PHILIP MORRIS USA INC. has sponsored the creation of one or more 401k plans.
Additional information about PHILIP MORRIS USA INC.
Submission information for form 5500 for 401k plan LONG-TERM DISABILITY PLAN FOR HOURLY EMPLOYEES
401k plan membership statisitcs for LONG-TERM DISABILITY PLAN FOR HOURLY EMPLOYEES
| Measure | Date | Value |
|---|
| 2010: LONG-TERM DISABILITY PLAN FOR HOURLY EMPLOYEES 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 3,716 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2,178 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 779 |
| Total of all active and inactive participants | 2010-01-01 | 2,957 |
| Total participants | 2010-01-01 | 2,957 |
| 2009: LONG-TERM DISABILITY PLAN FOR HOURLY EMPLOYEES 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 4,353 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2,925 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 791 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 3,716 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 3,716 |
| Measure | Date | Value |
|---|
| 2010 : LONG-TERM DISABILITY PLAN FOR HOURLY EMPLOYEES 2010 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $4,198,156 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $6,953,526 |
| Total income from all sources (including contributions) | 2010-12-31 | $8,205,784 |
| Total of all expenses incurred | 2010-12-31 | $6,671,167 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $6,144,605 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,089,221 |
| Value of total assets at end of year | 2010-12-31 | $67,283,401 |
| Value of total assets at beginning of year | 2010-12-31 | $68,504,154 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $526,562 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $104,633 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $75,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $108,904 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $112,261 |
| Administrative expenses (other) incurred | 2010-12-31 | $637 |
| 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 | $1,534,617 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $63,085,245 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $61,550,628 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $277,315 |
| Value of interest in master investment trust accounts at end of year | 2010-12-31 | $65,486,003 |
| Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $66,112,678 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $708,177 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $721,463 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $721,463 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $1,089,221 |
| Employer contributions (assets) at end of year | 2010-12-31 | $1,089,221 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $1,670,013 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $6,144,605 |
| Contract administrator fees | 2010-12-31 | $143,977 |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $4,089,252 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $6,841,265 |
| 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 |
| 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 | PRICEWATERHOUSECOOPERS LLP |
| Accountancy firm EIN | 2010-12-31 | 134008324 |
| 2010: LONG-TERM DISABILITY PLAN FOR HOURLY EMPLOYEES 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 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 | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: LONG-TERM DISABILITY PLAN FOR HOURLY EMPLOYEES 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
