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EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 401k Plan overview

Plan NameEMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES
Plan identification number 001

EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

UNIVERSAL LEAF TOBACCO COMPANY, INC has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSAL LEAF TOBACCO COMPANY, INC
Employer identification number (EIN):540741848
NAIC Classification:424940
NAIC Description:Tobacco and Tobacco Product Merchant Wholesalers

Additional information about UNIVERSAL LEAF TOBACCO COMPANY, INC

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1922-04-21
Company Identification Number: 0023196
Legal Registered Office Address: 9201 FOREST HILL AVENUE
SUITE 1400
RICHMOND
United States of America (USA)
23235

More information about UNIVERSAL LEAF TOBACCO COMPANY, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BETTY B. GRANT2023-10-11
0012021-01-01BETTY B. GRANT2022-10-16
0012020-01-01BETTY B. GRANT2021-10-14
0012019-01-01BETTY B. GRANT2020-10-13
0012018-01-01BETTY B. GRANT2019-10-13
0012018-01-01BETTY B. GRANT2019-10-13
0012017-01-01
0012016-01-01
0012016-01-01BETTY B GRANT2017-10-13
0012016-01-01CHESTER2017-10-13
0012015-01-01BETTY B. GRANT
0012014-01-01BETTY B. GRANT
0012013-01-01BETTY B. GRANT BETTY B. GRANT2014-10-15
0012012-01-01BETTY B. GRANT BETTY B. GRANT2013-10-14
0012012-01-01BETTY B. GRANT BETTY B. GRANT2013-10-14
0012011-01-01BETTY B. GRANT BETTY B. GRANT2012-10-15
0012009-01-01BETTY B. GRANT BETTY B. GRANT2010-10-14
0012009-01-01BETTY B. GRANT BETTY B. GRANT2010-10-14
0012008-01-01

Plan Statistics for EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES

401k plan membership statisitcs for EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES

