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SOUTHCORP USA HOLDINGS, INC. PENSION PLAN 401k Plan overview

Plan NameSOUTHCORP USA HOLDINGS, INC. PENSION PLAN
Plan identification number 010

SOUTHCORP USA HOLDINGS, INC. 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).
  • 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

TREASURY WINE ESTATES AMERICAS COMPANY has sponsored the creation of one or more 401k plans.

Company Name:TREASURY WINE ESTATES AMERICAS COMPANY
Employer identification number (EIN):942227626
NAIC Classification:312130
NAIC Description:Wineries

Additional information about TREASURY WINE ESTATES AMERICAS COMPANY

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2010-12-15
Company Identification Number: 0801356719
Legal Registered Office Address: PO BOX 4500

NAPA
United States of America (USA)
94558

More information about TREASURY WINE ESTATES AMERICAS COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHCORP USA HOLDINGS, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0102022-07-01RON HENDRIX2024-04-12 RON HENDRIX2024-04-12
0102021-07-01RON HENDRIX2023-04-14
0102020-07-01CYNTHIA ENG2022-04-13 CYNTHIA ENG2022-04-13
0102019-07-01
0102018-07-01
0102017-07-01
0102016-07-01CYNTHIA ENG
0102015-07-01CYNTHIA ENG2017-04-17
0102014-07-01TERI CIRILLO2016-04-13
0102013-07-01AMANDA LEE2015-04-09 AMANDA LEE2015-04-09
0102012-07-01DOUGLAS ROBERTS2014-03-26 DOUGLAS ROBERTS2014-03-26
0102011-07-01MOJI SAAVEDRA
0102009-07-01STEPHANIE JOUTTIJARVI
0102009-07-01STEPHANIE JOUTTIJARVI STEPHANIE JOUTTIJARVI2011-04-15

