Schedule B (Form 5500) - Actuarial Information - 1998 Page 2
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52
Schedule B (Form 5500) 1998
Page
2
Operational information as of beginning of this plan year:
a
Current value of the assets (see instructions)
2a
(1) No. of Persons
(2) Vested Benefits
(3) Total Benefits
b
“RPA ’94” current liability:
(1)
For retired participants and beneficiaries receiving payments
(2)
For terminated vested participants
(3)
For active participants
(4)
Total
c
If the percentage resulting from dividing line 2a by line 2b(4), column (3), is less than 70%, enter
such percentage
2c
.
%
3
Contributions made to the plan for the plan year by employer(s) and employees:
(b)
(c)
(b)
(c)
(a)
(a)
Amount paid by
Amount paid by
Amount paid by
Amount paid by
Month-Day-Year
Month-Day-Year
employer
employees
employer
employees
(b)
(c)
3
Totals
4
Quarterly contributions and liquidity shortfall(s):
a
Plans other than multiemployer plans, enter funded current liability percentage for preceding
.
%
4a
year (see instructions)
b
If line 4a is less than 100%, see instructions, and complete the following table as applicable:
Liquidity shortfall as of end of Quarter of this plan year
(1)
1st
(2)
2nd
(3)
3rd
(4)
4th
5
Actuarial cost method used as the basis for this plan year’s funding standard account computation:
a
Attained age normal
b
Entry age normal
c
Accrued benefit (unit credit)
e
d
Aggregate
Frozen initial liability
f
Individual level premium
g
Individual aggregate
h
Other (specify)
i
Has a change been made in funding method for this plan year?
Yes
No
j
If line i is “Yes,” was the change made pursuant to Revenue Procedure 95-51?
Yes
No
k
If line i is “Yes,” and line j is “No” enter the date of the ruling letter (individual or
class) approving the change in funding method
Month
Day
Year
6
Checklist of certain actuarial assumptions:
a
Interest rates for:
a(1)
.
%
(1)
“RPA ’94” current liability
%
.
a(2)
(2)
“OBRA ’87” current liability
b
Weighted average retirement age
6b
Pre-retirement
Post-retirement
Yes
No
Yes
No
6c
c
Rates specified in insurance or annuity contracts
d
Mortality table code for valuation purposes:
d(1)
(1)
Males
d(2)
(2) Females
6e
.
%
.
%
e
Valuation liability interest rate
6f
.
%
.
%
f
Expense loading
Male
Female
g
Annual withdrawal rates:
g(1)
.
%
.
%
(1)
Age 25
g(2)
%
%
.
.
(2) Age 40
g(3)
.
%
.
%
(3) Age 55
6h
.
%
.
%
h
Salary scale
6i
.
%
i
Estimated investment return on actuarial value of assets for the year ending on the valuation date
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