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NEW ORLEANS COLD STORAGE & WAREHOUSE CO., LTD. PENSION PLAN 401k Plan overview

Plan NameNEW ORLEANS COLD STORAGE & WAREHOUSE CO., LTD. PENSION PLAN
Plan identification number 001

NEW ORLEANS COLD STORAGE & WAREHOUSE CO., LTD. PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

NEW ORLEANS COLD STORAGE AND WAREHOUSE CO LTD has sponsored the creation of one or more 401k plans.

Company Name:NEW ORLEANS COLD STORAGE AND WAREHOUSE CO LTD
Employer identification number (EIN):720272360
NAIC Classification:493100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW ORLEANS COLD STORAGE & WAREHOUSE CO., LTD. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-12-28JEFF NEUPERT2019-09-24 JEFF NEUPERT2019-09-24
0012016-12-28 JEFF NEUPERT2018-10-15
0012015-12-28JEFFERY NEUPERT JEFFERY NEUPERT2017-10-16
0012014-12-28JEFFERY NEUPERT JEFFERY NEUPERT2016-10-14
0012013-12-28JEFFERY NEUPERT JEFFERY NEUPERT2015-10-13
0012012-12-28JEFFERY NEUPERT2014-04-29 JEFFERY NEUPERT2014-04-29
0012011-12-28JEFFERY NEUPERT2013-08-13 JEFFERY NEUPERT2013-08-13
0012010-12-28JEFFERY NEUPERT2013-01-02 JEFFERY NEUPERT2013-01-02
0012008-12-28

Plan Statistics for NEW ORLEANS COLD STORAGE & WAREHOUSE CO., LTD. PENSION PLAN

401k plan membership statisitcs for NEW ORLEANS COLD STORAGE & WAREHOUSE CO., LTD. PENSION PLAN

Measure Date Value
2018: NEW ORLEANS COLD STORAGE & WAREHOUSE CO., LTD. PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-273,269,099
Acturial value of plan assets2018-12-273,269,099
Funding target for retired participants and beneficiaries receiving payment2018-12-27708,969
Number of terminated vested participants2018-12-2717
Fundng target for terminated vested participants2018-12-27214,106
Active participant vested funding target2018-12-272,518,137
Number of active participants2018-12-2774
Total funding liabilities for active participants2018-12-272,518,137
Total participant count2018-12-2799
Total funding target for all participants2018-12-273,441,212
Balance at beginning of prior year after applicable adjustments2018-12-270
Prefunding balance at beginning of prior year after applicable adjustments2018-12-270
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-270
Prefunding balanced used to offset prior years funding requirement2018-12-270
Amount remaining of carryover balance2018-12-270
Amount remaining of prefunding balance2018-12-270
Present value of excess contributions2018-12-2731,255
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-2733,155
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-270
Reductions in caryover balances due to elections or deemed elections2018-12-270
Reductions in prefunding balances due to elections or deemed elections2018-12-270
Balance of carryovers at beginning of current year2018-12-270
Balance of prefunding at beginning of current year2018-12-270
Total employer contributions2018-12-271,430,000
Total employee contributions2018-12-270
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-270
Contributions made to avoid restrictions adjusted to valuation date2018-12-270
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-271,368,536
Liquidity shortfalls end of Q12018-12-270
Liquidity shortfalls end of Q22018-12-270
Liquidity shortfalls end of Q32018-12-270
Liquidity shortfalls end of Q42018-12-270
Unpaid minimum required contributions for all prior years2018-12-270
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-270
Remaining amount of unpaid minimum required contributions2018-12-270
Minimum required contributions for current year target normal cost2018-12-2715,000
Net shortfall amortization installment of oustanding balance2018-12-27172,113
Waiver amortization installment2018-12-270
Total funding amount beforereflecting carryover/prefunding balances2018-12-2752,938
Carryover balance elected to use to offset funding requirement2018-12-270
Prefunding balance elected to use to offset funding requirement2018-12-270
Additional cash requirement2018-12-2752,938
Contributions allocatedtoward minimum required contributions for current year2018-12-271,368,536
Unpaid minimum required contributions for current year2018-12-270
Unpaid minimum required contributions for all years2018-12-270
2017: NEW ORLEANS COLD STORAGE & WAREHOUSE CO., LTD. PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-273,040,027
Acturial value of plan assets2017-12-273,040,027
Funding target for retired participants and beneficiaries receiving payment2017-12-27720,582
Number of terminated vested participants2017-12-2716
Fundng target for terminated vested participants2017-12-27159,003
Active participant vested funding target2017-12-272,375,739
Number of active participants2017-12-2779
Total funding liabilities for active participants2017-12-272,388,180
Total participant count2017-12-27103
Total funding target for all participants2017-12-273,267,765
Balance at beginning of prior year after applicable adjustments2017-12-270
Prefunding balance at beginning of prior year after applicable adjustments2017-12-270
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-270
Prefunding balanced used to offset prior years funding requirement2017-12-270
Amount remaining of carryover balance2017-12-270
Amount remaining of prefunding balance2017-12-270
Present value of excess contributions2017-12-2712,237
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-2713,010
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-270
Reductions in caryover balances due to elections or deemed elections2017-12-270
Reductions in prefunding balances due to elections or deemed elections2017-12-270
Balance of carryovers at beginning of current year2017-12-270
Balance of prefunding at beginning of current year2017-12-270
Total employer contributions2017-12-27100,000
Total employee contributions2017-12-270
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-270
Contributions made to avoid restrictions adjusted to valuation date2017-12-270
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-2798,332
Liquidity shortfalls end of Q12017-12-270
Liquidity shortfalls end of Q22017-12-270
Liquidity shortfalls end of Q32017-12-270
Liquidity shortfalls end of Q42017-12-270
Unpaid minimum required contributions for all prior years2017-12-270
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-270
Remaining amount of unpaid minimum required contributions2017-12-270
Minimum required contributions for current year target normal cost2017-12-2725,000
Net shortfall amortization installment of oustanding balance2017-12-27227,738
Waiver amortization installment2017-12-270
Waived amount of outstanding balance2017-12-270
Total funding amount beforereflecting carryover/prefunding balances2017-12-2767,077
Carryover balance elected to use to offset funding requirement2017-12-270
Prefunding balance elected to use to offset funding requirement2017-12-270
Additional cash requirement2017-12-2767,077
Contributions allocatedtoward minimum required contributions for current year2017-12-2798,332
Unpaid minimum required contributions for current year2017-12-270
Unpaid minimum required contributions for all years2017-12-270
2016: NEW ORLEANS COLD STORAGE & WAREHOUSE CO., LTD. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-28103
Total number of active participants reported on line 7a of the Form 55002016-12-2874
Number of retired or separated participants receiving benefits2016-12-288
Number of other retired or separated participants entitled to future benefits2016-12-2817
Total of all active and inactive participants2016-12-2899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-280
Total participants2016-12-2899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-12-282
2015: NEW ORLEANS COLD STORAGE & WAREHOUSE CO., LTD. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-28113
Total number of active participants reported on line 7a of the Form 55002015-12-2879
Number of retired or separated participants receiving benefits2015-12-288
Number of other retired or separated participants entitled to future benefits2015-12-2816
Total of all active and inactive participants2015-12-28103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-280
Total participants2015-12-28103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-283
2014: NEW ORLEANS COLD STORAGE & WAREHOUSE CO., LTD. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-28125
Total number of active participants reported on line 7a of the Form 55002014-12-2891
Number of retired or separated participants receiving benefits2014-12-288
Number of other retired or separated participants entitled to future benefits2014-12-2814
Total of all active and inactive participants2014-12-28113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-280
Total participants2014-12-28113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-284
2013: NEW ORLEANS COLD STORAGE & WAREHOUSE CO., LTD. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-12-28126
Total number of active participants reported on line 7a of the Form 55002013-12-28105
Number of retired or separated participants receiving benefits2013-12-288
Number of other retired or separated participants entitled to future benefits2013-12-2812
Total of all active and inactive participants2013-12-28125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-280
Total participants2013-12-28125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-283

Financial Data on NEW ORLEANS COLD STORAGE & WAREHOUSE CO., LTD. PENSION PLAN

Measure Date Value
2017 : NEW ORLEANS COLD STORAGE & WAREHOUSE CO., LTD. PENSION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-27$483,813
Total of all expenses incurred2017-12-27$254,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-27$243,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-27$100,000
Value of total assets at end of year2017-12-27$3,269,099
Value of total assets at beginning of year2017-12-27$3,040,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-27$10,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-27Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-27$0
Was this plan covered by a fidelity bond2017-12-27Yes
Value of fidelity bond cover2017-12-27$400,000
Were there any nonexempt tranactions with any party-in-interest2017-12-27No
Administrative expenses (other) incurred2017-12-27$10,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-27No
Value of net income/loss2017-12-27$229,072
Value of net assets at end of year (total assets less liabilities)2017-12-27$3,269,099
Value of net assets at beginning of year (total assets less liabilities)2017-12-27$3,040,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-27No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-27No
Were any leases to which the plan was party in default or uncollectible2017-12-27No
Value of interest in pooled separate accounts at end of year2017-12-27$3,269,099
Value of interest in pooled separate accounts at beginning of year2017-12-27$3,040,027
Net investment gain/loss from pooled separate accounts2017-12-27$383,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-27Yes
Was there a failure to transmit to the plan any participant contributions2017-12-27No
Has the plan failed to provide any benefit when due under the plan2017-12-27No
Contributions received in cash from employer2017-12-27$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-27$243,922
Did the plan have assets held for investment2017-12-27Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-27No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-27No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-27Yes
Opinion of an independent qualified public accountant for this plan2017-12-27Disclaimer
Accountancy firm name2017-12-27LAPORTE, A PROFESSIONAL ACCOUNTING
Accountancy firm EIN2017-12-27721088864
2016 : NEW ORLEANS COLD STORAGE & WAREHOUSE CO., LTD. PENSION PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-27$321,635
Total of all expenses incurred2016-12-27$448,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-27$434,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-27$80,000
Value of total assets at end of year2016-12-27$3,040,027
Value of total assets at beginning of year2016-12-27$3,167,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-27$13,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-27No
Was this plan covered by a fidelity bond2016-12-27Yes
Value of fidelity bond cover2016-12-27$400,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-27$0
Were there any nonexempt tranactions with any party-in-interest2016-12-27No
Administrative expenses (other) incurred2016-12-27$13,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-27No
Value of net income/loss2016-12-27$-126,990
Value of net assets at end of year (total assets less liabilities)2016-12-27$3,040,027
Value of net assets at beginning of year (total assets less liabilities)2016-12-27$3,167,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-27No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-27No
Were any leases to which the plan was party in default or uncollectible2016-12-27No
Value of interest in pooled separate accounts at end of year2016-12-27$3,040,027
Value of interest in pooled separate accounts at beginning of year2016-12-27$3,167,017
Net investment gain/loss from pooled separate accounts2016-12-27$241,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-27Yes
Was there a failure to transmit to the plan any participant contributions2016-12-27No
Has the plan failed to provide any benefit when due under the plan2016-12-27No
Contributions received in cash from employer2016-12-27$80,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-27$434,726
Did the plan have assets held for investment2016-12-27Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-27No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-27No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-27Yes
Opinion of an independent qualified public accountant for this plan2016-12-27Disclaimer
Accountancy firm name2016-12-27LAPORTE, A PROFESSIONAL ACCOUNTING
Accountancy firm EIN2016-12-27721088864
2015 : NEW ORLEANS COLD STORAGE & WAREHOUSE CO., LTD. PENSION PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-27$-136,670
Total of all expenses incurred2015-12-27$258,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-27$242,856
Value of total assets at end of year2015-12-27$3,167,017
Value of total assets at beginning of year2015-12-27$3,562,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-27$15,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-27No
Was this plan covered by a fidelity bond2015-12-27Yes
Value of fidelity bond cover2015-12-27$400,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-27$0
Were there any nonexempt tranactions with any party-in-interest2015-12-27No
Administrative expenses (other) incurred2015-12-27$15,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-27No
Value of net income/loss2015-12-27$-395,187
Value of net assets at end of year (total assets less liabilities)2015-12-27$3,167,017
Value of net assets at beginning of year (total assets less liabilities)2015-12-27$3,562,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-27No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-27No
Were any leases to which the plan was party in default or uncollectible2015-12-27No
Value of interest in pooled separate accounts at end of year2015-12-27$3,167,017
Value of interest in pooled separate accounts at beginning of year2015-12-27$3,562,204
Net investment gain/loss from pooled separate accounts2015-12-27$-136,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-27No
Was there a failure to transmit to the plan any participant contributions2015-12-27No
Has the plan failed to provide any benefit when due under the plan2015-12-27No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-27$242,856
Did the plan have assets held for investment2015-12-27Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-27No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-27No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-27Yes
Opinion of an independent qualified public accountant for this plan2015-12-27Disclaimer
Accountancy firm name2015-12-27LAPORTE, A PROFESSIONAL ACCOUNTING
Accountancy firm EIN2015-12-27721088864
2014 : NEW ORLEANS COLD STORAGE & WAREHOUSE CO., LTD. PENSION PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-27$148,172
Total of all expenses incurred2014-12-27$110,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-27$84,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-27$135,000
Value of total assets at end of year2014-12-27$3,562,204
Value of total assets at beginning of year2014-12-27$3,524,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-27$25,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-27No
Was this plan covered by a fidelity bond2014-12-27Yes
Value of fidelity bond cover2014-12-27$400,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-27$0
Were there any nonexempt tranactions with any party-in-interest2014-12-27No
Administrative expenses (other) incurred2014-12-27$25,608
Total non interest bearing cash at beginning of year2014-12-27$15,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-27No
Value of net income/loss2014-12-27$38,071
Value of net assets at end of year (total assets less liabilities)2014-12-27$3,562,204
Value of net assets at beginning of year (total assets less liabilities)2014-12-27$3,524,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-27No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-27No
Were any leases to which the plan was party in default or uncollectible2014-12-27No
Value of interest in pooled separate accounts at end of year2014-12-27$3,562,204
Value of interest in pooled separate accounts at beginning of year2014-12-27$3,509,133
Net investment gain/loss from pooled separate accounts2014-12-27$13,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-27Yes
Was there a failure to transmit to the plan any participant contributions2014-12-27No
Has the plan failed to provide any benefit when due under the plan2014-12-27No
Contributions received in cash from employer2014-12-27$135,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-27$84,493
Did the plan have assets held for investment2014-12-27Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-27No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-27No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-27Yes
Opinion of an independent qualified public accountant for this plan2014-12-27Disclaimer
Accountancy firm name2014-12-27LAPORTE, A PROFESSIONAL ACCOUNTING
Accountancy firm EIN2014-12-27721088864

Form 5500 Responses for NEW ORLEANS COLD STORAGE & WAREHOUSE CO., LTD. PENSION PLAN

2016: NEW ORLEANS COLD STORAGE & WAREHOUSE CO., LTD. PENSION PLAN 2016 form 5500 responses
2016-12-28Type of plan entitySingle employer plan
2016-12-28Submission has been amendedNo
2016-12-28This submission is the final filingNo
2016-12-28This return/report is a short plan year return/report (less than 12 months)No
2016-12-28Plan is a collectively bargained planYes
2016-12-28Plan funding arrangement – InsuranceYes
2016-12-28Plan funding arrangement – TrustYes
2016-12-28Plan benefit arrangement – InsuranceYes
2016-12-28Plan benefit arrangement - TrustYes
2015: NEW ORLEANS COLD STORAGE & WAREHOUSE CO., LTD. PENSION PLAN 2015 form 5500 responses
2015-12-28Type of plan entitySingle employer plan
2015-12-28Submission has been amendedNo
2015-12-28This submission is the final filingNo
2015-12-28This return/report is a short plan year return/report (less than 12 months)No
2015-12-28Plan is a collectively bargained planYes
2015-12-28Plan funding arrangement – InsuranceYes
2015-12-28Plan funding arrangement – TrustYes
2015-12-28Plan benefit arrangement – InsuranceYes
2015-12-28Plan benefit arrangement - TrustYes
2014: NEW ORLEANS COLD STORAGE & WAREHOUSE CO., LTD. PENSION PLAN 2014 form 5500 responses
2014-12-28Type of plan entitySingle employer plan
2014-12-28Submission has been amendedNo
2014-12-28This submission is the final filingNo
2014-12-28This return/report is a short plan year return/report (less than 12 months)No
2014-12-28Plan is a collectively bargained planYes
2014-12-28Plan funding arrangement – InsuranceYes
2014-12-28Plan funding arrangement – TrustYes
2014-12-28Plan benefit arrangement – InsuranceYes
2014-12-28Plan benefit arrangement - TrustYes
2013: NEW ORLEANS COLD STORAGE & WAREHOUSE CO., LTD. PENSION PLAN 2013 form 5500 responses
2013-12-28Type of plan entitySingle employer plan
2013-12-28Submission has been amendedNo
2013-12-28This submission is the final filingNo
2013-12-28This return/report is a short plan year return/report (less than 12 months)No
2013-12-28Plan is a collectively bargained planYes
2013-12-28Plan funding arrangement – InsuranceYes
2013-12-28Plan funding arrangement – TrustYes
2013-12-28Plan benefit arrangement – InsuranceYes
2013-12-28Plan benefit arrangement - TrustYes
2008: NEW ORLEANS COLD STORAGE & WAREHOUSE CO., LTD. PENSION PLAN 2008 form 5500 responses
2008-12-28Type of plan entitySingle employer plan
2008-12-28Submission has been amendedNo
2008-12-28This submission is the final filingNo
2008-12-28This return/report is a short plan year return/report (less than 12 months)No
2008-12-28Plan is a collectively bargained planNo

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP19916/ID FQ0N
Policy instance 1
Insurance contract or identification numberGP19916/ID FQ0N
Number of Individuals Covered9
Insurance policy start date2014-12-28
Insurance policy end date2015-12-27
Total amount of commissions paid to insurance brokerUSD $8,491
Total amount of fees paid to insurance companyUSD $30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,491
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY SMITH BARNEY LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP19916/ID FQ0N
Policy instance 1
Insurance contract or identification numberGP19916/ID FQ0N
Number of Individuals Covered10
Insurance policy start date2013-12-28
Insurance policy end date2014-12-27
Total amount of commissions paid to insurance brokerUSD $6,656
Total amount of fees paid to insurance companyUSD $880
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $6,656
Amount paid for insurance broker fees0
Insurance broker organization code?4
Additional information about fees paid to insurance brokerTPA AWARDS
Insurance broker nameMORGAN STANLEY SMITH BARNEY LLC

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