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Information in
Pension Profile is drawn directly from the
IRS 5500
filing. Our source data includes basic
information about the corporate sponsor:
|
Plan type |
Plan number |
|
Plan EIN |
Number of
participants |
|
Amount of assets
in plan trust |
Amount of annual
contribution |
|
Amount of
earnings |
Amount of
expenses |
|
Amount of
benefits |
Amount of net
income |
|
Type of 5500 form
filed |
Plan year ending |
|
Effective date of
plan |
Number of
employees (not on 5500R) |
|
Brief asset
allocation by categories (not available from
5500R filings):
|
Cash |
|
Corporate debt and equity |
|
Government issues |
|
Real estate |
|
Other |
When available,
Pension Profile includes information from several related
schedules (A,B,C,D,E,F-Designated Filing
Entity)
as they relate to the specific plan
filing. The Schedule A
content differentiates a pension benefit
from a welfare benefit plan. The
schedule A attachment is required
as part of the 5500 filing
if the plan owns an insurance related product as an asset of
trust. We tie this information back to the specific plan.
| Name of
insurance carrier |
Name of
broker/agency |
|
Commission paid |
Type of product/policy |
| Amount of
premiums paid |
Number of
persons covered |
For Welfare
Benefit plans the
Schedule A
includes:
|
Name of insurance carrier |
Name of broker/agency |
|
Commission paid |
Type of benefit policy |
|
Number of persons covered |
Gross premiums paid |
|
Claim |
Expenses |
|
Dividends |
Claims reserves |
|
Premiums non-expensed |
|
The required
actuarial report for all defined benefit plans is reflected in
the information found on the
Schedule B:
|
Name of actuary |
Firm name and address |
|
ER contribution |
EE contribution amount |
|
Actuarial cost method used |
Established investment return % |
The
Schedule C
attachment is necessary if services were rendered and expenses
paid for with plan trust assets over $5,000. This schedule
reflects:
|
Name of the service provider |
|
Type of services rendered |
|
Amount of fees paid to provider |
|
Name of first two plan trustees |
For plans with more than 100
participants, part of the 5500 filing
includes an extensive financial statement with over 40 line
items. Pension Profile pulls them ALL.
DFE Information
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