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FOX PENSION PLAN 401k Plan overview

Plan NameFOX PENSION PLAN
Plan identification number 004

FOX PENSION PLAN 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

FOX ENTERTAINMENT GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:FOX ENTERTAINMENT GROUP, LLC
Employer identification number (EIN):202141557
NAIC Classification:512100
NAIC Description: Motion Picture and Video Industries

Additional information about FOX ENTERTAINMENT GROUP, LLC

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 517450
Legal Registered Office Address: 6319 E M115 CADILLAC


United States of America (USA)
49601

More information about FOX ENTERTAINMENT GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOX PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042013-01-01THEODORE EXARHAKOS
0042012-01-01THEODORE EXARHAKOS
0042011-01-01LAURA ANDERSON
0042009-01-01LAURA ANDERSON

Plan Statistics for FOX PENSION PLAN

401k plan membership statisitcs for FOX PENSION PLAN

Measure Date Value
2013: FOX PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0112,450
Total number of active participants reported on line 7a of the Form 55002013-01-016,072
Number of retired or separated participants receiving benefits2013-01-012,071
Number of other retired or separated participants entitled to future benefits2013-01-013,580
Total of all active and inactive participants2013-01-0111,723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01315
Total participants2013-01-0112,038
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0143
2012: FOX PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0113,017
Total number of active participants reported on line 7a of the Form 55002012-01-016,675
Number of retired or separated participants receiving benefits2012-01-012,026
Number of other retired or separated participants entitled to future benefits2012-01-013,445
Total of all active and inactive participants2012-01-0112,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01304
Total participants2012-01-0112,450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0186
2011: FOX PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0114,705
Total number of active participants reported on line 7a of the Form 55002011-01-017,294
Number of retired or separated participants receiving benefits2011-01-013,440
Number of other retired or separated participants entitled to future benefits2011-01-011,999
Total of all active and inactive participants2011-01-0112,733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01284
Total participants2011-01-0113,017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01274
2009: FOX PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0117,146
Total number of active participants reported on line 7a of the Form 55002009-01-018,983
Number of retired or separated participants receiving benefits2009-01-011,761
Number of other retired or separated participants entitled to future benefits2009-01-015,628
Total of all active and inactive participants2009-01-0116,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01238
Total participants2009-01-0116,610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01556

Financial Data on FOX PENSION PLAN

Measure Date Value
2013 : FOX PENSION 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$102,179
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$80,184
Total income from all sources (including contributions)2013-12-31$193,094,135
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$72,738,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$70,281,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$78,983,301
Value of total assets at end of year2013-12-31$1,417,902,660
Value of total assets at beginning of year2013-12-31$1,297,525,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,457,201
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$1,454,975
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
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
Administrative expenses (other) incurred2013-12-31$529,013
Liabilities. Value of operating payables at end of year2013-12-31$102,179
Liabilities. Value of operating payables at beginning of year2013-12-31$80,184
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$120,355,547
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,417,800,481
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,297,444,934
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$473,213
Value of interest in master investment trust accounts at end of year2013-12-31$1,339,032,660
Value of interest in master investment trust accounts at beginning of year2013-12-31$1,217,525,118
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$78,983,301
Employer contributions (assets) at end of year2013-12-31$78,870,000
Employer contributions (assets) at beginning of year2013-12-31$80,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$70,281,387
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 name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : FOX PENSION 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$80,184
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$378,062
Total income from all sources (including contributions)2012-12-31$189,824,119
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$68,163,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$66,165,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$80,144,050
Value of total assets at end of year2012-12-31$1,297,525,118
Value of total assets at beginning of year2012-12-31$1,176,162,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,997,424
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$1,466,375
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
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
Administrative expenses (other) incurred2012-12-31$453,401
Liabilities. Value of operating payables at end of year2012-12-31$80,184
Liabilities. Value of operating payables at beginning of year2012-12-31$378,062
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$121,660,803
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,297,444,934
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,175,784,131
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$77,648
Value of interest in master investment trust accounts at end of year2012-12-31$1,217,525,118
Value of interest in master investment trust accounts at beginning of year2012-12-31$1,011,375,193
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$80,144,050
Employer contributions (assets) at end of year2012-12-31$80,000,000
Employer contributions (assets) at beginning of year2012-12-31$164,787,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$66,165,892
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 name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : FOX PENSION 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$378,062
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$126,465
Total income from all sources (including contributions)2011-12-31$177,601,362
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$108,061,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$106,377,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$164,787,000
Value of total assets at end of year2011-12-31$1,176,162,193
Value of total assets at beginning of year2011-12-31$1,106,370,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,683,749
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$1,107,926
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$378,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$126,465
Administrative expenses (other) incurred2011-12-31$575,823
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$69,539,867
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,175,784,131
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,106,244,264
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$1,011,375,193
Value of interest in master investment trust accounts at beginning of year2011-12-31$1,020,370,729
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$164,787,000
Employer contributions (assets) at end of year2011-12-31$164,787,000
Employer contributions (assets) at beginning of year2011-12-31$86,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$106,377,746
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 name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : FOX PENSION 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$126,465
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$33,456
Total income from all sources (including contributions)2010-12-31$166,535,475
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$94,454,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$93,399,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$86,000,000
Value of total assets at end of year2010-12-31$1,106,370,729
Value of total assets at beginning of year2010-12-31$1,034,197,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,055,885
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$467,635
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$126,465
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$33,456
Administrative expenses (other) incurred2010-12-31$588,250
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$72,080,509
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,106,244,264
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,034,163,755
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$1,020,370,729
Value of interest in master investment trust accounts at beginning of year2010-12-31$815,097,211
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$86,000,000
Employer contributions (assets) at end of year2010-12-31$86,000,000
Employer contributions (assets) at beginning of year2010-12-31$219,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$93,399,081
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 name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : FOX PENSION 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 FOX PENSION PLAN

2013: FOX PENSION 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 planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FOX PENSION 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 planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FOX PENSION 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 planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FOX PENSION 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 planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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