2015 Schedule MB ( 2015 Schedule MB (Form 5500) - Multiemployer Defined Ben

PBGC Proposed Changes to the Form 5500 Schedule MB for 2015
(Based on Clean Version of 2014 Form 5500)

Schedule MB
4 Information on plan status:
a Funded percentage for monitoring plan’s status (line 1b(2) divided by line 1c(3))..…_______%
Enter code to indicate plan’s status (see instructions for attachment of supporting evidence
of plan’s status. If code is “N,” go to line 5……………………………………………………………………._______
b Enter code to indicate plan’s status (see instructions for attachment of supporting evidence
of plan’s status). If code is “N,” go to line 5……………………………………………………………………._______ Funded
percentage for monitoring plan’s status (line b(2) divided by line 1c(3))..…_______%

c Is the plan making the scheduled progress under any applicable funding improvement or
rehabilitation plan?................................................................................................. [] Yes [] No
d If the plan is in critical status or critical and declining status, were any adjustable benefits
reduced (see instructions)?............. [] Yes [] No
e If line d is “Yes,” enter the reduction in liability resulting from the reduction in adjustable
benefits (see instructions), measured as of the valuation date…………………….4e__________
f If the rehabilitation plan projects emergence from critical status or critical and declining
status, enter the plan year in which it is projected to emerge. If the rehabilitation plan is based
on forestalling possible insolvency, enter the plan year in which insolvency is expected and
check here [] ………………………………………………4f__________
* * * * *
8 Miscellaneous Information:
a If a waiver of a funding deficiency has been approved for this plan year, enter the date (MM-DD-YYYY)
of the ruling letter granting the approval…………………………………………………..8a_______
b(1) Is the plan required to provide a projection of expected benefit payments? (See the instructions.)
If “Yes,” attach a schedule……………………………………………………………………. Yes  No
Is the plan required to provide a Schedule of Active Participant Data? (See the instructions.) If “Yes,”
attach a schedule…………………………………………………………………………………………… Yes  No
b(2) Is the plan required to provide a Schedule of Active Participant Data? (See the instructions.) If
“Yes,” attach a schedule…………………………………………………………………………..…………………………………………
Yes  No