401k Plan data: BT US PENSION PLAN plan

BT US PENSION PLAN 401k Plan overview

Plan Name	BT US PENSION PLAN
Plan identification number	001

BT US PENSION PLAN Benefits

401k Plan Type

Defined 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 covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BT AMERICAS HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name: BT AMERICAS HOLDINGS, INC.

Employer identification number (EIN): 202458368

NAIC Classification: 517000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BT US PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 LAURA DOMNICK LAURA DOMNICK 2014-10-15
001 2012-01-01 LAURA DOMNICK LAURA DOMNICK 2013-10-15
001 2011-01-01 LISA RICHTER
001 2009-01-01
001 2009-01-01 LISA RICHTER
001 2009-01-01 LISA RICHTER

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	LAURA DOMNICK	LAURA DOMNICK	2014-10-15
001	2012-01-01	LAURA DOMNICK	LAURA DOMNICK	2013-10-15
001	2011-01-01	LISA RICHTER
001	2009-01-01
001	2009-01-01	LISA RICHTER
001	2009-01-01	LISA RICHTER

Plan Statistics for BT US PENSION PLAN

401k plan membership statisitcs for BT US PENSION PLAN

Measure Date Value
2013: BT US PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 763
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BT US PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 802
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 162
Number of retired or separated participants receiving benefits 2012-01-01 279
Number of other retired or separated participants entitled to future benefits 2012-01-01 299
Total of all active and inactive participants 2012-01-01 740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 23
Total participants 2012-01-01 763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BT US PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5,472
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3,258
Number of other retired or separated participants entitled to future benefits 2011-01-01 2,078
Total of all active and inactive participants 2011-01-01 5,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 11
Total participants 2011-01-01 5,347
Number of participants with account balances 2011-01-01 5,263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 153
2009: BT US PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 850
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 275
Number of retired or separated participants receiving benefits 2009-01-01 228
Number of other retired or separated participants entitled to future benefits 2009-01-01 314
Total of all active and inactive participants 2009-01-01 817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 17
Total participants 2009-01-01 834
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6
Number of participants with account balances 2009-01-01 5,011

Measure	Date	Value
2013: BT US PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	763
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BT US PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	802
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	162
Number of retired or separated participants receiving benefits	2012-01-01	279
Number of other retired or separated participants entitled to future benefits	2012-01-01	299
Total of all active and inactive participants	2012-01-01	740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	23
Total participants	2012-01-01	763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BT US PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5,472
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3,258
Number of other retired or separated participants entitled to future benefits	2011-01-01	2,078
Total of all active and inactive participants	2011-01-01	5,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	11
Total participants	2011-01-01	5,347
Number of participants with account balances	2011-01-01	5,263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	153
2009: BT US PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	850
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	275
Number of retired or separated participants receiving benefits	2009-01-01	228
Number of other retired or separated participants entitled to future benefits	2009-01-01	314
Total of all active and inactive participants	2009-01-01	817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	17
Total participants	2009-01-01	834
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6
Number of participants with account balances	2009-01-01	5,011

