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Plan Name | AUTOZONE, INC. ASSOCIATES' PENSION PLAN |
Plan identification number | 005 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | AUTOZONE, INC. |
Employer identification number (EIN): | 621482048 |
NAIC Classification: | 441300 |
NAIC Description: | Automotive Parts, Accessories, and Tire Stores |
Additional information about AUTOZONE, INC.
Jurisdiction of Incorporation: | Nevada Department of State |
Incorporation Date: | 1991-11-25 |
Company Identification Number: | 19911052310 |
Legal Registered Office Address: |
701 S CARSON ST STE 200 CARSON CITY United States of America (USA) 89701 |
More information about AUTOZONE, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
005 | 2020-01-01 | RICK SMITH | 2021-03-30 | ||
005 | 2019-01-01 | RICK SMITH | 2020-10-15 | ||
005 | 2018-01-01 | ||||
005 | 2017-01-01 | RICK SMITH | |||
005 | 2016-01-01 | RICK SMITH | |||
005 | 2015-01-01 | RICK SMITH | |||
005 | 2014-01-01 | MICHAEL WOMACK | |||
005 | 2013-01-01 | MATTHEW HARMON | MATTHEW HARMON | 2014-10-14 | |
005 | 2012-01-01 | LISA K. SMITH | |||
005 | 2011-01-01 | LISA K. SMITH | MICHAEL WOMACK | 2012-10-15 | |
005 | 2009-01-01 | LISA SMITH | TIM BRIGGS | 2010-10-12 |
Measure | Date | Value |
---|---|---|
2018: AUTOZONE, INC. ASSOCIATES' PENSION PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 321,436,645 |
Acturial value of plan assets | 2018-12-31 | 305,302,350 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 87,444,585 |
Number of terminated vested participants | 2018-12-31 | 4,359 |
Fundng target for terminated vested participants | 2018-12-31 | 88,423,649 |
Active participant vested funding target | 2018-12-31 | 65,614,912 |
Number of active participants | 2018-12-31 | 4,305 |
Total funding liabilities for active participants | 2018-12-31 | 67,410,987 |
Total participant count | 2018-12-31 | 11,982 |
Total funding target for all participants | 2018-12-31 | 243,279,221 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 69,406 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 69,406 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 79,796 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 5,107,874 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 4,920,091 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 2,000,000 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 4,920,091 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 11,971 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: AUTOZONE, INC. ASSOCIATES' PENSION PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 290,741,130 |
Acturial value of plan assets | 2017-12-31 | 297,946,394 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 78,692,897 |
Number of terminated vested participants | 2017-12-31 | 4,488 |
Fundng target for terminated vested participants | 2017-12-31 | 85,150,484 |
Active participant vested funding target | 2017-12-31 | 62,105,902 |
Number of active participants | 2017-12-31 | 4,609 |
Total funding liabilities for active participants | 2017-12-31 | 64,351,232 |
Total participant count | 2017-12-31 | 12,192 |
Total funding target for all participants | 2017-12-31 | 228,194,613 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 65,336 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 65,336 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 15,917,291 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 16,900,979 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 69,406 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 0 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 1,200,000 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 12,183 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4,305 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 2,949 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 4,269 |
Total of all active and inactive participants | 2017-01-01 | 11,523 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 448 |
Total participants | 2017-01-01 | 11,971 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 23 |
2016: AUTOZONE, INC. ASSOCIATES' PENSION PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 283,616,989 |
Acturial value of plan assets | 2016-12-31 | 299,235,353 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 72,728,743 |
Number of terminated vested participants | 2016-12-31 | 5,818 |
Fundng target for terminated vested participants | 2016-12-31 | 91,322,906 |
Active participant vested funding target | 2016-12-31 | 61,319,065 |
Number of active participants | 2016-12-31 | 4,966 |
Total funding liabilities for active participants | 2016-12-31 | 63,909,316 |
Total participant count | 2016-12-31 | 13,671 |
Total funding target for all participants | 2016-12-31 | 227,960,965 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 66,311 |
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 | 66,311 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 49,023,908 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 52,151,633 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 65,336 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 17,500,000 |
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 | 15,917,291 |
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 | 1,100,000 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 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 | 15,917,291 |
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 | 13,662 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4,612 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 2,753 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4,393 |
Total of all active and inactive participants | 2016-01-01 | 11,758 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 425 |
Total participants | 2016-01-01 | 12,183 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 5 |
2015: AUTOZONE, INC. ASSOCIATES' PENSION PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 14,142 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4,966 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 2,605 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5,717 |
Total of all active and inactive participants | 2015-01-01 | 13,288 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 374 |
Total participants | 2015-01-01 | 13,662 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 14 |
2014: AUTOZONE, INC. ASSOCIATES' PENSION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 17,527 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5,354 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 2,424 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 6,003 |
Total of all active and inactive participants | 2014-01-01 | 13,781 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 361 |
