Civic Intelligence
Filing

Hanson B M a Corporate Retirement Savings and Investment Plan

Hanson Building Materials America • EIN 22-3473702 • Plan year 1999

Filing Insights

Participants

Down

55 → 35

-20 • -36.36%

Assets

Up

$3,899,841 → $4,403,035

$503,194 • 12.90%

Investment Management Fee

-

Admin expenses - • Total expenses $566,814

Filing Details

Context
Net investment result
$503,194
Pension payor EIN
25-6427142

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2002710,586$927,403,138$19,363,754$1,829iApproximate average salary by contribution assumption: employee only about $45,730 at 4% or $30,486 at 6%; with 50% employer match about $30,486 at 4% or $20,324 at 6%; with 100% employer match about $22,865 at 4% or $15,243 at 6%.
Defined Benefit Master Trust-7,974$715,091,968--
HANSON BUILDING MATERIALS AMERICA RETIREMENT SAVINGS & INVESTMENT PLAN-10,586$203,467,772$18,907,263$1,786iApproximate average salary by contribution assumption: employee only about $44,652 at 4% or $29,768 at 6%; with 50% employer match about $29,768 at 4% or $19,845 at 6%; with 100% employer match about $22,326 at 4% or $14,884 at 6%.
HBMA UNION, NE REGION-166$5,941,550--
HANSON BUILDING MATERIALS AMERICA RETIREMENT SAVINGS & INVESTMENT PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES-373$2,901,848$384,870$1,032iApproximate average salary by contribution assumption: employee only about $25,796 at 4% or $17,197 at 6%; with 50% employer match about $17,197 at 4% or $11,465 at 6%; with 100% employer match about $12,898 at 4% or $8,599 at 6%.
BASIC CONSTRUCTION MATERIALS HOURLY 401K PLAN-0-$21,502-
HIGHLAND/PLUM RUN CONSTRUCTION HOURLY 401K PLAN-0-$50,119-
Hbma Ee Health and Welfare Plan-10,332---
2001711,779$234,126,824$21,022,027$1,785iApproximate average salary by contribution assumption: employee only about $44,618 at 4% or $29,745 at 6%; with 50% employer match about $29,745 at 4% or $19,830 at 6%; with 100% employer match about $22,309 at 4% or $14,873 at 6%.
HANSON BUILDING MATERIALS AMERIC RETIREMENT SAVINGS & INVESTMENT PLAN-5,214$225,065,761$20,591,299$3,949iApproximate average salary by contribution assumption: employee only about $98,731 at 4% or $65,821 at 6%; with 50% employer match about $65,821 at 4% or $43,880 at 6%; with 100% employer match about $49,365 at 4% or $32,910 at 6%.
Hbma Union, Mw & Se Regions-68$7,093,061$150,000$2,206iApproximate average salary by contribution assumption: employee only about $55,147 at 4% or $36,765 at 6%; with 50% employer match about $36,765 at 4% or $24,510 at 6%; with 100% employer match about $27,574 at 4% or $18,382 at 6%.
RETIREMENT SAVINGS & INVESTMENT PLAN - COLLECTIVEL BARGAINING-221$1,968,002$280,728$1,270iApproximate average salary by contribution assumption: employee only about $31,757 at 4% or $21,171 at 6%; with 50% employer match about $21,171 at 4% or $14,114 at 6%; with 100% employer match about $15,878 at 4% or $10,586 at 6%.
HIGHLAND/PLUM RUN CONSTRUCTION HOURLY 401K PLAN-93---
BASIC CONSTRUCTION MATERIALS HOURLY 401K PLAN-64---
Hbma Ee Health and Welfare Plan-11,779---
HBMA UNION, NE REGION-166---
2000515,454$2,396,605$0-
Hbma Union, Mw & Se Regions-72$2,396,605--
Hbma Ee Health and Welfare Plan-15,454---
HANSON BUILDING MATERIALS AMERIC RETIREMENT SAVINGS & INVESTMENT PLAN-4,499---
Defined Benefit Master Trust-4,859---
HBMA UNION, NE REGION-168---
1999513,794$855,639,805$1,343,035$97iApproximate average salary by contribution assumption: employee only about $2,434 at 4% or $1,623 at 6%; with 50% employer match about $1,623 at 4% or $1,082 at 6%; with 100% employer match about $1,217 at 4% or $811 at 6%.
Defined Benefit Master Trust-4,896$848,657,763$902,967$184iApproximate average salary by contribution assumption: employee only about $4,611 at 4% or $3,074 at 6%; with 50% employer match about $3,074 at 4% or $2,049 at 6%; with 100% employer match about $2,305 at 4% or $1,537 at 6%.
Hanson B M a Corporate Retirement Savings and Investment PlanCurrent35$4,403,035$440,068$12,573iApproximate average salary by contribution assumption: employee only about $314,334 at 4% or $209,556 at 6%; with 50% employer match about $209,556 at 4% or $139,704 at 6%; with 100% employer match about $157,167 at 4% or $104,778 at 6%.
Hbma Union, Mw & Se Regions-109$2,579,007--
Hbma Ee Health and Welfare Plan-13,794---
Defined Benefit Master Trust-4,925---
Schedule Details

