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Form 5500 - Schedule H Anchorage Alaska: What You Should Know
State of Alaska and State of the United States. The name of the financial sponsor of the pension plan on which this Form 5500 is to be used. ‣ To indicate in which of the following State this plan's contributions were made: 1. State of Alaska 2. State of the United States 3. Other. 4. To indicate which of the following financial sponsor: 1. Financial sponsor with whom this plan was terminated or which has terminated the plan. 2. Financial sponsor for which this plan is a transferor for purposes of determining how to allocate benefits under other plans. 3. Plan sponsor. 5. Date the plan was terminated. 4. The term “employee” and the terms “plan member,” “employee,” “former employee,” and “plan participant” have the same meanings as in Alaska Rev. Stat. § 10.65.010(4); § 10.65.060(4); and § 10.65.100. 6. The maximum rate of pension benefit payable under this plan. 7. The date on which the plan would have ended. 8. A description of the date on which the Pension Benefit Underwriting Act of 1995 (AQUA) made mandatory and effective the requirement that employer contributions be made in full at regular intervals to the state trust fund to replace those fund investments that have been lost. 9. An index number or other India that identifies any retirement benefits in which the plan was invested before the date on to which the pension is based. 10. An indication of whether the pension has now or limited eligibility for a cash amount. 11. An indication of whether the pension has maximum annual rate of return benefits. 12. The type of pension benefit or other benefit to which the person is entitled. 13. If the Plan Sponsor has made the required annual contribution. If the Plan Sponsor has not made required annual contribution, the name of the person who would have made the contribution. 1807 Explanation of Annual Contributions and Rate of Return for Pension Plans For each benefit, give a reasonable estimate of the amount of annual contributions or contributions for a specified benefit. 1807-2 Explanation of Pension Plan Amendments For each plan amendment, give a reasonable estimate of the amount of annual contributions or contributions for a specified benefit. 1807-3 Explanation of Special Provisions For each special provision, give a reasonable estimate of the amount of annual contributions or contributions for a specified benefit.
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