New Wei 401(k) and pension plans

New Wei, Inc., Birmingham, AL. EIN 13-3429953. Annual reports 2009–2016. Also filed as Walter Energy, Inc.

New Wei, Inc. has no active retirement plan on file. Its last annual report was for 2016. Its Walter Energy, Inc. 401(k) Plan was merged into Walter Energy, Inc. Retirement Savings Plan in 2016. One of its pension plans was taken over by the PBGC.

Active plans: 0
Plans on file: 3
Industry: Holding companies

All 3 plans

Active plans first

Pension Plan for Salaried Employees of Walter Energy Inc. Subsidiaries, Divisions, and Affiliates

Pension (defined benefit)Taken over by the PBGC

Taken over by the Pension Benefit Guaranty Corporation on January 19, 2016, after the plan ended on December 31, 2015. The PBGC now pays the plan's benefits, up to legal limits (PBGC case 22797300).

Plan number: 216Employer EIN 13-3429953
Participants when it ended: 2,125
Who pays it now: Pension Benefit Guaranty Corporation
1-800-400-7242PBGC Customer Contact Center
In effect since: January 1, 1971

Earlier sponsor: Walter Energy, Inc. (2009–2015).

Year by year, 2009 to 2016

Plan year	Participants	Net assets	Recordkeeper
2016	0	$0	not listed
2015	2,208	$201 million	not listed
2014	2,208	$216 million	not listed
2013	2,712	$230 million	not listed
2012	2,735	$207 million	not listed
2011	2,724	$191 million	not listed
2010	2,623	$178 million	not listed
2009	2,618	$151 million	not listed

Walter Energy, Inc. Retirement Savings Plan

401(k)Closed

Closed. The plan filed its final annual report for 2016, which means its assets were paid out or moved and it no longer exists.

Plan number: 217Employer EIN 13-3429953
Participants (2015): 706
Net assets (2015): $32.0 million
Recordkeeper: Wells FargoEarlier: Wachovia Bank (2009)
Plan administrator: New Wei, Inc.
450A Century Park S., Suite 206A
Birmingham, AL 35226
(205) 252-7115As filed for 2016
In effect since: August 30, 1958

Plans merged into this one: Walter Energy, Inc. 401(k) Plan (2016).

Earlier sponsor: Walter Energy, Inc. (2009–2015).

Year by year, 2009 to 2016

Plan year	Participants	Net assets	Recordkeeper
2016	0	$0	Wells Fargo
2015	706	$32.0 million	Wells Fargo
2014	790	$36.2 million	Wells Fargo
2013	766	$34.0 million	Wells Fargo
2012	878	$28.3 million	Wells Fargo
2011	462	$21.2 million	Wells Fargo
2010	524	$22.4 million	Wells Fargo
2009	450	$24.0 million	Wachovia Bank

Walter Energy, Inc. 401(k) Plan

401(k)Merged

Merged. In 2016 its assets moved to the Walter Energy, Inc. Retirement Savings Plan, sponsored by New Wei, Inc. (EIN 13-3429953, plan 217). Accounts moved with them, so that plan is the one to contact.

Plan number: 219Employer EIN 13-3429953
Participants (2015): 878
Net assets (2015): $33.3 million
Recordkeeper: Wells FargoEarlier: Wachovia Bank (2009)
Plan administrator: New Wei, Inc.
450A Century Park S., Suite 206A
Birmingham, AL 35226
(205) 252-7115As filed for 2016
In effect since: January 1, 1997

Earlier sponsor: Walter Energy, Inc. (2009–2015).

Year by year, 2009 to 2016

Plan year	Participants	Net assets	Recordkeeper
2016	0	$0	Wells Fargo
2015	878	$33.3 million	Wells Fargo
2014	1,005	$37.8 million	Wells Fargo
2013	1,052	$38.3 million	Wells Fargo
2012	1,431	$30.2 million	Wells Fargo
2011	1,200	$23.6 million	Wells Fargo
2010	1,264	$21.7 million	Wells Fargo
2009	1,036	$18.5 million	Wachovia Bank

If you had money in one of these plans

If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
For a pension the PBGC took over, call the PBGC at 1-800-400-7242 or search its unclaimed pensions. Have the plan name and your Social Security number ready.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 3 plans

Pension Plan for Salaried Employees of Walter Energy Inc. Subsidiaries, Divisions, and Affiliates

Walter Energy, Inc. Retirement Savings Plan

Walter Energy, Inc. 401(k) Plan

If you had money in one of these plans

What these numbers are

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