Financial Data on SOUTHCORP USA HOLDINGS, INC. PENSION PLAN

Measure Date Value
2025 : SOUTHCORP USA HOLDINGS, INC. PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-150
Total liabilities as of the end of the plan year2025-04-150
Total liabilities as of the beginning of the plan year2025-04-150
Total expenses incurred by plan in this plan year2025-04-15432515
Net assets as of the end of the plan year2025-04-154494089
Total assets as of the beginning of the plan year2025-04-154012458
Value of plan covered by a fidelity bond2025-04-1525000000
Other expenses paid from plan in this plan year2025-04-1546604
Other contributions to plan in this plan year2025-04-150
Other income to plan in this plan year2025-04-15324653
Plan net income in this plan year2025-04-15481631
Net assets as of the end of the plan year2025-04-154494089
Net assets as of the beginning of the plan year2025-04-154012458
Employer contributions to plan in this plan year2025-04-15589493
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-1555933
2020 : SOUTHCORP USA HOLDINGS, INC. PENSION PLAN 2020 401k financial data
Transfers to/from the plan2020-06-30$0
Total plan liabilities at end of year2020-06-30$0
Total plan liabilities at beginning of year2020-06-30$0
Total income from all sources2020-06-30$686,913
Expenses. Total of all expenses incurred2020-06-30$464,297
Benefits paid (including direct rollovers)2020-06-30$317,923
Total plan assets at end of year2020-06-30$4,371,588
Total plan assets at beginning of year2020-06-30$4,148,972
Value of fidelity bond covering the plan2020-06-30$25,000,000
Total contributions received or receivable from participants2020-06-30$0
Expenses. Other expenses not covered elsewhere2020-06-30$0
Contributions received from other sources (not participants or employers)2020-06-30$0
Other income received2020-06-30$471,921
Noncash contributions received2020-06-30$0
Net income (gross income less expenses)2020-06-30$222,616
Net plan assets at end of year (total assets less liabilities)2020-06-30$4,371,588
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$4,148,972
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2020-06-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2020-06-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-06-30$0
Total contributions received or receivable from employer(s)2020-06-30$214,992
Value of certain deemed distributions of participant loans2020-06-30$0
Value of corrective distributions2020-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-06-30$146,374
2019 : SOUTHCORP USA HOLDINGS, INC. PENSION PLAN 2019 401k financial data
Total income from all sources2019-06-30$281,300
Expenses. Total of all expenses incurred2019-06-30$457,498
Benefits paid (including direct rollovers)2019-06-30$326,669
Total plan assets at end of year2019-06-30$4,148,972
Total plan assets at beginning of year2019-06-30$4,325,170
Value of fidelity bond covering the plan2019-06-30$25,000,000
Expenses. Other expenses not covered elsewhere2019-06-30$34,778
Other income received2019-06-30$105,300
Net income (gross income less expenses)2019-06-30$-176,198
Net plan assets at end of year (total assets less liabilities)2019-06-30$4,148,972
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$4,325,170
Total contributions received or receivable from employer(s)2019-06-30$176,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$96,051
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
2018 : SOUTHCORP USA HOLDINGS, INC. PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$400,757
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,373,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,180,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$0
Value of total assets at end of year2018-06-30$4,325,170
Value of total assets at beginning of year2018-06-30$5,298,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$193,530
Total interest from all sources2018-06-30$1,018
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$110,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$110,929
Administrative expenses professional fees incurred2018-06-30$153,026
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$174
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$47
Administrative expenses (other) incurred2018-06-30$40,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-973,067
Value of net assets at end of year (total assets less liabilities)2018-06-30$4,325,170
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$5,298,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$4,283,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$5,233,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$41,526
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$64,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$64,872
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$1,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$288,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,180,294
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MOSS ADAMS
Accountancy firm EIN2018-06-30910189318
2017 : SOUTHCORP USA HOLDINGS, INC. PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$754,650
Total income from all sources (including contributions)2017-06-30$574,711
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$379,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$302,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$0
Value of total assets at end of year2017-06-30$5,298,237
Value of total assets at beginning of year2017-06-30$5,857,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$77,145
Total interest from all sources2017-06-30$299
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$104,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$104,259
Administrative expenses professional fees incurred2017-06-30$40,183
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$25,000,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$47
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$78
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$754,650
Administrative expenses (other) incurred2017-06-30$36,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$194,989
Value of net assets at end of year (total assets less liabilities)2017-06-30$5,298,237
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,103,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$5,233,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$4,556,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$64,872
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$1,301,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$1,301,190
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$470,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$302,577
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MOSS ADAMS
Accountancy firm EIN2017-06-30910189318
2012 : SOUTHCORP USA HOLDINGS, INC. PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$250,111
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$194,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$194,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$214,000
Value of total assets at end of year2012-06-30$3,528,000
Value of total assets at beginning of year2012-06-30$3,472,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$25
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$91,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$91,371
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$5,379
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$55,842
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,528,000
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,472,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$3,373,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$3,350,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$102,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$76,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$76,974
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-55,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$214,000
Employer contributions (assets) at end of year2012-06-30$47,000
Employer contributions (assets) at beginning of year2012-06-30$44,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$194,269
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MOSS ADAMS LLP
Accountancy firm EIN2012-06-30910189318
2011 : SOUTHCORP USA HOLDINGS, INC. PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$931,124
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$196,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$196,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$378,244
Value of total assets at end of year2011-06-30$3,472,158
Value of total assets at beginning of year2011-06-30$2,737,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$55
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$62,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$62,491
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$337
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$3,633
Total non interest bearing cash at end of year2011-06-30$0
Total non interest bearing cash at beginning of year2011-06-30$18,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$734,600
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,472,158
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,737,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$3,350,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,715,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$76,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$55
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$490,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$378,244
Employer contributions (assets) at end of year2011-06-30$44,561
Employer contributions (assets) at beginning of year2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$196,524
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MOHLER, NIXON & WILLIAMS
Accountancy firm EIN2011-06-30770106234
2010 : SOUTHCORP USA HOLDINGS, INC. PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for SOUTHCORP USA HOLDINGS, INC. PENSION PLAN

2019: SOUTHCORP USA HOLDINGS, INC. PENSION PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: SOUTHCORP USA HOLDINGS, INC. PENSION PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: SOUTHCORP USA HOLDINGS, INC. PENSION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SOUTHCORP USA HOLDINGS, INC. PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2011: SOUTHCORP USA HOLDINGS, INC. PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: SOUTHCORP USA HOLDINGS, INC. PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number629760
Policy instance 1

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