Civic Intelligence

First Union Corp. & Subsidiaries

Plan context: WACHOVIA SAVINGS PLAN PUERTO RICO

EIN 56-0898180 • 156 filings • 48 plans

Current Snapshot

Latest Year

2010

2010 Participants

20

2010 Assets

$974,256

2010 Contributions

$194,800

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$12,305,619,519$6,152,809,760$0199920052010YearValue
$974,256Latest year 2010

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

122,52261,2610199920052010YearValue
20Latest year 2010

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2010120$974,256$194,800$9,740iApproximate average salary by contribution assumption: employee only about $243,500 at 4% or $162,333 at 6%; with 50% employer match about $162,333 at 4% or $108,222 at 6%; with 100% employer match about $121,750 at 4% or $81,167 at 6%.
WACHOVIA SAVINGS PLAN PUERTO RICO-20$974,256$194,800$9,740iApproximate average salary by contribution assumption: employee only about $243,500 at 4% or $162,333 at 6%; with 50% employer match about $162,333 at 4% or $108,222 at 6%; with 100% employer match about $121,750 at 4% or $81,167 at 6%.
2009121$802,723$216,772$10,322iApproximate average salary by contribution assumption: employee only about $258,062 at 4% or $172,041 at 6%; with 50% employer match about $172,041 at 4% or $114,694 at 6%; with 100% employer match about $129,031 at 4% or $86,021 at 6%.
WACHOVIA SAVINGS PLAN PUERTO RICO-21$802,723$216,772$10,322iApproximate average salary by contribution assumption: employee only about $258,062 at 4% or $172,041 at 6%; with 50% employer match about $172,041 at 4% or $114,694 at 6%; with 100% employer match about $129,031 at 4% or $86,021 at 6%.
200815122,522$4,352,208,961$985,255,740$8,041iApproximate average salary by contribution assumption: employee only about $201,036 at 4% or $134,024 at 6%; with 50% employer match about $134,024 at 4% or $89,350 at 6%; with 100% employer match about $100,518 at 4% or $67,012 at 6%.
First Union Corp Pension Plan and Trust-83,385$4,128,759,327--
First Union Corporation Group Benefit Plan-122,522$132,930,731$977,650,650$7,979iApproximate average salary by contribution assumption: employee only about $199,485 at 4% or $132,990 at 6%; with 50% employer match about $132,990 at 4% or $88,660 at 6%; with 100% employer match about $99,742 at 4% or $66,495 at 6%.
First Union Corp Long Term Disability Plan-107,940$89,984,650$7,418,598$69iApproximate average salary by contribution assumption: employee only about $1,718 at 4% or $1,145 at 6%; with 50% employer match about $1,145 at 4% or $764 at 6%; with 100% employer match about $859 at 4% or $573 at 6%.
WACHOVIA SAVINGS PLAN PUERTO RICO-15$534,253$186,492$12,433iApproximate average salary by contribution assumption: employee only about $310,820 at 4% or $207,213 at 6%; with 50% employer match about $207,213 at 4% or $138,142 at 6%; with 100% employer match about $155,410 at 4% or $103,607 at 6%.
First Union Corporation Flexible Benefits Plan-26,371---
WACHOVIA CORPORATION SEVERANCE PAY PLAN-517---
WACHOVIA CORPORATION TRAVEL ACCIDENT INSURANCE PLAN-110,000---
GOLDEN WEST FINANCIAL CORPORATION SEVERANCE PAY PLAN-214---
WACHOVIA CORPORATION SUPPLEMENTAL DISABILITY INCOME PROTECTION PLAN-7,962---
FIRSTPLACE GROUP BENEFITS PLAN-829---
First Union Corporation Supplemental Disability Benefit Plan-14,452---
First Union Legal Services Plan-13,923---
First Union Corporation Vision Plan-58,465---
First Union Corp Universal Life Plan-13,174---
