Pbgc Form 10 – Fill Out and Use This PDF

PBGC Form 10 is an important document produced by the Pension Benefit Guaranty Corporation - an independent arm of the U.S. Department of Labor located in Washington, D.C. This form serves as a companion to the Pension Protection Act and typically assists employers in meeting their responsibilities to workers who have earned pension benefits from qualified employer-sponsored plans, such as pension or vacation bonuses, disability coverage, and annuities. While some of these forms may be filled out manually on paper at any local government office or be mailed directly to each PBGC office, they are now automatically filed online through the PBGC electronic filing system (EFS) for convenience and reliability. It’s crucial for all employers eligible for filing this form to familiarize themselves with it – after all, submitting documents such as these is available year round and generates monetary payment in return certain obligations to help safeguard retirement benefits for employees across the country. Consequently, understanding when, where and how to fill out Pbgc Form 10 is something that all qualified sponsors should ever keep an eye on if they are seeking regulatory compliance from the Pension Benefit Guaranty Corporation!.

Pbgc Form 10 PDF Details

Are you looking for information on Pbgc Form 10? You’ve come to the right place! This blog post will provide an overview of what Pbgc Form 10 is and why it is important. We’ll also discuss who should be completing this form, how to prepare it correctly, and some tips for making sure your submission meets all requirements. By the end of this post, you’ll have a better understanding of everything you need to know about Pbgc Form 10- from preparation through final filing.

Question	Answer
Form Name	Pbgc Form 10
Form Length	2 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	30 sec
Other names	form notice events, form event reportable, event reportable events, form event notice

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POST-EVENT NOTICE

OF REPORTABLE EVENTS

PBGC Form 10

Approved OMB #1212-0013 Expires 03/31/2012

This form may be used by a plan administrator or contributing sponsor of a single-employer plan when notifying the

Pension Beneit Guaranty Corporation that a reportable event has occurred.

IDENTIFYING INFORMATION


Name of iler		Plan name

Street address of iler			Name / title of individual to contact

City, State, Zip		Street address of contact

EIN of contributing sponsor	Plan number	City, State, Zip
Plan administrator
Filer is:
Filer is:		Telephone number of contact		Ext.
Contributing sponsor		Telephone number of contact		Ext.
Contributing sponsor


REPORTABLE EVENTS	See instructions for descriptions of these events. Check all boxes that apply.
Active participant reduction			Change in contributing sponsor or controlled group

Failure to make required contributions

Inability to pay beneits when due

Distribution to a substantial owner

Transfer of beneit liabilities

Liquidation

Extraordinary dividend or stock redemption Application for minimum funding waiver

Loan default

Bankruptcy or similar settlement


BRIEF DESCRIPTION	Briely describe the pertinent facts relating to the event.

The next page lists additional information that must be submitted with this form, if not included above.

PBGC Form 10

ADDITIONAL INFORMATION TO BE FILED

Active Participant Reduction

Statement explaining the cause of the reduction (e.g., facility shutdown or sale)

Number of active participants at the date the event occurs, at the beginning of the current plan year, and at the

beginning of the prior plan year

Failure to Make Required Contributions

Due date and amount of both the missed contribution and the next payment due

Most recent actuarial valuation report

Description of the plan’s controlled group structure, including the name of each controlled group member

Name of each plan maintained by any member of the plan’s controlled group, its contributing sponsor(s) and EIN/PN

Inability to Pay Beneits When Due

Date of any missed beneit payment and amount of beneits due

Next date on which the plan is expected to be unable to pay beneits, the amount of the projected shortfall, and the number of plan participants expected to be affected

Amount of the plan’s liquid assets at the end of the quarter,

and the amount of its disbursements for the quarter

Most recent actuarial valuation report

Name, address and phone number of plan trustee (and of any custodian)

Distribution to a Substantial Owner

Name, address and phone number of person receiving the distribution(s)

Change in Contributing Sponsor or Controlled Group

Description of the plan’s old and new controlled group structures, including the name of each controlled group member

Name of each plan maintained by any member of the plan’s old and new controlled groups, its contributing sponsor(s)

and EIN/PN

Liquidation

Description of the plan’s controlled group structure before and after the liquidation, including the name of each controlled group member

