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GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS 401k Plan overview

Plan NameGTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS
Plan identification number 001

GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS 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).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GTE SOUTHWEST INCORPORATED DBA VERIZON SOUTHWEST has sponsored the creation of one or more 401k plans.

Company Name:GTE SOUTHWEST INCORPORATED DBA VERIZON SOUTHWEST
Employer identification number (EIN):750573444
NAIC Classification:517000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01KEVIN CAMMARATA KEVIN CAMMARATA2016-10-05
0012014-01-01KEVIN CAMMARATA KEVIN CAMMARATA2015-09-30
0012013-01-01KEVIN CAMMARATA KEVIN CAMMARATA2014-10-09
0012012-01-01DONNA CHIFFRILLER DONNA CHIFFRILLER2013-10-15
0012011-01-01DONNA CHIFFRILLER DONNA CHIFFRILLER2012-10-07
0012010-01-01DONNA CHIFFRILLER DONNA CHIFFRILLER2011-10-31
0012009-01-01DONNA CHIFFRILLER

Plan Statistics for GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS

401k plan membership statisitcs for GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS

Measure Date Value
2015: GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS 2015 401k membership
Total participants, beginning-of-year2015-01-014,547
Total number of active participants reported on line 7a of the Form 55002015-01-011,678
Number of retired or separated participants receiving benefits2015-01-01901
Number of other retired or separated participants entitled to future benefits2015-01-011,350
Total of all active and inactive participants2015-01-013,929
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01327
Total participants2015-01-014,256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS 2014 401k membership
Total participants, beginning-of-year2014-01-014,666
Total number of active participants reported on line 7a of the Form 55002014-01-011,874
Number of retired or separated participants receiving benefits2014-01-01945
Number of other retired or separated participants entitled to future benefits2014-01-011,386
Total of all active and inactive participants2014-01-014,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01342
Total participants2014-01-014,547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS 2013 401k membership
Total participants, beginning-of-year2013-01-014,814
Total number of active participants reported on line 7a of the Form 55002013-01-012,026
Number of retired or separated participants receiving benefits2013-01-011,005
Number of other retired or separated participants entitled to future benefits2013-01-011,308
Total of all active and inactive participants2013-01-014,339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01327
Total participants2013-01-014,666
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS 2012 401k membership
Total participants, beginning-of-year2012-01-014,974
Total number of active participants reported on line 7a of the Form 55002012-01-012,196
Number of retired or separated participants receiving benefits2012-01-011,064
Number of other retired or separated participants entitled to future benefits2012-01-011,231
Total of all active and inactive participants2012-01-014,491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01323
Total participants2012-01-014,814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0128
2011: GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS 2011 401k membership
Total participants, beginning-of-year2011-01-015,229
Total number of active participants reported on line 7a of the Form 55002011-01-012,378
Number of retired or separated participants receiving benefits2011-01-011,131
Number of other retired or separated participants entitled to future benefits2011-01-011,149
Total of all active and inactive participants2011-01-014,658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01316
Total participants2011-01-014,974
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0131
2010: GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS 2010 401k membership
Total participants, beginning-of-year2010-01-015,549
Total number of active participants reported on line 7a of the Form 55002010-01-012,471
Number of retired or separated participants receiving benefits2010-01-011,182
Number of other retired or separated participants entitled to future benefits2010-01-011,250
Total of all active and inactive participants2010-01-014,903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01326
Total participants2010-01-015,229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0166
2009: GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS 2009 401k membership
Total participants, beginning-of-year2009-01-016,091
Total number of active participants reported on line 7a of the Form 55002009-01-012,994
Number of retired or separated participants receiving benefits2009-01-011,236
Number of other retired or separated participants entitled to future benefits2009-01-01997
Total of all active and inactive participants2009-01-015,227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01322
Total participants2009-01-015,549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01278

