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FEDERAL EXPRESS CORPORATION PILOTS MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameFEDERAL EXPRESS CORPORATION PILOTS MONEY PURCHASE PENSION PLAN
Plan identification number 006

FEDERAL EXPRESS CORPORATION PILOTS MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FEDERAL EXPRESS CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:FEDERAL EXPRESS CORPORATION
Employer identification number (EIN):710427007
NAIC Classification:481000
NAIC Description: Air Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FEDERAL EXPRESS CORPORATION PILOTS MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062016-01-01HUGH A. SKINNER
0062015-01-01HUGH A. SKINNER
0062014-01-01HUGH A. SKINNER
0062013-01-01HUGH A. SKINNER
0062012-01-01HUGH A. SKINNER
0062011-01-01HUGH A. SKINNER
0062009-01-01HUGH A. SKINNER

Plan Statistics for FEDERAL EXPRESS CORPORATION PILOTS MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for FEDERAL EXPRESS CORPORATION PILOTS MONEY PURCHASE PENSION PLAN

Measure Date Value
2016
Total participants, beginning-of-year2016-01-014,377
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015
Total participants, beginning-of-year2015-01-014,504
Total number of active participants reported on line 7a of the Form 55002015-01-014,069
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-01284
Total of all active and inactive participants2015-01-014,362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0115
Total participants2015-01-014,377
Number of participants with account balances2015-01-014,347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014
Total participants, beginning-of-year2014-01-014,628
Total number of active participants reported on line 7a of the Form 55002014-01-014,189
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-01292
Total of all active and inactive participants2014-01-014,487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0117
Total participants2014-01-014,504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013
Total participants, beginning-of-year2013-01-014,637
Total number of active participants reported on line 7a of the Form 55002013-01-014,314
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01293
Total of all active and inactive participants2013-01-014,608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0120
Total participants2013-01-014,628
Number of participants with account balances2013-01-014,590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012
Total participants, beginning-of-year2012-01-014,628
Total number of active participants reported on line 7a of the Form 55002012-01-014,359
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-01258
Total of all active and inactive participants2012-01-014,622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0115
Total participants2012-01-014,637
Number of participants with account balances2012-01-014,602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011
Total participants, beginning-of-year2011-01-014,686
Total number of active participants reported on line 7a of the Form 55002011-01-014,376
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-01232
Total of all active and inactive participants2011-01-014,611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0117
Total participants2011-01-014,628
Number of participants with account balances2011-01-014,604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009
Total participants, beginning-of-year2009-01-014,830
Total number of active participants reported on line 7a of the Form 55002009-01-014,535
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-01212
Total of all active and inactive participants2009-01-014,750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0116
Total participants2009-01-014,766
Number of participants with account balances2009-01-014,746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-010