Total participants | 2014-01-01 | 14,142 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 14 |
2013: AUTOZONE, INC. ASSOCIATES' PENSION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 17,689 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5,781 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 2,211 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 9,226 |
Total of all active and inactive participants | 2013-01-01 | 17,218 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 309 |
Total participants | 2013-01-01 | 17,527 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 32 |
2012: AUTOZONE, INC. ASSOCIATES' PENSION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 17,820 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6,237 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 2,021 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 9,151 |
Total of all active and inactive participants | 2012-01-01 | 17,409 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 280 |
Total participants | 2012-01-01 | 17,689 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 25 |
2011: AUTOZONE, INC. ASSOCIATES' PENSION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 17,962 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6,758 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1,797 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 9,055 |
Total of all active and inactive participants | 2011-01-01 | 17,610 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 210 |
Total participants | 2011-01-01 | 17,820 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 36 |
2009: AUTOZONE, INC. ASSOCIATES' PENSION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 18,512 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7,932 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1,397 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 8,720 |
Total of all active and inactive participants | 2009-01-01 | 18,049 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 146 |
Total participants | 2009-01-01 | 18,195 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 46 |
Measure | Date | Value |
---|---|---|
2018 : AUTOZONE, INC. ASSOCIATES' PENSION PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $12,576 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,124,633 |
Total income from all sources (including contributions) | 2018-12-31 | $-3,187,285 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $315,172,537 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $312,790,385 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $5,107,874 |
Value of total assets at end of year | 2018-12-31 | $1,964,766 |
Value of total assets at beginning of year | 2018-12-31 | $321,436,645 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,382,152 |
Total interest from all sources | 2018-12-31 | $1,398,295 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2018-12-31 | $0 |
Administrative expenses professional fees incurred | 2018-12-31 | $2,001,278 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $46 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $4,511 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $3,863,375 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $1,891,436 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $20,251 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $12,576 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $1,124,633 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-318,359,822 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,952,190 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $320,312,012 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $225,201 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $189,991,797 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $73,284 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $131,420,086 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $131,420,086 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $1,398,295 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $157,588,943 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-9,693,454 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $5,107,874 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $151,338,067 |
Contract administrator fees | 2018-12-31 | $155,673 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | DIXON HUGHES GOODMAN |
Accountancy firm EIN | 2018-12-31 | 560747981 |
2017 : AUTOZONE, INC. ASSOCIATES' PENSION PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,124,633 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $530,940 |
Total income from all sources (including contributions) | 2017-12-31 | $41,418,603 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $11,915,802 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $9,734,970 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
Value of total assets at end of year | 2017-12-31 | $321,436,645 |
Value of total assets at beginning of year | 2017-12-31 | $291,340,151 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,180,832 |
Total interest from all sources | 2017-12-31 | $108,941 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2017-12-31 | $0 |
Administrative expenses professional fees incurred | 2017-12-31 | $201,001 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $4,511 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $20,251 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $7,936 |
Administrative expenses (other) incurred | 2017-12-31 | $854,111 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $1,124,633 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $530,940 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $29,502,801 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $320,312,012 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $290,809,211 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $997,077 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $12,585,416 |
Interest earned on other investments | 2017-12-31 | $38,624 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $189,991,797 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $233,693,509 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $131,420,086 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $27,553,290 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $27,553,290 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $70,317 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $41,309,662 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $0 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $17,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $9,734,970 |
Contract administrator fees | 2017-12-31 | $128,643 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | DIXON HUGHES GOODMAN |
