401k Plan data: ROBBINS & MYERS, INC. CONSOLIDATED PENSION PLAN plan

ROBBINS & MYERS, INC. CONSOLIDATED PENSION PLAN 401k Plan overview

Plan Name	ROBBINS & MYERS, INC. CONSOLIDATED PENSION PLAN
Plan identification number	008

ROBBINS & MYERS, INC. CONSOLIDATED PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NATIONAL OILWELL VARCO, L.P. has sponsored the creation of one or more 401k plans.

Company Name: NATIONAL OILWELL VARCO, L.P.

Employer identification number (EIN): 760488987

NAIC Classification: 333100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBBINS & MYERS, INC. CONSOLIDATED PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
008 2013-10-01 BRENDA WILLIAMS BRENDA WILLIAMS 2014-10-15
008 2012-10-01 BRENDA WILLIAMS BRENDA WILLIAMS 2014-07-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
008	2013-10-01	BRENDA WILLIAMS		BRENDA WILLIAMS	2014-10-15
008	2012-10-01	BRENDA WILLIAMS		BRENDA WILLIAMS	2014-07-15

Plan Statistics for ROBBINS & MYERS, INC. CONSOLIDATED PENSION PLAN

401k plan membership statisitcs for ROBBINS & MYERS, INC. CONSOLIDATED PENSION PLAN

Measure Date Value
2013: ROBBINS & MYERS, INC. CONSOLIDATED PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 1,202
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 0
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 0
Total of all active and inactive participants 2013-10-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: ROBBINS & MYERS, INC. CONSOLIDATED PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 647
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 469
Number of retired or separated participants receiving benefits 2012-10-01 394
Number of other retired or separated participants entitled to future benefits 2012-10-01 197
Total of all active and inactive participants 2012-10-01 1,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 142
Total participants 2012-10-01 1,202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 1

Measure	Date	Value
2013: ROBBINS & MYERS, INC. CONSOLIDATED PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	1,202
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	0
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	0
Total of all active and inactive participants	2013-10-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: ROBBINS & MYERS, INC. CONSOLIDATED PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	647
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	469
Number of retired or separated participants receiving benefits	2012-10-01	394
Number of other retired or separated participants entitled to future benefits	2012-10-01	197
Total of all active and inactive participants	2012-10-01	1,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	142
Total participants	2012-10-01	1,202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	1

Financial Data on ROBBINS & MYERS, INC. CONSOLIDATED PENSION PLAN

Measure	Date	Value
2013 : ROBBINS & MYERS, INC. CONSOLIDATED PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$71,735,823
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$41,133
Total income from all sources (including contributions)	2013-12-31	$4,141,484
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,201,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,186,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$0
Value of total assets at end of year	2013-12-31	$0
Value of total assets at beginning of year	2013-12-31	$68,836,938
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$14,872
Total interest from all sources	2013-12-31	$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 year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$28,326
Administrative expenses (other) incurred	2013-12-31	$14,872
Liabilities. Value of operating payables at end of year	2013-12-31	$0
Liabilities. Value of operating payables at beginning of year	2013-12-31	$41,133
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$500,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,940,018
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$68,795,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in master investment trust accounts at end of year	2013-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$68,299,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$8,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$8,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,186,594
Did the plan have assets held for investment	2013-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN	2013-12-31	310800053
Total unrealized appreciation/depreciation of assets	2013-09-30	$0
Total transfer of assets to this plan	2013-09-30	$38,646,976
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$41,133
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$59,215
Total income from all sources (including contributions)	2013-09-30	$4,888,543
Total loss/gain on sale of assets	2013-09-30	$0
Total of all expenses incurred	2013-09-30	$2,094,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-09-30	$2,024,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-09-30	$0
Value of total assets at end of year	2013-09-30	$68,836,938
Value of total assets at beginning of year	2013-09-30	$27,413,799
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-09-30	$69,431
Total interest from all sources	2013-09-30	$10
Total dividends received (eg from common stock, registered investment company shares)	2013-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-09-30	No
Was this plan covered by a fidelity bond	2013-09-30	Yes
Value of fidelity bond cover	2013-09-30	$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-09-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-09-30	$28,326
Liabilities. Value of operating payables at end of year	2013-09-30	$41,133
Liabilities. Value of operating payables at beginning of year	2013-09-30	$59,215
Total non interest bearing cash at end of year	2013-09-30	$500,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Value of net income/loss	2013-09-30	$2,794,245
Value of net assets at end of year (total assets less liabilities)	2013-09-30	$68,795,805
Value of net assets at beginning of year (total assets less liabilities)	2013-09-30	$27,354,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-09-30	No
Were any leases to which the plan was party in default or uncollectible	2013-09-30	No
Value of interest in master investment trust accounts at end of year	2013-09-30	$68,299,647
Value of interest in master investment trust accounts at beginning of year	2013-09-30	$27,235,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-09-30	$8,965
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-09-30	$178,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-09-30	$178,759
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-09-30	$10
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2013-09-30	No
Has the plan failed to provide any benefit when due under the plan	2013-09-30	No
Employer contributions (assets) at beginning of year	2013-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-09-30	$2,024,867
Contract administrator fees	2013-09-30	$69,431
Did the plan have assets held for investment	2013-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-09-30	Disclaimer
Accountancy firm name	2013-09-30	CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN	2013-09-30	310800053

Form 5500 Responses for ROBBINS & MYERS, INC. CONSOLIDATED PENSION PLAN

2013: ROBBINS & MYERS, INC. CONSOLIDATED PENSION PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	Yes
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-10-01	Plan is a collectively bargained plan	Yes
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: ROBBINS & MYERS, INC. CONSOLIDATED PENSION PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	NATIONAL OILWELL VARCO, L.P.
Employer identification number (EIN):	760488987
NAIC Classification:	333100