Pbgc Schedule Ea-D (Pbgc Form 601) - Distress Termination Enrolled Actuary Certification

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Distress Termination
PBGC Schedule EA-D
Enrolled Actuary Certification
(PBGC Form 601)
Approved OMB 1212-0036
Expires 09/30/2010
PART I.
IDENTIFYING INFORMATION
1b
1a
9-digit employer identification number (EIN)
Plan Name
1c
3-digit plan number (PN)
PART II.
SUFFICIENCY LEVEL AS OF PROPOSED TERMINATION DATE
2
As of the proposed termination date, is the value of plan assets available to pay for plan benefits, when allocated in accordance with section
4044 of ERISA:
a
less than the value of all benefits guaranteed by the PBGC under section 4022(a)
Yes
No
and (b) of ERISA?
b
equal to or greater than the value of guaranteed benefits, but less than the value of
Yes
No
benefit liabilities?
c
equal to or greater than the value of benefit liabilities?
Yes
No
If you checked “Yes” in 2a, complete the rest of Part II and complete Part IV. Do not complete
Part III. If you checked “No” in 2a, complete the rest of Part II, Part III, and Part IV.
3
Estimated value of plan assets available to pay for plan benefits, determined as of the
proposed termination date:
a
Estimated fair market value of plan assets (excluding value of contributions owed to the
plan)
$
b
$
Estimated total contributions owed to the plan
c
$
Estimated collectible value of 3b
d
$
Estimated value of total plan assets (sum of a and c)
$
4
Estimated value of Title IV benefits as of the proposed termination date
5
$
Estimated present value of all benefit liabilities as of the proposed termination date
PART III.
SUFFICIENCY LEVEL AS OF PROPOSED DISTRIBUTION DATE
6
(MM/DD/YYYY)
Proposed distribution date
7
As of the proposed distribution date, do you project that the plan will have sufficient
assets available to pay for plan benefits, when allocated in accordance with section
4044 of ERISA, to provide:
a
all benefits guaranteed by the PBGC under section 4022(a) and (b) of ERISA, but not
Yes
No
all benefit liabilities?
b
all benefit liabilities?
Yes
No
PART IV.
ENROLLED ACTUARY CERTIFICATION
I, the Enrolled Actuary, certify that: (1) I have reviewed all relevant plan documents, plan and participant data, and the method used to value the
plan assets; (2) I have applied all relevant provisions of ERISA and the Internal Revenue Code and regulations promulgated thereunder; (3) to the
best of my knowledge and belief, the information contained in this schedule is true, correct, and complete; and (4) to the best of my knowledge and
belief, the plan’s assets and benefits have been valued in accordance with Title IV and PBGC regulations; and the value of the plan’s assets, when
allocated in accordance with the PBGC’s regulation on allocation of assets (29 CFR Part 4044), is sufficient (as of the proposed termination date)
to provide plan benefits as indicated (check one):
Sufficient for benefit liabilities
Insufficient for guaranteed benefits
Sufficient for guaranteed benefits but not for benefit liabilities
In making this certification, I recognize that knowingly and willfully making false, fictitious, or fraudulent statements to the PBGC is
§
punishable under 18 U.S.C.
1001.
Enrolled Actuary’s company’s name and address
Enrolled Actuary’s Name (Print or type)
(address should include room or suite no.)
Enrollment Number
Telephone Number
E-mail address (optional)
Enrolled Actuary’s signature
Date

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