401k Plan data: WAUSAU PAPERS OTIS MILL, INC PENSION PLAN plan

WAUSAU PAPERS OTIS MILL, INC PENSION PLAN 401k Plan overview

Plan Name	WAUSAU PAPERS OTIS MILL, INC PENSION PLAN
Plan identification number	009

WAUSAU PAPERS OTIS MILL, INC PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
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

WAUSAU PAPER MILLS, LLC has sponsored the creation of one or more 401k plans.

Company Name: WAUSAU PAPER MILLS, LLC

Employer identification number (EIN): 412218500

NAIC Classification: 322100

Additional information about WAUSAU PAPER MILLS, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2006-12-21

Company Identification Number: 0800749564

Legal Registered Office Address: 2929 ARCH ST STE 2600

PHILADELPHIA
United States of America (USA)
19104

More information about WAUSAU PAPER MILLS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WAUSAU PAPERS OTIS MILL, INC PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
009 2012-01-01 ROSS WILTZIUS CURT SCHMIDT 2013-07-10
009 2011-01-01 CURT SCHMIDT
009 2009-01-01 CURTIS R SCHMIDT CURTIS R SCHMIDT 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
009	2012-01-01	ROSS WILTZIUS	CURT SCHMIDT	2013-07-10
009	2011-01-01	CURT SCHMIDT
009	2009-01-01	CURTIS R SCHMIDT	CURTIS R SCHMIDT	2010-10-14

Plan Statistics for WAUSAU PAPERS OTIS MILL, INC PENSION PLAN

401k plan membership statisitcs for WAUSAU PAPERS OTIS MILL, INC PENSION PLAN

Measure Date Value
2012: WAUSAU PAPERS OTIS MILL, INC PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 242
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WAUSAU PAPERS OTIS MILL, INC PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 243
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 71
Number of other retired or separated participants entitled to future benefits 2011-01-01 166
Total of all active and inactive participants 2011-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 5
Total participants 2011-01-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: WAUSAU PAPERS OTIS MILL, INC PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 0
Number of retired or separated participants receiving benefits 2009-01-01 35
Number of other retired or separated participants entitled to future benefits 2009-01-01 204
Total of all active and inactive participants 2009-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2012: WAUSAU PAPERS OTIS MILL, INC PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	242
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WAUSAU PAPERS OTIS MILL, INC PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	243
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	71
Number of other retired or separated participants entitled to future benefits	2011-01-01	166
Total of all active and inactive participants	2011-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	5
Total participants	2011-01-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: WAUSAU PAPERS OTIS MILL, INC PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	0
Number of retired or separated participants receiving benefits	2009-01-01	35
Number of other retired or separated participants entitled to future benefits	2009-01-01	204
Total of all active and inactive participants	2009-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on WAUSAU PAPERS OTIS MILL, INC PENSION PLAN

