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FEDERAL EXPRESS CORPORATION HEALTH REIMBURSEMENT ARRANGEMENT FOR RETIRED PILOTS 401k Plan overview

Plan NameFEDERAL EXPRESS CORPORATION HEALTH REIMBURSEMENT ARRANGEMENT FOR RETIRED PILOTS
Plan identification number 525

FEDERAL EXPRESS CORPORATION HEALTH REIMBURSEMENT ARRANGEMENT FOR RETIRED PILOTS Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

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

Additional information about FEDERAL EXPRESS CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date: 1971-06-24
Company Identification Number: 0773143
Legal Registered Office Address: 1209 Orange St

Wilmington
United States of America (USA)
19801

More information about FEDERAL EXPRESS CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FEDERAL EXPRESS CORPORATION HEALTH REIMBURSEMENT ARRANGEMENT FOR RETIRED PILOTS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5252017-01-01HUGH A. SKINNER
5252016-01-01HUGH A. SKINNER
5252015-01-01HUGH A. SKINNER
5252014-01-01HUGH A. SKINNER
5252013-01-01HUGH A. SKINNER
5252012-01-01HUGH A. SKINNER
5252011-01-01HUGH A. SKINNER
5252009-01-01HUGH A. SKINNER

Plan Statistics for FEDERAL EXPRESS CORPORATION HEALTH REIMBURSEMENT ARRANGEMENT FOR RETIRED PILOTS

401k plan membership statisitcs for FEDERAL EXPRESS CORPORATION HEALTH REIMBURSEMENT ARRANGEMENT FOR RETIRED PILOTS

Measure Date Value
2017
Total participants, beginning-of-year2017-01-011,376
Total number of active participants reported on line 7a of the Form 55002017-01-0191
Number of retired or separated participants receiving benefits2017-01-011,165
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-011,284
2016
Total participants, beginning-of-year2016-01-011,400
Total number of active participants reported on line 7a of the Form 55002016-01-01202
Number of retired or separated participants receiving benefits2016-01-011,118
Number of other retired or separated participants entitled to future benefits2016-01-0156
Total of all active and inactive participants2016-01-011,376
2015
Total participants, beginning-of-year2015-01-011,422
Total number of active participants reported on line 7a of the Form 55002015-01-01348
Number of retired or separated participants receiving benefits2015-01-011,043
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-011,400
2014
Total participants, beginning-of-year2014-01-011,448
Total number of active participants reported on line 7a of the Form 55002014-01-01463
Number of retired or separated participants receiving benefits2014-01-01957
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-011,422
2013
Total participants, beginning-of-year2013-01-011,467
Total number of active participants reported on line 7a of the Form 55002013-01-01572
Number of retired or separated participants receiving benefits2013-01-01871
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-011,448
2012
Total participants, beginning-of-year2012-01-011,480
Total number of active participants reported on line 7a of the Form 55002012-01-01748
Number of retired or separated participants receiving benefits2012-01-01707
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-011,467
2011
Total participants, beginning-of-year2011-01-011,505
Total number of active participants reported on line 7a of the Form 55002011-01-01886
Number of retired or separated participants receiving benefits2011-01-01572
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-011,480
2009
Total participants, beginning-of-year2009-01-011,537
Total number of active participants reported on line 7a of the Form 55002009-01-011,062
Number of retired or separated participants receiving benefits2009-01-01467
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-011,537

Financial Data on FEDERAL EXPRESS CORPORATION HEALTH REIMBURSEMENT ARRANGEMENT FOR RETIRED PILOTS

Measure Date Value
2018
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$12,549
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$14,024
Total income from all sources (including contributions)2018-12-31$144,264
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,567,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,567,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$15,892,544
Value of total assets at beginning of year2018-12-31$18,317,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$144,264
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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$60,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,423,599
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,879,995
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,303,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest earned on other investments2018-12-31$144,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$15,892,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$18,317,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,567,863
Liabilities. Value of benefit claims payable at end of year2018-12-31$12,549
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$14,024
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$14,024
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,774
Total income from all sources (including contributions)2017-12-31$137,354
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,691,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,691,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$18,317,618
Value of total assets at beginning of year2017-12-31$20,868,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$137,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$137,354
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$60,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-2,554,260
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,303,594
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,857,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,868,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$18,317,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,691,614
Liabilities. Value of benefit claims payable at end of year2017-12-31$14,024
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$10,774
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,774
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,684
Total income from all sources (including contributions)2016-12-31$92,906
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,760,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,760,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$20,868,628
Value of total assets at beginning of year2016-12-31$23,533,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$92,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$92,906
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$60,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-2,667,372
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,857,854
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,525,226
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$20,868,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$23,533,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,760,278
Liabilities. Value of benefit claims payable at end of year2016-12-31$10,774
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$8,684
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
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$8,684
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,856
Total income from all sources (including contributions)2015-12-31$26,563
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,777,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,777,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$23,533,910
Value of total assets at beginning of year2015-12-31$26,285,309
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$26,563
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$26,563
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$60,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,751,227
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,525,226
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,276,453
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$23,533,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$26,285,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,777,790
Liabilities. Value of benefit claims payable at end of year2015-12-31$8,684
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$8,856
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$8,856
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,996
Total income from all sources (including contributions)2014-12-31$14,938
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,673,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,640,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$26,285,309
Value of total assets at beginning of year2014-12-31$28,950,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$33,355
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$14,938
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$14,938
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$60,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-2,658,562
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,276,453
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$28,935,015
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$26,285,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$28,950,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,640,145
Contract administrator fees2014-12-31$33,355
Liabilities. Value of benefit claims payable at end of year2014-12-31$8,856
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$14,996
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$14,996
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,656
Total income from all sources (including contributions)2013-12-31$19,254
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,080,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,080,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$28,950,011
Value of total assets at beginning of year2013-12-31$31,001,593
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$19,254
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$19,254
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$60,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-2,060,922
Value of net assets at end of year (total assets less liabilities)2013-12-31$28,935,015
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$30,995,937
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$28,950,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,001,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,080,176
Liabilities. Value of benefit claims payable at end of year2013-12-31$14,996
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$5,656
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$5,656
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,233
Total income from all sources (including contributions)2012-12-31$33,557
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,751,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,728,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$31,001,593
Value of total assets at beginning of year2012-12-31$32,719,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,877
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$33,557
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$33,557
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$60,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-1,718,299
Value of net assets at end of year (total assets less liabilities)2012-12-31$30,995,937
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$32,714,236
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$31,001,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$32,719,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,728,979
Contract administrator fees2012-12-31$22,877
Liabilities. Value of benefit claims payable at end of year2012-12-31$5,656
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$5,233
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$5,233
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,546
Total income from all sources (including contributions)2011-12-31$37,943
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,555,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,526,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$32,719,469
Value of total assets at beginning of year2011-12-31$34,233,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$28,351
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$37,943
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$37,943
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$75,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,517,130
Value of net assets at end of year (total assets less liabilities)2011-12-31$32,714,236
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$34,231,366
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$32,719,469
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$34,233,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$34,233,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,526,722
Contract administrator fees2011-12-31$28,351
Liabilities. Value of benefit claims payable at end of year2011-12-31$5,233
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$2,546
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$2,546
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$150
Total income from all sources (including contributions)2010-12-31$16,989
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,536,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,536,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$34,233,912
Value of total assets at beginning of year2010-12-31$35,750,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$16,989
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-1,519,091
Value of net assets at end of year (total assets less liabilities)2010-12-31$34,231,366
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$35,750,457
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 bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$34,233,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$35,750,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$35,750,607
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$16,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,536,080
Liabilities. Value of benefit claims payable at end of year2010-12-31$2,546
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$150
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

Form 5500 Responses

2017
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
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

Insurance Providers Used on plan

MII (National Association of Insurance Commissioners NAIC id number: 61522 )
Policy contract number18-0321
Policy instance 1
Insurance contract or identification number18-0321
Number of Individuals Covered1284
Insurance policy start date2017-12-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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