Accountancy firm EIN | 2017-12-31 | 560747981 |
2016 : AUTOZONE, INC. ASSOCIATES' PENSION PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $530,940 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $485,526 |
Total income from all sources (including contributions) | 2016-12-31 | $32,597,514 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $26,845,054 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $24,120,706 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $17,500,000 |
Value of total assets at end of year | 2016-12-31 | $291,340,151 |
Value of total assets at beginning of year | 2016-12-31 | $285,542,277 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,724,348 |
Total interest from all sources | 2016-12-31 | $32,388 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $224,883 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $224,883 |
Administrative expenses professional fees incurred | 2016-12-31 | $293,577 |
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 | $7,936 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $69 |
Administrative expenses (other) incurred | 2016-12-31 | $1,291,368 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $530,940 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $485,526 |
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 | $5,752,460 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $290,809,211 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $285,056,751 |
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 | $98,589 |
Investment advisory and management fees | 2016-12-31 | $1,016,532 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $12,585,416 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $11,279,967 |
Interest earned on other investments | 2016-12-31 | $2 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $233,693,509 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $221,922,762 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $27,553,290 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $1,240,890 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $1,240,890 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $32,386 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $14,840,243 |
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 |
Contributions received in cash from employer | 2016-12-31 | $17,500,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $17,500,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $51,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $24,120,706 |
Contract administrator fees | 2016-12-31 | $122,871 |
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 | No |
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 | DIXON HUGHES GOODMAN |
Accountancy firm EIN | 2016-12-31 | 560747981 |
2015 : AUTOZONE, INC. ASSOCIATES' PENSION PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $485,526 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $936,561 |
Total income from all sources (including contributions) | 2015-12-31 | $52,026,740 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $12,412,151 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $9,332,931 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $54,000,000 |
Value of total assets at end of year | 2015-12-31 | $285,542,277 |
Value of total assets at beginning of year | 2015-12-31 | $246,378,723 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,079,220 |
Total interest from all sources | 2015-12-31 | $689 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $109,889 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $109,889 |
Administrative expenses professional fees incurred | 2015-12-31 | $235,066 |
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 | $69 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $8 |
Administrative expenses (other) incurred | 2015-12-31 | $1,727,118 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $485,526 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $936,561 |
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 | $39,614,589 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $285,056,751 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $245,442,162 |
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 | $98,589 |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $717,382 |
Investment advisory and management fees | 2015-12-31 | $1,008,032 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $11,279,967 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $0 |
Interest earned on other investments | 2015-12-31 | $452 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $221,922,762 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $230,079,997 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $1,240,890 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,400,873 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $1,400,873 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $237 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-2,083,838 |
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 |
Contributions received in cash from employer | 2015-12-31 | $54,000,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $51,000,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $14,180,463 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $9,332,931 |
Contract administrator fees | 2015-12-31 | $109,004 |
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 |
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 | DIXON HUGHES GOODMAN |
Accountancy firm EIN | 2015-12-31 | 560747981 |
2014 : AUTOZONE, INC. ASSOCIATES' PENSION PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $936,561 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,247,771 |
Total income from all sources (including contributions) | 2014-12-31 | $24,591,697 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $17,444,173 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $14,714,853 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $15,360,926 |
Value of total assets at end of year | 2014-12-31 | $246,378,723 |
Value of total assets at beginning of year | 2014-12-31 | $239,542,409 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,729,320 |
Total interest from all sources | 2014-12-31 | $677 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
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 | $385,355 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
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 | $8 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $6 |
Administrative expenses (other) incurred | 2014-12-31 | $1,103,235 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $936,561 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $1,247,771 |
