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UNIVERSAL CORPORATION PENSION AND SAVINGS MASTER TRUST PLAN 401k Plan overview

Plan NameUNIVERSAL CORPORATION PENSION AND SAVINGS MASTER TRUST PLAN
Plan identification number 007

UNIVERSAL CORPORATION PENSION AND SAVINGS MASTER TRUST PLAN Benefits

No plan benefit data available

401k Sponsoring company profile

UNIVERSAL LEAF TOBACCO COMPANY, INC has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSAL LEAF TOBACCO COMPANY, INC
Employer identification number (EIN):540741848
NAIC Classification:424940
NAIC Description:Tobacco and Tobacco Product Merchant Wholesalers

Additional information about UNIVERSAL LEAF TOBACCO COMPANY, INC

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1922-04-21
Company Identification Number: 0023196
Legal Registered Office Address: 9201 FOREST HILL AVENUE
SUITE 1400
RICHMOND
United States of America (USA)
23235

More information about UNIVERSAL LEAF TOBACCO COMPANY, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSAL CORPORATION PENSION AND SAVINGS MASTER TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072013-01-01BETTY GRANT BETTY GRANT2016-03-28
0072012-01-012013-10-14 BETTY B. GRANT2013-10-14
0072011-01-012012-10-16 BETTY B. GRANT2012-10-16
0072009-01-01BETTY B. GRANT2010-10-14 BETTY B. GRANT2010-10-14