Schedule D

Row 1
Filing Id
56037139067541
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371139067040003
DFE P1 Entity 01 Name
HANSON B M A MASTER TRUST
DFE P1 Spons 01 Name
BANKERS TRUST COMPANY
DFE P1 Plan 01 EIN Plan number
256427142001
DFE P1 Entity 01 Code
M
DFE P1 Plan Interest End of year 01 Amount
$4,403,035
Row 2
Filing Id
56037139067541
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371139067040003
DFE P2 Plan 01 Name
HANSON B M A CORPORATE RSIP
DFE P2 Plan Spons 01 Name
HANSON B M A
DFE P2 Plan 01 EIN
22-3473702
DFE P2 Plan 01 Plan number
003
Row 3
Filing Id
56037139067541
Page Id
3
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
30371139067040003
DFE P2 Plan 01 Name
HANSON B M A RSIP
DFE P2 Plan Spons 01 Name
HANSON B M A
DFE P2 Plan 01 EIN
22-3473702
DFE P2 Plan 01 Plan number
004
Row 4
Filing Id
56037139067541
Schedule D EIN
22-3473702
Schedule D Plan number
003
Schedule D Plan Year Begin Date
1999-01-01
Schedule D Tax Period
19991231

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$4,403,035$503,194 change

Balance Sheet

Beginning and end of plan year.

Total assets$3,899,841$4,403,035Increase +$503,194 (12.90%)
Total liabilities$0$0No change $0
Net assets$3,899,841$4,403,035Increase +$503,194 (12.90%)

Contributions

Employer contributions$68,071
Participant contributions$190,572
Other contributions$181,425

Income & Expenses

Total income$1,070,008
Total expenses$566,814
Net income$503,194
Source fields
Schedule I source fields
Filing Id
56037139067541
Schedule I EIN
22-3473702
Schedule I Plan Num
003
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$3,899,841
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$3,899,841
Small plan total assets at end of year
$4,403,035
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$4,403,035
Small plan employer contributions
$68,071
Small plan participant contributions
$190,572
Small Oth Contribution Rcvd Amount
$181,425
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$629,940
Small plan total income
$1,070,008
Small plan total benefit distributions
$560,535
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$6,279
Small plan total expenses
$566,814
Small plan net income or loss
$503,194
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
Yes
Small Employer Sec End of year Amount
$710,011
Small Mortg Participants End of year Indicator
Yes
Small Mortg Participants End of year Amount
$36,419
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$15,000,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN25-6427142

Transfers

Distributed property value$0
Schedule R source fields
Payor 25-6427142
Filing Id
56037139067541
Schedule R EIN
22-3473702
Schedule R Plan number
003
Schedule R Plan Year Begin Date
1999-01-01
Schedule R Tax Period
19991231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
25-6427142
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0