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| Plan Name | MEYER BROTHERS, INC. EMPLOYEES PENSION PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | MEYER BROTHERS, INC. |
| Employer identification number (EIN): | 420942598 |
| NAIC Classification: | 812210 |
| NAIC Description: | Funeral Homes and Funeral Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2016-01-01 | DALE MEYER | 2016-08-01 | ||
| 001 | 2015-01-01 | DALE MEYER | 2016-05-20 | ||
| 001 | 2014-01-01 | DALE MEYER | 2015-05-20 | ||
| 001 | 2013-01-01 | DALE MEYER | 2014-10-09 | DALE MEYER | 2014-10-09 |
| 001 | 2012-01-01 | DALE MEYER | 2013-09-23 | DALE MEYER | 2013-09-23 |
| 001 | 2011-01-01 | RUBY BOLLIN | 2012-10-23 | ||
| 001 | 2010-01-01 | RUBY BOLLIN | |||
| 001 | 2009-01-01 | JEN PRESTON |
| Measure | Date | Value |
|---|---|---|
| 2010: MEYER BROTHERS, INC. EMPLOYEES PENSION PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: MEYER BROTHERS, INC. EMPLOYEES PENSION PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 15 |
| Number of participants with account balances | 2009-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2010 : MEYER BROTHERS, INC. EMPLOYEES PENSION PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $139,992 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $33,998 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $8,348 |
| Total plan assets at end of year | 2010-12-31 | $1,732,089 |
| Total plan assets at beginning of year | 2010-12-31 | $1,626,095 |
| Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $25,650 |
| Other income received | 2010-12-31 | $139,992 |
| Net income (gross income less expenses) | 2010-12-31 | $105,994 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,732,089 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,626,095 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2010: MEYER BROTHERS, INC. EMPLOYEES PENSION PLAN 2010 form 5500 responses | ||
|---|---|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MEYER BROTHERS, INC. EMPLOYEES PENSION PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | First time form 5500 has been submitted | Yes |
| 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 – 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 |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) | |||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 45160 | ||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||
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