Financial Data on GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS

Measure Date Value
2015 : GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$1,201
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$968,172
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$74,914,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$74,165,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$670,776,618
Value of total assets at beginning of year2015-12-31$744,721,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$749,155
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$339,891
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$409,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-73,946,491
Value of net assets at end of year (total assets less liabilities)2015-12-31$670,776,618
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$744,721,908
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 master investment trust accounts at end of year2015-12-31$670,776,618
Value of interest in master investment trust accounts at beginning of year2015-12-31$744,721,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$74,165,508
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 name2015-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2015-12-31132781641
2014 : GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$167,221
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$65,422,532
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$23,552,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$22,864,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$744,721,908
Value of total assets at beginning of year2014-12-31$702,684,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$687,358
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$334,921
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$352,437
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$41,870,190
Value of net assets at end of year (total assets less liabilities)2014-12-31$744,721,908
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$702,684,497
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
Value of interest in master investment trust accounts at end of year2014-12-31$744,721,908
Value of interest in master investment trust accounts at beginning of year2014-12-31$702,684,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$22,864,984
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 name2014-12-31MITCHELL & TITUS LLP
Accountancy firm EIN2014-12-31132781641
2013 : GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$129,108
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$74,081,257
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$27,957,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$27,190,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$702,684,497
Value of total assets at beginning of year2013-12-31$656,432,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$766,923
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$343,650
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$423,273
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$46,123,381
Value of net assets at end of year (total assets less liabilities)2013-12-31$702,684,497
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$656,432,008
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
Investment advisory and management fees2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$702,684,497
Value of interest in master investment trust accounts at beginning of year2013-12-31$656,432,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$27,190,953
Contract administrator fees2013-12-31$0
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 name2013-12-31MITCHELL AND TITUS LLP
Accountancy firm EIN2013-12-31132781641
2012 : GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$9,415
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$61,601,761
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$44,923,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$44,227,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$656,432,008
Value of total assets at beginning of year2012-12-31$639,763,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$696,482
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$335,971
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$360,511
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$16,677,933
Value of net assets at end of year (total assets less liabilities)2012-12-31$656,432,008
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$639,763,490
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
Investment advisory and management fees2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$656,432,008
Value of interest in master investment trust accounts at beginning of year2012-12-31$639,763,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$44,227,346
Contract administrator fees2012-12-31$0
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 name2012-12-31MITCHELL AND TITUS
Accountancy firm EIN2012-12-31132781641
2011 : GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$275,890
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$27,117,370
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$51,132,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$50,519,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$639,763,490
Value of total assets at beginning of year2011-12-31$664,054,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$613,162
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$253,992
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$275,291
Administrative expenses (other) incurred2011-12-31$359,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-24,015,288
Value of net assets at end of year (total assets less liabilities)2011-12-31$639,763,490
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$664,054,668
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
Investment advisory and management fees2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$639,763,490
Value of interest in master investment trust accounts at beginning of year2011-12-31$663,779,377
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$50,519,496
Contract administrator fees2011-12-31$0
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 name2011-12-31MITCHELL AND TITUS LLP
Accountancy firm EIN2011-12-31132781641
2010 : GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$883,809
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$83,781,990
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$47,587,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$46,763,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$664,054,668
Value of total assets at beginning of year2010-12-31$628,743,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$823,567
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$58,635
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$275,291
Administrative expenses (other) incurred2010-12-31$196,332
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$36,194,790
Value of net assets at end of year (total assets less liabilities)2010-12-31$664,054,668
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$628,743,687
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
Investment advisory and management fees2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$663,779,377
Value of interest in master investment trust accounts at beginning of year2010-12-31$628,743,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$46,763,633
Contract administrator fees2010-12-31$568,600
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 investment2010-12-31No
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 name2010-12-31MITCHELL AND TITUS LLP
Accountancy firm EIN2010-12-31132781641

Form 5500 Responses for GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS

2015: GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS 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 planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS 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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS 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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GTE SOUTHWEST INC. PLAN FOR HOURLY-PAID EMPLOYEES' PENSIONS 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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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