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THE BALTIMORE SUN COMPANY RETIREMENT PLAN FOR MAILERS 401k Plan overview

Plan NameTHE BALTIMORE SUN COMPANY RETIREMENT PLAN FOR MAILERS
Plan identification number 002

THE BALTIMORE SUN COMPANY RETIREMENT PLAN FOR MAILERS 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 RETIREMENT PLAN FOR MAILERS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022013-01-01JACK RODDEN
0022012-01-01JACK RODDEN
0022011-01-01JACK RODDEN
0022010-01-01MICHAEL BOURGON JACK RODDEN2011-12-21

Plan Statistics for THE BALTIMORE SUN COMPANY RETIREMENT PLAN FOR MAILERS

401k plan membership statisitcs for THE BALTIMORE SUN COMPANY RETIREMENT PLAN FOR MAILERS

Measure Date Value
2013: THE BALTIMORE SUN COMPANY RETIREMENT PLAN FOR MAILERS 2013 401k membership
Total participants, beginning-of-year2013-01-01219
Total number of active participants reported on line 7a of the Form 55002013-01-0188
Number of retired or separated participants receiving benefits2013-01-0169
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0118
Total participants2013-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE BALTIMORE SUN COMPANY RETIREMENT PLAN FOR MAILERS 2012 401k membership
Total participants, beginning-of-year2012-01-01222
Total number of active participants reported on line 7a of the Form 55002012-01-0195
Number of retired or separated participants receiving benefits2012-01-0165
Number of other retired or separated participants entitled to future benefits2012-01-0141
Total of all active and inactive participants2012-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0118
Total participants2012-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE BALTIMORE SUN COMPANY RETIREMENT PLAN FOR MAILERS 2011 401k membership
Total participants, beginning-of-year2011-01-01217
Total number of active participants reported on line 7a of the Form 55002011-01-0199
Number of retired or separated participants receiving benefits2011-01-0164
Number of other retired or separated participants entitled to future benefits2011-01-0139
Total of all active and inactive participants2011-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0120
Total participants2011-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: THE BALTIMORE SUN COMPANY RETIREMENT PLAN FOR MAILERS 2010 401k membership
Total participants, beginning-of-year2010-01-01222
Total number of active participants reported on line 7a of the Form 55002010-01-01109
Number of retired or separated participants receiving benefits2010-01-0157
Number of other retired or separated participants entitled to future benefits2010-01-0134
Total of all active and inactive participants2010-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0117
Total participants2010-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on THE BALTIMORE SUN COMPANY RETIREMENT PLAN FOR MAILERS

Measure Date Value
2013 : THE BALTIMORE SUN COMPANY RETIREMENT PLAN FOR MAILERS 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$1,000,144
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$514,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$514,067
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$9,863,006
Value of total assets at beginning of year2013-12-31$9,376,929
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$486,077
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,863,006
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,376,929
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$9,863,006
Value of interest in master investment trust accounts at beginning of year2013-12-31$9,376,929
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$514,067
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 RETIREMENT PLAN FOR MAILERS 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$1,063,784
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$474,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$474,074
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$9,376,929
Value of total assets at beginning of year2012-12-31$8,787,219
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
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
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$589,710
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,376,929
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,787,219
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$9,376,929
Value of interest in master investment trust accounts at beginning of year2012-12-31$8,787,219
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$474,074
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 RETIREMENT PLAN FOR MAILERS 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$439,777
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$462,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$462,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$106,727
Value of total assets at end of year2011-12-31$8,787,219
Value of total assets at beginning of year2011-12-31$8,809,511
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$38,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$38,819
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$9,533
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$101,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-22,292
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,787,219
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,809,511
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,698,546
Value of interest in master investment trust accounts at end of year2011-12-31$8,787,219
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$263,648
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$106,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$462,069
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 RETIREMENT PLAN FOR MAILERS 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$535,248
Total unrealized appreciation/depreciation of assets2010-12-31$535,248
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$1,270,871
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$543,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$459,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$331,563
Value of total assets at end of year2010-12-31$8,809,511
Value of total assets at beginning of year2010-12-31$8,081,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$83,353
Total interest from all sources2010-12-31$391,179
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$70,211
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$9,533
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$38,682
Administrative expenses (other) incurred2010-12-31$13,142
Total non interest bearing cash at end of year2010-12-31$101,432
Total non interest bearing cash at beginning of year2010-12-31$138,135
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$727,580
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,809,511
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,081,931
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$8,698,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,905,114
Income. Interest from corporate debt instruments2010-12-31$391,138
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$41
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$12,881
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$331,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$459,938
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 name2010-12-31REGAN, RUSSELL, SCHICKNER & SHAH, L
Accountancy firm EIN2010-12-31522154802

Form 5500 Responses for THE BALTIMORE SUN COMPANY RETIREMENT PLAN FOR MAILERS

2013: THE BALTIMORE SUN COMPANY RETIREMENT PLAN FOR MAILERS 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 RETIREMENT PLAN FOR MAILERS 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 RETIREMENT PLAN FOR MAILERS 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 RETIREMENT PLAN FOR MAILERS 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

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