Home   >   National Trust for Historic Preservation Defined Contribution Pension Plan  >  Form 5500
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Company:
National Trust for Historic Preservation in the US

Plan:
National Trust for Historic Preservation Defined Contribution Pension Plan
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Form 5500 | Basic Information
Plan Information
Plan Year 01/01/2011 — 12/31/2011
Effective Date of Plan 01/01/1986
Net Assets as of 12/31/2011 $12,948,470
Plan Number 2
Plan Type Single Employer
Is the plan collectively bargained? No
Did the plan file for an extension of time or the DFVC Program? Yes
Plan Funding Arrangement Insurance
Trust
Plan Benefit Arrangement Insurance
Trust

Participant Information as of 12/31/2011
Active (Eligible) Participants 479
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 61
Subtotal 540
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Total 541
Total number of participants as of 01/01/2011 405
Number of participants with account balances 383
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 19

Plan Sponsor Information
Address 1785 Massachusetts Ave NW
Washington, DC 20036
Telephone (202) 588-6000
EIN 53-0210807
Industry Code 813000
Named Administrator Marianna I. Knight

Plan Administrator Information
Administrator Name National Trust for Historic Preservation In The Us
Address 1785 Massachusetts Ave NW
Washington, DC 20036
Telephone (202) 588-6000
Administrator EIN 53-0210807

Audit Information
Audit Status Audited
Auditor KPMG LLP
Auditor EIN 13-5565207
Audit Opinion Disclaimer
Audit Type Limited Scope Audit

Benefits Provided Under the Plan
Code Benefit Description
2C Money purchase A pension plan, other than a target benefit plan that requires a fixed percentage of compensation to be contributed to each eligible employee.
2F ERISA section 404(c) Plan This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
2G Total participant-directed account plan Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
3D Master plan A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

  Question Answer Amount
1. During the plan year did the employer fail to transmit to the plan any participant contributions within the time period described in 29 CFT 2510.3-102? No  
2. Were any loans by the plan or fixed income obligations due the plan in default as of the close of plan year or classified during the year as uncollectible? Disregard participant loans secured by participant's account balance. No  
3. Were any leases to which the plan was a party in default or classified during the year as uncollectible? No  
4. Were there any nonexempt transactions with any party-in-interest? No  
5. Was this plan covered by a fidelity bond? Yes $2,000,000
6. Did the plan have a loss, whether or not reimbursed by the plan's fidelity bond, that was caused by fraud or dishonesty? No  
7. Did the plan hold any assets whose current value was neither readily determinable on an established market nor set by an independent third party appraiser? No  
8. Did the plan receive any noncash contributions whose value was neither readily determinable on an established market nor set by an independent third party appraiser? No  
9. Did the plan have assets held for investment? Yes  
10. Were any plan transactions or series of transactions in excess of 5% of the current value of plan assets? No  
11. Were all the plan assets either distributed to participants or beneficiaries, transferred to another plan, or brought under the control of the PBGC? No  
12. Has the plan failed to provide any benefit when due under the plan? No  
13. If this is an individual account plan, was there a blackout period? Yes  
14. If there was a blackout period, have you either provided the required notice or one of the exceptions to providing the notice applied under 29 CFR 2520.101-3? Yes