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LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 401k Plan overview

Plan NameLORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN
Plan identification number 517

LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

REYNOLDS AMERICAN INC. has sponsored the creation of one or more 401k plans.

Company Name:REYNOLDS AMERICAN INC.
Employer identification number (EIN):200546644
NAIC Classification:312200
NAIC Description: Tobacco Manufacturing

Additional information about REYNOLDS AMERICAN INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2007-02-23
Company Identification Number: F169914
Legal Registered Office Address: 100 SHOCKOE SLIP
2ND FLOOR
RICHMOND
United States of America (USA)
23219

More information about REYNOLDS AMERICAN INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5172022-01-01
5172021-01-01
5172020-01-01
5172019-01-01
5172018-01-01
5172017-01-01CONSTANTINE E. TSIPIS ALDEN H. SMITH2018-10-10
5172016-01-01CONSTANTINE E. TSIPIS MCDARA P. FOLAN, III2017-10-11
5172015-01-01CONSTANTINE E. TSIPIS MCDARA P. FOLAN, III2016-10-17
5172015-01-01CONSTANTINE E. TSIPIS MCDARA P. FOLAN, III2017-10-11
5172014-01-01CONSTANTINE E. TSIPIS MCDARA P. FOLAN, III2015-10-15

Plan Statistics for LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN

401k plan membership statisitcs for LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN

Measure Date Value
2022: LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-018
2021: LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-019
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-018
2020: LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-019
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-019
2019: LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0111
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-019
2018: LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0113
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0111
2017: LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0116
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0113
2016: LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0116
Number of retired or separated participants receiving benefits2016-01-0116
Total of all active and inactive participants2016-01-0116
2015: LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01253
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-0111
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0116
2014: LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01218
Total number of active participants reported on line 7a of the Form 55002014-01-01253
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01253

Financial Data on LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN

Measure Date Value
2022 : LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2022 401k financial data
Total income from all sources2022-12-31$39,737
Expenses. Total of all expenses incurred2022-12-31$47,627
Benefits paid (including direct rollovers)2022-12-31$41,269
Total plan assets at end of year2022-12-31$2,646,819
Total plan assets at beginning of year2022-12-31$2,654,709
Value of fidelity bond covering the plan2022-12-31$6,000,000
Other income received2022-12-31$39,737
Net income (gross income less expenses)2022-12-31$-7,890
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,646,819
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,654,709
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$6,358
2021 : LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2021 401k financial data
Total income from all sources2021-12-31$178
Expenses. Total of all expenses incurred2021-12-31$84,497
Benefits paid (including direct rollovers)2021-12-31$55,640
Total plan assets at end of year2021-12-31$2,654,709
Total plan assets at beginning of year2021-12-31$2,739,028
Value of fidelity bond covering the plan2021-12-31$6,000,000
Other income received2021-12-31$178
Net income (gross income less expenses)2021-12-31$-84,319
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,654,709
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,739,028
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$28,857
2020 : LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2020 401k financial data
Total income from all sources2020-12-31$10,355
Expenses. Total of all expenses incurred2020-12-31$103,561
Benefits paid (including direct rollovers)2020-12-31$72,569
Total plan assets at end of year2020-12-31$2,739,028
Total plan assets at beginning of year2020-12-31$2,832,234
Value of fidelity bond covering the plan2020-12-31$5,935,000
Other income received2020-12-31$10,355
Net income (gross income less expenses)2020-12-31$-93,206
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,739,028
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,832,234
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$30,992
2019 : LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2019 401k financial data
Total income from all sources2019-12-31$57,955
Expenses. Total of all expenses incurred2019-12-31$129,601
Benefits paid (including direct rollovers)2019-12-31$94,540
Total plan assets at end of year2019-12-31$2,832,234
Total plan assets at beginning of year2019-12-31$2,903,880
Value of fidelity bond covering the plan2019-12-31$6,312,000
Other income received2019-12-31$57,955
Net income (gross income less expenses)2019-12-31$-71,646
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,832,234
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,903,880
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$35,061
2018 : LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$44,254
Expenses. Total of all expenses incurred2018-12-31$117,585
Benefits paid (including direct rollovers)2018-12-31$110,658
Total plan assets at end of year2018-12-31$2,903,880
Total plan assets at beginning of year2018-12-31$2,977,211
Value of fidelity bond covering the plan2018-12-31$5,300,000
Other income received2018-12-31$44,254
Net income (gross income less expenses)2018-12-31$-73,331
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,903,880
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,977,211
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$6,927
2017 : LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$4,500
Total income from all sources2017-12-31$17,709
Expenses. Total of all expenses incurred2017-12-31$155,131
Benefits paid (including direct rollovers)2017-12-31$150,331
Total plan assets at end of year2017-12-31$2,977,211
Total plan assets at beginning of year2017-12-31$3,119,133
Value of fidelity bond covering the plan2017-12-31$35,000,000
Other income received2017-12-31$17,709
Net income (gross income less expenses)2017-12-31$-137,422
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,977,211
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,114,633
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,800
2016 : LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$4,500
Total plan liabilities at beginning of year2016-12-31$66,057
Total income from all sources2016-12-31$3,411
Expenses. Total of all expenses incurred2016-12-31$179,216
Benefits paid (including direct rollovers)2016-12-31$172,197
Total plan assets at end of year2016-12-31$3,119,133
Total plan assets at beginning of year2016-12-31$3,356,495
Value of fidelity bond covering the plan2016-12-31$35,000,000
Other income received2016-12-31$3,411
Net income (gross income less expenses)2016-12-31$-175,805
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,114,633
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,290,438
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$7,019
2015 : LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$66,057
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$81,467
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$207,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$141,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$80,377
Value of total assets at end of year2015-12-31$3,356,495
Value of total assets at beginning of year2015-12-31$3,416,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$66,057
Total interest from all sources2015-12-31$1,090
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$66,057
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$35,000,000
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
Contributions received from participants2015-12-31$80,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$66,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-126,328
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,290,438
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,416,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,356,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,416,766
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,090
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
Contributions received in cash from employer2015-12-31$23,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$141,738
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$177,146
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$134,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$134,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$175,941
Value of total assets at end of year2014-12-31$3,416,766
Value of total assets at beginning of year2014-12-31$3,374,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$1,205
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
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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
Contributions received from participants2014-12-31$175,941
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$42,236
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,416,766
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,374,530
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$3,416,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,374,530
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$134,910
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DELOITTE & TOUCHE
Accountancy firm EIN2014-12-31133891517

Form 5500 Responses for LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN

2022: LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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