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PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC GOUVERNEUR MINERAL DIVISION 401k Plan overview

Plan NamePENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC GOUVERNEUR MINERAL DIVISION
Plan identification number 005

PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC GOUVERNEUR MINERAL DIVISION Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • 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).

401k Sponsoring company profile

R.T. VANDERBILT COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:R.T. VANDERBILT COMPANY, INC.
Employer identification number (EIN):131432885
NAIC Classification:325900
NAIC Description:Other Chemical Product and Preparation Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC GOUVERNEUR MINERAL DIVISION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-02-01RICHARD COMBATTI2023-10-03
0052021-02-01RICHARD COMBATTI2022-06-24
0052020-02-01RICHARD COMBATTI2021-06-17
0052019-02-01RICHARD COMBATTI2020-10-13
0052018-02-01RICHARD COMBATTI2019-10-08
0052017-02-01RICHARD COMBATTI2018-11-06
0052016-02-01JAMES MCDONALD2017-11-09
0052015-02-01JAMES MCDONALD2016-11-14
0052014-02-01JAMES MCDONALD2015-11-02
0052013-02-01JAMES MCDONALD2014-11-10
0052012-02-01JAMES MCDONALD2013-11-06
0052011-02-01JAMES MCDONALD2012-11-12
0052009-02-01JAMES MCDONALD

Plan Statistics for PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC GOUVERNEUR MINERAL DIVISION

401k plan membership statisitcs for PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC GOUVERNEUR MINERAL DIVISION

