Civic Intelligence
Filing

Hbma Union, Mw & Se Regions

Hanson Building Materials America • EIN 22-3473702 • Plan year 2000

Filing Insights

Participants

Down

179 → 72

-107 • -59.78%

Assets

Down

$2,579,008 → $2,396,605

-$182,403 • -7.07%

Investment Management Fee

0.44%

$11,042

Admin expenses $103,077 • Total expenses $179,495

Filing Details

Context
Net investment result
$-182,403
Pension payor EIN
22-3556987

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

Yes

5% transactions reported

No

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties
ProviderServicesLocationDirect CompensationRelated
ERNST & YOUNGEIN 34-6565596Accountant--

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 RegionsCurrent72$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 D

Row 1
Filing Id
91037347122082
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20372217070020003
DFE P1 Entity 01 Name
HANSON BMA PENSION MASTER TRUST
DFE P1 Spons 01 Name
BANKERS TRUST COMPANY
DFE P1 Plan 01 EIN Plan number
223556987001
DFE P1 Entity 01 Code
M
DFE P1 Plan Interest End of year 01 Amount
$2,396,605
Row 2
Filing Id
91037347122082
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20372217070020003
DFE P2 Plan 01 Name
KAISER CEMENT PERMANENTE PENSION PL
DFE P2 Plan Spons 01 Name
HANSON PER CEMENT INC
DFE P2 Plan 01 EIN
86-0197311
DFE P2 Plan 01 Plan number
013
Row 3
Filing Id
91037347122082
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
1
Image Form Id
10042347122080003
DFE P1 Entity 01 Name
HANSON BMA PENSION MASTER TRUST
DFE P1 Spons 01 Name
BANKERS TRUST COMPANY
DFE P1 Plan 01 EIN Plan number
223556987001
DFE P1 Entity 01 Code
M
DFE P1 Plan Interest End of year 01 Amount
$2,396,605
Row 4
Filing Id
91037347122082
Page Id
3
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
20372217070020003
DFE P2 Plan 01 Name
RET PL OF SAL EES OF HBMA
DFE P2 Plan Spons 01 Name
HANSON BMA
DFE P2 Plan 01 EIN
22-3473702
DFE P2 Plan 01 Plan number
001
Row 5
Filing Id
91037347122082
Page Id
3
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
20372217070020003
DFE P2 Plan 01 Name
HBMA UNION NE REGION
DFE P2 Plan Spons 01 Name
HANSON BMA
DFE P2 Plan 01 EIN
22-3473702
DFE P2 Plan 01 Plan number
009
Row 6
Filing Id
91037347122082
Page Id
3
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
20372217070020003
DFE P2 Plan 01 Name
FRANCE STONE UNION EES
DFE P2 Plan Spons 01 Name
HANSON AGGREGATES MIDWEST INC
DFE P2 Plan 01 EIN
61-0476452
DFE P2 Plan 01 Plan number
002
Row 7
Filing Id
91037347122082
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
10042347122080003
DFE P2 Plan 01 Name
KAISER CEMENT PERMANENTE PENSION PL
DFE P2 Plan Spons 01 Name
HANSON PER CEMENT INC
DFE P2 Plan 01 EIN
86-0197311
DFE P2 Plan 01 Plan number
013
Row 8
Filing Id
91037347122082
Page Id
3
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
10042347122080003
DFE P2 Plan 01 Name
RET PL OF SAL EES OF HBMA
DFE P2 Plan Spons 01 Name
HANSON BMA
DFE P2 Plan 01 EIN
22-3473702
DFE P2 Plan 01 Plan number
001
Row 9
Filing Id
91037347122082
Page Id
3
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
10042347122080003
DFE P2 Plan 01 Name
HBMA UNION NE REGION
DFE P2 Plan Spons 01 Name
HANSON BMA
DFE P2 Plan 01 EIN
22-3473702
DFE P2 Plan 01 Plan number
009
Row 10
Filing Id
91037347122082
Page Id
3
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
10042347122080003
DFE P2 Plan 01 Name
FRANCE STONE UNION EES
DFE P2 Plan Spons 01 Name
HANSON AGGREGATES MIDWEST INC
DFE P2 Plan 01 EIN
61-0476452
DFE P2 Plan 01 Plan number
002

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$2,396,605-$182,403 change

Balance Sheet

Beginning and end of plan year.

Total assets$2,579,008$2,396,605Decrease -$182,403 (-7.07%)
Total liabilities$0$0No change $0
Net assets$2,579,006$2,396,605Decrease -$182,401 (-7.07%)

Contributions

Employer contributions$0
Participant contributions$0
Other contributions$0
Total contributions$0

Income & Investment Result

Total income$-2,908
Interest$0
Dividends$0
Net income$-182,403

Expenses & Fees

Benefits paid$76,418
Investment management$11,042
Administrative expenses$103,077
Total expenses$179,495

Accountant

FirmERNST & YOUNG
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: $2,579,008Total assets at end of year: $2,396,605Total liabilities at end of year: $0Net income or loss: $-182,403
Filing Id
91037347122082
Schedule H EIN
22-3473702
Schedule H Plan number
141
Schedule H Plan Year Begin Date
2000-01-01
Schedule H Tax Period
20001231
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
$2,579,008
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
$2,579,008
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
$2,579,006
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
$2,396,605
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
$2,396,605
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
$2,396,605
Employer contributions
$0
Participant contributions
$0
Oth Contribution Rcvd Amount
$0
Non Cash Contribution Bs Amount
$0
Total contributions
$0
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
$-2,908
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$0
Other Income Amount
$0
Total income
$-2,908
Participant distributions
$76,418
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$76,418
Total Corrective Distribution Amount
$0
Total Dm Distribution Ptcp Lns A
0
Total Interest Expense Amount
$0
Professional Fees Amount
$15
Contract Admin Fees Amount
$0
Investment management fees
$11,042
Other Admin Fees Amount
$92,020
Total administrative expenses
$103,077
Total expenses
$179,495
Net income or loss
$-182,403
Total Transfers To Amount
$0
Transfers from other plans
$0
Accountant Opinion Type Indicator
No
Account Performed Limited Audit Indicator
Yes
Accountant firm name
ERNST & YOUNG
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
Yes
Reportable 5% transactions
No
All plan assets distributed
No
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 EIN22-3556987

Transfers

Distributed property value$0
Schedule R source fields
Payor 22-3556987
Filing Id
91037347122082
Schedule R EIN
22-3473702
Schedule R Plan number
141
Schedule R Plan Year Begin Date
2000-01-01
Schedule R Tax Period
20001231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
22-3556987
Pension Elec Satisfy Code 412 Indicator
3
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Chg Fndng Method Indicator
3
Pension Amdmt Incr Valuation Bnft Indicator
No