WACHOVIA CORPORATION PERSONAL CANCER AND PERSONAL ACCIDENT INDEMNITY PLAN-2,115---
200715119,243$6,757,557,369$842,758,080$7,068iApproximate average salary by contribution assumption: employee only about $176,689 at 4% or $117,793 at 6%; with 50% employer match about $117,793 at 4% or $78,529 at 6%; with 100% employer match about $88,345 at 4% or $58,896 at 6%.
First Union Corp Pension Plan and Trust-72,160$6,510,386,625--
First Union Corporation Group Benefit Plan-119,243$155,396,721$837,522,137$7,024iApproximate average salary by contribution assumption: employee only about $175,591 at 4% or $117,061 at 6%; with 50% employer match about $117,061 at 4% or $78,041 at 6%; with 100% employer match about $87,796 at 4% or $58,530 at 6%.
First Union Corp Long Term Disability Plan-103,963$91,774,023$5,235,943$50iApproximate average salary by contribution assumption: employee only about $1,259 at 4% or $839 at 6%; with 50% employer match about $839 at 4% or $560 at 6%; with 100% employer match about $630 at 4% or $420 at 6%.
WACHOVIA SAVINGS PLAN PUERTO RICO-21---
WACHOVIA CORPORATION SUPPLEMENTAL DISABILITY INCOME PROTECTION PLAN-9,068---
WACHOVIA CORPORATION PERSONAL CANCER AND PERSONAL ACCIDENT INDEMNITY PLAN-2,517---
WACHOVIA CORPORATION SEVERANCE PAY PLAN-0---
First Union Corporation Supplemental Disability Benefit Plan-13,195---
First Union Corp Universal Life Plan-13,395---
WACHOVIA CORPORATION TRAVEL ACCIDENT INSURANCE PLAN-110,000---
FIRSTPLACE GROUP BENEFITS PLAN-491---
First Union Corporation Flexible Benefits Plan-22,281---
GOLDEN WEST FINANCIAL CORPORATION SEVERANCE PAY PLAN-501---
First Union Legal Services Plan-13,471---
First Union Corporation Vision Plan-56,331---
200616110,000$6,748,727,120$1,642,940,079$14,936iApproximate average salary by contribution assumption: employee only about $373,395 at 4% or $248,930 at 6%; with 50% employer match about $248,930 at 4% or $165,954 at 6%; with 100% employer match about $186,698 at 4% or $124,465 at 6%.
First Union Corp Pension Plan and Trust-59,806$6,485,726,771$870,000,000$14,547iApproximate average salary by contribution assumption: employee only about $363,676 at 4% or $242,451 at 6%; with 50% employer match about $242,451 at 4% or $161,634 at 6%; with 100% employer match about $181,838 at 4% or $121,225 at 6%.
First Union Corporation Group Benefit Plan-99,360$165,301,172$764,839,703$7,698iApproximate average salary by contribution assumption: employee only about $192,442 at 4% or $128,294 at 6%; with 50% employer match about $128,294 at 4% or $85,530 at 6%; with 100% employer match about $96,221 at 4% or $64,147 at 6%.
First Union Corp Long Term Disability Plan-93,181$97,027,213$8,035,032$86iApproximate average salary by contribution assumption: employee only about $2,156 at 4% or $1,437 at 6%; with 50% employer match about $1,437 at 4% or $958 at 6%; with 100% employer match about $1,078 at 4% or $719 at 6%.
WACHOVIA SAVINGS PLAN PUERTO RICO-22$671,964$65,344$2,970iApproximate average salary by contribution assumption: employee only about $74,255 at 4% or $49,503 at 6%; with 50% employer match about $49,503 at 4% or $33,002 at 6%; with 100% employer match about $37,127 at 4% or $24,752 at 6%.
First Union Corporation Supplemental Disability Benefit Plan-13,524---
COMMUNITY BANK AND TRUST COMPANY EMPLOYEES PROFIT SHARING RETIREMENT TRUST-0---
WACHOVIA CORPORATION TRAVEL ACCIDENT INSURANCE PLAN-110,000---