Measure Date Value
2023: PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC GOUVERNEUR MINERAL DIVISION 2023 401k membership
Market value of plan assets2023-01-312,068,518
Acturial value of plan assets2023-01-312,068,518
Funding target for retired participants and beneficiaries receiving payment2023-01-31681,689
Number of terminated vested participants2023-01-3129
Fundng target for terminated vested participants2023-01-311,079,663
Active participant vested funding target2023-01-31682,748
Number of active participants2023-01-3110
Total funding liabilities for active participants2023-01-31725,048
Total participant count2023-01-3149
Total funding target for all participants2023-01-312,486,400
Balance at beginning of prior year after applicable adjustments2023-01-310
Prefunding balance at beginning of prior year after applicable adjustments2023-01-310
Carryover balanced portion elected for use to offset prior years funding requirement2023-01-310
Prefunding balanced used to offset prior years funding requirement2023-01-310
Amount remaining of carryover balance2023-01-310
Amount remaining of prefunding balance2023-01-310
Present value of excess contributions2023-01-3111,217
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-01-3111,847
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-01-310
Reductions in caryover balances due to elections or deemed elections2023-01-310
Reductions in prefunding balances due to elections or deemed elections2023-01-310
Balance of carryovers at beginning of current year2023-01-310
Balance of prefunding at beginning of current year2023-01-310
Total employer contributions2023-01-31139,000
Total employee contributions2023-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2023-01-310
Contributions made to avoid restrictions adjusted to valuation date2023-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-01-31130,860
Liquidity shortfalls end of Q12023-01-310
Liquidity shortfalls end of Q22023-01-310
Liquidity shortfalls end of Q32023-01-310
Liquidity shortfalls end of Q42023-01-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-01-310
Remaining amount of unpaid minimum required contributions2023-01-310
Minimum required contributions for current year target normal cost2023-01-3133,614
Net shortfall amortization installment of oustanding balance2023-01-31124,369
Total funding amount beforereflecting carryover/prefunding balances2023-01-3173,526
Additional cash requirement2023-01-3173,526
Contributions allocatedtoward minimum required contributions for current year2023-01-31130,860
Unpaid minimum required contributions for current year2023-01-310
Unpaid minimum required contributions for all years2023-01-310
2022: PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC GOUVERNEUR MINERAL DIVISION 2022 401k membership
Market value of plan assets2022-01-312,140,244
Acturial value of plan assets2022-01-312,140,244
Funding target for retired participants and beneficiaries receiving payment2022-01-31606,004
Number of terminated vested participants2022-01-3131
Fundng target for terminated vested participants2022-01-311,088,392
Active participant vested funding target2022-01-31712,724
Number of active participants2022-01-3111
Total funding liabilities for active participants2022-01-31750,636
Total participant count2022-01-3151
Total funding target for all participants2022-01-312,445,032
Balance at beginning of prior year after applicable adjustments2022-01-310
Prefunding balance at beginning of prior year after applicable adjustments2022-01-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-01-310
Prefunding balanced used to offset prior years funding requirement2022-01-310
Amount remaining of carryover balance2022-01-310
Amount remaining of prefunding balance2022-01-310
Present value of excess contributions2022-01-31118,048
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-01-31124,458
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-01-310
Reductions in caryover balances due to elections or deemed elections2022-01-310
Reductions in prefunding balances due to elections or deemed elections2022-01-310
Balance of carryovers at beginning of current year2022-01-310
Balance of prefunding at beginning of current year2022-01-310
Total employer contributions2022-01-3175,000
Total employee contributions2022-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-01-310
Contributions made to avoid restrictions adjusted to valuation date2022-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-01-3173,704
Liquidity shortfalls end of Q12022-01-310
Liquidity shortfalls end of Q22022-01-310
Liquidity shortfalls end of Q32022-01-310
Liquidity shortfalls end of Q42022-01-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-01-310
Remaining amount of unpaid minimum required contributions2022-01-310
Minimum required contributions for current year target normal cost2022-01-3134,068
Net shortfall amortization installment of oustanding balance2022-01-31304,788
Total funding amount beforereflecting carryover/prefunding balances2022-01-3162,487
Additional cash requirement2022-01-3162,487
Contributions allocatedtoward minimum required contributions for current year2022-01-3173,704
Unpaid minimum required contributions for current year2022-01-310
Unpaid minimum required contributions for all years2022-01-310
2021: PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC GOUVERNEUR MINERAL DIVISION 2021 401k membership
Market value of plan assets2021-01-312,212,156
Acturial value of plan assets2021-01-312,212,156
Funding target for retired participants and beneficiaries receiving payment2021-01-31856,051
Number of terminated vested participants2021-01-3132
Fundng target for terminated vested participants2021-01-311,074,007
Active participant vested funding target2021-01-31756,135
Number of active participants2021-01-3112
Total funding liabilities for active participants2021-01-31792,732
Total participant count2021-01-3156
Total funding target for all participants2021-01-312,722,790
Balance at beginning of prior year after applicable adjustments2021-01-310
Prefunding balance at beginning of prior year after applicable adjustments2021-01-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-01-310
Prefunding balanced used to offset prior years funding requirement2021-01-310
Amount remaining of carryover balance2021-01-310
Amount remaining of prefunding balance2021-01-310
Present value of excess contributions2021-01-3157,521
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-01-3160,731
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-01-310
Reductions in caryover balances due to elections or deemed elections2021-01-310
Reductions in prefunding balances due to elections or deemed elections2021-01-310