Financial Data on UNIVERSAL CORPORATION PENSION AND SAVINGS MASTER TRUST PLAN

Measure Date Value
2013 : UNIVERSAL CORPORATION PENSION AND SAVINGS MASTER TRUST PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-02-28$0
Total transfer of assets to this plan2013-02-28$0
Total transfer of assets from this plan2013-02-28$182,805,353
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$67,866
Total income from all sources (including contributions)2013-02-28$6,714,354
Total loss/gain on sale of assets2013-02-28$0
Total of all expenses incurred2013-02-28$4,384,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-02-28$4,384,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-02-28$850,000
Value of total assets at end of year2013-02-28$0
Value of total assets at beginning of year2013-02-28$180,543,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-02-28$0
Total interest from all sources2013-02-28$0
Total dividends received (eg from common stock, registered investment company shares)2013-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-02-28Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-02-28$182,805,353
Were there any nonexempt tranactions with any party-in-interest2013-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-02-28$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-02-28$864,756
Value of net income/loss2013-02-28$2,329,942
Value of net assets at end of year (total assets less liabilities)2013-02-28$0
Value of net assets at beginning of year (total assets less liabilities)2013-02-28$180,475,411
Were any loans by the plan or fixed income obligations due to the plan in default2013-02-28No
Were any leases to which the plan was party in default or uncollectible2013-02-28No
Assets. partnership/joint venture interests at end of year2013-02-28$0
Assets. partnership/joint venture interests at beginning of year2013-02-28$8,611,022
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-02-28$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-02-28$36,389,006
Value of interest in common/collective trusts at end of year2013-02-28$0
Value of interest in common/collective trusts at beginning of year2013-02-28$65,095,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-02-28$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-02-28$160
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-02-28$160
Asset value of US Government securities at end of year2013-02-28$0
Asset value of US Government securities at beginning of year2013-02-28$527,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-02-28No
Has the plan failed to provide any benefit when due under the plan2013-02-28No
Contributions received in cash from employer2013-02-28$850,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-02-28$4,384,412
Asset. Corporate debt instrument preferred debt at end of year2013-02-28$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-02-28$23,789,293
Asset. Corporate debt instrument debt (other) at end of year2013-02-28$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-02-28$20,601,870
Assets. Corporate common stocks other than exployer securities at end of year2013-02-28$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-02-28$24,664,064
Did the plan have assets held for investment2013-02-28No
Liabilities. Value of acquisition indebtedness at end of year2013-02-28$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-02-28$67,866
2012 : UNIVERSAL CORPORATION PENSION AND SAVINGS MASTER TRUST PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$5,556,770
Total unrealized appreciation/depreciation of assets2012-12-31$5,556,770
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$67,866
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$35,387
Total income from all sources (including contributions)2012-12-31$24,231,591
Total loss/gain on sale of assets2012-12-31$1,790,270
Total of all expenses incurred2012-12-31$490,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$180,543,277
Value of total assets at beginning of year2012-12-31$167,369,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$490,141
Total interest from all sources2012-12-31$2,303,023
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,716,771
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,478,101
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$864,756
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,244,796
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$67,866
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$35,387
Other income not declared elsewhere2012-12-31$22,573
Administrative expenses (other) incurred2012-12-31$105,101
Value of net income/loss2012-12-31$23,741,450
Value of net assets at end of year (total assets less liabilities)2012-12-31$180,475,411
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$167,334,478
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
Assets. partnership/joint venture interests at end of year2012-12-31$8,611,022
Assets. partnership/joint venture interests at beginning of year2012-12-31$8,095,530
Investment advisory and management fees2012-12-31$385,040
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$36,389,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$32,442,050
Income. Interest from US Government securities2012-12-31$11,555
Income. Interest from corporate debt instruments2012-12-31$2,291,468
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$65,095,614
Value of interest in common/collective trusts at beginning of year2012-12-31$59,318,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$160
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$527,492
Asset value of US Government securities at beginning of year2012-12-31$547,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,985,414
Net investment gain or loss from common/collective trusts2012-12-31$8,856,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Income. Dividends from common stock2012-12-31$238,670
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$23,789,293
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$25,528,517
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$20,601,870
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$16,797,037
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$24,664,064
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$23,395,757
Did the plan have assets held for investment2012-12-31Yes
Aggregate proceeds on sale of assets2012-12-31$23,785,177
Aggregate carrying amount (costs) on sale of assets2012-12-31$21,994,907
2011 : UNIVERSAL CORPORATION PENSION AND SAVINGS MASTER TRUST PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,681,681
Total unrealized appreciation/depreciation of assets2011-12-31$1,681,681
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$35,387
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$19,728
Total income from all sources (including contributions)2011-12-31$4,508,073
Total loss/gain on sale of assets2011-12-31$550,286
Total of all expenses incurred2011-12-31$339,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$167,369,865
Value of total assets at beginning of year2011-12-31$172,846,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$339,879
Total interest from all sources2011-12-31$2,443,244
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,751,410
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,580,842
Administrative expenses professional fees incurred2011-12-31$339,526
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,244,796
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$715,823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$35,387
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$19,728
Administrative expenses (other) incurred2011-12-31$353
Value of net income/loss2011-12-31$4,168,194
Value of net assets at end of year (total assets less liabilities)2011-12-31$167,334,478
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$172,826,494
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
Assets. partnership/joint venture interests at end of year2011-12-31$8,095,530
Assets. partnership/joint venture interests at beginning of year2011-12-31$8,321,854
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$32,442,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$36,699,479
Income. Interest from US Government securities2011-12-31$14,797
Income. Interest from corporate debt instruments2011-12-31$2,428,581
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$59,318,829
Value of interest in common/collective trusts at beginning of year2011-12-31$57,911,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$136,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$136,800
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$-134
Asset value of US Government securities at end of year2011-12-31$547,349
Asset value of US Government securities at beginning of year2011-12-31$390,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,968,302
Net investment gain or loss from common/collective trusts2011-12-31$2,049,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Income. Dividends from common stock2011-12-31$170,568
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$25,528,517
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$22,749,267
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$16,797,037
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$17,686,591
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$23,395,757
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$28,234,759
Did the plan have assets held for investment2011-12-31Yes
Aggregate proceeds on sale of assets2011-12-31$37,773,972
Aggregate carrying amount (costs) on sale of assets2011-12-31$37,223,686
2010 : UNIVERSAL CORPORATION PENSION AND SAVINGS MASTER TRUST PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$6,434,056
Total unrealized appreciation/depreciation of assets2010-12-31$6,434,056
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$19,728
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$203,553
Total income from all sources (including contributions)2010-12-31$26,533,256
Total loss/gain on sale of assets2010-12-31$1,958,160
Total of all expenses incurred2010-12-31$12,053,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$11,567,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,984,600
Value of total assets at end of year2010-12-31$172,846,222
Value of total assets at beginning of year2010-12-31$158,550,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$486,122
Total interest from all sources2010-12-31$2,386,371
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,722,131
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,507,642
Assets. Real estate other than employer real property at end of year2010-12-31$8,321,854
Administrative expenses professional fees incurred2010-12-31$486,122
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$715,823
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,287,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$19,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$203,553
Total non interest bearing cash at beginning of year2010-12-31$-11,938
Value of net income/loss2010-12-31$14,479,299
Value of net assets at end of year (total assets less liabilities)2010-12-31$172,826,494
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$158,347,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31Yes
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$36,699,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$36,754,594
Income. Interest from US Government securities2010-12-31$30,995
Income. Interest from corporate debt instruments2010-12-31$2,355,412
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$57,911,146
Value of interest in common/collective trusts at beginning of year2010-12-31$57,250,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$136,800
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$225,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$225,028
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-36
Asset value of US Government securities at end of year2010-12-31$390,503
Asset value of US Government securities at beginning of year2010-12-31$517,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,032,543
Net investment gain or loss from common/collective trusts2010-12-31$8,015,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Contributions received in cash from employer2010-12-31$3,984,600
Income. Dividends from common stock2010-12-31$214,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,567,835
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$22,749,267
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$15,045,199
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$17,686,591
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$19,765,544
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$28,234,759
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$27,717,296
Did the plan have assets held for investment2010-12-31Yes
Aggregate proceeds on sale of assets2010-12-31$41,245,881
Aggregate carrying amount (costs) on sale of assets2010-12-31$39,287,721
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes

Form 5500 Responses for UNIVERSAL CORPORATION PENSION AND SAVINGS MASTER TRUST PLAN

2013: UNIVERSAL CORPORATION PENSION AND SAVINGS MASTER TRUST PLAN 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan is a collectively bargained planNo
2012: UNIVERSAL CORPORATION PENSION AND SAVINGS MASTER TRUST PLAN 2012 form 5500 responses
2012-01-01Type of plan entityDFE (Diect Filing Entity)
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingYes
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
2011: UNIVERSAL CORPORATION PENSION AND SAVINGS MASTER TRUST PLAN 2011 form 5500 responses
2011-01-01Type of plan entityDFE (Diect Filing Entity)
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
2009: UNIVERSAL CORPORATION PENSION AND SAVINGS MASTER TRUST PLAN 2009 form 5500 responses
2009-01-01Type of plan entityDFE (Diect Filing Entity)
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

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