Form 5500 - Annual Return/report Of Employee Benefit Plan - 1998 Page 2
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Form 5500 (1998)
Page
6e
Check all applicable investment arrangements below (see instructions on page 9):
(1)
Master trust
(2)
103-12 investment entity
(3)
Common/collective trust
(4)
Pooled separate account
f
Single-employer plans enter the tax year end of the employer in which this plan year ends
Month
Day
Year
g
Is any part of this plan funded by an insurance contract described in Code section 412(i)?
Yes
No
h
If line 6g is “Yes,” was the part subject to the minimum funding standards for either of the prior 2 plan years?
Yes
No
7
Number of participants as of the end of the plan year (welfare plans complete only lines 7a(4), 7b, 7c, and 7d):
a(1)
(1) Number fully vested
a
Active participants:
a(2)
(2) Number partially vested
a(3)
(3)
Number nonvested
a(4)
(4)
Total
b
b Retired or separated participants receiving benefits
c
c
Retired or separated participants entitled to future benefits
d
d
Subtotal. Add lines 7a(4), 7b, and 7c
e
e
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits
f
f
Total. Add lines 7d and 7e
g
g
Number of participants with account balances. (Defined benefit plans do not complete this line item.)
h Number of participants that terminated employment during the plan year with accrued benefits that were less
h
than 100% vested
Yes
No
i
(1)
Was any participant(s) separated from service with a deferred vested benefit for which a Schedule SSA (Form 5500)
i(1)
is required to be attached? (See instructions.)
(2)
If “Yes,” enter the number of separated participants required to be reported
8a
8a
Was this plan ever amended since its effective date? If “Yes,” complete line 8b
If the amendment was adopted in this plan year, complete lines 8c through 8e.
b
If line 8a is “Yes,” enter the date the most recent amendment was adopted
Month
Day
Year
c
c
Did any amendment during the current plan year result in the retroactive reduction of accrued benefits for any participants?
d
During this plan year did any amendment change the information contained in the latest summary plan descriptions or
d
summary description of modifications available at the time of amendment?
e
If line 8d is “Yes,” has a summary plan description or summary description of modifications that reflects the plan
amendments referred to on line 8d been furnished to participants? (see instructions)
e
9a
9a Was this plan terminated during this plan year or any prior plan year? If “Yes,” enter the year
b Were all the plan assets either distributed to participants or beneficiaries, transferred to another plan, or brought under
b
the control of PBGC? (see instructions.)
c
c
Was a resolution to terminate this plan adopted during this plan year or any prior plan year?
d
d If line 9a or line 9c is “Yes,” have you received a favorable determination letter from the IRS for the termination?
e
e If line 9d is “No,” has a determination letter been requested from the IRS?
f
f
If line 9a or line 9c is “Yes,” have participants and beneficiaries been notified of the termination or the proposed termination?
g If line 9a is “Yes” and the plan is covered by PBGC, is the plan continuing to file a PBGC Form 1 and pay premiums
g
until the end of the plan year in which assets are distributed or brought under the control of PBGC?
h
h During this plan year, did any trust assets revert to the employer for which the Code section 4980 excise tax is due?
i
If line 9h is “Yes,” enter the amount of tax paid with Form 5330
$
10a
In this plan year, was this plan merged or consolidated into another plan(s), or were assets or liabilities transferred to another
Yes
No
plan(s)? If “Yes,” complete lines 10b through 10e
If “Yes,” identify the other plan(s)
c Employer identification number(s)
d Plan number(s)
b
Name of plan(s)
e
If required, has a Form 5310-A been filed?
Yes
No
11
Enter the plan funding arrangement code from page 10 of the
12 Enter the plan benefit arrangement code from page 10 of the
instructions
instructions
Yes
No
13a
13a
Is this a plan established or maintained pursuant to one or more collective bargaining agreements?
b
If line 13a is “Yes,” enter the appropriate six-digit LM number(s) of the sponsoring labor organization(s) (see instructions):
(1)
(2)
(3)
14
If any benefits are provided by an insurance company, insurance service, or similar organization, enter the number of
Schedules A (Form 5500), Insurance Information, attached. If none, enter “-0-.”
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