Schedule B (Form 5500) - Actuarial Information - 1998 Page 5
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Schedule B (Form 5500) 1998
Page
13
Additional funding charge under prior law (see instructions):
13a
a
“OBRA ’87” current liability. Enter line 1d(3)(a)
13b
b Adjusted value of assets (see instructions)
.
13c
%
c Funded current liability percentage. Divide line 13b by line 13a and multiply by 100
13d
d Unfunded current liability. Subtract line 13b from line 13a
13e
e Outstanding balance of unfunded old liability
13f
f Liability attributable to any unpredictable contingent event benefit
13g
g Unfunded new liability. Subtract the total of lines 13e and 13f from line 13d
.
13h
h Unfunded new liability amount (
% of line 13g)
13i
i Unfunded old liability amount
13j
j Deficit reduction contribution. Add lines 13h and 13i
13k
k Net amortization charge for certain bases
l Unpredictable contingent event amount:
l(1)
(1) Benefits paid during year attributable to unpredictable contingent event
(2) Unfunded current liability percentage. Subtract the percentage
.
l(2)
%
on line 13c from 100%
.
l(3)
7
0
0
0
%
(3) Transition percentage
l(4)
(4) Enter the product of lines 13l(1), 13l(2), and 13l(3)
l(5)
(5) Amortization of all unpredictable contingent event liabilities
l(6)
(6) Enter the greater of line 13l(4) or line 13l(5)
13m
m Additional funding charge (excess of line 13j over line 13k (if any), plus line 13l(6)
13n
n
Assets needed to increase current liability percentage to 100% (line 13d)
13o
o
Smaller of line 13m or line 13n
13p
p
Interest adjustment
q
Additional funding charge. Add lines 13o and 13p
13q
14
Transition rule:
a
Initial funded current liability percentage. Enter the percentage from line 12d of the 1995
.
14a
%
Schedule B here
.
14b
%
b
Target percentage for transition rule (see instructions)
14c
c
Target amount (see instructions)
14d
d
Enter the amount from line 13q here (additional funding charge under prior law)
e
Additional funding charge under transition rule of Code section 412(l)(11): Enter the greater of
line 14c or 14d
14e
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