Schedule R Retirement Plan Information

CUMULATIVE CHANGES

Department of the Treasury
Internal Revenue Service
Department of Labor
Employee Benefits Security Administration
Pension Benefit Guaranty Corporation

For the calendar plan year 2008
or fiscal plan year beginning

OMB No. 1210-0110

2008

This schedule is required to be filed under sections 104 and 4065 of the
Employee Retirement Income Security Act of 1974 (ERISA) and section 6058(a)
of the Internal Revenue Code (the Code).

This Form is Open to
Public Inspection.

File as an Attachment to Form 5500.

MM / D D / Y Y Y Y

MM / D D / Y Y Y Y

and ending

Name of plan

C

Plan sponsor's name as shown on line 2a of Form 5500

Three-digit
plan number

D

Employer Identification Number

Distributions

O
O
F

Part I

B

▼

A

Official Use Only

Retirement Plan Information

▼

SCHEDULE R
(Form 5500)

All references to distributions relate only to payments of benefits during the plan year.

2

Total value of distributions paid in property other than in cash
or the forms of property specified in the instructions ................................................
Enter the EIN(s) of payor(s) who paid benefits on behalf of the plan to
participants or beneficiaries during the plan year (if more than two, enter
EINs of the two payors who paid the greatest dollar amounts of benefits).

}

▲

▲

▲

.00

...............................

PR

1

Profit-sharing plans, ESOPs, and stock bonus plans, skip line 3.

Number of participants (living or deceased) whose benefits were distributed in a single
sum, during the plan year ..................................................................................................................................

5

Is the plan administrator making an election under Code section 412(d)(2) or
ERISA section 302(d)(2)? ...............................................................................................
If the plan is a defined benefit plan, go to line 7.

Yes

If a waiver of the minimum funding standard for a prior plan year is being amortized in this
plan year, see instructions, and enter the date of the ruling letter granting the waiver ................

▼

4

Funding Information (If the plan is not subject to the minimum funding requirements of section 412 of the
Internal Revenue Code or ERISA section 302, skip this Part)

3R

Part II

D

3

No

N/A

MM / D D / Y Y Y Y

If you completed line 5, complete lines 3, 9, and 10 of Schedule MB and
do not complete the remainder of this schedule.
6a Enter the minimum required contribution for this plan year .......................................

▲

▲

▲

.00

b Enter the amount contributed by the employer to the plan for this plan year ..........

▲

▲

▲

.00

c Subtract the amount in line 6b from the amount in line 6a. Enter the result
(enter a minus sign to the left of a negative amount) ...............................................

▲

▲

▲

.00

If you completed line 6c, skip lines 7 and 8 and complete line 9.
For Paperwork Reduction Act Notice and OMB Control Numbers, see the instructions for Form 5500. Cat. No. 24419B Schedule R (Form 5500) 2008

2

1

0

8

0

0

0

1

0

C
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Schedule R (Form 5500) 2008

Page

2
Official Use Only

If a change in actuarial cost method was made for this plan year pursuant to a
revenue procedure providing automatic approval for the change or a class ruling
letter, does the plan sponsor or plan administrator agree with the change? ...................

Part III

Decrease

No

Coverage (See instructions.)

Check the box for the test this plan used to satisfy the coverage requirements:

O
O
F

d

Increase

ratio percentage test

average benefit test

PR

9

N/A

Amendments

If this is a defined benefit pension plan, were any amendments adopted during
this plan year that increased or decreased the value of benefits? If yes, check the
appropriate box(es). If no, check the "No" box. (See instructions.) .................................

Part IV

No

D

8

Yes

3R

7

2

1

0

8

0

0

0

2

0

D
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