Measure Date Value
2022: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2022 401k membership
Market value of plan assets2022-12-31271,984,570
Acturial value of plan assets2022-12-31268,199,680
Funding target for retired participants and beneficiaries receiving payment2022-12-31145,958,557
Number of terminated vested participants2022-12-31112
Fundng target for terminated vested participants2022-12-316,872,967
Active participant vested funding target2022-12-3143,273,652
Number of active participants2022-12-31374
Total funding liabilities for active participants2022-12-3145,920,451
Total participant count2022-12-311,341
Total funding target for all participants2022-12-31198,751,975
Balance at beginning of prior year after applicable adjustments2022-12-3110,509,738
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3110,509,738
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-3110,909,108
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-312,842,178
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,341
Total number of active participants reported on line 7a of the Form 55002022-01-01368
Number of retired or separated participants receiving benefits2022-01-01846
Number of other retired or separated participants entitled to future benefits2022-01-01104
Total of all active and inactive participants2022-01-011,318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2021 401k membership
Market value of plan assets2021-12-31275,690,398
Acturial value of plan assets2021-12-31253,233,792
Funding target for retired participants and beneficiaries receiving payment2021-12-31146,489,091
Number of terminated vested participants2021-12-31112
Fundng target for terminated vested participants2021-12-317,219,043
Active participant vested funding target2021-12-3141,244,158
Number of active participants2021-12-31380
Total funding liabilities for active participants2021-12-3143,646,442
Total participant count2021-12-311,388
Total funding target for all participants2021-12-31197,354,576
Balance at beginning of prior year after applicable adjustments2021-12-319,188,440
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-319,188,440
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-311,281,892
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-311,350,730
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3110,509,738
Balance of prefunding at beginning of current year2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-312,559,907
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,388
Total number of active participants reported on line 7a of the Form 55002021-01-01374
Number of retired or separated participants receiving benefits2021-01-01855
Number of other retired or separated participants entitled to future benefits2021-01-01112
Total of all active and inactive participants2021-01-011,341
Total participants2021-01-011,341
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2020 401k membership
Market value of plan assets2020-12-31252,930,261
Acturial value of plan assets2020-12-31244,148,739
Funding target for retired participants and beneficiaries receiving payment2020-12-31140,372,507
Number of terminated vested participants2020-12-31106
Fundng target for terminated vested participants2020-12-316,342,284
Active participant vested funding target2020-12-3152,292,557
Number of active participants2020-12-31412
Total funding liabilities for active participants2020-12-3155,272,583
Total participant count2020-12-311,403
Total funding target for all participants2020-12-31201,987,374
Balance at beginning of prior year after applicable adjustments2020-12-317,751,341
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-317,751,341
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-314,839,614
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-315,106,761
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-319,188,440
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-311,400,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-311,281,892
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-313,044,878
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-311,281,892
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,403
Total number of active participants reported on line 7a of the Form 55002020-01-01380
Number of retired or separated participants receiving benefits2020-01-01896
Number of other retired or separated participants entitled to future benefits2020-01-01112
Total of all active and inactive participants2020-01-011,388
Total participants2020-01-011,388
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2019 401k membership
Market value of plan assets2019-12-31221,468,028
Acturial value of plan assets2019-12-31234,985,365
Funding target for retired participants and beneficiaries receiving payment2019-12-31139,173,862
Number of terminated vested participants2019-12-31103
Fundng target for terminated vested participants2019-12-317,196,461
Active participant vested funding target2019-12-3149,997,526
Number of active participants2019-12-31382
Total funding liabilities for active participants2019-12-3152,931,838
Total participant count2019-12-311,403
Total funding target for all participants2019-12-31199,302,161
Balance at beginning of prior year after applicable adjustments2019-12-318,217,260
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-318,217,260
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3117,587,773
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3118,583,241
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-317,751,341
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-315,300,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-314,839,614
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-312,811,704
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-314,839,614
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,403
Total number of active participants reported on line 7a of the Form 55002019-01-01412
Number of retired or separated participants receiving benefits2019-01-01885
Number of other retired or separated participants entitled to future benefits2019-01-01106
Total of all active and inactive participants2019-01-011,403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,403
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2018 401k membership
Market value of plan assets2018-12-31228,351,157
Acturial value of plan assets2018-12-31219,228,314
Funding target for retired participants and beneficiaries receiving payment2018-12-31132,345,055
Number of terminated vested participants2018-12-31105
Fundng target for terminated vested participants2018-12-315,432,964
Active participant vested funding target2018-12-3145,956,082
Number of active participants2018-12-31372
Total funding liabilities for active participants2018-12-3150,173,614
Total participant count2018-12-311,410
Total funding target for all participants2018-12-31187,951,633
Balance at beginning of prior year after applicable adjustments2018-12-317,292,563
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-317,292,563
