Civic Intelligence
Filing

HANSON BUILDING MATERIALS AMERICA RETIREMENT SAVINGS & INVESTMENT PLAN

Hanson Building Materials America • EIN 22-3473702 • Plan year 2002

Company ProfileSource Archive
Filing Insights

Participants

Up

5,844 → 10,586

4,742 • 81.14%

Assets

Down

$225,065,761 → $203,467,772

-$21,597,989 • -9.60%

Investment Management Fee

0.00%

$0

Admin expenses $243,681 • Total expenses $23,569,921

Filing Details

Context
Net investment result
$-22,183,332

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

No

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

No

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

No

5% transactions reported

No

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties
ProviderServicesLocationDirect CompensationRelated
ERNST & YOUNG LLPEIN 34-6565596Accountant--Ernst & Young U.S. LLP

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 PLANCurrent10,586$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 Plan-35$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 C

Schedule C Provider

Provider 1

Provider details

Source fields
Row 1
Filing Id
84037337501783
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2040373337501030002
Row 2
Filing Id
84037337501783
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2040373337501030002
Provider 01 Position
CONTRACT ADMINISTRATOR
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$0
Provider 01 Srvc Code
12

Schedule C Provider

Provider 2

Provider details

Source fields
Row 3
Filing Id
84037337501783
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
2040373337501030002
Provider 01 Name
FIIOC
Provider 01 EIN
04-2647786
Provider 01 Position
RECORDKEEPER
Provider 01 Relation
RECORDKEEPER
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$243,681
Provider 01 Srvc Code
24

Schedule C Provider

Provider 3

Provider details

Source fields
Row 4
Filing Id
84037337501783
Schedule C EIN
22-3473702
Schedule C Plan number
004
Schedule C Plan Year Begin Date
2002-05-01
Schedule C Tax Period
20021231
Provider Total Comp Paid Amount
$0

Schedule D

Row 1
Filing Id
84037337501783
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2040373337501030003
DFE P1 Entity 01 Name
HANSON BMA RET. SAVGS & INVSTMT TRU
DFE P1 Spons 01 Name
HANSON BUILDING MATERIALS AMERICA
DFE P1 Plan 01 EIN Plan number
046985480001
DFE P1 Entity 01 Code
M
DFE P1 Plan Interest End of year 01 Amount
$203,467,772
Row 2
Filing Id
84037337501783
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2040373337501030003
DFE P2 Plan 01 Name
HBMA RSIP
DFE P2 Plan Spons 01 Name
HBMA
DFE P2 Plan 01 EIN
22-3473702
DFE P2 Plan 01 Plan number
004
Row 3
Filing Id
84037337501783
Page Id
3
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
2040373337501030003
DFE P2 Plan 01 Name
HBMA RSIP-CB
DFE P2 Plan Spons 01 Name
HBMA
DFE P2 Plan 01 EIN
22-3473702
DFE P2 Plan 01 Plan number
005
Row 4
Filing Id
84037337501783
Schedule D EIN
22-3473702
Schedule D Plan number
004
Schedule D Plan Year Begin Date
2002-05-01
Schedule D Tax Period
20021231

Schedule H

Schedule H Financial Statement

Large plan result

Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.

End-of-year assets$203,467,772-$21,597,989 change

Balance Sheet

Beginning and end of plan year.

Total assets$225,065,761$203,467,772Decrease -$21,597,989 (-9.60%)
Total liabilities$0$0No change $0
Net assets$225,065,761$203,467,772Decrease -$21,597,989 (-9.60%)

Contributions

Employer contributions$4,492,666
Participant contributions$14,158,801
Other contributions$255,796
Total contributions$18,907,263

Income & Investment Result

Total income$1,386,589
Interest$0
Dividends$0
Net income$-22,183,332

Expenses & Fees

Benefits paid$23,326,240
Investment management$0
Administrative expenses$243,681
Total expenses$23,569,921

