401k Plan data: RETIREMENT PLAN FOR EMPLOYEES OF MATSON plan

RETIREMENT PLAN FOR EMPLOYEES OF MATSON 401k Plan overview

Plan Name	RETIREMENT PLAN FOR EMPLOYEES OF MATSON
Plan identification number	020

RETIREMENT PLAN FOR EMPLOYEES OF MATSON Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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

MATSON, INC. has sponsored the creation of one or more 401k plans.

Company Name: MATSON, INC.

Employer identification number (EIN): 990032630

NAIC Classification: 483000
NAIC Description: Water Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF MATSON

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
020 2013-01-01 JASON TAYLOR
020 2012-01-01 MARCI ROBERGE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
020	2013-01-01	JASON TAYLOR
020	2012-01-01	MARCI ROBERGE

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF MATSON

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF MATSON

Measure Date Value
2013: RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,700
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 579
Number of retired or separated participants receiving benefits 2013-01-01 587
Number of other retired or separated participants entitled to future benefits 2013-01-01 435
Total of all active and inactive participants 2013-01-01 1,601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 100
Total participants 2013-01-01 1,701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,712
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 586
Number of retired or separated participants receiving benefits 2012-01-01 578
Number of other retired or separated participants entitled to future benefits 2012-01-01 439
Total of all active and inactive participants 2012-01-01 1,603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 97
Total participants 2012-01-01 1,700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7

Measure	Date	Value
2013: RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,700
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	579
Number of retired or separated participants receiving benefits	2013-01-01	587
Number of other retired or separated participants entitled to future benefits	2013-01-01	435
Total of all active and inactive participants	2013-01-01	1,601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	100
Total participants	2013-01-01	1,701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,712
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	586
Number of retired or separated participants receiving benefits	2012-01-01	578
Number of other retired or separated participants entitled to future benefits	2012-01-01	439
Total of all active and inactive participants	2012-01-01	1,603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	97
Total participants	2012-01-01	1,700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF MATSON

Measure	Date	Value
2013 : RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$55,492
Total income from all sources (including contributions)	2013-12-31	$35,664,682
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$10,569,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$9,615,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$5,168,275
Value of total assets at end of year	2013-12-31	$174,781,088
Value of total assets at beginning of year	2013-12-31	$149,741,041
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$954,042
Total interest from all sources	2013-12-31	$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 year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$534,408
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Administrative expenses (other) incurred	2013-12-31	$419,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$25,095,539
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$174,781,088
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$149,685,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in master investment trust accounts at end of year	2013-12-31	$170,027,226
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$146,741,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$5,168,275
Employer contributions (assets) at end of year	2013-12-31	$4,753,862
Employer contributions (assets) at beginning of year	2013-12-31	$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$9,615,101
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$55,492
Did the plan have assets held for investment	2013-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	DELOITTE & TOUCHE, LLP
Accountancy firm EIN	2013-12-31	133891517
2012 : RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$610,245
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$55,492
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	$25,588,253
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$9,546,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$9,546,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$6,983,468
Value of total assets at end of year	2012-12-31	$149,741,041
Value of total assets at beginning of year	2012-12-31	$133,033,236
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$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 year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$16,042,068
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$149,685,549
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$133,033,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in master investment trust accounts at end of year	2012-12-31	$146,741,041
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$123,848,655
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$76,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$6,983,468
Employer contributions (assets) at end of year	2012-12-31	$3,000,000
Employer contributions (assets) at beginning of year	2012-12-31	$9,184,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$9,470,119
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$55,492
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
Did the plan have assets held for investment	2012-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	DELOITTE & TOUCHE, LLP
Accountancy firm EIN	2012-12-31	133891517

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF MATSON

2013: RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MATSON, INC.
Employer identification number (EIN):	990032630
NAIC Classification:	483000
NAIC Description:	Water Transportation