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Schedule MTA Special Terminal Report for Abandoned Plans Part I. General Information A. Name of plan __VALUE HEALTH CARE PENSION & PS PLAN B. Three digit plan number ___000___ C. Name of plan sponsor
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29 CFR 2520.103-13 is a regulation under the Employee Retirement Income Security Act (ERISA) that pertains to the special reporting requirements for certain retirement plans, specifically regarding pension plan funding and disclosures.
Employers who sponsor pension plans subject to ERISA that meet certain criteria regarding funding shortfalls or other specific issues are required to file 29 CFR 2520.103-13 disclosures.
To fill out 29 CFR 2520.103-13, plan sponsors must complete the required forms by providing detailed information about the pension plan's funding status, actuarial assumptions, and associated liabilities as specified by the regulation.
The purpose of 29 CFR 2520.103-13 is to ensure transparency and provide essential information to participants and beneficiaries about the financial status of pension plans, thus safeguarding their retirement benefits.
The report must include information such as funding status, actuarial assumptions, plan investments, and any funding deficiency or surplus that may affect the plan's ability to pay benefits.
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