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THE BALTIMORE SUN COMPANY EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan NameTHE BALTIMORE SUN COMPANY EMPLOYEES' RETIREMENT PLAN
Plan identification number 001

THE BALTIMORE SUN COMPANY EMPLOYEES' RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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

THE BALTIMORE SUN COMPANY C/O TRIBUNE MEDIA COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE BALTIMORE SUN COMPANY C/O TRIBUNE MEDIA COMPANY
Employer identification number (EIN):954066880
NAIC Classification:511110
NAIC Description:Newspaper Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BALTIMORE SUN COMPANY EMPLOYEES' RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01JACK RODDEN
0012012-01-01JACK RODDEN
0012011-01-01JACK RODDEN
0012010-01-01JACK RODDEN
0012009-01-01MICHAEL BOURGON

Plan Statistics for THE BALTIMORE SUN COMPANY EMPLOYEES' RETIREMENT PLAN

401k plan membership statisitcs for THE BALTIMORE SUN COMPANY EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2013: THE BALTIMORE SUN COMPANY EMPLOYEES' RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,042
Total number of active participants reported on line 7a of the Form 55002013-01-01352
Number of retired or separated participants receiving benefits2013-01-01670
Number of other retired or separated participants entitled to future benefits2013-01-01821
Total of all active and inactive participants2013-01-011,843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01172
Total participants2013-01-012,015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: THE BALTIMORE SUN COMPANY EMPLOYEES' RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,071
Total number of active participants reported on line 7a of the Form 55002012-01-01449
Number of retired or separated participants receiving benefits2012-01-01662
Number of other retired or separated participants entitled to future benefits2012-01-01766
Total of all active and inactive participants2012-01-011,877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01165
Total participants2012-01-012,042
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: THE BALTIMORE SUN COMPANY EMPLOYEES' RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,191
Total number of active participants reported on line 7a of the Form 55002011-01-01533
Number of retired or separated participants receiving benefits2011-01-01630
Number of other retired or separated participants entitled to future benefits2011-01-01752
Total of all active and inactive participants2011-01-011,915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01156
Total participants2011-01-012,071
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0138
2010: THE BALTIMORE SUN COMPANY EMPLOYEES' RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,078
Total number of active participants reported on line 7a of the Form 55002010-01-01546
Number of retired or separated participants receiving benefits2010-01-01604
Number of other retired or separated participants entitled to future benefits2010-01-01762
Total of all active and inactive participants2010-01-011,912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01152
Total participants2010-01-012,064
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0131
2009: THE BALTIMORE SUN COMPANY EMPLOYEES' RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,203
Total number of active participants reported on line 7a of the Form 55002009-01-01584
Number of retired or separated participants receiving benefits2009-01-01608
Number of other retired or separated participants entitled to future benefits2009-01-01753
Total of all active and inactive participants2009-01-011,945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01146
Total participants2009-01-012,091
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0166

Financial Data on THE BALTIMORE SUN COMPANY EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2013 : THE BALTIMORE SUN COMPANY EMPLOYEES' RETIREMENT PLAN 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$8,862,064
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,019,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,019,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,220,000
Value of total assets at end of year2013-12-31$66,591,279
Value of total assets at beginning of year2013-12-31$61,748,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
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
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
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
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$4,842,747
Value of net assets at end of year (total assets less liabilities)2013-12-31$66,591,279
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$61,748,532
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 master investment trust accounts at end of year2013-12-31$65,481,279
Value of interest in master investment trust accounts at beginning of year2013-12-31$58,398,532
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
Contributions received in cash from employer2013-12-31$2,220,000
Employer contributions (assets) at end of year2013-12-31$1,110,000
Employer contributions (assets) at beginning of year2013-12-31$3,350,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,019,317
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2013-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2013-12-31134008324
2012 : THE BALTIMORE SUN COMPANY EMPLOYEES' RETIREMENT PLAN 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$11,101,419
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,666,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,666,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,400,000
Value of total assets at end of year2012-12-31$61,748,532
Value of total assets at beginning of year2012-12-31$54,314,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
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
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
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$7,434,463
Value of net assets at end of year (total assets less liabilities)2012-12-31$61,748,532
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$54,314,069
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$58,398,532
Value of interest in master investment trust accounts at beginning of year2012-12-31$52,558,906
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
Contributions received in cash from employer2012-12-31$4,400,000
Employer contributions (assets) at end of year2012-12-31$3,350,000
Employer contributions (assets) at beginning of year2012-12-31$1,755,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,666,956
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2012-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2012-12-31134008324
2011 : THE BALTIMORE SUN COMPANY EMPLOYEES' RETIREMENT PLAN 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$5,245,080
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,205,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,205,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,132,652
Value of total assets at end of year2011-12-31$54,314,069
Value of total assets at beginning of year2011-12-31$52,274,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
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
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
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$2,039,222
Value of net assets at end of year (total assets less liabilities)2011-12-31$54,314,069
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$52,274,847
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$52,558,906
Value of interest in master investment trust accounts at beginning of year2011-12-31$51,136,299
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$3,132,652
Employer contributions (assets) at end of year2011-12-31$1,755,163
Employer contributions (assets) at beginning of year2011-12-31$1,138,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,205,858
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2011-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2011-12-31134008324
2010 : THE BALTIMORE SUN COMPANY EMPLOYEES' RETIREMENT PLAN 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$7,652,707
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,005,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,005,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,131,764
Value of total assets at end of year2010-12-31$52,274,847
Value of total assets at beginning of year2010-12-31$47,627,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
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$4,647,120
Value of net assets at end of year (total assets less liabilities)2010-12-31$52,274,847
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$47,627,727
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$51,136,299
Value of interest in master investment trust accounts at beginning of year2010-12-31$46,515,976
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
Contributions received in cash from employer2010-12-31$2,131,764
Employer contributions (assets) at end of year2010-12-31$1,138,548
Employer contributions (assets) at beginning of year2010-12-31$1,111,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,005,587
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 name2010-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2010-12-31134008324
2009 : THE BALTIMORE SUN COMPANY EMPLOYEES' RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE BALTIMORE SUN COMPANY EMPLOYEES' RETIREMENT PLAN

2013: THE BALTIMORE SUN COMPANY EMPLOYEES' RETIREMENT PLAN 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: THE BALTIMORE SUN COMPANY EMPLOYEES' RETIREMENT PLAN 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: THE BALTIMORE SUN COMPANY EMPLOYEES' RETIREMENT PLAN 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: THE BALTIMORE SUN COMPANY EMPLOYEES' RETIREMENT PLAN 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: THE BALTIMORE SUN COMPANY EMPLOYEES' RETIREMENT PLAN 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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