Balance of carryovers at beginning of current year2021-01-310
Balance of prefunding at beginning of current year2021-01-310
Total employer contributions2021-01-31361,064
Total employee contributions2021-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-01-31346,192
Liquidity shortfalls end of Q12021-01-310
Liquidity shortfalls end of Q22021-01-310
Liquidity shortfalls end of Q32021-01-310
Liquidity shortfalls end of Q42021-01-310
Unpaid minimum required contributions for all prior years2021-01-310
Remaining amount of unpaid minimum required contributions2021-01-310
Minimum required contributions for current year target normal cost2021-01-3136,864
Net shortfall amortization installment of oustanding balance2021-01-31510,634
Waiver amortization installment2021-01-310
Total funding amount beforereflecting carryover/prefunding balances2021-01-31228,144
Carryover balance elected to use to offset funding requirement2021-01-310
Prefunding balance elected to use to offset funding requirement2021-01-310
Additional cash requirement2021-01-31228,144
Contributions allocatedtoward minimum required contributions for current year2021-01-31346,192
Unpaid minimum required contributions for current year2021-01-310
Unpaid minimum required contributions for all years2021-01-310
2020: PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC GOUVERNEUR MINERAL DIVISION 2020 401k membership
Market value of plan assets2020-01-312,532,074
Acturial value of plan assets2020-01-312,532,074
Funding target for retired participants and beneficiaries receiving payment2020-01-311,329,416
Number of terminated vested participants2020-01-3133
Fundng target for terminated vested participants2020-01-311,047,748
Active participant vested funding target2020-01-31789,160
Number of active participants2020-01-3113
Total funding liabilities for active participants2020-01-31822,316
Total participant count2020-01-3168
Total funding target for all participants2020-01-313,199,480
Balance at beginning of prior year after applicable adjustments2020-01-310
Prefunding balance at beginning of prior year after applicable adjustments2020-01-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-01-310
Prefunding balanced used to offset prior years funding requirement2020-01-310
Amount remaining of carryover balance2020-01-310
Amount remaining of prefunding balance2020-01-310
Present value of excess contributions2020-01-31241,519
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-01-31255,479
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-01-310
Balance of carryovers at beginning of current year2020-01-310
Balance of prefunding at beginning of current year2020-01-310
Total employer contributions2020-01-31381,228
Total employee contributions2020-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-01-310
Contributions made to avoid restrictions adjusted to valuation date2020-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-01-31360,542
Liquidity shortfalls end of Q12020-01-310
Liquidity shortfalls end of Q22020-01-310
Liquidity shortfalls end of Q32020-01-310
Liquidity shortfalls end of Q42020-01-310
Unpaid minimum required contributions for all prior years2020-01-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-01-310
Remaining amount of unpaid minimum required contributions2020-01-310
Minimum required contributions for current year target normal cost2020-01-3142,228
Net shortfall amortization installment of oustanding balance2020-01-31667,406
Total funding amount beforereflecting carryover/prefunding balances2020-01-31303,021
Carryover balance elected to use to offset funding requirement2020-01-310
Prefunding balance elected to use to offset funding requirement2020-01-310
Additional cash requirement2020-01-31303,021
Contributions allocatedtoward minimum required contributions for current year2020-01-31360,542
Unpaid minimum required contributions for current year2020-01-310
Unpaid minimum required contributions for all years2020-01-310
2019: PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC GOUVERNEUR MINERAL DIVISION 2019 401k membership
Market value of plan assets2019-01-312,213,625
Acturial value of plan assets2019-01-312,213,625
Funding target for retired participants and beneficiaries receiving payment2019-01-311,273,047
Number of terminated vested participants2019-01-3135
Fundng target for terminated vested participants2019-01-311,069,971
Active participant vested funding target2019-01-31734,284
Number of active participants2019-01-3113
Total funding liabilities for active participants2019-01-31742,279
Total participant count2019-01-3169
Total funding target for all participants2019-01-313,085,297
Funding target disregarding prescribed at-risk assumptions2019-01-313,085,297
Funding target reflecting at-risk assumptions but disregarding transition rule for plant that have been at-risk status for fewer than five consecutive years and disregarding loading factor2019-01-313,085,297
Balance at beginning of prior year after applicable adjustments2019-01-310
Prefunding balance at beginning of prior year after applicable adjustments2019-01-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-01-310
Prefunding balanced used to offset prior years funding requirement2019-01-310
Amount remaining of carryover balance2019-01-310
Amount remaining of prefunding balance2019-01-310
Present value of excess contributions2019-01-31439,301
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-01-31465,615
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-01-310
Reductions in caryover balances due to elections or deemed elections2019-01-310
Reductions in prefunding balances due to elections or deemed elections2019-01-310
Balance of carryovers at beginning of current year2019-01-310
Balance of prefunding at beginning of current year2019-01-310
Total employer contributions2019-01-31463,000
Total employee contributions2019-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-01-310
Contributions made to avoid restrictions adjusted to valuation date2019-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-01-31443,216
Liquidity shortfalls end of Q12019-01-310
Liquidity shortfalls end of Q22019-01-310
Liquidity shortfalls end of Q32019-01-310
Liquidity shortfalls end of Q42019-01-310
Unpaid minimum required contributions for all prior years2019-01-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-01-310
Remaining amount of unpaid minimum required contributions2019-01-310
Minimum required contributions for current year target normal cost2019-01-311,514
Net shortfall amortization installment of oustanding balance2019-01-31871,672
Waiver amortization installment2019-01-310
