2 -
1- x
Schedule MB (Form 5500) 2016
Page
2
Operational information as of beginning of this plan year:
a
-123456789012345
2a
Current value of assets (see instructions)
b
“RPA ‘94” current liability/participant count breakdown:
(1) Number of participants
(2) Current liability
12345678
-123456789012345
(1) For retired participants and beneficiaries receiving payment ...................................
12345678
-123456789012345
(2) For terminated vested participants ..........................................................................
(3) For active participants:
(a) Non-vested benefits .........................................................................................
-123456789012345
-123456789012345
(b) Vested benefits ................................................................................................
(c) Total active ......................................................................................................
-123456789012345
12345678
-123456789012345
(4) Total .......................................................................................................................
c
If the percentage resulting from dividing line 2a by line 2b(4), column (2), is less than 70%, enter such
2c
123.12
%
percentage ..........................................................................................................................................................
3
Contributions made to the plan for the plan year by employer(s) and employees:
(a) Date
(b) Amount paid by
(c) Amount paid by
(a) Date
(b) Amount paid by
c) Amount paid by
(MM-DD-YYYY)
employer(s)
employees
(MM-DD-YYYY)
employer(s)
employees
Totals ►
3(b)
3(c)
4
Information on plan status:
a
4a
%
Funded percentage for monitoring plan’s status (line 1b(2) divided by line 1c(3)) ..............................................
b
Enter code to indicate plan’s status (see instructions for attachment of supporting evidence of plan’s status). If
4b
code is “N,” go to line 5 ………………………………………………………………………………………………..
c
X
X
Is the plan making the scheduled progress under any applicable funding improvement or rehabilitation plan?..............................................................
Yes
No
d
X
X
If the plan is in critical status or critical and declining status, were any benefits reduced (see instructions)? .................................................
Yes
No
e
If line d is “Yes,” enter the reduction in liability resulting from the reduction in benefits (see instructions),
-123456789012345
4e
measured as of the valuation date ....................................................................................................................
f
If the rehabilitation plan projects emergence from critical status or critical and declining status, enter the plan
year in which it is projected to emerge.
4f
If the rehabilitation plan is based on forestalling possible insolvency, enter the plan year in which insolvency is
expected and check here …………………………….......................................................................................
5
Actuarial cost method used as the basis for this plan year’s funding standard account computations (check all that apply):
a
b
c
d
X
X
X
X
Attained age normal
Entry age normal
Accrued benefit (unit credit)
Aggregate
e
f
g
h
X
Frozen initial liability
X
Individual level premium
X
Individual aggregate
X
Shortfall
i
X
________________________________________________________________________________
Other (specify):
________________________________________________________________________________
j
YYYY-MM-DD
5j
If box h is checked, enter period of use of shortfall method ...............................................................................
k
Has a change been made in funding method for this plan year? ...................................................................................................................
X
Yes
X
No
l
If line k is “Yes,” was the change made pursuant to Revenue Procedure 2000-40 or other automatic approval? ..........................................
X
Yes
X
No
m
If line k is “Yes,” and line l is “No,” enter the date (MM-DD-YYYY) of the ruling letter (individual or class)
YYYY-MM-DD
5m
approving the change in funding method ...........................................................................................................