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Form 5500s

The Form 5500s are filed annually with the Department of Labor and Internal Revenue Service and contain audited financial information related to each plan. This report is mandated by the Employee Retirement Income Security Act (ERISA) of 1974 (as amended).

Summary Annual Reports

The Summary Annual Reports are sent to employees each year and are an abstract of information contained in the Form 5500 Reports. These reports also are sent to the Department of Labor and Internal Revenue Service each year and are mandated by the Employee Retirement and Income Security Act (ERISA) of 1974 (as amended) also. The Summary Annual Reports generally contain the following information.

- A notice that the plan is in compliance with ERISA annual reporting requirements
- Basic financial information
- Notification of your rights to additional information

Annual Pension Plan Funding Notices

The Annual Pension Plan Funding Notices replace the Summary Annual Reports for pension plans. The Pension Protection Act of 2006 requires sponsors of defined benefit pension plans to provide plan participants with certain information about the funded status of each plan. The notices also include required information about federal rules governing plan terminations and benefit payments guaranteed by the Pension Benefit Guaranty Corporation, a federal agency.

- A notice that the plan is in compliance with ERISA annual reporting requirements
- Basic financial information
- Notification of your rights to additional information

The intent of these reports is to provide a thumbnail sketch of the Plans. After your review of the Summary Annual Reports and Pension Plan Funding Notices, please contact the person listed in the report if you have any questions or need more information.
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