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ENERGIZER HEALTH CARE PROGRAM FOR RETIRED COLLEAGUES 401k Plan overview

Plan NameENERGIZER HEALTH CARE PROGRAM FOR RETIRED COLLEAGUES
Plan identification number 511

ENERGIZER HEALTH CARE PROGRAM FOR RETIRED COLLEAGUES Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Other welfare benefit cover

401k Sponsoring company profile

EDGEWELL PERSONAL CARE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:EDGEWELL PERSONAL CARE COMPANY
Employer identification number (EIN):431863181

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENERGIZER HEALTH CARE PROGRAM FOR RETIRED COLLEAGUES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5112014-01-01TERESA CEOTTO
5112013-01-01TARA HOLT
5112012-01-01ANDREA TICHENOR ANDREA TICHENOR2013-10-15
5112011-01-01ANDREA TICHENOR ANDREA TICHENOR2012-10-15

Plan Statistics for ENERGIZER HEALTH CARE PROGRAM FOR RETIRED COLLEAGUES

401k plan membership statisitcs for ENERGIZER HEALTH CARE PROGRAM FOR RETIRED COLLEAGUES

Measure Date Value
2014: ENERGIZER HEALTH CARE PROGRAM FOR RETIRED COLLEAGUES 2014 401k membership
Total participants, beginning-of-year2014-01-010
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
2013: ENERGIZER HEALTH CARE PROGRAM FOR RETIRED COLLEAGUES 2013 401k membership
Total participants, beginning-of-year2013-01-011,609
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
2012: ENERGIZER HEALTH CARE PROGRAM FOR RETIRED COLLEAGUES 2012 401k membership
Total participants, beginning-of-year2012-01-011,678
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-011,253
Number of other retired or separated participants entitled to future benefits2012-01-01356
Total of all active and inactive participants2012-01-011,609
2011: ENERGIZER HEALTH CARE PROGRAM FOR RETIRED COLLEAGUES 2011 401k membership
Total participants, beginning-of-year2011-01-011,757
Number of retired or separated participants receiving benefits2011-01-011,320
Number of other retired or separated participants entitled to future benefits2011-01-01358
Total of all active and inactive participants2011-01-011,678

Financial Data on ENERGIZER HEALTH CARE PROGRAM FOR RETIRED COLLEAGUES

Measure Date Value
2014 : ENERGIZER HEALTH CARE PROGRAM FOR RETIRED COLLEAGUES 2014 401k financial data
Total income from all sources2014-12-31$0
Expenses. Total of all expenses incurred2014-12-31$233,553
Benefits paid (including direct rollovers)2014-12-31$233,553
Total plan assets at end of year2014-12-31$0
Total plan assets at beginning of year2014-12-31$233,553
Value of fidelity bond covering the plan2014-12-31$24,000
Net income (gross income less expenses)2014-12-31$-233,553
Net plan assets at end of year (total assets less liabilities)2014-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$233,553
2013 : ENERGIZER HEALTH CARE PROGRAM FOR RETIRED COLLEAGUES 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,026,181
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,220,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,481,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,026,181
Value of total assets at end of year2013-12-31$233,553
Value of total assets at beginning of year2013-12-31$427,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$738,377
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$430,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,396,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-194,000
Value of net assets at end of year (total assets less liabilities)2013-12-31$233,553
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$427,553
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
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,629,786
Employer contributions (assets) at end of year2013-12-31$233,553
Employer contributions (assets) at beginning of year2013-12-31$427,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,479,779
Contract administrator fees2013-12-31$738,377
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31RUBINBROWN LLP
Accountancy firm EIN2013-12-31430765316
2012 : ENERGIZER HEALTH CARE PROGRAM FOR RETIRED COLLEAGUES 2012 401k financial data
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$6,873,634
Total of all expenses incurred2012-12-31$6,948,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,595,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,873,634
Value of total assets at end of year2012-12-31$427,553
Value of total assets at beginning of year2012-12-31$502,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,352,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$51,000
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$5,158,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-74,451
Value of net assets at end of year (total assets less liabilities)2012-12-31$427,553
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$502,004
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
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$2,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,715,437
Employer contributions (assets) at end of year2012-12-31$427,553
Employer contributions (assets) at beginning of year2012-12-31$502,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,593,627
Contract administrator fees2012-12-31$1,352,381
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31RUBINBROWN LLP
Accountancy firm EIN2012-12-31430765316
2011 : ENERGIZER HEALTH CARE PROGRAM FOR RETIRED COLLEAGUES 2011 401k financial data
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$6,425,127
Total of all expenses incurred2011-12-31$5,923,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,549,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,425,127
Value of total assets at end of year2011-12-31$502,004
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$373,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,126,127
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$502,004
Value of net assets at end of year (total assets less liabilities)2011-12-31$502,004
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
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
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$2,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,299,000
Employer contributions (assets) at end of year2011-12-31$502,004
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,547,198
Contract administrator fees2011-12-31$373,785
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31RUBINBROWN LLP
Accountancy firm EIN2011-12-31430765316

Form 5500 Responses for ENERGIZER HEALTH CARE PROGRAM FOR RETIRED COLLEAGUES

2014: ENERGIZER HEALTH CARE PROGRAM FOR RETIRED COLLEAGUES 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: ENERGIZER HEALTH CARE PROGRAM FOR RETIRED COLLEAGUES 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: ENERGIZER HEALTH CARE PROGRAM FOR RETIRED COLLEAGUES 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: ENERGIZER HEALTH CARE PROGRAM FOR RETIRED COLLEAGUES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 823009
Policy instance 1
Insurance contract or identification numberOK 823009
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedVOLUNTARY PERSONAL ACCIDENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,052
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 823009
Policy instance 1
Insurance contract or identification numberOK 823009
Number of Individuals Covered86
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedVOLUNTARY PERSONAL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $2,077
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 823009
Policy instance 1
Insurance contract or identification numberOK 823009
Number of Individuals Covered87
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedVOLUNTARY PERSONAL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $2,140
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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