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-315,523,039
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-315,846,137
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-318,217,260
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3118,600,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3117,587,773
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-312,681,799
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3117,587,773
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,410
Total number of active participants reported on line 7a of the Form 55002018-01-01382
Number of retired or separated participants receiving benefits2018-01-01918
Number of other retired or separated participants entitled to future benefits2018-01-01103
Total of all active and inactive participants2018-01-011,403
Total participants2018-01-011,403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2017 401k membership
Market value of plan assets2017-12-31209,758,820
Acturial value of plan assets2017-12-31213,495,725
Funding target for retired participants and beneficiaries receiving payment2017-12-31130,691,787
Number of terminated vested participants2017-12-31136
Fundng target for terminated vested participants2017-12-316,795,296
Active participant vested funding target2017-12-3142,133,812
Number of active participants2017-12-31402
Total funding liabilities for active participants2017-12-3144,941,622
Total participant count2017-12-311,541
Total funding target for all participants2017-12-31182,428,705
Balance at beginning of prior year after applicable adjustments2017-12-316,754,249
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-316,754,249
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-315,508,775
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-315,841,505
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-317,292,563
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-316,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-315,523,039
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-312,571,762
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-315,523,039
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,541
Total number of active participants reported on line 7a of the Form 55002017-01-01372
Number of retired or separated participants receiving benefits2017-01-01933
Number of other retired or separated participants entitled to future benefits2017-01-01105
Total of all active and inactive participants2017-01-011,410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,410
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2016 401k membership
Market value of plan assets2016-12-31201,256,987
Acturial value of plan assets2016-12-31211,398,408
Funding target for retired participants and beneficiaries receiving payment2016-12-31127,335,370
Number of terminated vested participants2016-12-31135
Fundng target for terminated vested participants2016-12-317,022,706
Active participant vested funding target2016-12-3140,997,724
Number of active participants2016-12-31388
Total funding liabilities for active participants2016-12-3143,820,190
Total participant count2016-12-311,542
Total funding target for all participants2016-12-31178,178,266
Balance at beginning of prior year after applicable adjustments2016-12-316,848,068
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-316,848,068
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3110,741,043
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3111,410,210
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-316,754,249
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-316,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-315,508,775
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-312,357,428
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-315,508,775
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,542
Total number of active participants reported on line 7a of the Form 55002016-01-01402
Number of retired or separated participants receiving benefits2016-01-011,003
Number of other retired or separated participants entitled to future benefits2016-01-01136
Total of all active and inactive participants2016-01-011,541
Total participants2016-01-011,541
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2015 401k membership
Total participants, beginning-of-year2015-01-011,587
Total number of active participants reported on line 7a of the Form 55002015-01-01388
Number of retired or separated participants receiving benefits2015-01-011,019
Number of other retired or separated participants entitled to future benefits2015-01-01135
Total of all active and inactive participants2015-01-011,542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2014 401k membership
Total participants, beginning-of-year2014-01-011,599
Total number of active participants reported on line 7a of the Form 55002014-01-01406
Number of retired or separated participants receiving benefits2014-01-011,033
Number of other retired or separated participants entitled to future benefits2014-01-01148
Total of all active and inactive participants2014-01-011,587
Total participants2014-01-011,587
2013: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2013 401k membership
Total participants, beginning-of-year2013-01-011,589
Total number of active participants reported on line 7a of the Form 55002013-01-01401
Number of retired or separated participants receiving benefits2013-01-011,048
Number of other retired or separated participants entitled to future benefits2013-01-01150
Total of all active and inactive participants2013-01-011,599
Total participants2013-01-011,599
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2012 401k membership
Total participants, beginning-of-year2012-01-011,622
Total number of active participants reported on line 7a of the Form 55002012-01-01289
Number of retired or separated participants receiving benefits2012-01-011,052
Number of other retired or separated participants entitled to future benefits2012-01-01248
Total of all active and inactive participants2012-01-011,589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2011 401k membership
Total participants, beginning-of-year2011-01-011,736
Total number of active participants reported on line 7a of the Form 55002011-01-01309
Number of retired or separated participants receiving benefits2011-01-011,039
Number of other retired or separated participants entitled to future benefits2011-01-01274
Total of all active and inactive participants2011-01-011,622
Total participants2011-01-011,622
2009: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2009 401k membership
Total participants, beginning-of-year2009-01-011,814
Total number of active participants reported on line 7a of the Form 55002009-01-01429
Number of retired or separated participants receiving benefits2009-01-01980
Number of other retired or separated participants entitled to future benefits2009-01-01395
Total of all active and inactive participants2009-01-011,804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,804
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES

