401k Plan data: EMPLOYEES RETIREMENT INCOME PLAN FOR RAYONIER ADVANCED MATERIALS INC. BARGAINING UNIT EMPLOYEES AT THE JESUP MILL plan

EMPLOYEES RETIREMENT INCOME PLAN FOR RAYONIER ADVANCED MATERIALS INC. BARGAINING UNIT EMPLOYEES AT THE JESUP MILL 401k Plan overview

Plan Name	EMPLOYEES RETIREMENT INCOME PLAN FOR RAYONIER ADVANCED MATERIALS INC. BARGAINING UNIT EMPLOYEES AT THE JESUP MILL
Plan identification number	002

EMPLOYEES RETIREMENT INCOME PLAN FOR RAYONIER ADVANCED MATERIALS INC. BARGAINING UNIT EMPLOYEES AT THE JESUP MILL Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Benefits are primarily flat dollar (includes dollars per year of service) Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RAYONIER ADVANCED MATERIALS INC. has sponsored the creation of one or more 401k plans.

Company Name: RAYONIER ADVANCED MATERIALS INC.

Employer identification number (EIN): 464559529

NAIC Classification: 321900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES RETIREMENT INCOME PLAN FOR RAYONIER ADVANCED MATERIALS INC. BARGAINING UNIT EMPLOYEES AT THE JESUP MILL

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01
002 2017-01-01 JAY POSZE
002 2014-01-01 JAMES POSZE
002 2014-01-01 JAY POSZE

Plan Statistics for EMPLOYEES RETIREMENT INCOME PLAN FOR RAYONIER ADVANCED MATERIALS INC. BARGAINING UNIT EMPLOYEES AT THE JESUP MILL

401k plan membership statisitcs for EMPLOYEES RETIREMENT INCOME PLAN FOR RAYONIER ADVANCED MATERIALS INC. BARGAINING UNIT EMPLOYEES AT THE JESUP MILL