Financial Data on FEDERAL EXPRESS CORPORATION PILOTS MONEY PURCHASE PENSION PLAN

Measure Date Value
2016
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$1,109,944,242
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$0
Total income from all sources (including contributions)2016-12-31$151,093,048
Total loss/gain on sale of assets2016-12-31$5,977,213
Total of all expenses incurred2016-12-31$46,172,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$46,164,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$78,951,005
Value of total assets at end of year2016-12-31$0
Value of total assets at beginning of year2016-12-31$1,005,023,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,692
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$22,707,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$22,707,105
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$60,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$78,747,385
Amount contributed by the employer to the plan for this plan year2016-12-31$78,747,385
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$203,620
Other income not declared elsewhere2016-12-31$452
Administrative expenses (other) incurred2016-12-31$1,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$104,921,043
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$1,005,023,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$6,592
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$786,465,694
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$211,504,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$30,157,750
Net investment gain or loss from common/collective trusts2016-12-31$13,299,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$78,747,385
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$7,052,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$46,164,313
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31Yes
Aggregate proceeds on sale of assets2016-12-31$276,060,154
Aggregate carrying amount (costs) on sale of assets2016-12-31$270,082,941
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2016-12-31346565596
2015
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$63,359,195
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$43,264,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$43,264,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$66,620,937
Value of total assets at end of year2015-12-31$1,005,023,199
Value of total assets at beginning of year2015-12-31$984,928,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$27,201,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$27,201,732
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$60,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$66,567,531
Amount contributed by the employer to the plan for this plan year2015-12-31$66,567,531
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$53,406
Other income not declared elsewhere2015-12-31$141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$20,095,170
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,005,023,199
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$984,928,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$786,465,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$777,299,291
Value of interest in common/collective trusts at end of year2015-12-31$211,504,544
Value of interest in common/collective trusts at beginning of year2015-12-31$202,879,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-30,454,201
Net investment gain or loss from common/collective trusts2015-12-31$-9,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$66,567,531
Employer contributions (assets) at end of year2015-12-31$7,052,961
Employer contributions (assets) at beginning of year2015-12-31$4,749,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$43,264,025
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2015-12-31346565596
2014
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$135,836,344
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$38,461,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$38,461,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$64,539,663
Value of total assets at end of year2014-12-31$984,928,029
Value of total assets at beginning of year2014-12-31$887,553,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$28,418,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$28,418,324
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$60,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$64,361,389
Amount contributed by the employer to the plan for this plan year2014-12-31$64,361,389
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$178,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$97,374,727
Value of net assets at end of year (total assets less liabilities)2014-12-31$984,928,029
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$887,553,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$777,299,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$827,852,308
Value of interest in common/collective trusts at end of year2014-12-31$202,879,572
Value of interest in common/collective trusts at beginning of year2014-12-31$55,472,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$41,907,245
Net investment gain or loss from common/collective trusts2014-12-31$971,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$64,361,389
Employer contributions (assets) at end of year2014-12-31$4,749,166
Employer contributions (assets) at beginning of year2014-12-31$4,228,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$38,461,617
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2014-12-31346565596
2013
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$201,361,301
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$33,317,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$33,317,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$64,393,045
Value of total assets at end of year2013-12-31$887,553,302
Value of total assets at beginning of year2013-12-31$719,509,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$20,120,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$20,120,880
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$60,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$64,383,149
Amount contributed by the employer to the plan for this plan year2013-12-31$64,383,149
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$9,896
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$168,044,102
Value of net assets at end of year (total assets less liabilities)2013-12-31$887,553,302
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$719,509,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$827,852,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$657,310,973
Value of interest in common/collective trusts at end of year2013-12-31$55,472,616
Value of interest in common/collective trusts at beginning of year2013-12-31$58,544,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$117,327,328
Net investment gain or loss from common/collective trusts2013-12-31$-479,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$64,383,149
Employer contributions (assets) at end of year2013-12-31$4,228,378
Employer contributions (assets) at beginning of year2013-12-31$3,654,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$33,317,199
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2013-12-31346565596
2012
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$121,350,453
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$19,112,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$19,098,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$62,459,102
Value of total assets at end of year2012-12-31$719,509,200
Value of total assets at beginning of year2012-12-31$617,271,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,386
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$13,882,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$13,882,654
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$60,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$62,453,192
Amount contributed by the employer to the plan for this plan year2012-12-31$62,453,192
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$102,238,192
Value of net assets at end of year (total assets less liabilities)2012-12-31$719,509,200
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$617,271,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$13,386
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$657,310,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$562,834,238
Value of interest in common/collective trusts at end of year2012-12-31$58,544,218
Value of interest in common/collective trusts at beginning of year2012-12-31$50,375,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$43,292,503
Net investment gain or loss from common/collective trusts2012-12-31$1,716,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$62,453,192
Employer contributions (assets) at end of year2012-12-31$3,654,009
Employer contributions (assets) at beginning of year2012-12-31$4,061,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$19,098,875
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2012-12-31346565596
2011
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$56,814,492
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$16,118,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$15,749,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$63,795,667
Value of total assets at end of year2011-12-31$617,271,008
Value of total assets at beginning of year2011-12-31$576,575,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$369,263
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$12,874,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$12,874,727
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$60,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$63,793,916
Amount contributed by the employer to the plan for this plan year2011-12-31$63,793,916
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,751
Administrative expenses (other) incurred2011-12-31$369,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$40,695,801
Value of net assets at end of year (total assets less liabilities)2011-12-31$617,271,008
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$576,575,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$562,834,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$542,970,350
Value of interest in common/collective trusts at end of year2011-12-31$50,375,500
Value of interest in common/collective trusts at beginning of year2011-12-31$29,292,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-22,110,384
Net investment gain or loss from common/collective trusts2011-12-31$2,254,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$63,793,916
Employer contributions (assets) at end of year2011-12-31$4,061,270
Employer contributions (assets) at beginning of year2011-12-31$4,312,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$15,749,428
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2011-12-31346565596
2010
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$114,438,227
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$11,046,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$11,000,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$60,653,686
Value of total assets at end of year2010-12-31$576,575,207
Value of total assets at beginning of year2010-12-31$473,183,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$46,461
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$9,236,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$9,236,597
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$60,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$60,653,686
Amount contributed by the employer to the plan for this plan year2010-12-31$60,653,686
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$46,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$103,391,744
Value of net assets at end of year (total assets less liabilities)2010-12-31$576,575,207
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$473,183,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$542,970,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$445,741,967
Value of interest in common/collective trusts at end of year2010-12-31$29,292,109
Value of interest in common/collective trusts at beginning of year2010-12-31$20,942,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$42,667,454
Net investment gain or loss from common/collective trusts2010-12-31$1,880,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$60,653,686
Employer contributions (assets) at end of year2010-12-31$4,312,748
Employer contributions (assets) at beginning of year2010-12-31$6,498,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,000,022
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2010-12-31346565596
2009
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$57,690,345
Amount contributed by the employer to the plan for this plan year2009-12-31$57,690,345

Form 5500 Responses

2016
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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