Schedule B (Form 5500) - Actuarial Information - 1998 Page 4
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54
Schedule B (Form 5500) 1998
Page
Part II
Additional Information for Certain Plans Other Than Multiemployer Plans
Please refer to Who Must File on page 1 of the instructions to determine if you must complete Part II.
12
Additional required funding charge (see instructions):
a
Enter “Gateway %.” Divide line 1b(2) by line 1d(2)(c) and multiply by 100.
If line 12a is at least 90%, go to line 12u and enter -0-.
If line 12a is less than 80%, go to line 12b.
If line 12a is at least 80% (but less than 90%), see instructions and if applicable, go to line 12u
.
%
12a
and enter -0-. Otherwise, go to line 12b
12b
b
“RPA ’94” current liability. Enter line 1d(2)(a)
12c
c
Adjusted value of assets (see instructions)
.
12d
%
d
Funded current liability percentage. Divide line 12c by 12b and multiply by 100
12e
e
Unfunded current liability. Subtract line 12c from line 12b
12f
f
Liability attributable to any unpredictable contingent event benefit
12g
g
Outstanding balance of unfunded old liability
12h
h
Unfunded new liability. Subtract the total of lines 12f and 12g from line 12e. Enter -0- if negative
12i
.
i
Unfunded new liability amount (
% of line 12h)
12j
j
Unfunded old liability amount
12k
k
Deficit reduction contribution. Add lines 12i, 12j, and 1d(2)(b)
l
Net charges in funding standard account used to offset the deficit reduction contribution. Enter
12l
a negative number if less than zero
m
Unpredictable contingent event amount:
m(1)
(1) Benefits paid during year attributable to unpredictable contingent event
(2) Unfunded current liability percentage. Subtract the percentage
.
m(2)
%
on line 12d from 100%
m(3)
.
7
0
0
0
%
(3) Transition percentage
m(4)
(4)
Enter the product of lines 12m(1), 12m(2), and 12m(3)
m(5)
(5)
Amortization of all unpredictable contingent event liabilities
m(6)
(6)
“RPA ’94” additional amount (see instructions)
m(7)
(7) Enter the greatest of lines 12m(4), 12m(5), or 12m(6)
Preliminary Calculation
n
Preliminary additional funding charge: Enter the excess of line 12k over line 12l (if any), plus line
12n
12m(7), adjusted to end of year with interest
12o
o
Contributions needed to increase current liability percentage to 100% (see instructions)
p
Enter the lesser of line 12n or 12o. Also, enter the result on line 12t if the employer did not elect
for 1995 to use the Optional rule under Code section 412(l)(3)(E) and does not elect for 1998 to
12p
use the Transition rule under Code section 412(l)(11)
Final Calculation (complete line 12q, 12r, or 12s, as applicable, and lines 12t and 12u)
q
If the employer elects to use the Transition rule for 1998, but did not elect for 1995 to use the
12q
Optional rule, complete line 14 and enter the lesser of line 12p or 14e here and on line 12t
r
If the employer elected for 1995 to use the Optional rule, but does not elect for 1998 to use the
12r
Transition rule, complete line 13 and enter the greater of line 12p or 13q here and on line 12t
s
If the employer elected for 1995 to use the Optional rule and elects to use the Transition rule for
12s
1998, enter the lesser of (1) the greater of line 12p or 13q, or (2) line 14e. Also, enter on line 12t
12t
t
Additional funding charge prior to adjustment
.
u
Adjusted additional funding charge. (
0
% of line 12t)
12u
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