Measure Date Value
2022 : EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$276,296
Total unrealized appreciation/depreciation of assets2022-12-31$276,296
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-48,694,354
Total loss/gain on sale of assets2022-12-31$-5,509,121
Total of all expenses incurred2022-12-31$14,849,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$13,965,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$207,299,601
Value of total assets at beginning of year2022-12-31$270,843,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$883,509
Total interest from all sources2022-12-31$973
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,167,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,167,552
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$413,145
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$383,250
Other income not declared elsewhere2022-12-31$4,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-63,543,474
Value of net assets at end of year (total assets less liabilities)2022-12-31$207,299,601
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$270,843,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$883,509
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$164,309,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$234,272,176
Income. Interest from US Government securities2022-12-31$973
Value of interest in common/collective trusts at end of year2022-12-31$14,436,589
Value of interest in common/collective trusts at beginning of year2022-12-31$11,612,135
Asset value of US Government securities at end of year2022-12-31$28,140,864
Asset value of US Government securities at beginning of year2022-12-31$24,575,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-49,634,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$13,965,611
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$25,476,122
Aggregate carrying amount (costs) on sale of assets2022-12-31$30,985,243
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CHERRY BEKAERT
Accountancy firm EIN2022-12-31560574444
2021 : EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$3,076,282
Total unrealized appreciation/depreciation of assets2021-12-31$3,076,282
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$11,133,703
Total loss/gain on sale of assets2021-12-31$-2,302,093
Total of all expenses incurred2021-12-31$14,875,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,917,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$270,843,075
Value of total assets at beginning of year2021-12-31$274,584,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$957,630
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,663,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$6,663,981
Administrative expenses professional fees incurred2021-12-31$957,630
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$383,250
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$379,178
Other income not declared elsewhere2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-3,741,707
Value of net assets at end of year (total assets less liabilities)2021-12-31$270,843,075
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$274,584,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$234,272,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$240,461,299
Value of interest in common/collective trusts at end of year2021-12-31$11,612,135
Value of interest in common/collective trusts at beginning of year2021-12-31$9,855,280
Asset value of US Government securities at end of year2021-12-31$24,575,514
Asset value of US Government securities at beginning of year2021-12-31$22,489,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,695,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$1,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,917,780
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$18,637,566
Aggregate carrying amount (costs) on sale of assets2021-12-31$20,939,659
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CHERRY BEKAERT
Accountancy firm EIN2021-12-31560574444
2020 : EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-602,904
Total unrealized appreciation/depreciation of assets2020-12-31$-602,904
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$37,203,343
Total loss/gain on sale of assets2020-12-31$4,660,496
Total of all expenses incurred2020-12-31$14,635,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,735,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,400,000
Value of total assets at end of year2020-12-31$274,584,782
Value of total assets at beginning of year2020-12-31$252,016,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$899,224
Total interest from all sources2020-12-31$13
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,806,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,806,280
Administrative expenses professional fees incurred2020-12-31$899,224
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$379,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$22,568,303
Value of net assets at end of year (total assets less liabilities)2020-12-31$274,584,782
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$252,016,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$240,461,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$214,950,472
Value of interest in common/collective trusts at end of year2020-12-31$9,855,280
Value of interest in common/collective trusts at beginning of year2020-12-31$9,655,889
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$10,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$10,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$13
Asset value of US Government securities at end of year2020-12-31$22,489,025
Asset value of US Government securities at beginning of year2020-12-31$22,100,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$25,939,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,400,000
Employer contributions (assets) at end of year2020-12-31$1,400,000
Employer contributions (assets) at beginning of year2020-12-31$5,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,735,816
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$50,337,454
Aggregate carrying amount (costs) on sale of assets2020-12-31$45,676,958
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CHERRY BEKAERT
Accountancy firm EIN2020-12-31560574444
2019 : EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,705,149
Total unrealized appreciation/depreciation of assets2019-12-31$1,705,149
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$45,565,926
Total loss/gain on sale of assets2019-12-31$1,951,856
Total of all expenses incurred2019-12-31$14,064,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,216,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,300,000
Value of total assets at end of year2019-12-31$252,016,479
Value of total assets at beginning of year2019-12-31$220,515,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$848,367
Total interest from all sources2019-12-31$1,054
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,377,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,377,172
Administrative expenses professional fees incurred2019-12-31$848,367
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$31,501,243
Value of net assets at end of year (total assets less liabilities)2019-12-31$252,016,479
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$220,515,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$214,950,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$181,221,527