WACHOVIA CORPORATION PERSONAL CANCER AND PERSONAL ACCIDENT INDEMNITY PLAN-1,637---
First Union Legal Services Plan-10,031---
First Union Corp Universal Life Plan-15,608---
First Union Corporation Vision Plan-48,018---
GOLDEN WEST FINANCIAL CORPORATION SEVERANCE PAY PLAN-396---
First Union Corporation Flexible Benefits Plan-19,892---
FIRSTPLACE GROUP BENEFITS PLAN-448---
WACHOVIA CORPORATION SEVERANCE PAY PLAN-0---
WACHOVIA CORPORATION SUPPLEMENTAL DISABILITY INCOME PROTECTION PLAN-9,554---
200515104,148$5,711,478,994$1,090,590,782$10,472iApproximate average salary by contribution assumption: employee only about $261,789 at 4% or $174,526 at 6%; with 50% employer match about $174,526 at 4% or $116,351 at 6%; with 100% employer match about $130,894 at 4% or $87,263 at 6%.
First Union Corp Pension Plan and Trust-61,828$5,443,832,435$330,427,821$5,344iApproximate average salary by contribution assumption: employee only about $133,608 at 4% or $89,072 at 6%; with 50% employer match about $89,072 at 4% or $59,381 at 6%; with 100% employer match about $66,804 at 4% or $44,536 at 6%.
First Union Corporation Group Benefit Plan-95,226$156,025,532$737,458,366$7,744iApproximate average salary by contribution assumption: employee only about $193,607 at 4% or $129,072 at 6%; with 50% employer match about $129,072 at 4% or $86,048 at 6%; with 100% employer match about $96,804 at 4% or $64,536 at 6%.
First Union Corp Long Term Disability Plan-89,027$110,430,727$22,594,236$254iApproximate average salary by contribution assumption: employee only about $6,345 at 4% or $4,230 at 6%; with 50% employer match about $4,230 at 4% or $2,820 at 6%; with 100% employer match about $3,172 at 4% or $2,115 at 6%.
WACHOVIA SAVINGS PLAN PUERTO RICO-22$963,797$110,359$5,016iApproximate average salary by contribution assumption: employee only about $125,408 at 4% or $83,605 at 6%; with 50% employer match about $83,605 at 4% or $55,737 at 6%; with 100% employer match about $62,704 at 4% or $41,803 at 6%.
COMMUNITY BANK AND TRUST COMPANY EMPLOYEES PROFIT SHARING RETIREMENT TRUST-0$226,503--
WACHOVIA CORPORATION TRAVEL ACCIDENT INSURANCE PLAN-104,148---
First Union Corporation Supplemental Disability Benefit Plan-12,912---
WACHOVIA CORPORATION SUPPLEMENTAL DISABILITY INCOME PROTECTION PLAN-9,984---
First Union Corporation Flexible Benefits Plan-19,435---
First Union Legal Services Plan-12,150---
FIRSTPLACE GROUP BENEFITS PLAN-707---
WACHOVIA CORPORATION PERSONAL CANCER AND PERSONAL ACCIDENT INDEMNITY PLAN-1,541---
First Union Corporation Vision Plan-44,949---
First Union Corp Universal Life Plan-15,940---
WACHOVIA CORPORATION SEVERANCE PAY PLAN-0---
20041499,374$12,305,619,519$1,494,067,378$15,035iApproximate average salary by contribution assumption: employee only about $375,870 at 4% or $250,580 at 6%; with 50% employer match about $250,580 at 4% or $167,053 at 6%; with 100% employer match about $187,935 at 4% or $125,290 at 6%.
First Union Corporation Savings Plan-99,374$6,883,580,717$580,365,730$5,840iApproximate average salary by contribution assumption: employee only about $146,005 at 4% or $97,337 at 6%; with 50% employer match about $97,337 at 4% or $64,891 at 6%; with 100% employer match about $73,003 at 4% or $48,668 at 6%.
First Union Corp Pension Plan and Trust-74,918$5,177,718,517$253,363,725$3,382iApproximate average salary by contribution assumption: employee only about $84,547 at 4% or $56,365 at 6%; with 50% employer match about $56,365 at 4% or $37,576 at 6%; with 100% employer match about $42,274 at 4% or $28,182 at 6%.
