Schedule Mb (Form 5500) - Multiemployer Defined Benefit Plan And Certain Money Purchase Plan Actuarial Information - 2016 Page 3

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Schedule MB (Form 5500) 2016
Page
6
Checklist of certain actuarial assumptions:
a
Interest rate for “RPA ‘94” current liability. ................................................................................................................................
123.12
6a
%
Pre-retirement
Post-retirement
X
X
X
X
X
X
b
Rates specified in insurance or annuity contracts ....................................
Yes
No
N/A
Yes
No
N/A
c
Mortality table code for valuation purposes:
(1) Males .................................................................................
6c(1)
(2) Females .............................................................................
6c(2)
123.12
123.12
d
6d
%
%
Valuation liability interest rate ...................................................
123.12
X
123.12
X
e
6e
%
N/A
%
N/A
Expense loading .......................................................................
X
123.12
f
6f
Salary scale .............................................................................
N/A
%
-123.1
g
6g
%
Estimated investment return on actuarial value of assets for year ending on the valuation date .................
-123.1
h
6h
%
Estimated investment return on current value of assets for year ending on the valuation date ....................
7 N
ew amortization bases established in the current plan year:
(1) Type of base
(2) Initial balance
(3) Amortization Charge/Credit
A
-123456789012345
-123456789012345
A
-123456789012345
-123456789012345
A
-123456789012345
-123456789012345
8
Miscellaneous information:
a
If a waiver of a funding deficiency has been approved for this plan year, enter the date (MM-DD-YYYY) of
8a
YYYY-MM-DD
the ruling letter granting the approval .........................................................................................................
Is the plan required to provide a projection of expected benefit payments? (See the instructions.) If “Yes,”
b(1)
X
X
Yes
No
attach a schedule. ..................................................................................................................................................
Is the plan required to provide a Schedule of Active Participant Data? (See the instructions.) If “Yes,” attach a
b(2)
X
X
Yes
No
schedule. ..............................................................................................................................................................
Are any of the plan’s amortization bases operating under an extension of time under section 412(e) (as in effect
c
X
X
Yes
No
prior to 2008) or section 431(d) of the Code? ............................................................................................................ .
d
If line c is “Yes,” provide the following additional information:
X
X
Yes
No
(1) Was an extension granted automatic approval under section 431(d)(1) of the Code? ..........................
12
8d(2)
(2) If line 8d(1) is “Yes,” enter the number of years by which the amortization period was extended ..........
(3) Was an extension approved by the Internal Revenue Service under section 412(e) (as in effect prior
X
X
Yes
No
to 2008) or 431(d)(2) of the Code? .......................................................................................................
(4) If line 8d(3) is “Yes,” enter number of years by which the amortization period was extended (not
12
8d(4)
including the number of years in line (2)) ..............................................................................................
YYYY-MM-DD
(5) If line 8d(3) is “Yes,” enter the date of the ruling letter approving the extension ....................................
8d(5)
(6) If line 8d(3) is “Yes,” is the amortization base eligible for amortization using interest rates applicable under
X
X
Yes
No
section 6621(b) of the Code for years beginning after 2007? ................................................................................
e
If box 5h is checked or line 8c is “Yes,” enter the difference between the minimum required contribution
8e
for the year and the minimum that would have been required without using the shortfall method or
-123456789012345
extending the amortization base(s) .............................................................................................................
9
Funding standard account statement for this plan year:
Charges to funding standard account:
-123456789012345
a
9a
Prior year funding deficiency, if any ............................................................................................................
Employer’s normal cost for plan year as of valuation date ..........................................................................
-123456789012345
b
9b
c
Outstanding balance
Amortization charges as of valuation date:
(1) All bases except funding waivers and certain bases for which the
-123456789012345
-123456789012345
9c(1)
amortization period has been extended..........................................
-123456789012345
-123456789012345
(2) Funding waivers .............................................................................
9c(2)
(3) Certain bases for which the amortization period has been
-123456789012345
-123456789012345
9c(3)
extended ........................................................................................
-123456789012345
9d
d
Interest as applicable on lines 9a, 9b, and 9c .............................................................................................
-123456789012345
e
9e
Total charges. Add lines 9a through 9d ......................................................................................................

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