Value of interest in common/collective trusts at end of year2019-12-31$9,655,889
Value of interest in common/collective trusts at beginning of year2019-12-31$15,146,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$10,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,054
Asset value of US Government securities at end of year2019-12-31$22,100,027
Asset value of US Government securities at beginning of year2019-12-31$20,147,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$30,230,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,300,000
Employer contributions (assets) at end of year2019-12-31$5,300,000
Employer contributions (assets) at beginning of year2019-12-31$4,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,216,316
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,951,856
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PBMARES LLP
Accountancy firm EIN2019-12-31540737372
2018 : EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$6,889,764
Total loss/gain on sale of assets2018-12-31$-17,276,160
Total of all expenses incurred2018-12-31$13,808,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,961,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$18,600,000
Value of total assets at end of year2018-12-31$220,515,236
Value of total assets at beginning of year2018-12-31$227,434,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$847,580
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,565,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$5,565,924
Administrative expenses professional fees incurred2018-12-31$847,580
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,918,836
Value of net assets at end of year (total assets less liabilities)2018-12-31$220,515,236
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$227,434,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$181,221,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$183,098,910
Value of interest in common/collective trusts at end of year2018-12-31$15,146,640
Value of interest in common/collective trusts at beginning of year2018-12-31$13,907,418
Asset value of US Government securities at end of year2018-12-31$20,147,069
Asset value of US Government securities at beginning of year2018-12-31$24,427,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$18,600,000
Employer contributions (assets) at end of year2018-12-31$4,000,000
Employer contributions (assets) at beginning of year2018-12-31$6,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,961,020
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$-17,276,160
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PMARES LLC
Accountancy firm EIN2018-12-31540737372
2017 : EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$32,288,256
Total loss/gain on sale of assets2017-12-31$21,122,671
Total of all expenses incurred2017-12-31$13,698,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,879,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,000,000
Value of total assets at end of year2017-12-31$227,434,072
Value of total assets at beginning of year2017-12-31$208,844,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$818,378
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,165,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,165,585
Administrative expenses professional fees incurred2017-12-31$818,378
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$18,590,025
Value of net assets at end of year (total assets less liabilities)2017-12-31$227,434,072
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$208,844,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$183,098,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$169,050,498
Value of interest in common/collective trusts at end of year2017-12-31$13,907,418
Value of interest in common/collective trusts at beginning of year2017-12-31$12,806,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$24,427,744
Asset value of US Government securities at beginning of year2017-12-31$20,987,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$6,000,000
Employer contributions (assets) at end of year2017-12-31$6,000,000
Employer contributions (assets) at beginning of year2017-12-31$6,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,879,853
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$21,122,671
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PBMARES LLC
Accountancy firm EIN2017-12-31540737372
2016 : EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$21,907,278
Total loss/gain on sale of assets2016-12-31$10,990,240
Total of all expenses incurred2016-12-31$13,568,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,798,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,000,000
Value of total assets at end of year2016-12-31$208,844,047
Value of total assets at beginning of year2016-12-31$200,505,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$770,395
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,917,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,917,038
Administrative expenses professional fees incurred2016-12-31$770,395
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,338,801
Value of net assets at end of year (total assets less liabilities)2016-12-31$208,844,047
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$200,505,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$169,050,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$154,778,095
Value of interest in common/collective trusts at end of year2016-12-31$12,806,380
Value of interest in common/collective trusts at beginning of year2016-12-31$11,595,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,194
Asset value of US Government securities at end of year2016-12-31$20,987,169
Asset value of US Government securities at beginning of year2016-12-31$23,777,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,000,000
Employer contributions (assets) at end of year2016-12-31$6,000,000
Employer contributions (assets) at beginning of year2016-12-31$10,350,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,798,082
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$10,990,240
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PBMARES LLP
Accountancy firm EIN2016-12-31540737372
2015 : EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$9,804,686
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$13,051,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$12,241,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,700,000
Value of total assets at end of year2015-12-31$200,505,246
Value of total assets at beginning of year2015-12-31$203,751,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$809,401
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,645,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,645,052
Administrative expenses professional fees incurred2015-12-31$809,401
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,246,527
Value of net assets at end of year (total assets less liabilities)2015-12-31$200,505,246
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$203,751,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$154,778,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$163,306,420
Value of interest in common/collective trusts at end of year2015-12-31$11,595,824
Value of interest in common/collective trusts at beginning of year2015-12-31$11,106,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,194
Asset value of US Government securities at end of year2015-12-31$23,777,133
Asset value of US Government securities at beginning of year2015-12-31$25,288,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,540,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$11,700,000
Employer contributions (assets) at end of year2015-12-31$10,350,000
Employer contributions (assets) at beginning of year2015-12-31$4,050,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$12,241,812
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PBMARES LLP
Accountancy firm EIN2015-12-31540737372
2014 : EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$21,114,211
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$13,255,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,685,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,400,000
Value of total assets at end of year2014-12-31$203,751,773
Value of total assets at beginning of year2014-12-31$195,893,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$570,908
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,318,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,318,203
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,858,285
Value of net assets at end of year (total assets less liabilities)2014-12-31$203,751,773
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$195,893,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$570,908
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$163,306,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$170,167,726
Value of interest in common/collective trusts at end of year2014-12-31$11,106,381
Value of interest in common/collective trusts at beginning of year2014-12-31$18,725,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$910,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$910,450
Asset value of US Government securities at end of year2014-12-31$25,288,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$11,396,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,400,000
Employer contributions (assets) at end of year2014-12-31$4,050,000
Employer contributions (assets) at beginning of year2014-12-31$6,090,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,685,018
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PBMARES LLP
Accountancy firm EIN2014-12-31540737372
2013 : EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$32,520,638
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$21,341,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,863,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$11,190,000
Value of total assets at end of year2013-12-31$195,893,488
Value of total assets at beginning of year2013-12-31$184,714,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$478,258
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,317,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,317,395
Administrative expenses professional fees incurred2013-12-31$478,258
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other income not declared elsewhere2013-12-31$81,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$11,178,854
Value of net assets at end of year (total assets less liabilities)2013-12-31$195,893,488
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$184,714,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$170,167,726
Value of interest in master investment trust accounts at beginning of year2013-12-31$180,464,634
Value of interest in common/collective trusts at end of year2013-12-31$18,725,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$910,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$16,931,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$11,190,000
Employer contributions (assets) at end of year2013-12-31$6,090,000
Employer contributions (assets) at beginning of year2013-12-31$4,250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$20,863,526
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PBMARES LLP
Accountancy firm EIN2013-12-31540737372
2012 : EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$29,370,192
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$12,980,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$12,450,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,100,000
Value of total assets at end of year2012-12-31$184,714,634
Value of total assets at beginning of year2012-12-31$168,325,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$530,117
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$530,117
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$16,389,558
Value of net assets at end of year (total assets less liabilities)2012-12-31$184,714,634
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$168,325,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$180,464,634
Value of interest in master investment trust accounts at beginning of year2012-12-31$167,325,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,100,000
Employer contributions (assets) at end of year2012-12-31$4,250,000
Employer contributions (assets) at beginning of year2012-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$12,450,517
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PBMARES, LLP
Accountancy firm EIN2012-12-31540737372
2011 : EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$9,740,258
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$14,232,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$13,736,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,195,530
Value of total assets at end of year2011-12-31$168,325,076
Value of total assets at beginning of year2011-12-31$172,817,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$495,609
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$495,609
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,492,240
Value of net assets at end of year (total assets less liabilities)2011-12-31$168,325,076
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$172,817,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$167,325,076
Value of interest in master investment trust accounts at beginning of year2011-12-31$172,817,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,195,530
Employer contributions (assets) at end of year2011-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$13,736,889
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WITT MARES, PLC
Accountancy firm EIN2011-12-31541184709
2010 : EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$26,532,073
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$12,053,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$11,567,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,984,600
Value of total assets at end of year2010-12-31$172,817,316
Value of total assets at beginning of year2010-12-31$158,339,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$486,105
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$486,105
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$14,478,133
Value of net assets at end of year (total assets less liabilities)2010-12-31$172,817,316
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$158,339,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$172,817,316
Value of interest in master investment trust accounts at beginning of year2010-12-31$158,339,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,984,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,567,835
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WITT MARES, PLC
Accountancy firm EIN2010-12-31541184709

Form 5500 Responses for EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES

2022: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBAC CO , INC. & DESIGNATED AFFILIATED COMPANIES 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

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