First Union Corporation Group Benefit Plan-87,481$150,685,520$641,035,190$7,328iApproximate average salary by contribution assumption: employee only about $183,193 at 4% or $122,128 at 6%; with 50% employer match about $122,128 at 4% or $81,419 at 6%; with 100% employer match about $91,596 at 4% or $61,064 at 6%.
First Union Corp Long Term Disability Plan-82,667$93,119,234$19,302,733$233iApproximate average salary by contribution assumption: employee only about $5,837 at 4% or $3,892 at 6%; with 50% employer match about $3,892 at 4% or $2,594 at 6%; with 100% employer match about $2,919 at 4% or $1,946 at 6%.
COMMUNITY BANK AND TRUST COMPANY EMPLOYEES PROFIT SHARING RETIREMENT TRUST-0$515,531--
WACHOVIA CORPORATION PERSONAL CANCER AND PERSONAL ACCIDENT INDEMNITY PLAN-1,292---
WACHOVIA CORPORATION SEVERANCE PAY PLAN-0---
First Union Corporation Supplemental Disability Benefit Plan-16,659---
WACHOVIA CORPORATION SUPPLEMENTAL DISABILITY INCOME PROTECTION PLAN-11,008---
First Union Legal Services Plan-10,337---
First Union Corporation Vision Plan-40,628---
First Union Corporation Flexible Benefits Plan-17,440---
WACHOVIA CORPORATION TRAVEL ACCIDENT INSURANCE PLAN-99,374---
FIRSTPLACE GROUP BENEFITS PLAN-579---
20032086,413$9,981,429,337$948,664,971$10,978iApproximate average salary by contribution assumption: employee only about $274,457 at 4% or $182,971 at 6%; with 50% employer match about $182,971 at 4% or $121,981 at 6%; with 100% employer match about $137,228 at 4% or $91,486 at 6%.
First Union Corporation Savings Plan-86,413$5,475,374,654$450,002,312$5,208iApproximate average salary by contribution assumption: employee only about $130,189 at 4% or $86,793 at 6%; with 50% employer match about $86,793 at 4% or $57,862 at 6%; with 100% employer match about $65,095 at 4% or $43,396 at 6%.
First Union Corp Pension Plan and Trust-70,855$4,416,485,028$417,674,189$5,895iApproximate average salary by contribution assumption: employee only about $147,369 at 4% or $98,246 at 6%; with 50% employer match about $98,246 at 4% or $65,497 at 6%; with 100% employer match about $73,685 at 4% or $49,123 at 6%.
First Union Corp Long Term Disability Plan-76,748$89,093,033$20,935,430$273iApproximate average salary by contribution assumption: employee only about $6,820 at 4% or $4,546 at 6%; with 50% employer match about $4,546 at 4% or $3,031 at 6%; with 100% employer match about $3,410 at 4% or $2,273 at 6%.
COMMUNITY BANK AND TRUST COMPANY EMPLOYEES PROFIT SHARING RETIREMENT TRUST-0$476,622--
PRINCIPAL FINANCIAL SECURITIES HOLDING CORPORATION 401K PROFIT SHARING PLAN-0---
PRUDENTIAL SECURITIES INCORPORATED MEDICAL FSA-0---
PRUDENTIAL SECURITIES INCORPORATED GROUP INSURANCE PLAN-0---
WACHOVIA CORPORATION SUPPLEMENTAL DISABILITY INCOME PROTECTION PLAN-10,840---
PRUDENTIAL SECURITIES INCORPORATED DENTAL PLAN-0---
PRUDENTIAL SECURITIES INCORPORATED TRAVEL ACCIDENT PLAN-0---
PRUDENTIAL SECURITIES INCORPORATED MEDICAL PLAN-0---
First Union Corporation Vision Plan-37,061---
First Union Legal Services Plan-10,471---
FIRSTPLACE GROUP BENEFITS PLAN-352---
WACHOVIA CORPORATION TRAVEL ACCIDENT INSURANCE PLAN-80,496---
First Union Corp Universal Life Plan-11,831---
First Union Corporation Supplemental Disability Benefit Plan-11,930---
WACHOVIA CORPORATION SEVERANCE PAY PLAN-0---
PRUDENTIAL SECURITIES INCORPORATED VISION PLAN-0---
