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THE LUMBERMENS EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE LUMBERMENS EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN
Plan identification number 001

THE LUMBERMENS EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LUMBERMENS MUTUAL CASUALTY COMPANY has sponsored the creation of one or more 401k plans.

Company Name:LUMBERMENS MUTUAL CASUALTY COMPANY
Employer identification number (EIN):361410470
NAIC Classification:524150

Additional information about LUMBERMENS MUTUAL CASUALTY COMPANY

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 570872

More information about LUMBERMENS MUTUAL CASUALTY COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LUMBERMENS EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01FRED GRIFFITH
0012013-01-01FRED GRIFFITH
0012012-01-01ERIC S. EPPERSON
0012011-01-01ERIC S. EPPERSON ERIC S. EPPERSON2012-08-15
0012010-01-01ERIC EPPERSON ERIC EPPERSON2011-07-27
0012009-01-01ERIC EPPERSON ERIC EPPERSON2010-09-30

Plan Statistics for THE LUMBERMENS EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN

401k plan membership statisitcs for THE LUMBERMENS EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2014: THE LUMBERMENS EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,619
Total number of active participants reported on line 7a of the Form 55002014-01-010
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 participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE LUMBERMENS EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,749
Total number of active participants reported on line 7a of the Form 55002013-01-0170
Number of retired or separated participants receiving benefits2013-01-01236
Number of other retired or separated participants entitled to future benefits2013-01-011,297
Total of all active and inactive participants2013-01-011,603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0116
Total participants2013-01-011,619
Number of participants with account balances2013-01-011,598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE LUMBERMENS EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,911
Total number of active participants reported on line 7a of the Form 55002012-01-0195
Number of retired or separated participants receiving benefits2012-01-01234
Number of other retired or separated participants entitled to future benefits2012-01-011,408
Total of all active and inactive participants2012-01-011,737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0112
Total participants2012-01-011,749
Number of participants with account balances2012-01-011,729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE LUMBERMENS EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,045
Total number of active participants reported on line 7a of the Form 55002011-01-01131
Number of retired or separated participants receiving benefits2011-01-01241
Number of other retired or separated participants entitled to future benefits2011-01-011,529
Total of all active and inactive participants2011-01-011,901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0110
Total participants2011-01-011,911
Number of participants with account balances2011-01-011,892
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE LUMBERMENS EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,225
Total number of active participants reported on line 7a of the Form 55002010-01-01150
Number of retired or separated participants receiving benefits2010-01-01253
Number of other retired or separated participants entitled to future benefits2010-01-011,633
Total of all active and inactive participants2010-01-012,036
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-019
Total participants2010-01-012,045
Number of participants with account balances2010-01-012,025
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE LUMBERMENS EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,407
Total number of active participants reported on line 7a of the Form 55002009-01-01211
Number of retired or separated participants receiving benefits2009-01-01260
Number of other retired or separated participants entitled to future benefits2009-01-011,744
Total of all active and inactive participants2009-01-012,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0110
Total participants2009-01-012,225
Number of participants with account balances2009-01-012,200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE LUMBERMENS EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2014 : THE LUMBERMENS EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$186,196,632
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$20,457
Total income from all sources (including contributions)2014-12-31$14,610,698
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$50,529,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$50,487,905
Value of total corrective distributions2014-12-31$26,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$545,222
Value of total assets at end of year2014-12-31$0
Value of total assets at beginning of year2014-12-31$222,136,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,564
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,294,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,294,983
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$545,222
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$45,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$8,377
Other income not declared elsewhere2014-12-31$139,426
Administrative expenses (other) incurred2014-12-31$15,564
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$12,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-35,919,096
Value of net assets at end of year (total assets less liabilities)2014-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$222,115,728
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$162,807,546
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$59,328,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$11,236,525
Net investment gain or loss from common/collective trusts2014-12-31$-605,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$50,442,685
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MUELLER AND CO. LLP
Accountancy firm EIN2014-12-31362658780
2013 : THE LUMBERMENS EMPLOYEES' SAVINGS AND PROFIT SHARING 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$20,457
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,700
Total income from all sources (including contributions)2013-12-31$33,819,313
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$19,214,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$19,191,719
Value of total corrective distributions2013-12-31$8,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$695,926
Value of total assets at end of year2013-12-31$222,136,185
Value of total assets at beginning of year2013-12-31$207,522,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,727
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,226,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,226,566
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$695,926
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$8,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$75,524
Administrative expenses (other) incurred2013-12-31$14,727
Liabilities. Value of operating payables at end of year2013-12-31$12,080
Liabilities. Value of operating payables at beginning of year2013-12-31$11,700
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$14,604,490
Value of net assets at end of year (total assets less liabilities)2013-12-31$222,115,728
