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Category: Pension

Free ERISA

Click here to get Form 5500 Data Sets The Form 5500 Annual Report is the primary source of information about the operations, funding and investments of approximately 800,000 retirement and welfare benefit plans. The datasets below are the raw, unedited data from all of the Form 5500 and Form 5500-SF filings for each year, including

PBGC 2011 news

Final Rule on Treating Bankruptcy Filing Date as Plan Termination Date. On June 14, 2011, PBGC published in the Federal Register a final rule that implements a Pension Protection Act of 2006 change to the benefits PBGC pays. Under PPA, when an underfunded pension plan terminates during the bankruptcy of the plan sponsor, the date

Interest Rates and Mortality Factors (PBGC)

Variable-Rate Premiums Lump Sums Immediate & Deferred Annuities Late Premium Payments Overdue or Defaulted Withdrawal Liability ERISA Mortality Tables Present Value of PBGC Maximum Guarantee Monthly Interest Rate Statemen