Schedule B (Form 5500) - Actuarial Information - 1998 Page 3
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53
Schedule B (Form 5500) 1998
Page
7
New amortization bases established in the current plan year:
(1) Type of Base
(2) Initial Balance
(3) Amortization Charge/Credit
8
Miscellaneous information:
a
If a waiver of a funding deficiency or an extension of an amortization period has been approved for this plan year, enter the
date of the ruling letter granting the approval
Month
Day
Year
b
If one or more alternative methods or rules (as listed in the instructions) were used for this plan year, enter the appropriate
code in accordance with the instructions
c
Is the plan required to provide a Schedule of Active Participant Data? (see instructions)
Yes
No
If “Yes,” attach schedule.
9
Funding standard account statement for this plan year:
Charges to funding standard account:
9a
a
Prior year funding deficiency, if any
9b
b
Employer’s normal cost for plan year as of valuation date
Outstanding Balance
c
Amortization charges as of valuation date:
c(1)
($
)
(1)
All bases except funding waivers
c(2)
(2)
($
)
Funding waivers
9d
d
Interest as applicable on lines 9a, 9b, and 9c
9e
e
Additional interest charge due to late quarterly contributions, if applicable
9f
f
Additional funding charge from Part II, line 12u, if applicable
9g
g
Total charges. Add lines 9a through 9f
Credits to funding standard account:
9h
h
Prior year credit balance, if any
9i
i
Employer contributions. Total from column (b) of line 3
Outstanding Balance
9j
($
)
j
Amortization credits as of valuation date
9k
k
Interest as applicable to end of plan year on lines 9h, 9i, and 9j
l
Full funding limitation (FFL) and credits
l(1)
(1)
ERISA FFL (accrued liability FFL)
l(2)
(2) “OBRA ’87” FFL (150% current liability FFL)
l(3)
(3)
“RPA ’94” override (90% current liability FFL)
l(4)
(4) FFL credit before reflecting “OBRA ’87” FFL
l(5)
(5) Additional credit due to “OBRA ’87” FFL
m(1)
m
(1)
Waived funding deficiency
m(2)
(2) Other credits
9n
n
Total credits. Add lines 9h through 9k, 9l(4), 9l(5), 9m(1), and 9m(2)
9o
o
Credit balance: If line 9n is greater than line 9g, enter the difference
9p
p
Funding deficiency: If line 9g is greater than line 9n, enter the difference
Reconciliation account:
q Current year’s accumulated reconciliation account:
q(1)
(1)
Due to additional funding charges as of the beginning of the plan year
q(2)
(2)
Due to additional interest charges as of the beginning of the plan year
(3)
Due to waived funding deficiencies:
q(3)(a)
(a)
Reconciliation outstanding balance as of valuation date
q(3)(b)
(b)
Reconciliation amount. Line 9c(2) balance minus line 9q(3)(a)
(4)
Total as of valuation date
q(4)
10
Contribution necessary to avoid an accumulated funding deficiency. Enter the amount in line 9p
or the amount required under the alternative funding standard account if applicable
10
11
Has a change been made in the actuarial assumptions for the current plan year? If “Yes,” see instructions.
Yes
No
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