Total funding amount beforereflecting carryover/prefunding balances2019-01-31201,697
Carryover balance elected to use to offset funding requirement2019-01-310
Prefunding balance elected to use to offset funding requirement2019-01-310
Additional cash requirement2019-01-31201,697
Contributions allocatedtoward minimum required contributions for current year2019-01-31443,216
Unpaid minimum required contributions for current year2019-01-310
Unpaid minimum required contributions for all years2019-01-310
2018: PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC GOUVERNEUR MINERAL DIVISION 2018 401k membership
Market value of plan assets2018-01-312,061,045
Acturial value of plan assets2018-01-312,061,045
Funding target for retired participants and beneficiaries receiving payment2018-01-311,198,943
Number of terminated vested participants2018-01-3138
Fundng target for terminated vested participants2018-01-311,049,284
Active participant vested funding target2018-01-31701,471
Number of active participants2018-01-3114
Total funding liabilities for active participants2018-01-31728,999
Total participant count2018-01-3169
Total funding target for all participants2018-01-312,977,226
Balance at beginning of prior year after applicable adjustments2018-01-310
Prefunding balance at beginning of prior year after applicable adjustments2018-01-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-01-310
Prefunding balanced used to offset prior years funding requirement2018-01-310
Amount remaining of carryover balance2018-01-310
Amount remaining of prefunding balance2018-01-310
Present value of excess contributions2018-01-311,924
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-01-312,043
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-01-310
Reductions in caryover balances due to elections or deemed elections2018-01-310
Reductions in prefunding balances due to elections or deemed elections2018-01-310
Balance of carryovers at beginning of current year2018-01-310
Balance of prefunding at beginning of current year2018-01-310
Total employer contributions2018-01-31564,000
Total employee contributions2018-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-01-310
Contributions made to avoid restrictions adjusted to valuation date2018-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-01-31518,997
Liquidity shortfalls end of Q12018-01-310
Liquidity shortfalls end of Q22018-01-310
Liquidity shortfalls end of Q32018-01-310
Liquidity shortfalls end of Q42018-01-310
Unpaid minimum required contributions for all prior years2018-01-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-01-310
Remaining amount of unpaid minimum required contributions2018-01-310
Minimum required contributions for current year target normal cost2018-01-312,741
Net shortfall amortization installment of oustanding balance2018-01-31916,181
Waiver amortization installment2018-01-310
Total funding amount beforereflecting carryover/prefunding balances2018-01-3179,696
Carryover balance elected to use to offset funding requirement2018-01-310
Prefunding balance elected to use to offset funding requirement2018-01-310
Additional cash requirement2018-01-3179,696
Contributions allocatedtoward minimum required contributions for current year2018-01-31518,997
Unpaid minimum required contributions for current year2018-01-310
Unpaid minimum required contributions for all years2018-01-310
2017: PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC GOUVERNEUR MINERAL DIVISION 2017 401k membership
Market value of plan assets2017-01-312,528,867
Acturial value of plan assets2017-01-312,528,867
Funding target for retired participants and beneficiaries receiving payment2017-01-311,580,097
Number of terminated vested participants2017-01-3139
Fundng target for terminated vested participants2017-01-31968,758
Active participant vested funding target2017-01-31689,838
Number of active participants2017-01-3115
Total funding liabilities for active participants2017-01-31721,522
Total participant count2017-01-3176
Total funding target for all participants2017-01-313,270,377
Balance at beginning of prior year after applicable adjustments2017-01-310
Prefunding balance at beginning of prior year after applicable adjustments2017-01-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-01-310
Prefunding balanced used to offset prior years funding requirement2017-01-310
Amount remaining of carryover balance2017-01-310
Amount remaining of prefunding balance2017-01-310
Present value of excess contributions2017-01-3118,267
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-01-3119,429
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-01-310
Reductions in caryover balances due to elections or deemed elections2017-01-310
Reductions in prefunding balances due to elections or deemed elections2017-01-310
Balance of carryovers at beginning of current year2017-01-310
Balance of prefunding at beginning of current year2017-01-310
Total employer contributions2017-01-31306,504
Total employee contributions2017-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-01-310
Contributions made to avoid restrictions adjusted to valuation date2017-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-01-31286,105
Liquidity shortfalls end of Q12017-01-310
Liquidity shortfalls end of Q22017-01-310
Liquidity shortfalls end of Q32017-01-310
Liquidity shortfalls end of Q42017-01-310
Unpaid minimum required contributions for all prior years2017-01-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-01-310
Remaining amount of unpaid minimum required contributions2017-01-310
Minimum required contributions for current year target normal cost2017-01-313,062
Net shortfall amortization installment of oustanding balance2017-01-31741,510
Waiver amortization installment2017-01-310
Total funding amount beforereflecting carryover/prefunding balances2017-01-31284,181
Additional cash requirement2017-01-31284,181
Contributions allocatedtoward minimum required contributions for current year2017-01-31286,105
Unpaid minimum required contributions for current year2017-01-310
Unpaid minimum required contributions for all years2017-01-310
2009: PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC GOUVERNEUR MINERAL DIVISION 2009 401k membership
Total participants, beginning-of-year2009-02-01111
Total number of active participants reported on line 7a of the Form 55002009-02-0118
Number of retired or separated participants receiving benefits2009-02-0131
Number of other retired or separated participants entitled to future benefits2009-02-0154
Total of all active and inactive participants2009-02-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010
Total participants2009-02-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-011