Measure Date Value
2018: EMPLOYEES RETIREMENT INCOME PLAN FOR RAYONIER ADVANCED MATERIALS INC. BARGAINING UNIT EMPLOYEES AT THE JESUP MILL 2018 401k membership
Market value of plan assets 2018-12-31 93,387,849
Acturial value of plan assets 2018-12-31 93,387,849
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 74,052,274
Number of terminated vested participants 2018-12-31 316
Fundng target for terminated vested participants 2018-12-31 12,751,998
Active participant vested funding target 2018-12-31 0
Number of active participants 2018-12-31 0
Total funding liabilities for active participants 2018-12-31 0
Total participant count 2018-12-31 1,143
Total funding target for all participants 2018-12-31 86,804,272
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 255
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 270
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 0
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 886,079
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 1,125
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: EMPLOYEES RETIREMENT INCOME PLAN FOR RAYONIER ADVANCED MATERIALS INC. BARGAINING UNIT EMPLOYEES AT THE JESUP MILL 2017 401k membership
Market value of plan assets 2017-12-31 86,724,007
Acturial value of plan assets 2017-12-31 87,960,065
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 73,776,704
Number of terminated vested participants 2017-12-31 334
Fundng target for terminated vested participants 2017-12-31 14,159,182
Active participant vested funding target 2017-12-31 0
Number of active participants 2017-12-31 0
Total funding liabilities for active participants 2017-12-31 0
Total participant count 2017-12-31 1,160
Total funding target for all participants 2017-12-31 87,935,886
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
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 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 2017-12-31 903,419
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 2017-12-31 821,509
Unpaid minimum required contributions for all prior years 2017-12-31 0
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 0
Minimum required contributions for current year target normal cost 2017-12-31 845,433
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 821,254
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 2017-12-31 821,254
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 821,509
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 1,142
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 660
Number of other retired or separated participants entitled to future benefits 2017-01-01 313
Total of all active and inactive participants 2017-01-01 973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 152
Total participants 2017-01-01 1,125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2014: EMPLOYEES RETIREMENT INCOME PLAN FOR RAYONIER ADVANCED MATERIALS INC. BARGAINING UNIT EMPLOYEES AT THE JESUP MILL 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,345
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 513
Number of retired or separated participants receiving benefits 2014-01-01 592
Number of other retired or separated participants entitled to future benefits 2014-01-01 83
Total of all active and inactive participants 2014-01-01 1,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 141
Total participants 2014-01-01 1,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2018: EMPLOYEES RETIREMENT INCOME PLAN FOR RAYONIER ADVANCED MATERIALS INC. BARGAINING UNIT EMPLOYEES AT THE JESUP MILL 2018 401k membership
Market value of plan assets	2018-12-31	93,387,849
Acturial value of plan assets	2018-12-31	93,387,849
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	74,052,274
Number of terminated vested participants	2018-12-31	316
Fundng target for terminated vested participants	2018-12-31	12,751,998
Active participant vested funding target	2018-12-31	0
Number of active participants	2018-12-31	0
Total funding liabilities for active participants	2018-12-31	0
Total participant count	2018-12-31	1,143
Total funding target for all participants	2018-12-31	86,804,272
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	255
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	270
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	0
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	886,079
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	1,125
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: EMPLOYEES RETIREMENT INCOME PLAN FOR RAYONIER ADVANCED MATERIALS INC. BARGAINING UNIT EMPLOYEES AT THE JESUP MILL 2017 401k membership
Market value of plan assets	2017-12-31	86,724,007
Acturial value of plan assets	2017-12-31	87,960,065
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	73,776,704
Number of terminated vested participants	2017-12-31	334
Fundng target for terminated vested participants	2017-12-31	14,159,182
Active participant vested funding target	2017-12-31	0
Number of active participants	2017-12-31	0
Total funding liabilities for active participants	2017-12-31	0
Total participant count	2017-12-31	1,160
Total funding target for all participants	2017-12-31	87,935,886
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
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	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	903,419
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	821,509
Unpaid minimum required contributions for all prior years	2017-12-31	0
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	0
Minimum required contributions for current year target normal cost	2017-12-31	845,433
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	821,254
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	821,254
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	821,509
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	1,142
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	660
Number of other retired or separated participants entitled to future benefits	2017-01-01	313
Total of all active and inactive participants	2017-01-01	973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	152
Total participants	2017-01-01	1,125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2014: EMPLOYEES RETIREMENT INCOME PLAN FOR RAYONIER ADVANCED MATERIALS INC. BARGAINING UNIT EMPLOYEES AT THE JESUP MILL 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,345
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	513
Number of retired or separated participants receiving benefits	2014-01-01	592
Number of other retired or separated participants entitled to future benefits	2014-01-01	83
Total of all active and inactive participants	2014-01-01	1,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	141
Total participants	2014-01-01	1,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on EMPLOYEES RETIREMENT INCOME PLAN FOR RAYONIER ADVANCED MATERIALS INC. BARGAINING UNIT EMPLOYEES AT THE JESUP MILL