Accountant

FirmERNST & YOUNG LLP
Firm EIN34-6565596

Compliance

Fidelity bondYes
Fidelity bond amount$15,000,000
Participant loans$0
Late contributionsNo
Schedule H source fields
Financial summary
Total assets at beginning of year: $225,065,761Total assets at end of year: $203,467,772Total liabilities at end of year: $0Net income or loss: $-22,183,332
Filing Id
84037337501783
Schedule H EIN
22-3473702
Schedule H Plan number
004
Schedule H Plan Year Begin Date
2002-05-01
Schedule H Tax Period
20021231
Non Interest Bear Cash Beginning of year Amount
$0
Employer Contribution Beginning of year Amount
$0
Participants Contribution Beginning of year Amount
$0
Other Receivables Beginning of year Amount
$0
Interest Bear Cash Beginning of year Amount
$0
Govt Sec Beginning of year Amount
$0
Corp Debt Preferred Beginning of year Amount
$0
Corp Debt Other Beginning of year Amount
$0
Pref Stock Beginning of year Amount
$0
Common Stock Beginning of year Amount
$0
Joint Venture Beginning of year Amount
$0
Real Estate Beginning of year Amount
$0
Other Loans Beginning of year Amount
$0
Participant loans at beginning of year
$0
Interest Common Tr Beginning of year Amount
$0
Interest Pool Sep Account Beginning of year Amount
$0
Interest Master Tr Beginning of year Amount
$225,065,761
Interest 103 12 Investment Beginning of year Amount
$0
Interest in registered investment companies at beginning of year
$0
Ins Co Gen Account Beginning of year Amount
$0
Oth Investment Beginning of year Amount
$0
Employer Sec Beginning of year Amount
$0
Employer Prop Beginning of year Amount
$0
Bldgs Used Beginning of year Amount
$0
Total assets at beginning of year
$225,065,761
Bnfts Payable Beginning of year Amount
$0
Oprtng Payable Beginning of year Amount
$0
Acquis Indbt Beginning of year Amount
$0
Other Liability Beginning of year Amount
$0
Total liabilities at beginning of year
$0
Net assets at beginning of year
$225,065,761
Non Interest Bear Cash End of year Amount
$0
Employer Contribution End of year Amount
$0
Participants Contribution End of year Amount
$0
Other Receivables End of year Amount
$0
Interest Bear Cash End of year Amount
$0
Govt Sec End of year Amount
$0
Corp Debt Preferred End of year Amount
$0
Corp Debt Other End of year Amount
$0
Pref Stock End of year Amount
$0
Common Stock End of year Amount
$0
Joint Venture End of year Amount
$0
Real Estate End of year Amount
$0
Other Loans End of year Amount
$0
Participant loans at end of year
$0
Interest Common Tr End of year Amount
$0
Interest Pool Sep Account End of year Amount
$0
Interest Master Tr End of year Amount
$203,467,772
Interest 103 12 Investment End of year Amount
$0
Interest in registered investment companies at end of year
$0
Ins Co Gen Account End of year Amount
$0
Oth Investment End of year Amount
$0
Employer Sec End of year Amount
$0
Employer Prop End of year Amount
$0
Bldgs Used End of year Amount
$0
Total assets at end of year
$203,467,772
Bnfts Payable End of year Amount
$0
Oprtng Payable End of year Amount
$0
Acquis Indbt End of year Amount
$0
Other Liability End of year Amount
$0
Total liabilities at end of year
$0
Net assets at end of year
$203,467,772
Employer contributions
$4,492,666
Participant contributions
$14,158,801
Oth Contribution Rcvd Amount
$255,796
Non Cash Contribution Bs Amount
$0
Total contributions
$18,907,263
Interest Bear Cash Amount
$0
Interest On Govt Sec Amount
$0
Interest On Corp Debt Amount
$0
Interest On Oth Loans Amount
$0
Interest on participant loans
$0
Interest On Oth Investment Amount
$0
Total interest income
$0
Divnd Pref Stock Amount
$0
Divnd Common Stock Amount
$0
Total dividend income
$0
Total Rents Amount
$0
Aggregate Proceeds Amount
$0
Aggregate Costs Amount
$0
Net gain or loss on sale of assets
$0
Unrealized Apprctn Re Amount
$0
Unrealized Apprctn Oth Amount
$0
Net unrealized appreciation or depreciation
$0
Gain Loss Com Trust Amount
$0
Gain Loss Pool Sep Amount
$0
Gain Loss Master Tr Amount
$-17,520,674
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$0
Other Income Amount
$0
Total income
$1,386,589
Participant distributions
$23,326,240
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$23,326,240
Total Corrective Distribution Amount
$0
Total Dm Distribution Ptcp Lns A
0
Total Interest Expense Amount
$0
Professional Fees Amount
$0
Contract Admin Fees Amount
$0
Investment management fees
$0
Other Admin Fees Amount
$243,681
Total administrative expenses
$243,681
Total expenses
$23,569,921
Net income or loss
$-22,183,332
Total Transfers To Amount
$585,343
Transfers from other plans
$0
Accountant Opinion Type Indicator
3
Accountant firm name
ERNST & YOUNG LLP
Accountant firm EIN
34-6565596
Failed to transmit participant contributions on time
No
Fail Transmit Contribution Amount
$0
Participant loans in default
No
Loans In Default Amount
$0
Leases in default
No
Leases In Default Amount
$0
Nonexempt transactions with parties in interest
No
Party In Interest Not Reported Amount
$0
Fidelity bond in place
Yes
Fidelity bond amount
$15,000,000
Loss discovered during year
No
Loss Discovered Dur Year Amount
$0
Assets with undetermined value
No
Asset Undeterm Valuation Amount
$0
Non-cash contributions reported
No
Non Cash Contribution Amount
$0
Assets held for investment
No
Reportable 5% transactions
No
All plan assets distributed
No
Resolution to terminate plan adopted
No
Res Terminate Plan Adpt Amount
$0