Financial Data on BT US PENSION PLAN

Measure	Date	Value
2013 : BT US PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-09	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-09	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-09	$0
Total income from all sources (including contributions)	2013-12-09	$18,364,665
Total loss/gain on sale of assets	2013-12-09	$0
Total of all expenses incurred	2013-12-09	$105,521,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-09	$104,618,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-09	$15,885,849
Value of total assets at end of year	2013-12-09	$0
Value of total assets at beginning of year	2013-12-09	$87,157,124
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-09	$903,253
Total interest from all sources	2013-12-09	$3,173
Total dividends received (eg from common stock, registered investment company shares)	2013-12-09	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-09	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-12-09	$0
Administrative expenses professional fees incurred	2013-12-09	$194,686
Was this plan covered by a fidelity bond	2013-12-09	Yes
Value of fidelity bond cover	2013-12-09	$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-09	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-09	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-09	$14
Administrative expenses (other) incurred	2013-12-09	$32,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-09	No
Value of net income/loss	2013-12-09	$-87,157,124
Value of net assets at end of year (total assets less liabilities)	2013-12-09	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-12-09	$87,157,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-09	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-09	No
Were any leases to which the plan was party in default or uncollectible	2013-12-09	No
Investment advisory and management fees	2013-12-09	$675,765
Value of interest in common/collective trusts at end of year	2013-12-09	$0
Value of interest in common/collective trusts at beginning of year	2013-12-09	$86,786,045
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-09	$371,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-09	$371,065
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-09	$3,173
Net investment gain or loss from common/collective trusts	2013-12-09	$2,475,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-09	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-09	No
Has the plan failed to provide any benefit when due under the plan	2013-12-09	No
Contributions received in cash from employer	2013-12-09	$15,885,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-09	$104,618,536
Did the plan have assets held for investment	2013-12-09	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	2013-12-09	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-09	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-09	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-09	Disclaimer
Accountancy firm name	2013-12-09	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2013-12-09	721396621
2012 : BT US PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$10,264,431
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$7,028,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$6,197,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$0
Value of total assets at end of year	2012-12-31	$87,157,124
Value of total assets at beginning of year	2012-12-31	$83,921,038
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$831,085
Total interest from all sources	2012-12-31	$46
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	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-12-31	$0
Administrative expenses professional fees incurred	2012-12-31	$660,720
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$14
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$11
Administrative expenses (other) incurred	2012-12-31	$42,390
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	$3,236,086
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$87,157,124
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$83,921,038
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
Investment advisory and management fees	2012-12-31	$127,975
Value of interest in common/collective trusts at end of year	2012-12-31	$86,786,045
Value of interest in common/collective trusts at beginning of year	2012-12-31	$83,501,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$371,065
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$419,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$419,758
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$46
Net investment gain or loss from common/collective trusts	2012-12-31	$10,264,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
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
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$6,197,260
Did the plan have assets held for investment	2012-12-31	Yes
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	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2012-12-31	721396621
2011 : BT US PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-239,844
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$5,696,133
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$6,069,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$5,334,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$0
Value of total assets at end of year	2011-12-31	$83,921,038
Value of total assets at beginning of year	2011-12-31	$84,294,600
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$735,486
Total interest from all sources	2011-12-31	$210
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 year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$41,633
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$26,701,833
Participant contributions at end of year	2011-12-31	$7,404,271
Participant contributions at beginning of year	2011-12-31	$7,642,748
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$851,724
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$3,239,195
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$3,964,110
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$11
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$32
Other income not declared elsewhere	2011-12-31	$189,470
Administrative expenses (other) incurred	2011-12-31	$29,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-373,562
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$83,921,038
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$84,294,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$664,663
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$386,783,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$387,735,670
Interest on participant loans	2011-12-31	$405,046
Value of interest in common/collective trusts at end of year	2011-12-31	$83,501,269
Value of interest in common/collective trusts at beginning of year	2011-12-31	$71,871,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$419,758
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$422,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$422,615
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$210
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-4,143,582
Net investment gain or loss from common/collective trusts	2011-12-31	$5,695,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$18,039,041
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$12,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$5,334,209
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2011-12-31	721396621
2010 : BT US PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$408,386
Total unrealized appreciation/depreciation of assets	2010-12-31	$408,386
Total transfer of assets to this plan	2010-12-31	$1,897,683
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	$343,326
Total income from all sources (including contributions)	2010-12-31	$97,612,068
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$35,783,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$35,659,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$37,772,689
Value of total assets at end of year	2010-12-31	$457,508,336
Value of total assets at beginning of year	2010-12-31	$393,782,445
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$124,446
Total interest from all sources	2010-12-31	$428,733
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 year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$68,063
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$120,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$26,452,946
Participant contributions at end of year	2010-12-31	$7,642,748
Participant contributions at beginning of year	2010-12-31	$6,931,853
Participant contributions at end of year	2010-12-31	$851,724
Participant contributions at beginning of year	2010-12-31	$157,664
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$3,964,110
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$3,366,041
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$32
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$343,326
Other income not declared elsewhere	2010-12-31	$531,253
Administrative expenses (other) incurred	2010-12-31	$130,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$61,828,208
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$457,508,336
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$393,782,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$124,446
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$387,735,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$307,270,498
Interest on participant loans	2010-12-31	$428,733
Value of interest in common/collective trusts at end of year	2010-12-31	$57,159,777
Value of interest in common/collective trusts at beginning of year	2010-12-31	$69,435,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$422,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$6,338,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$6,338,451
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$55,671,369
Net investment gain or loss from common/collective trusts	2010-12-31	$2,799,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$11,319,743
Employer contributions (assets) at end of year	2010-12-31	$154,307
Employer contributions (assets) at beginning of year	2010-12-31	$6,620,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$35,659,414
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2010-12-31	721396621

Form 5500 Responses for BT US PENSION PLAN

2013: BT US PENSION PLAN 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	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BT US PENSION PLAN 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	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BT US PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BT US PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BT AMERICAS HOLDINGS, INC.
Employer identification number (EIN):	202458368
NAIC Classification:	517000