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 | $7,147,524 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $245,442,162 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $238,294,638 |
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 | $717,382 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $1,001,538 |
Investment advisory and management fees | 2014-12-31 | $1,131,550 |
Interest earned on other investments | 2014-12-31 | $531 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $230,079,997 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $219,828,069 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,400,873 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $2,853,282 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $2,853,282 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $146 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $9,230,094 |
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 |
Contributions received in cash from employer | 2014-12-31 | $15,360,926 |
Employer contributions (assets) at end of year | 2014-12-31 | $14,180,463 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $15,859,514 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $14,714,853 |
Contract administrator fees | 2014-12-31 | $109,180 |
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 |
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 | DIXON HUGHES GOODMAN |
Accountancy firm EIN | 2014-12-31 | 560747981 |
2013 : AUTOZONE, INC. ASSOCIATES' PENSION PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,247,771 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $483,157 |
Total income from all sources (including contributions) | 2013-12-31 | $47,002,062 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $8,836,552 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $6,395,368 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $18,477,278 |
Value of total assets at end of year | 2013-12-31 | $239,542,409 |
Value of total assets at beginning of year | 2013-12-31 | $200,612,285 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,441,184 |
Total interest from all sources | 2013-12-31 | $678 |
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 year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $162,222 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
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 | $6 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $16 |
Administrative expenses (other) incurred | 2013-12-31 | $1,141,422 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $1,247,771 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $483,157 |
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 | $38,165,510 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $238,294,638 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $200,129,128 |
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 | $1,001,538 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $2,152,152 |
Investment advisory and management fees | 2013-12-31 | $1,047,879 |
Interest earned on other investments | 2013-12-31 | $482 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $219,828,069 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $183,388,318 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $2,853,282 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $2,026,210 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $2,026,210 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $196 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $28,524,106 |
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 | $18,477,278 |
Employer contributions (assets) at end of year | 2013-12-31 | $15,859,514 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $13,045,589 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $6,395,368 |
Contract administrator fees | 2013-12-31 | $89,661 |
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 |
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 | DIXON HUGHES GOODMAN |
Accountancy firm EIN | 2013-12-31 | 560747981 |
2012 : AUTOZONE, INC. ASSOCIATES' PENSION PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $483,157 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $521,362 |
Total income from all sources (including contributions) | 2012-12-31 | $39,643,180 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $7,761,540 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $5,733,136 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $19,182,356 |
Value of total assets at end of year | 2012-12-31 | $200,612,285 |
Value of total assets at beginning of year | 2012-12-31 | $168,768,850 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,028,404 |
Total interest from all sources | 2012-12-31 | $116 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
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 | $37,681 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
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 | $16 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $972 |
Administrative expenses (other) incurred | 2012-12-31 | $1,009,830 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $483,157 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $521,362 |
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 | $31,881,640 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $200,129,128 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $168,247,488 |
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 | $2,152,152 |
Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $2,633,424 |
Investment advisory and management fees | 2012-12-31 | $883,491 |
Interest earned on other investments | 2012-12-31 | $-271 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $183,388,318 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $153,255,561 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $2,026,210 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $2,877,270 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $2,877,270 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $387 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $20,460,708 |
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 | $19,182,356 |
Employer contributions (assets) at end of year | 2012-12-31 | $13,045,589 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $10,001,623 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $5,733,136 |
Contract administrator fees | 2012-12-31 | $97,402 |
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 |
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 | DIXON HUGHES GOODMAN |
Accountancy firm EIN | 2012-12-31 | 560747981 |
2011 : AUTOZONE, INC. ASSOCIATES' PENSION PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $336,335 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $336,335 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $521,362 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $46,586 |