Name of each plan maintained by any member of the plan’s controlled group, its contributing sponsor(s) and EIN/PN

Extraordinary Dividend or Stock Redemption

Name and EIN of person making the distribution

Date and amount of cash distribution(s) during iscal year

Description, fair market value, and date or dates of any non-cash distributions

Statement whether the recipient was a member of the plan’s controlled group

Application for Minimum Funding Waiver

Copy of waiver application, with all attachments

Loan Default

Copy of the relevant loan documents (e.g., promissory note, security agreement)

Due date and amount of any missed payment

Copy of any written notice of default or any notice of acceleration from lender

Amount, form and date of each distribution

Most recent actuarial valuation report

Transfer of Beneit Liabilities

Name, contributing sponsor and EIN/PN of transferee plan(s)

Explanation of the actuarial assumptions used in determining the value of beneit liabilities (and, if appropriate, plan assets) transferred

Estimate of the assets, liabilities, and number of participants whose beneits are transferred

Note: To the extent this information is iled with the IRS Form 5310A, PBGC will accept a copy of that iling.

Bankruptcy or Similar Settlement

Copy of bankruptcy petition or similar document

Docket sheet or other list of documents iled

Last date for iling claims, if known

Name, address and phone number of any trustee, receiver or similar person

Most recent actuarial valuation report for each plan in the controlled group

Description of the plan’s controlled group structure, including the name of each controlled group member

Name of each plan maintained by any member of the plan’s controlled group, its contributing sponsor(s) and EIN/PN

How to Edit Pbgc Form 10 Online for Free

pbgc form event online can be filled in online easily. Simply try FormsPal PDF editing tool to complete the job in a timely fashion. We are dedicated to making sure you have the absolute best experience with our tool by constantly introducing new functions and enhancements. Our editor is now even more intuitive with the latest updates! Currently, editing PDF files is simpler and faster than ever before. It just takes a couple of basic steps:

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It really is easy to complete the document using this detailed tutorial! Here's what you want to do:

1. It is recommended to fill out the pbgc form event online properly, thus be attentive when working with the areas that contain these specific fields:

How to prepare form event reportable part 1

2. Once your current task is complete, take the next step – fill out all of these fields - Distribution to a substantial owner, Transfer of beneit liabilities, Application for minimum funding, Loan default, Bankruptcy or similar settlement, BRIEF DESCRIPTION, and Briely describe the pertinent with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

Briely describe the pertinent, Loan default, and Distribution to a substantial owner inside form event reportable

3. The third part is usually straightforward - fill out all of the fields in Active Participant Reduction, Statement explaining the cause of, Failure to Make Required, Due date and amount of both the, Name of each plan maintained by, Inability to Pay Beneits When Due, Date of any missed beneit payment, Next date on which the plan is, Description of the plans old and, Name of each plan maintained by, Liquidation, Description of the plans, Name of each plan maintained by, Extraordinary Dividend or Stock, and Name and EIN of person making the in order to complete this segment.

Completing segment 3 of form event reportable

4. It is time to complete this next segment! Here you'll have all these Next date on which the plan is, Distribution to a Substantial Owner, Name address and phone number of, Transfer of Beneit Liabilities, Name contributing sponsor and, Explanation of the actuarial, Copy of waiver application with, Loan Default, Copy of the relevant loan, Due date and amount of any missed, Bankruptcy or Similar Settlement, Copy of bankruptcy petition or, Note To the extent this, and Name of each plan maintained by blank fields to do.

Explanation of the actuarial, Copy of bankruptcy petition or, and Bankruptcy or Similar Settlement in form event reportable

Always be extremely attentive while completing Explanation of the actuarial and Copy of bankruptcy petition or, as this is the section in which many people make some mistakes.

Step 3: Check everything you have entered into the blanks and then click on the "Done" button. Try a free trial subscription at FormsPal and acquire immediate access to pbgc form event online - downloadable, emailable, and editable in your FormsPal account. At FormsPal.com, we do everything we can to be sure that your details are maintained private.

Pbgc Form 10 – Fill Out and Use This PDF

Pbgc Form 10 PDF Details

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