?>
Plan Name | UNION UNDERWEAR PENSION PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | UNION UNDERWEAR COMPANY, INC. |
Employer identification number (EIN): | 611411269 |
NAIC Classification: | 314000 |
NAIC Description: | Textile Product Mills |
Additional information about UNION UNDERWEAR COMPANY, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2021-05-12 |
Company Identification Number: | 0804068505 |
Legal Registered Office Address: |
PO BOX 90015 BOWLING GREEN United States of America (USA) 42102 |
More information about UNION UNDERWEAR COMPANY, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2016-01-01 | BRIAN BODENHAMER | RICHARD PRICE | 2017-10-13 | |
001 | 2015-01-01 | BRIAN BODENHAMER | RICHARD PRICE | 2016-10-13 | |
001 | 2014-01-01 | BRIAN BODENHAMER | RICHARD PRICE | 2015-10-13 | |
001 | 2013-01-01 | BRIAN BODENHAMER | RICHARD PRICE | 2014-10-14 | |
001 | 2012-01-01 | GEORGE FIELDS | BRIAN BODENHAMER | 2013-10-14 | |
001 | 2011-01-01 | TONY PELASKI | G. WILLIAM NEWTON | 2012-10-11 | |
001 | 2010-01-01 | TONY PELASKI | G. WILLIAM NEWTON | 2011-10-12 | |
001 | 2009-01-01 | TONY PELASKI | G. WILLIAM NEWTON | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2016: UNION UNDERWEAR PENSION PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 417,565,445 |
Acturial value of plan assets | 2016-12-31 | 440,649,587 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 272,097,840 |
Number of terminated vested participants | 2016-12-31 | 1,194 |
Fundng target for terminated vested participants | 2016-12-31 | 28,353,006 |
Active participant vested funding target | 2016-12-31 | 31,293,879 |
Number of active participants | 2016-12-31 | 1,126 |
Total funding liabilities for active participants | 2016-12-31 | 32,181,045 |
Total participant count | 2016-12-31 | 13,512 |
Total funding target for all participants | 2016-12-31 | 332,631,891 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 0 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 2,000,000 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 13,505 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: UNION UNDERWEAR PENSION PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 14,465 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,126 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 10,422 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1,171 |
Total of all active and inactive participants | 2015-01-01 | 12,719 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 786 |
Total participants | 2015-01-01 | 13,505 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: UNION UNDERWEAR PENSION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 16,486 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,571 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 10,766 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1,345 |
Total of all active and inactive participants | 2014-01-01 | 13,682 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 783 |
Total participants | 2014-01-01 | 14,465 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: UNION UNDERWEAR PENSION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 16,956 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2,214 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 10,946 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2,538 |
Total of all active and inactive participants | 2013-01-01 | 15,698 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 788 |
Total participants | 2013-01-01 | 16,486 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 11 |
2012: UNION UNDERWEAR PENSION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 23,557 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2,648 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 11,153 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2,460 |
Total of all active and inactive participants | 2012-01-01 | 16,261 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 695 |
Total participants | 2012-01-01 | 16,956 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: UNION UNDERWEAR PENSION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 24,059 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2,856 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 10,897 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 9,131 |
Total of all active and inactive participants | 2011-01-01 | 22,884 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 673 |
Total participants | 2011-01-01 | 23,557 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 30 |
2010: UNION UNDERWEAR PENSION PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 24,583 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3,127 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 10,266 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 9,848 |
Total of all active and inactive participants | 2010-01-01 | 23,241 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 818 |
Total participants | 2010-01-01 | 24,059 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 38 |
2009: UNION UNDERWEAR PENSION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 25,214 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3,703 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 9,813 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 10,292 |
Total of all active and inactive participants | 2009-01-01 | 23,808 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 775 |
Total participants | 2009-01-01 | 24,583 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 86 |
Measure | Date | Value |
---|---|---|
2016 : UNION UNDERWEAR PENSION PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $32,062,464 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $32,062,464 |
Total transfer of assets from this plan | 2016-12-31 | $421,921,599 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $38,836 |
Total income from all sources (including contributions) | 2016-12-31 | $38,488,542 |
Total loss/gain on sale of assets | 2016-12-31 | $-698,159 |
Total of all expenses incurred | 2016-12-31 | $34,093,513 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $32,634,694 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $0 |
Value of total assets at beginning of year | 2016-12-31 | $417,565,406 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,458,819 |
Total interest from all sources | 2016-12-31 | $99,163 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $6,837,368 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $562,159 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $105,456 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $38,836 |
Administrative expenses (other) incurred | 2016-12-31 | $864,320 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $4,395,029 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $417,526,570 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $288,372 |
Investment advisory and management fees | 2016-12-31 | $32,340 |
Income. Interest from US Government securities | 2016-12-31 | $99,220 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $32,882,686 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $-57 |
Asset value of US Government securities at end of year | 2016-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $1,980,480 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $187,706 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Income. Dividends from common stock | 2016-12-31 | $6,837,368 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $32,634,694 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $382,308,412 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | Yes |
Aggregate proceeds on sale of assets | 2016-12-31 | $94,097,338 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $94,795,497 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | LBMC, PC |
Accountancy firm EIN | 2016-12-31 | 621199757 |
2015 : UNION UNDERWEAR PENSION PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-4,320,283 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-4,320,283 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $38,836 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $133,447 |
Total income from all sources (including contributions) | 2015-12-31 | $-1,779,199 |
Total loss/gain on sale of assets | 2015-12-31 | $-4,628,973 |
Total of all expenses incurred | 2015-12-31 | $48,521,388 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $47,083,510 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $417,565,406 |
Value of total assets at beginning of year | 2015-12-31 | $467,960,604 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,437,878 |
Total interest from all sources | 2015-12-31 | $121,296 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $6,977,809 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $589,657 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $105,456 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $367,725 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $38,836 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $67,645 |
Administrative expenses (other) incurred | 2015-12-31 | $836,971 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $65,802 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-50,300,587 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $417,526,570 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $467,827,157 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2015-12-31 | $288,372 |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $204,147 |
Investment advisory and management fees | 2015-12-31 | $11,250 |
Income. Interest from US Government securities | 2015-12-31 | $121,296 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $32,882,686 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $17,222,066 |
Asset value of US Government securities at end of year | 2015-12-31 | $1,980,480 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $2,399,869 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $70,952 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Income. Dividends from common stock | 2015-12-31 | $6,977,809 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $47,083,510 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $382,308,412 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $447,766,797 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $103,558,994 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $108,187,967 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | LBMC, PC |
Accountancy firm EIN | 2015-12-31 | 621199757 |
2014 : UNION UNDERWEAR PENSION PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $6,441,480 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $6,441,480 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $133,447 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $44,803 |
Total income from all sources (including contributions) | 2014-12-31 | $24,557,524 |
Total loss/gain on sale of assets | 2014-12-31 | $11,168,745 |
Total of all expenses incurred | 2014-12-31 | $73,447,160 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $71,479,560 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $467,960,604 |
Value of total assets at beginning of year | 2014-12-31 | $516,761,596 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,967,600 |
Total interest from all sources | 2014-12-31 | $378,550 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $6,506,918 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $986,742 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $367,725 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $502,219 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $67,645 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $949,788 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $65,802 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $44,803 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-48,889,636 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $467,827,157 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $516,716,793 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $204,147 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $209,831 |
Investment advisory and management fees | 2014-12-31 | $31,070 |
Income. Interest from US Government securities | 2014-12-31 | $153,050 |
Income. Interest from corporate debt instruments | 2014-12-31 | $225,500 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $17,222,066 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $4,013,109 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $0 |
Asset value of US Government securities at end of year | 2014-12-31 | $2,399,869 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $3,168,617 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $61,831 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,545,000 |
Income. Dividends from common stock | 2014-12-31 | $6,506,918 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $71,479,560 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $1,500,000 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $447,766,797 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $505,822,820 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $176,468,501 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $165,299,756 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | LATTIMORE, BLACK, MORGAN & CAIN PC |
Accountancy firm EIN | 2014-12-31 | 621199757 |