Total income from all sources (including contributions) | 2011-12-31 | $11,895,055 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $7,368,418 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $4,992,609 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $13,906,492 |
Value of total assets at end of year | 2011-12-31 | $168,768,850 |
Value of total assets at beginning of year | 2011-12-31 | $163,767,437 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,375,809 |
Total interest from all sources | 2011-12-31 | $4,072 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $122,202 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
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 | $972 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $48 |
Administrative expenses (other) incurred | 2011-12-31 | $1,329,698 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $521,362 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $46,586 |
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 | $4,526,637 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $168,247,488 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $163,720,851 |
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 | $2,633,424 |
Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $4,351,864 |
Investment advisory and management fees | 2011-12-31 | $856,851 |
Interest earned on other investments | 2011-12-31 | $3,518 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $153,255,561 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $127,850,684 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $2,877,270 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $2,261,239 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $2,261,239 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $554 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-2,351,844 |
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 | $13,906,492 |
Employer contributions (assets) at end of year | 2011-12-31 | $10,001,623 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $29,303,602 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $4,992,609 |
Contract administrator fees | 2011-12-31 | $67,058 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | DIXON HUGHES GOODMAN |
Accountancy firm EIN | 2011-12-31 | 560747981 |
2010 : AUTOZONE, INC. ASSOCIATES' PENSION PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $99,123 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $99,123 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $46,586 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $72,299 |
Total income from all sources (including contributions) | 2010-12-31 | $46,067,047 |
Total loss/gain on sale of assets | 2010-12-31 | $770,844 |
Total of all expenses incurred | 2010-12-31 | $5,692,809 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $4,576,855 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $30,357,204 |
Value of total assets at end of year | 2010-12-31 | $163,767,437 |
Value of total assets at beginning of year | 2010-12-31 | $123,418,912 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,115,954 |
Total interest from all sources | 2010-12-31 | $8,432 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $231,604 |
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 | $231,604 |
Administrative expenses professional fees incurred | 2010-12-31 | $284,450 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
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 | $48 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $536 |
Other income not declared elsewhere | 2010-12-31 | $81,463 |
Administrative expenses (other) incurred | 2010-12-31 | $614,449 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $46,586 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $72,299 |
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 | $40,374,238 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $163,720,851 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $123,346,613 |
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 | $4,351,864 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $22,422,633 |
Investment advisory and management fees | 2010-12-31 | $159,362 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $61,098,281 |
Interest earned on other investments | 2010-12-31 | $4,406 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $127,850,684 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $29,669,987 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $2,261,239 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $9,126,314 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $9,126,314 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $4,026 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,170,752 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $13,347,625 |
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 | $30,357,204 |
Employer contributions (assets) at end of year | 2010-12-31 | $29,303,602 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,101,161 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $4,576,855 |
Contract administrator fees | 2010-12-31 | $57,693 |
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 | $250,481,424 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $249,710,580 |
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 | WINDHAM BRANNON, P.C. |
Accountancy firm EIN | 2010-12-31 | 581763439 |
2009 : AUTOZONE, INC. ASSOCIATES' PENSION PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2018: AUTOZONE, INC. ASSOCIATES' PENSION PLAN 2018 form 5500 responses | ||
---|---|---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: AUTOZONE, INC. ASSOCIATES' PENSION PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: AUTOZONE, INC. ASSOCIATES' 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 | No |
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 | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: AUTOZONE, INC. ASSOCIATES' 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 | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: AUTOZONE, INC. ASSOCIATES' 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 | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: AUTOZONE, INC. ASSOCIATES' 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 | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: AUTOZONE, INC. ASSOCIATES' 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 | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: AUTOZONE, INC. ASSOCIATES' 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 | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: AUTOZONE, INC. ASSOCIATES' 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 | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |