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BIMBO BAKERIES USA PENSION PLAN FOR FORMER HOURLY SARA LEE ASSOCIATES 401k Plan overview

Plan NameBIMBO BAKERIES USA PENSION PLAN FOR FORMER HOURLY SARA LEE ASSOCIATES
Plan identification number 008

BIMBO BAKERIES USA PENSION PLAN FOR FORMER HOURLY SARA LEE ASSOCIATES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BBU, INC. has sponsored the creation of one or more 401k plans.

Company Name:BBU, INC.
Employer identification number (EIN):752490530
NAIC Classification:311800
NAIC Description: Bakeries and Tortilla Manufacturing

Additional information about BBU, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2013-10-29
Company Identification Number: 0770793
Legal Registered Office Address: 8901 EARLY ST.

MANASSAS
United States of America (USA)
20110

More information about BBU, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BIMBO BAKERIES USA PENSION PLAN FOR FORMER HOURLY SARA LEE ASSOCIATES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082014-01-01CHRISTOPHER MOYERS
0082013-01-01CAROLYN WOOD
0082012-01-01CAROLYN WOOD
0082011-11-05CAROLYN WOOD

Plan Statistics for BIMBO BAKERIES USA PENSION PLAN FOR FORMER HOURLY SARA LEE ASSOCIATES

401k plan membership statisitcs for BIMBO BAKERIES USA PENSION PLAN FOR FORMER HOURLY SARA LEE ASSOCIATES

Measure Date Value
2014: BIMBO BAKERIES USA PENSION PLAN FOR FORMER HOURLY SARA LEE ASSOCIATES 2014 401k membership
Total participants, beginning-of-year2014-01-017,807
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01188
2013: BIMBO BAKERIES USA PENSION PLAN FOR FORMER HOURLY SARA LEE ASSOCIATES 2013 401k membership
Total participants, beginning-of-year2013-01-018,049
Total number of active participants reported on line 7a of the Form 55002013-01-012,216
Number of retired or separated participants receiving benefits2013-01-011,915
Number of other retired or separated participants entitled to future benefits2013-01-013,566
Total of all active and inactive participants2013-01-017,697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01110
Total participants2013-01-017,807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01219
2012: BIMBO BAKERIES USA PENSION PLAN FOR FORMER HOURLY SARA LEE ASSOCIATES 2012 401k membership
Total participants, beginning-of-year2012-01-017,973
Total number of active participants reported on line 7a of the Form 55002012-01-012,699
Number of retired or separated participants receiving benefits2012-01-011,860
Number of other retired or separated participants entitled to future benefits2012-01-013,410
Total of all active and inactive participants2012-01-017,969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0180
Total participants2012-01-018,049
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01127
2011: BIMBO BAKERIES USA PENSION PLAN FOR FORMER HOURLY SARA LEE ASSOCIATES 2011 401k membership
Total participants, beginning-of-year2011-11-057,947
Total number of active participants reported on line 7a of the Form 55002011-11-052,836
Number of retired or separated participants receiving benefits2011-11-051,798
Number of other retired or separated participants entitled to future benefits2011-11-053,292
Total of all active and inactive participants2011-11-057,926
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-0547
Total participants2011-11-057,973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-0514

Financial Data on BIMBO BAKERIES USA PENSION PLAN FOR FORMER HOURLY SARA LEE ASSOCIATES

Measure Date Value
2014 : BIMBO BAKERIES USA PENSION PLAN FOR FORMER HOURLY SARA LEE ASSOCIATES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$265,430,084
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$265,430,084
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$312,954
Total income from all sources (including contributions)2014-12-31$36,936,343
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$11,198,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,928,542
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$265,430,084
Value of total assets at beginning of year2014-12-31$240,005,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,270,357
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$490,312
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$265,430,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$430,236
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$312,954
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$25,737,444
Value of net assets at end of year (total assets less liabilities)2014-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$239,692,640
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
Investment advisory and management fees2014-12-31$336,237
Value of interest in master investment trust accounts at end of year2014-12-31$265,430,084
Value of interest in master investment trust accounts at beginning of year2014-12-31$240,005,594
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,928,542
Contract administrator fees2014-12-31$13,572
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KREISCHER MILLER
Accountancy firm EIN2014-12-31231984075
2013 : BIMBO BAKERIES USA PENSION PLAN FOR FORMER HOURLY SARA LEE ASSOCIATES 2013 401k financial data
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$312,954
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$311,334
Total income from all sources (including contributions)2013-12-31$2,685,960
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,913,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,329,270
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$240,005,594
Value of total assets at beginning of year2013-12-31$248,231,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,584,335
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$800,205
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$282,737
Liabilities. Value of operating payables at end of year2013-12-31$312,954
Liabilities. Value of operating payables at beginning of year2013-12-31$311,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-8,227,645
Value of net assets at end of year (total assets less liabilities)2013-12-31$239,692,640
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$247,920,285
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
Investment advisory and management fees2013-12-31$457,904
Value of interest in master investment trust accounts at end of year2013-12-31$240,005,594
Value of interest in master investment trust accounts at beginning of year2013-12-31$248,231,619
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,329,270
Contract administrator fees2013-12-31$43,489
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KREISCHER MILLER
Accountancy firm EIN2013-12-31231984075
2012 : BIMBO BAKERIES USA PENSION PLAN FOR FORMER HOURLY SARA LEE ASSOCIATES 2012 401k financial data
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$311,334
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$26,144,872
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$10,138,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,958,733
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$248,231,619
Value of total assets at beginning of year2012-12-31$231,913,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,179,412
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$39,792
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other income not declared elsewhere2012-12-31$-681,812
Administrative expenses (other) incurred2012-12-31$346,801
Liabilities. Value of operating payables at end of year2012-12-31$311,334
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$16,006,727
Value of net assets at end of year (total assets less liabilities)2012-12-31$247,920,285
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$231,913,558
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$740,439
Value of interest in master investment trust accounts at end of year2012-12-31$248,231,619
Value of interest in master investment trust accounts at beginning of year2012-12-31$231,913,558
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,958,733
Contract administrator fees2012-12-31$52,380
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KREISCHER MILLER
Accountancy firm EIN2012-12-31231984075
2011 : BIMBO BAKERIES USA PENSION PLAN FOR FORMER HOURLY SARA LEE ASSOCIATES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$229,057,665
Total transfer of assets from this plan2011-12-31$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$3,623,583
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$767,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$767,690
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$231,913,558
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
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$2,855,893
Value of net assets at end of year (total assets less liabilities)2011-12-31$231,913,558
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
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 master investment trust accounts at end of year2011-12-31$231,913,558
Net gain/loss from 103.12 investment entities2011-12-31$3,623,583
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$767,690
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

Form 5500 Responses for BIMBO BAKERIES USA PENSION PLAN FOR FORMER HOURLY SARA LEE ASSOCIATES

2014: BIMBO BAKERIES USA PENSION PLAN FOR FORMER HOURLY SARA LEE ASSOCIATES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingYes
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: BIMBO BAKERIES USA PENSION PLAN FOR FORMER HOURLY SARA LEE ASSOCIATES 2013 form 5500 responses
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: BIMBO BAKERIES USA PENSION PLAN FOR FORMER HOURLY SARA LEE ASSOCIATES 2012 form 5500 responses
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: BIMBO BAKERIES USA PENSION PLAN FOR FORMER HOURLY SARA LEE ASSOCIATES 2011 form 5500 responses
2011-11-05Type of plan entitySingle employer plan
2011-11-05First time form 5500 has been submittedYes
2011-11-05Submission has been amendedNo
2011-11-05This submission is the final filingNo
2011-11-05This return/report is a short plan year return/report (less than 12 months)Yes
2011-11-05Plan is a collectively bargained planYes
2011-11-05Plan funding arrangement – TrustYes
2011-11-05Plan benefit arrangement - TrustYes

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