General Information

Announcements

Check this page to see what is new on the Benefits web site.

2008 Pension Plan Form 5500 Annual Report

The Pension Protection Act (PPA) made a number of changes to disclosing defined benefit plan information to participants. It added a new annual funding notice, deleted the requirement that employers distribute a summary annual report, and added the requirement that employers post information from the IRS Form 5500 (also referred to as the annual report).

Review the pension plan's IRS Form 5500, which contains basic plan information and an actuarial report for the period ending December 31, 2008.

Financial Information

Several financial reports are provided periodically to inform employees and retirees about the status of various programs. For more information, select one of the following.

Audited financial statements for the multiple employer plans supported by B&W Y-12, L.L.C. and UT-Battelle, L.L.C. are also available by benefit plan, linked in the table below (PDF).

Financial Statements, Supplemental Schedules, Auditors’ Report
Y-12 Retirement Program	Dec. 31, 2008 and 2007
Y-12 Savings Program	Dec. 31, 2008 and 2007
Group Welfare Benefit Plan	Dec. 31, 2008 and 2007