Schedule Mb (Form 5500) - Multiemployer Defined Benefit Plan And Certain Money Purchase Plan Actuarial Information - 2013 Page 2

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2 -
1 x
Schedule MB (Form 5500) 2013 130118
Page
2
Operational information as of beginning of this plan year:
a
Current value of assets (see instructions) ...................................................................................................………… 2a
-123456789012345
b
(1) Number of participants
(2) Current liability
“RPA ‘94” current liability/participant count breakdown:
(1) For retired participants and beneficiaries receiving payment ....................................
12345678
-123456789012345
(2) For terminated vested participants ............................................................................
12345678
-123456789012345
(3) For active participants:
(a) Non-vested benefits ............................................................................................
-123456789012345
(b) Vested benefits ...................................................................................................
-123456789012345
(c) Total active ..........................................................................................................
-123456789012345
(4) Total ...........................................................................................................................
12345678
-123456789012345
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
Enter code to indicate plan’s status (see instructions for attachment of supporting evidence of plan’s status). If
4a
code is “N,” go to line 5. ..............................................................................................................................................
b
4b
123.1
%
Funded percentage for monitoring plan’s status (line 1b(2) divided by line 1c(3)) .....................................................
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, were any adjustable benefits reduced? ..............................................................................................................
Yes
No
e
If line d is “Yes,” enter the reduction in liability resulting from the reduction in adjustable benefits, measured as
4e
-123456789012345
of the valuation date ...................................................................................................................................................
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
X
X
X
Frozen initial liability
Individual level premium
Individual aggregate
Shortfall
j
i
X
ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI AB ABCDEFGHI
Other (specify):
X
Reorganization
ABCDEFGHI ABCDEFGHI C ABCDEFGHI ABCDEFGHI ABCDEFGHI DE
k
5k
YYYY-MM-DD
If box h is checked, enter period of use of shortfall method .......................................................................................
l
Has a change been made in funding method for this plan year? ......................................................................................................................
X
Yes
X
No
m
X
X
If line l is “Yes,” was the change made pursuant to Revenue Procedure 2000-40 or other automatic approval? .............................................
Yes
No
n
If line l is “Yes,” and line m is “No,” enter the date (MM-DD-YYYY) of the ruling letter (individual or class)
5n
YYYY-MM-DD
approving the change in funding method ....................................................................................................................
6
Checklist of certain actuarial assumptions:
a
Interest rate for “RPA ‘94” current liability. .......................................................................................................................................... 6a
123.12
%
Pre-retirement
Post-retirement
b
X
X
X
X
X
X
Yes
No
N/A
Yes
No
N/A
Rates specified in insurance or annuity contracts ....................................
c
Mortality table code for valuation purposes:
(1) Males ....................................................................................... 6c(1)
(2) Females ................................................................................... 6c(2)
d
6d
123.12
123.12
%
%
Valuation liability interest rate ........................................................
e
6e
123.12
X
123.12
X
%
N/A
%
N/A
Expense loading ............................................................................
f
6f
X
N/A
Salary scale ...................................................................................
123.12
%
g
6g
-123.1
%
Estimated investment return on actuarial value of assets for year ending on the valuation date ......................
h
6h
-123.1
%
Estimated investment return on current value of assets for year ending on the valuation date ........................

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