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Plan Name | SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES |
Plan identification number | 508 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
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Company Name: | ALTRIA CLIENT SERVICES LLC |
Employer identification number (EIN): | 472929146 |
NAIC Classification: | 312200 |
NAIC Description: | Tobacco Manufacturing |
Additional information about ALTRIA CLIENT SERVICES LLC
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2013-02-27 |
Company Identification Number: | S443360 |
Legal Registered Office Address: |
6601 West Broad Street Richmond United States of America (USA) 23230 |
More information about ALTRIA CLIENT SERVICES LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
508 | 2022-01-01 | ||||
508 | 2021-01-01 | ||||
508 | 2020-01-01 | ||||
508 | 2019-01-01 | ||||
508 | 2018-01-01 | ||||
508 | 2017-01-01 | THOMAS HOUGHTALING | |||
508 | 2016-01-01 | SCOTT SCOFIELD | |||
508 | 2015-01-01 | SCOTT SCOFIELD |
Measure | Date | Value |
---|---|---|
2022: SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,844 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1,660 |
Total of all active and inactive participants | 2022-01-01 | 1,660 |
2021: SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,877 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1,844 |
Total of all active and inactive participants | 2021-01-01 | 1,844 |
2020: SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,929 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1,877 |
Total of all active and inactive participants | 2020-01-01 | 1,877 |
2019: SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1,968 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1,929 |
Total of all active and inactive participants | 2019-01-01 | 1,929 |
2018: SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 3,283 |
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 | 1,968 |
Total of all active and inactive participants | 2018-01-01 | 1,968 |
2017: SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 3,364 |
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 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3,283 |
Total of all active and inactive participants | 2017-01-01 | 3,283 |
2016: SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 4,121 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3,364 |
Total of all active and inactive participants | 2016-01-01 | 3,364 |
2015: SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 4,152 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3,446 |
Total of all active and inactive participants | 2015-01-01 | 3,446 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 675 |
Total participants | 2015-01-01 | 4,121 |
Measure | Date | Value |
---|---|---|
2017 : SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 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 | $34,251 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $21,737 |
Total income from all sources (including contributions) | 2017-12-31 | $2,149,874 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $6,618,575 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $6,410,993 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,880,413 |
Value of total assets at end of year | 2017-12-31 | $547,851 |
Value of total assets at beginning of year | 2017-12-31 | $5,004,038 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $207,582 |
Total interest from all sources | 2017-12-31 | $0 |
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 | $137,244 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $75,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $34,251 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $21,737 |
Administrative expenses (other) incurred | 2017-12-31 | $15 |
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 | $-4,468,701 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $513,600 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,982,301 |
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 | $4,060 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $4,422,954 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $513,600 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $518,584 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $518,584 |
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 | $1,880,413 |
Employer contributions (assets) at end of year | 2017-12-31 | $34,251 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $62,500 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $6,410,993 |
Contract administrator fees | 2017-12-31 | $66,263 |
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 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2017-12-31 | 134008324 |
2016 : SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 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 | $21,737 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $30,300 |
Total income from all sources (including contributions) | 2016-12-31 | $6,073,640 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $6,344,574 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $6,214,561 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $6,062,970 |
Value of total assets at end of year | 2016-12-31 | $5,004,038 |
Value of total assets at beginning of year | 2016-12-31 | $5,283,535 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $130,013 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
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 | $48,463 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $75,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $21,737 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $30,300 |
Administrative expenses (other) incurred | 2016-12-31 | $18 |
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 | $-270,934 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,982,301 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,253,235 |
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 | $14,721 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $4,422,954 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $4,778,536 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $518,584 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $504,999 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $504,999 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
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 | $6,062,970 |
Employer contributions (assets) at end of year | 2016-12-31 | $62,500 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $6,214,561 |
Contract administrator fees | 2016-12-31 | $66,811 |
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 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2016-12-31 | 134008324 |
2015 : SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2015 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $30,300 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $23,415 |
Total income from all sources (including contributions) | 2015-12-31 | $208,995 |
Total of all expenses incurred | 2015-12-31 | $6,237,641 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $6,069,631 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,034 |
Value of total assets at end of year | 2015-12-31 | $5,283,535 |
Value of total assets at beginning of year | 2015-12-31 | $11,305,296 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $168,010 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $57,904 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $75,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $30,300 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $23,415 |
Administrative expenses (other) incurred | 2015-12-31 | $36 |
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 | $-6,028,646 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $5,253,235 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,281,881 |
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 | $28,699 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $4,778,536 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $10,818,521 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $504,999 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $483,576 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $483,576 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
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 | $1,034 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $3,199 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $6,069,631 |
Contract administrator fees | 2015-12-31 | $81,371 |
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 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2015-12-31 | 134008324 |
2022: SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2021: SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2020: SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2019: SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2018: SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 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 | No |
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 – General assets of the sponsor | Yes |
2018-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2017: SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 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 funding arrangement – General assets of the sponsor | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2017-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2016: SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 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: SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES 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 |