Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)). Did the plan receive any noncash contributions whose value was neither readily determinable on an established market nor set by an independent third party appraiser? Of that total, the company contributed $1.136 billion in December and now expects not to make any contributions to its qualified pension plan in 2020, the filing said. The retirement benefit paid to a retiree is typically calculated using a formula which often employs years of credited service under the plan … BrightScope is not endorsed by or affiliated with FINRA. During the plan year did the employer fail to transmit to the plan any participant contributions within the time period described in 29 CFT 2510.3-102? Overview Financials Service Providers Investments Insurance Information. Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year. Has the plan failed to provide any benefit when due under the plan? Were there any nonexempt transactions with any party-in-interest? Were all the plan assets either distributed to participants or beneficiaries, transferred to another plan, or brought under the control of the PBGC? If there was a blackout period, have you either provided the required notice or one of the exceptions to providing the notice applied under 29 CFR 2520.101-3? Southern Co., Atlanta, contributed $1.2 billion to its pension plans in 2019, the company disclosed in its 10-K filing Thursday with the SEC. Tenth Floor Main Office 685 Third Avenue Disregard participant loans secured by participant's account balance. The discount rate as of that date was 3.41%, down from 4.49% a year earlier. Fax: (813) 875-1003 Retirement Plan Administration Consulting, 2707 W. Azeele St., Suite 200 Did the plan have a loss, whether or not reimbursed by the plan's fidelity bond, that was caused by fraud or dishonesty? 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If this is an individual account plan, was there a blackout period? ), Actuarial, Direct payment from the plan, Consulting (pension), Investment management, Investment advisory (plan), Investment management fees paid directly by plan, Investment management, Investment management fees paid directly by plan, Investment management, Investment management fees paid directly by plan, Soft dollars commissions, Trustee (bank, trust company, or similar financial institution), Direct payment from the plan, Other investment fees and expenses, Investment management fees paid indirectly by plan, Float revenue, Investment management, Direct payment from the plan, Investment management fees paid directly by plan, Investment management, Investment advisory (plan), Direct payment from the plan, Soft dollars commissions, Investment management, Soft dollars commissions, Investment management fees paid directly by plan, Plan Administrator, Direct payment from the plan, Investment management fees paid directly by plan, Soft dollars commissions, Investment management, Investment management fees paid directly by plan, Other investment fees and expenses, Investment advisory (plan), Soft dollars commissions, Direct payment from the plan, Consulting (pension), Investment management fees paid directly by plan, Investment advisory (plan), Direct payment from the plan, Accounting (including auditing), Direct payment from the plan, Direct payment from the plan, Other services, Investment management fees paid indirectly by plan, Tri-Party Repo Compensation Earned On Collateral From Securities Loans;Securities Movement Fees Earned Via Securities Lending Services; See Attached for Formula. New York, NY 10017-4036, Chicago Office Retired or separated participants receiving benefits, Other retired or separated participants entitled to future benefits, Deceased participants whose beneficiaries are receiving or are entitled to receive benefits, Total number of participants as of 01/01/2013, Number of participants with account balances, Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested. Home > 401K Directory > The Southern Company Pension Plan > Form 5500. Southern Co., Atlanta, contributed $1.2 billion to its pension plans in 2019, the company disclosed in its 10-K filing Thursday with the SEC. Choose your news – we will deliver. Cash Balance 401(k) Combo Plan Contact Info 2707 W. Azeele St., Suite 200 Tampa, FL 33609 Monday – Friday, 8am – 5pm Phone: (813) 875-4003 Fax: (813) 875-1003 email: RCardillo@SPSPension.com … The 10-K filing did not provide asset allocation information. email: RCardillo@SPSPension.com, Summer 2020 – Benefit Insights Newsletter, Understanding the CARES Act, Upcoming Compliance Deadlines for Calendar-Year Plans, Ask the Experts, How the SECURE Act is Changing Retirement | Upcoming Compliance Deadlines, IRS Announces Limits for 2020 | Safe Harbor 401(k) Plan Design | Upcoming Compliance Deadlines for Calendar-Year Plans (12/31) | The Final Rule on Hardship Distributions. Your use of this service is subject to ourTerms of UseandPrivacy Policy. *As outlined by the Form 5500 Instructions for service providers with indirect compensation. Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.BrightScope is not a fiduciary under ERISA. 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Did the plan hold any assets whose current value was neither readily determinable on an established market nor set by an independent third party appraiser? There are no service providers who failed or refused to provide information. Did the plan file for an extension of time or the DFVC Program? There are no insurance carriers listed for this plan. Were any loans by the plan or fixed income obligations due the plan in default as of the close of plan year or classified during the year as uncollectible? Was this plan covered by a fidelity bond? To consistently deliver news, research and analysis to the executives who manage the flow of funds in the institutional investment market. Were any leases to which the plan was a party in default or classified during the year as uncollectible?
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