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$207,511,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$162,807,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$142,414,406
Value of interest in common/collective trusts at end of year2013-12-31$59,328,639
Value of interest in common/collective trusts at beginning of year2013-12-31$65,108,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$30,461,902
Net investment gain or loss from common/collective trusts2013-12-31$-640,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$19,191,719
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2013-12-31MUELLER AND CO., LLP
Accountancy firm EIN2013-12-31362658780
2012 : THE LUMBERMENS EMPLOYEES' SAVINGS AND PROFIT SHARING 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$11,700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,500
Total income from all sources (including contributions)2012-12-31$22,118,240
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$18,509,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$18,495,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,543,606
Value of total assets at end of year2012-12-31$207,522,938
Value of total assets at beginning of year2012-12-31$203,914,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,104
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,196,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,196,148
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,136,178
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$407,428
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$15,200
Other income not declared elsewhere2012-12-31$1,550
Administrative expenses (other) incurred2012-12-31$14,104
Liabilities. Value of operating payables at end of year2012-12-31$11,700
Liabilities. Value of operating payables at beginning of year2012-12-31$11,500
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$3,608,688
Value of net assets at end of year (total assets less liabilities)2012-12-31$207,511,238
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$203,902,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$142,414,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$136,202,819
Value of interest in common/collective trusts at end of year2012-12-31$65,108,532
Value of interest in common/collective trusts at beginning of year2012-12-31$67,711,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$15,843,342
Net investment gain or loss from common/collective trusts2012-12-31$1,533,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$18,480,248
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2012-12-31MUELLER AND CO., LLP
Accountancy firm EIN2012-12-31362658780
2011 : THE LUMBERMENS EMPLOYEES' SAVINGS AND PROFIT SHARING 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$11,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$12,000
Total income from all sources (including contributions)2011-12-31$5,609,640
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$16,437,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,423,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,380,788
Value of total assets at end of year2011-12-31$203,914,050
Value of total assets at beginning of year2011-12-31$214,742,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,769
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,886,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,886,219
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,380,788
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$7,600
Other income not declared elsewhere2011-12-31$128,995
Administrative expenses (other) incurred2011-12-31$13,769
Liabilities. Value of operating payables at end of year2011-12-31$11,500
Liabilities. Value of operating payables at beginning of year2011-12-31$12,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-10,827,640
Value of net assets at end of year (total assets less liabilities)2011-12-31$203,902,550
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$214,730,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$136,202,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$142,540,922
Value of interest in common/collective trusts at end of year2011-12-31$67,711,231
Value of interest in common/collective trusts at beginning of year2011-12-31$72,201,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-959,761
Net investment gain or loss from common/collective trusts2011-12-31$2,173,399
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$16,415,911
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2011-12-31MUELLER AND CO., LLP
Accountancy firm EIN2011-12-31362658780
2010 : THE LUMBERMENS EMPLOYEES' SAVINGS AND PROFIT SHARING 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$12,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$13,000
Total income from all sources (including contributions)2010-12-31$24,136,666
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$21,521,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$21,505,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,938,784
Value of total assets at end of year2010-12-31$214,742,190
Value of total assets at beginning of year2010-12-31$212,127,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,703
Total interest from all sources2010-12-31$647
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,845,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,845,287
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,938,784
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$22,364
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$7,442
Other income not declared elsewhere2010-12-31$411,845
Administrative expenses (other) incurred2010-12-31$15,703
Liabilities. Value of operating payables at end of year2010-12-31$12,000
Liabilities. Value of operating payables at beginning of year2010-12-31$13,000
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$2,615,279
Value of net assets at end of year (total assets less liabilities)2010-12-31$214,730,190
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$212,114,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$142,540,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$133,593,882
Interest on participant loans2010-12-31$647
Value of interest in common/collective trusts at end of year2010-12-31$72,201,268
Value of interest in common/collective trusts at beginning of year2010-12-31$78,511,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$15,763,057
Net investment gain or loss from common/collective trusts2010-12-31$3,177,046
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$21,498,242
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MUELLER AND CO., LLP
Accountancy firm EIN2010-12-31362658780

Form 5500 Responses for THE LUMBERMENS EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN

2014: THE LUMBERMENS EMPLOYEES' SAVINGS AND PROFIT SHARING 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 filingYes
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
2013: THE LUMBERMENS EMPLOYEES' SAVINGS AND PROFIT SHARING 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: THE LUMBERMENS EMPLOYEES' SAVINGS AND PROFIT SHARING 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: THE LUMBERMENS EMPLOYEES' SAVINGS AND PROFIT SHARING 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
2010: THE LUMBERMENS EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE LUMBERMENS EMPLOYEES' SAVINGS AND PROFIT SHARING 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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