PSI 401K PLAN-0-$60,053,040-
20021583,546$7,750,006,123$1,650,981,812$19,761iApproximate average salary by contribution assumption: employee only about $494,034 at 4% or $329,356 at 6%; with 50% employer match about $329,356 at 4% or $219,571 at 6%; with 100% employer match about $247,017 at 4% or $164,678 at 6%.
First Union Corporation Savings Plan-81,221$3,925,973,348$427,543,755$5,264iApproximate average salary by contribution assumption: employee only about $131,599 at 4% or $87,733 at 6%; with 50% employer match about $87,733 at 4% or $58,488 at 6%; with 100% employer match about $65,799 at 4% or $43,866 at 6%.
First Union Corp Pension Plan and Trust-69,016$3,587,899,330$703,166,051$10,188iApproximate average salary by contribution assumption: employee only about $254,711 at 4% or $169,807 at 6%; with 50% employer match about $169,807 at 4% or $113,205 at 6%; with 100% employer match about $127,356 at 4% or $84,904 at 6%.
First Union Corporation Group Benefit Plan-83,546$155,115,960$504,386,866$6,037iApproximate average salary by contribution assumption: employee only about $150,931 at 4% or $100,621 at 6%; with 50% employer match about $100,621 at 4% or $67,080 at 6%; with 100% employer match about $75,465 at 4% or $50,310 at 6%.
First Union Corp Long Term Disability Plan-79,506$80,289,267$15,885,140$200iApproximate average salary by contribution assumption: employee only about $4,995 at 4% or $3,330 at 6%; with 50% employer match about $3,330 at 4% or $2,220 at 6%; with 100% employer match about $2,497 at 4% or $1,665 at 6%.
COMMUNITY BANK AND TRUST COMPANY EMPLOYEES PROFIT SHARING RETIREMENT TRUST-0$409,853--
PRINCIPAL FINANCIAL SECURITIES HOLDING CORPORATION 401K PROFIT SHARING PLAN-45$318,365--
First American Group Welfare Benefits Plan-0---
First Union Legal Services Plan-7,344---
FIRSTPLACE GROUP BENEFITS PLAN-1,164---
First Union Corporation Supplemental Disability Benefit Plan-10,406---
WACHOVIA CORPORATION SEVERANCE PAY PLAN-0---
First Union Corporation Flexible Benefits Plan-12,721---
First Union Corporation Vision Plan-38,713---
WACHOVIA CORPORATION SUPPLEMENTAL DISABILITY INCOME PROTECTION PLAN-8,485---
First Union Corp Universal Life Plan-10,529---
20011685,887$4,239,823,116$699,121,873$8,140iApproximate average salary by contribution assumption: employee only about $203,500 at 4% or $135,667 at 6%; with 50% employer match about $135,667 at 4% or $90,445 at 6%; with 100% employer match about $101,750 at 4% or $67,833 at 6%.
First Union Corp Universal Life Plan-9,604---
First Union Legal Services Plan-7,395---
First Union Corporation Flexible Benefits Plan-12,585---
FIRSTPLACE GROUP BENEFITS PLAN-401---
WACHOVIA CORPORATION SUPPLEMENTAL DISABILITY INCOME PROTECTION PLAN-4,453---
First Union Corporation Supplemental Disability Benefit Plan-8,053---
First Union Corporation Vision Plan-24,915---
WACHOVIA CORPORATION SEVERANCE PAY PLAN-0---
20001472,053$3,161,075,132$626,150,725$8,690iApproximate average salary by contribution assumption: employee only about $217,254 at 4% or $144,836 at 6%; with 50% employer match about $144,836 at 4% or $96,557 at 6%; with 100% employer match about $108,627 at 4% or $72,418 at 6%.
19991471,617$6,367,665,297$613,463,726$8,566iApproximate average salary by contribution assumption: employee only about $214,147 at 4% or $142,765 at 6%; with 50% employer match about $142,765 at 4% or $95,177 at 6%; with 100% employer match about $107,074 at 4% or $71,382 at 6%.