Measure	Date	Value
2012 : WAUSAU PAPERS OTIS MILL, INC PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-09-21	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-21	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-21	$872
Total income from all sources (including contributions)	2012-09-21	$6,832,866
Total loss/gain on sale of assets	2012-09-21	$0
Total of all expenses incurred	2012-09-21	$15,862,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-09-21	$15,808,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-09-21	$6,519,074
Value of total assets at end of year	2012-09-21	$0
Value of total assets at beginning of year	2012-09-21	$9,030,267
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-09-21	$53,799
Total interest from all sources	2012-09-21	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-09-21	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-09-21	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-09-21	$0
Was this plan covered by a fidelity bond	2012-09-21	Yes
Value of fidelity bond cover	2012-09-21	$5,000,000
If this is an individual account plan, was there a blackout period	2012-09-21	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-21	$0
Were there any nonexempt tranactions with any party-in-interest	2012-09-21	No
Administrative expenses (other) incurred	2012-09-21	$53,799
Liabilities. Value of operating payables at beginning of year	2012-09-21	$872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-21	No
Value of net income/loss	2012-09-21	$-9,029,395
Value of net assets at end of year (total assets less liabilities)	2012-09-21	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-09-21	$9,029,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-09-21	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-09-21	No
Were any leases to which the plan was party in default or uncollectible	2012-09-21	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-09-21	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-09-21	$0
Value of interest in pooled separate accounts at end of year	2012-09-21	$0
Value of interest in pooled separate accounts at beginning of year	2012-09-21	$8,992,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-09-21	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-09-21	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2012-09-21	$12,595,100
Net investment gain/loss from pooled separate accounts	2012-09-21	$313,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-09-21	Yes
Was there a failure to transmit to the plan any participant contributions	2012-09-21	No
Has the plan failed to provide any benefit when due under the plan	2012-09-21	No
Contributions received in cash from employer	2012-09-21	$6,519,074
Employer contributions (assets) at beginning of year	2012-09-21	$38,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-09-21	$3,213,362
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	2012-09-21	No
Did the plan have assets held for investment	2012-09-21	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-21	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-09-21	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-09-21	Yes
Opinion of an independent qualified public accountant for this plan	2012-09-21	Disclaimer
Accountancy firm name	2012-09-21	WIPFLI LLP
Accountancy firm EIN	2012-09-21	390758449
2011 : WAUSAU PAPERS OTIS MILL, INC PENSION PLAN 2011 401k financial data
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	$872
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$8,227
Total income from all sources (including contributions)	2011-12-31	$690,766
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$370,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$313,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$152,000
Value of total assets at end of year	2011-12-31	$9,030,267
Value of total assets at beginning of year	2011-12-31	$8,717,710
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$57,306
Total interest from all sources	2011-12-31	$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 year	2011-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2011-12-31	$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Administrative expenses (other) incurred	2011-12-31	$57,306
Liabilities. Value of operating payables at end of year	2011-12-31	$872
Liabilities. Value of operating payables at beginning of year	2011-12-31	$8,227
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	$319,912
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$9,029,395
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$8,709,483
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$72,939
Value of interest in pooled separate accounts at end of year	2011-12-31	$8,992,267
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$8,642,671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$2,364
Net investment gain/loss from pooled separate accounts	2011-12-31	$536,402
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	$152,000
Employer contributions (assets) at end of year	2011-12-31	$38,000
Employer contributions (assets) at beginning of year	2011-12-31	$2,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$313,548
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	WIPFLI LLP
Accountancy firm EIN	2011-12-31	390758449
2010 : WAUSAU PAPERS OTIS MILL, INC PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$8,227
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$2,442
Total income from all sources (including contributions)	2010-12-31	$630,832
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$236,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$190,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$53,359
Value of total assets at end of year	2010-12-31	$8,717,710
Value of total assets at beginning of year	2010-12-31	$8,318,043
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$46,755
Total interest from all sources	2010-12-31	$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 year	2010-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
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
Other income not declared elsewhere	2010-12-31	$112
Administrative expenses (other) incurred	2010-12-31	$46,755
Liabilities. Value of operating payables at end of year	2010-12-31	$8,227
Liabilities. Value of operating payables at beginning of year	2010-12-31	$2,442
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	$393,882
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$8,709,483
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$8,315,601
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$72,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$0
Value of interest in pooled separate accounts at end of year	2010-12-31	$8,642,671
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$8,238,536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$21,939
Net investment gain/loss from pooled separate accounts	2010-12-31	$555,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
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	$53,359
Employer contributions (assets) at end of year	2010-12-31	$2,100
Employer contributions (assets) at beginning of year	2010-12-31	$79,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$190,195
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	WIPFLI LLP
Accountancy firm EIN	2010-12-31	390758449
2009 : WAUSAU PAPERS OTIS MILL, INC PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WAUSAU PAPERS OTIS MILL, INC PENSION PLAN

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

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Company Name:	WAUSAU PAPER MILLS, LLC
Employer identification number (EIN):	412218500
NAIC Classification:	322100

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2006-12-21
Company Identification Number:	0800749564
Legal Registered Office Address:	2929 ARCH ST STE 2600 PHILADELPHIA United States of America (USA) 19104