Financial Data on PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC GOUVERNEUR MINERAL DIVISION

Measure Date Value
2011 : PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC GOUVERNEUR MINERAL DIVISION 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-01-31$98,920
Total unrealized appreciation/depreciation of assets2011-01-31$98,920
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$0
Total income from all sources (including contributions)2011-01-31$649,019
Total loss/gain on sale of assets2011-01-31$0
Total of all expenses incurred2011-01-31$782,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$776,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$395,381
Value of total assets at end of year2011-01-31$3,598,702
Value of total assets at beginning of year2011-01-31$3,731,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-31$5,894
Total interest from all sources2011-01-31$154,718
Total dividends received (eg from common stock, registered investment company shares)2011-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Was this plan covered by a fidelity bond2011-01-31Yes
Value of fidelity bond cover2011-01-31$3,000,000
If this is an individual account plan, was there a blackout period2011-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-01-31$0
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net income/loss2011-01-31$-133,291
Value of net assets at end of year (total assets less liabilities)2011-01-31$3,598,702
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$3,731,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Interest earned on other investments2011-01-31$154,718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-01-31$3,315,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-01-31$3,697,167
Expenses. Payments to insurance carriers foe the provision of benefits2011-01-31$494,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31Yes
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Contributions received in cash from employer2011-01-31$395,381
Employer contributions (assets) at end of year2011-01-31$283,233
Employer contributions (assets) at beginning of year2011-01-31$34,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$282,103
Contract administrator fees2011-01-31$5,894
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-01-31No
Did the plan have assets held for investment2011-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-31Yes
Opinion of an independent qualified public accountant for this plan2011-01-31Disclaimer
Accountancy firm name2011-01-31MCGLADREY AND PULLEN LLP
Accountancy firm EIN2011-01-31420714352
2010 : PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC GOUVERNEUR MINERAL DIVISION 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-01-31$0

Form 5500 Responses for PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC GOUVERNEUR MINERAL DIVISION

2009: PENSION PLAN FOR UNION EMPLOYEES OF VANDERBILT MINERALS, LLC GOUVERNEUR MINERAL DIVISION 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planYes
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberDA 312
Policy instance 1
Insurance contract or identification numberDA 312
Number of Individuals Covered94
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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