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Plan Name | OREGON TRANSFER COMPANY PENSION PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | OREGON TRANSFER CO. |
Employer identification number (EIN): | 930243630 |
NAIC Classification: | 493100 |
Additional information about OREGON TRANSFER CO.
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 2009-10-05 |
Company Identification Number: | 1405018 |
Legal Registered Office Address: |
698 12TH ST SE STE 200 SALEM United States of America (USA) 97301 |
More information about OREGON TRANSFER CO.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2019-01-01 | JOSEPH LILLY | 2020-04-24 | ||
001 | 2018-01-01 | JOSEPH LILLY | 2019-02-25 | ||
001 | 2017-01-01 | JOSEPH LILLY | 2018-04-09 | ||
001 | 2016-01-01 | JOSEPH LILLY | 2017-05-02 | ||
001 | 2015-01-01 | JOSEPH LILLY | 2016-07-26 | ||
001 | 2014-01-01 | JOSEPH LILLY | 2015-10-09 | ||
001 | 2013-01-01 | JOSEPH LILLY | 2014-10-13 | ||
001 | 2012-01-01 | GARY H. HUNT | 2013-04-26 | ||
001 | 2011-01-01 | GARY H. HUNT | 2012-10-04 | ||
001 | 2010-01-01 | ANDY YOST | 2011-10-10 |
Measure | Date | Value |
---|---|---|
2019: OREGON TRANSFER COMPANY PENSION PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 8,533,814 |
Acturial value of plan assets | 2019-12-31 | 8,533,814 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 2,816,881 |
Number of terminated vested participants | 2019-12-31 | 16 |
Fundng target for terminated vested participants | 2019-12-31 | 777,526 |
Active participant vested funding target | 2019-12-31 | 3,347,635 |
Number of active participants | 2019-12-31 | 29 |
Total funding liabilities for active participants | 2019-12-31 | 3,384,765 |
Total participant count | 2019-12-31 | 49 |
Total funding target for all participants | 2019-12-31 | 6,979,172 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 1,505,650 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 1,505,650 |
Present value of excess contributions | 2019-12-31 | 606,346 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 641,575 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 1,505,951 |
Total employer contributions | 2019-12-31 | 1,125,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 1,071,560 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 320,075 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 271,384 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 271,384 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 1,071,560 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: OREGON TRANSFER COMPANY PENSION PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 8,399,748 |
Acturial value of plan assets | 2018-12-31 | 8,399,748 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 2,849,497 |
Number of terminated vested participants | 2018-12-31 | 13 |
Fundng target for terminated vested participants | 2018-12-31 | 403,737 |
Active participant vested funding target | 2018-12-31 | 3,379,218 |
Number of active participants | 2018-12-31 | 32 |
Total funding liabilities for active participants | 2018-12-31 | 3,416,726 |
Total participant count | 2018-12-31 | 49 |
Total funding target for all participants | 2018-12-31 | 6,669,960 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 1,339,427 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 1,339,427 |
Present value of excess contributions | 2018-12-31 | 311,658 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 330,389 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 1,505,650 |
Total employer contributions | 2018-12-31 | 750,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 718,266 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 336,058 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 111,920 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 111,920 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 718,266 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: OREGON TRANSFER COMPANY PENSION PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 7,734,841 |
Acturial value of plan assets | 2017-12-31 | 7,734,841 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 2,775,806 |
Number of terminated vested participants | 2017-12-31 | 12 |
Fundng target for terminated vested participants | 2017-12-31 | 601,739 |
Active participant vested funding target | 2017-12-31 | 2,802,722 |
Number of active participants | 2017-12-31 | 31 |
Total funding liabilities for active participants | 2017-12-31 | 2,842,605 |
Total participant count | 2017-12-31 | 47 |
Total funding target for all participants | 2017-12-31 | 6,220,150 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 1,272,494 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 1,272,494 |
Present value of excess contributions | 2017-12-31 | 421,460 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 446,790 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 1,339,427 |
Total employer contributions | 2017-12-31 | 500,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 483,473 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 347,079 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 171,815 |
Additional cash requirement | 2017-12-31 | 171,815 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 483,473 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: OREGON TRANSFER COMPANY PENSION PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 6,893,504 |
Acturial value of plan assets | 2016-12-31 | 6,893,504 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 2,784,142 |
Number of terminated vested participants | 2016-12-31 | 9 |
Fundng target for terminated vested participants | 2016-12-31 | 69,684 |
Active participant vested funding target | 2016-12-31 | 2,728,349 |
Number of active participants | 2016-12-31 | 33 |
Total funding liabilities for active participants | 2016-12-31 | 2,754,005 |
Total participant count | 2016-12-31 | 46 |
Total funding target for all participants | 2016-12-31 | 5,607,831 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,261,144 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 1,261,144 |
Present value of excess contributions | 2016-12-31 | 482,694 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 512,573 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 1,272,494 |
Total employer contributions | 2016-12-31 | 735,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 710,471 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 302,190 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 289,011 |
Additional cash requirement | 2016-12-31 | 289,011 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 710,471 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |