Appendix C to Part 4044 - Loading Assumptions
29:9.1.5.17.14.2.34.14.11 : Appendix C
Appendix C to Part 4044 - Loading Assumptions
| If the total
value of the plan's benefit liabilities (as defined in 29 U.S.C. §
1301(a)(16)), exclusive of the loading charge, is - |
The loading
charge equals - |
| greater than |
but less than or equal
to |
| $0 |
$200,000 |
5% of the total value of the
plan's benefits, plus $200 for each plan participant. |
| $200,000 |
|
$10,000, plus a percentage of
the excess of the total value over $200,000, plus $200 for each
plan participant; the percentage is equal to 1% + [(P%−7.50%)/10],
where P% is the initial rate, expressed as a percentage, set forth
in appendix B of this part for the valuation of benefits. |
[61 FR 34059, July 1, 1996, as amended at 65 FR 14753, Mar. 17,
2000]