Pensions and Benefits—International
Church of the Nazarene
17001 Praire Star Parkway
Lenexa, KS 66220-7900 USA

Annual Report Form
Instructions: If asked to use this form, please print a copy from your web browser, complete the questions, and FAX it to the requesting office.

Pension Plan Summary Report
for
World Area Pension Plans

District/Area Name:
Pension Plan Name:
Date This Plan Began:
Name and Title of Person Reporting:
Date This Report Completed:
Period For Which Report is Applicable:
(If annual report, give year, either calendar or fiscal. If other, please explain.)

 

  1. General Plan Information
    1. What type of plan is being reported?
      ___ Defined Benefit
      ___ Defined Contribution
      ___ Other: (Please explain)



    2. How are funds raised for the plan?







    3. Who administers the plan?







    4. How are plan assets invested and how are investment decisions made?







  1. Plan Participant Information

    1. Who is eligible to participate in the plan?






  1. Is eligibility defined by an official plan document?
    ___ Yes
    ___ No

  1. Plan Benefit Information

    1. What is the normal retirement age?

    2. What benefits are paid to primary plan participants at normal retirement?







    3. What benefits are paid to a participant's surviving spouse and/or other eligible dependents?







    4. What are plan provisions in the event of disability?







  1. Legal, Actuarial, and Miscellaneous

    1. What government regulatory provisions affect the plan? (e.g., tax laws, labor laws, regulatory agencies, etc.)







    2. For defined benefit plans:

      1. What is the date of the most recent actuarial report?

      2. Please summarize the financial condition of the plan:







    3. Are communications provided at least annually to participants informing them of benefits provided by the plan?
      ___ Yes
      ___ No

Comments:







  1. Has a copy of the most current plan document been provided to Pensions and Benefits—International?
    ___ Yes
    ___ No

If "No," please provide one when returning this report form.



  1. Do you have any comments, questions, or observations you want to share with Pensions and Benefits—International?