-31	$37,148
Total non interest bearing cash at beginning of year	2010-12-31	$32,061
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	$815,140
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$11,752,665
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,937,525
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,532,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,496,135
Income. Interest from US Government securities	2010-12-31	$90,141
Income. Interest from corporate debt instruments	2010-12-31	$197,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$708,279
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,908,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,908,480
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$3,900
Asset value of US Government securities at end of year	2010-12-31	$3,203,398
Asset value of US Government securities at beginning of year	2010-12-31	$2,893,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$0
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	$263,526
Income. Dividends from common stock	2010-12-31	$48,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$433,516
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$1,120,344
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$1,108,057
Contract administrator fees	2010-12-31	$51,956
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$3,814,012
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$2,297,613
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	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
Aggregate proceeds on sale of assets	2010-12-31	$4,509,425
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$4,382,227
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	PKF P.C.
Accountancy firm EIN	2010-12-31	043138777

Form 5500 Responses for BOSTON HERALD PENSION AND RETIREMENT PLAN

2017: BOSTON HERALD PENSION AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BOSTON HERALD PENSION AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BOSTON HERALD PENSION AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BOSTON HERALD PENSION AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BOSTON HERALD PENSION AND RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BOSTON HERALD PENSION AND RETIREMENT 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	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BOSTON HERALD PENSION AND RETIREMENT 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	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BOSTON HERALD PENSION AND RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BOSTON HERALD PENSION AND RETIREMENT 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	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BOSTON HERALD, INC.
Employer identification number (EIN):	042775341
NAIC Classification:	511110
NAIC Description:	Newspaper Publishers