Measure	Date	Value
2018 : EMPLOYEES RETIREMENT INCOME PLAN FOR RAYONIER ADVANCED MATERIALS INC. BARGAINING UNIT EMPLOYEES AT THE JESUP MILL 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$77,164,075
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-7,701,736
Total loss/gain on sale of assets	2018-12-31	$-2,355,601
Total of all expenses incurred	2018-12-31	$8,556,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$7,635,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$0
Value of total assets at end of year	2018-12-31	$0
Value of total assets at beginning of year	2018-12-31	$93,422,523
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$921,610
Total interest from all sources	2018-12-31	$733,659
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$255,377
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$261,000
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$2,740,710
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$425,746
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$-8,185,365
Administrative expenses (other) incurred	2018-12-31	$457,852
Liabilities. Value of operating payables at end of year	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-16,258,448
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$93,422,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$208,381
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$26,757
Income. Interest from corporate debt instruments	2018-12-31	$733,477
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$54,383,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$462,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$462,760
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$-26,575
Asset value of US Government securities at end of year	2018-12-31	$0
Asset value of US Government securities at beginning of year	2018-12-31	$2,194,970
Net investment gain or loss from common/collective trusts	2018-12-31	$2,105,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$903,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$7,635,102
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$17,241,165
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$14,808,759
Did the plan have assets held for investment	2018-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	Yes
Aggregate proceeds on sale of assets	2018-12-31	$61,321,176
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$63,676,777
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	POSTLETHWAITE AND NETTERVILLE
Accountancy firm EIN	2018-12-31	721202445
2017 : EMPLOYEES RETIREMENT INCOME PLAN FOR RAYONIER ADVANCED MATERIALS INC. BARGAINING UNIT EMPLOYEES AT THE JESUP MILL 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$1,440,073
Total unrealized appreciation/depreciation of assets	2017-12-31	$1,440,073
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	$56,207
Total income from all sources (including contributions)	2017-12-31	$15,492,618
Total loss/gain on sale of assets	2017-12-31	$1,392,940
Total of all expenses incurred	2017-12-31	$8,737,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$7,703,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$903,419
Value of total assets at end of year	2017-12-31	$93,422,523
Value of total assets at beginning of year	2017-12-31	$86,724,007
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,034,868
Total interest from all sources	2017-12-31	$1,374,917
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$118,418
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-12-31	$261,000
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$128,000
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
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
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$2,740,710
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$1,208,619
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$425,746
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$355,252
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$56,207
Other income not declared elsewhere	2017-12-31	$158,005
Administrative expenses (other) incurred	2017-12-31	$727,573
Liabilities. Value of operating payables at end of year	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$-2
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	$6,754,723
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$93,422,523
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$86,667,800
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	$188,877
Interest earned on other investments	2017-12-31	$91,219
Income. Interest from US Government securities	2017-12-31	$37,582
Income. Interest from corporate debt instruments	2017-12-31	$1,232,409
Value of interest in common/collective trusts at end of year	2017-12-31	$54,383,994
Value of interest in common/collective trusts at beginning of year	2017-12-31	$51,673,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$462,760
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$299,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$299,975
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$13,707
Asset value of US Government securities at end of year	2017-12-31	$2,194,970
Asset value of US Government securities at beginning of year	2017-12-31	$3,824,396
Net investment gain or loss from common/collective trusts	2017-12-31	$10,223,264
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	$903,419
Employer contributions (assets) at end of year	2017-12-31	$903,419
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$7,703,027
Asset. Corporate debt instrument preferred debt at end of year	2017-12-31	$17,241,165
Asset. Corporate debt instrument preferred debt at beginning of year	2017-12-31	$15,955,075
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$14,808,759
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$13,279,432
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
Aggregate proceeds on sale of assets	2017-12-31	$34,870,589
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$33,477,649
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	POSTLETHWAITE AND NETTERVILLE
Accountancy firm EIN	2017-12-31	721202445
2014 : EMPLOYEES RETIREMENT INCOME PLAN FOR RAYONIER ADVANCED MATERIALS INC. BARGAINING UNIT EMPLOYEES AT THE JESUP MILL 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$124,724,438
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	$104,061
Total income from all sources (including contributions)	2014-12-31	$8,806,015
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$7,483,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$6,948,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$0
Value of total assets at end of year	2014-12-31	$0
Value of total assets at beginning of year	2014-12-31	$123,505,915
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$534,689
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$21,234
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
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
Administrative expenses (other) incurred	2014-12-31	$322,278
Liabilities. Value of operating payables at end of year	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$104,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,322,584
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$123,401,854
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	$191,177
Value of interest in master investment trust accounts at end of year	2014-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$123,505,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$6,948,742
Did the plan have assets held for investment	2014-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	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	ENNIS, PELLUM & ASSOCIATES
Accountancy firm EIN	2014-12-31	591843700

Form 5500 Responses for EMPLOYEES RETIREMENT INCOME PLAN FOR RAYONIER ADVANCED MATERIALS INC. BARGAINING UNIT EMPLOYEES AT THE JESUP MILL

2018: EMPLOYEES RETIREMENT INCOME PLAN FOR RAYONIER ADVANCED MATERIALS INC. BARGAINING UNIT EMPLOYEES AT THE JESUP MILL 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: EMPLOYEES RETIREMENT INCOME PLAN FOR RAYONIER ADVANCED MATERIALS INC. BARGAINING UNIT EMPLOYEES AT THE JESUP MILL 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
2014: EMPLOYEES RETIREMENT INCOME PLAN FOR RAYONIER ADVANCED MATERIALS INC. BARGAINING UNIT EMPLOYEES AT THE JESUP MILL 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	Yes
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	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	RAYONIER ADVANCED MATERIALS INC.
Employer identification number (EIN):	464559529
NAIC Classification:	321900

Plan id#	Filing Submission Date	Name of Administrator
002	2018-01-01
002	2017-01-01	JAY POSZE
002	2014-01-01	JAMES POSZE
002	2014-01-01	JAY POSZE