2013 : UNION UNDERWEAR PENSION PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $130,127,847 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $130,127,847 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $44,803 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $177,859 |
Total income from all sources (including contributions) | 2013-12-31 | $138,564,057 |
Total loss/gain on sale of assets | 2013-12-31 | $188,333 |
Total of all expenses incurred | 2013-12-31 | $39,398,353 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $37,561,853 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,545,000 |
Value of total assets at end of year | 2013-12-31 | $516,761,596 |
Value of total assets at beginning of year | 2013-12-31 | $417,728,948 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,836,500 |
Total interest from all sources | 2013-12-31 | $2,666,419 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $4,018,757 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $731,525 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $502,219 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $505,264 |
Other income not declared elsewhere | 2013-12-31 | $-185 |
Administrative expenses (other) incurred | 2013-12-31 | $1,104,975 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $44,803 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $177,859 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $99,165,704 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $516,716,793 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $417,551,089 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $209,831 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $462,833 |
Income. Interest from US Government securities | 2013-12-31 | $206,419 |
Income. Interest from corporate debt instruments | 2013-12-31 | $2,460,000 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $4,013,109 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $4,211,554 |
Asset value of US Government securities at end of year | 2013-12-31 | $3,168,617 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $4,323,177 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $17,886 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,545,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,545,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $21,500,000 |
Income. Dividends from common stock | 2013-12-31 | $4,018,757 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $37,561,853 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $1,500,000 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $6,720,000 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $505,822,820 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $380,006,120 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $13,314,463 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $13,126,130 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | LATTIMORE, BLACK, MORGAN & CAIN PC |
Accountancy firm EIN | 2013-12-31 | 621199757 |
2012 : UNION UNDERWEAR PENSION PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $73,641,877 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $73,641,877 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $177,859 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $67,430 |
Total income from all sources (including contributions) | 2012-12-31 | $144,796,418 |
Total loss/gain on sale of assets | 2012-12-31 | $6,751,881 |
Total of all expenses incurred | 2012-12-31 | $155,783,754 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $152,745,178 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $57,427,276 |
Value of total assets at end of year | 2012-12-31 | $417,728,948 |
Value of total assets at beginning of year | 2012-12-31 | $428,605,855 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,038,576 |
Total interest from all sources | 2012-12-31 | $2,938,055 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $3,844,423 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $1,035,996 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $505,264 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $1,014,380 |
Administrative expenses (other) incurred | 2012-12-31 | $2,002,580 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $177,859 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $67,430 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-10,987,336 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $417,551,089 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $428,538,425 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2012-12-31 | $462,833 |
Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $311,503 |
Investment advisory and management fees | 2012-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $0 |
Income. Interest from US Government securities | 2012-12-31 | $298,448 |
Income. Interest from corporate debt instruments | 2012-12-31 | $2,639,607 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $4,211,554 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $21,438,826 |
Asset value of US Government securities at end of year | 2012-12-31 | $4,323,177 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $179,975,596 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $192,906 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $57,427,276 |
Employer contributions (assets) at end of year | 2012-12-31 | $21,500,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $58,482,697 |
Income. Dividends from common stock | 2012-12-31 | $3,844,423 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $152,745,178 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $6,720,000 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $20,034,514 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $380,006,120 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $147,348,339 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $504,073,954 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $497,322,073 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | LATTIMORE, BLACK, MORGAN & CAIN PC |
Accountancy firm EIN | 2012-12-31 | 621199757 |
2011 : UNION UNDERWEAR PENSION PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-384,394 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-384,394 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $67,430 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $23,607 |
Total income from all sources (including contributions) | 2011-12-31 | $84,299,209 |
Total loss/gain on sale of assets | 2011-12-31 | $-126,591 |
Total of all expenses incurred | 2011-12-31 | $35,804,774 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $33,169,313 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $77,030,788 |
Value of total assets at end of year | 2011-12-31 | $428,605,855 |
Value of total assets at beginning of year | 2011-12-31 | $380,067,597 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,635,461 |
Total interest from all sources | 2011-12-31 | $3,638,182 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $4,121,784 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $92 |
Administrative expenses professional fees incurred | 2011-12-31 | $637,139 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $1,014,380 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $942,801 |
Other income not declared elsewhere | 2011-12-31 | $423 |
Administrative expenses (other) incurred | 2011-12-31 | $1,998,322 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $67,430 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $23,607 |
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 | $48,494,435 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $428,538,425 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $380,043,990 |
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 |
Assets. partnership/joint venture interests at end of year | 2011-12-31 | $311,503 |
Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $355,032 |
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 | $5,627,829 |
Income. Interest from US Government securities | 2011-12-31 | $451,723 |
Income. Interest from corporate debt instruments | 2011-12-31 | $3,186,500 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $21,438,826 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $599,434 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $-41 |
Asset value of US Government securities at end of year | 2011-12-31 | $179,975,596 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $186,739,010 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $19,017 |
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 | $77,030,788 |
Employer contributions (assets) at end of year | 2011-12-31 | $58,482,697 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $17,973,314 |
Income. Dividends from common stock | 2011-12-31 | $4,121,692 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $33,169,313 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $20,034,514 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $24,485,448 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $147,348,339 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $143,344,729 |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $710,484,530 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $710,611,121 |
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 | LATTIMORE, BLACK, MORGAN & CAIN, PC |
Accountancy firm EIN | 2011-12-31 | 621199757 |
2010 : UNION UNDERWEAR PENSION PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $9,527,865 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $9,527,865 |
Total transfer of assets from this plan | 2010-12-31 | $1,985,273 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $23,607 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $288,938 |
Total income from all sources (including contributions) | 2010-12-31 | $43,833,557 |
Total loss/gain on sale of assets | 2010-12-31 | $324,011 |
Total of all expenses incurred | 2010-12-31 | $34,861,610 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $34,302,241 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $26,760,380 |
Value of total assets at end of year | 2010-12-31 | $380,067,597 |
Value of total assets at beginning of year | 2010-12-31 | $373,346,254 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $559,369 |
Total interest from all sources | 2010-12-31 | $3,784,774 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $3,430,589 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,194 |
Administrative expenses professional fees incurred | 2010-12-31 | $559,369 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $275,000 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $942,801 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $924,756 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $23,607 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $288,938 |
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 | $8,971,947 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $380,043,990 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $373,057,316 |
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 |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $355,032 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $967,952 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $5,627,829 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,271,059 |
Interest earned on other investments | 2010-12-31 | $27,383 |
Income. Interest from US Government securities | 2010-12-31 | $570,891 |
Income. Interest from corporate debt instruments | 2010-12-31 | $3,186,500 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $599,434 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $2,380,233 |
Asset value of US Government securities at end of year | 2010-12-31 | $186,739,010 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $182,276,582 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $5,938 |
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 | $26,760,380 |
Employer contributions (assets) at end of year | 2010-12-31 | $17,973,314 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $26,235,767 |
Income. Dividends from common stock | 2010-12-31 | $3,429,395 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $34,302,241 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $24,485,448 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $30,361,950 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $143,344,729 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $127,652,955 |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $693,220,750 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $692,896,739 |
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 | LATTIMORE, BLACK, MORGAN & CAIN, PC |
Accountancy firm EIN | 2010-12-31 | 621199757 |
2016: UNION UNDERWEAR PENSION PLAN 2016 form 5500 responses | ||
---|---|---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | Yes |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: UNION UNDERWEAR PENSION PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: UNION UNDERWEAR PENSION PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: UNION UNDERWEAR PENSION PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: UNION UNDERWEAR 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 | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: UNION UNDERWEAR 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: UNION UNDERWEAR 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 | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: UNION UNDERWEAR 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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |