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ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 401k Plan overview

Plan NameROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN
Plan identification number 047

ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

ROLLER BEARING COMPANY OF AMERICA has sponsored the creation of one or more 401k plans.

Company Name:ROLLER BEARING COMPANY OF AMERICA
Employer identification number (EIN):133426227
NAIC Classification:332900

Additional information about ROLLER BEARING COMPANY OF AMERICA

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2291976

More information about ROLLER BEARING COMPANY OF AMERICA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0472023-01-01
0472022-01-01
0472021-01-01
0472020-01-01
0472019-01-01
0472018-01-01
0472017-01-01ROB SULLIVAN
0472016-01-01THOMAS BURIGO
0472015-01-01THOMAS BURIGO
0472014-01-01THOMAS BURIGO
0472013-01-01THOMAS BURIGO
0472012-01-01THOMAS BURIGO
0472011-01-01THOMAS BURIGO
0472010-01-01THOMAS BURIGO
0472009-01-01THOMAS BURIGO

Plan Statistics for ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN

401k plan membership statisitcs for ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN

Measure Date Value
2023: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01369
Total number of active participants reported on line 7a of the Form 55002023-01-0119
Number of retired or separated participants receiving benefits2023-01-0117
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3126,563,678
Acturial value of plan assets2022-12-3126,959,659
Funding target for retired participants and beneficiaries receiving payment2022-12-3115,103,317
Number of terminated vested participants2022-12-3159
Fundng target for terminated vested participants2022-12-312,132,496
Active participant vested funding target2022-12-312,844,822
Number of active participants2022-12-3127
Total funding liabilities for active participants2022-12-312,878,938
Total participant count2022-12-31385
Total funding target for all participants2022-12-3120,114,751
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-313,886,808
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-313,886,808
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-313,983,978
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31150,165
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01384
Total number of active participants reported on line 7a of the Form 55002022-01-0123
Number of retired or separated participants receiving benefits2022-01-01244
Number of other retired or separated participants entitled to future benefits2022-01-0153
Total of all active and inactive participants2022-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0149
Total participants2022-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3127,567,119
Acturial value of plan assets2021-12-3128,150,521
Funding target for retired participants and beneficiaries receiving payment2021-12-3115,932,395
Number of terminated vested participants2021-12-3170
Fundng target for terminated vested participants2021-12-312,920,888
Active participant vested funding target2021-12-312,898,927
Number of active participants2021-12-3128
Total funding liabilities for active participants2021-12-312,939,918
Total participant count2021-12-31402
Total funding target for all participants2021-12-3121,793,201
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-313,825,598
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-313,825,598
Present value of excess contributions2021-12-31707,975
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31745,002
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-313,886,808
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31160,250
Net shortfall amortization installment of oustanding balance2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01401
Total number of active participants reported on line 7a of the Form 55002021-01-0127
Number of retired or separated participants receiving benefits2021-01-01252
Number of other retired or separated participants entitled to future benefits2021-01-0159
Total of all active and inactive participants2021-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0146
Total participants2021-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3128,145,853
Acturial value of plan assets2020-12-3126,566,071
Funding target for retired participants and beneficiaries receiving payment2020-12-3115,903,761
Number of terminated vested participants2020-12-3181
Fundng target for terminated vested participants2020-12-312,307,359
Active participant vested funding target2020-12-313,811,139
Number of active participants2020-12-3136
Total funding liabilities for active participants2020-12-313,848,922
Total participant count2020-12-31421
Total funding target for all participants2020-12-3122,060,042
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-313,201,337
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-313,201,337
Present value of excess contributions2020-12-31685,830
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31722,728
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-313,825,598
Total employer contributions2020-12-31750,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31707,975
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31187,648
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31707,975
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01421
Total number of active participants reported on line 7a of the Form 55002020-01-0128
Number of retired or separated participants receiving benefits2020-01-01257
Number of other retired or separated participants entitled to future benefits2020-01-0170
Total of all active and inactive participants2020-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0146
Total participants2020-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3124,572,476
Acturial value of plan assets2019-12-3125,925,950
Funding target for retired participants and beneficiaries receiving payment2019-12-3115,918,097
Number of terminated vested participants2019-12-3185
Fundng target for terminated vested participants2019-12-312,217,433
Active participant vested funding target2019-12-313,767,729
Number of active participants2019-12-3140
Total funding liabilities for active participants2019-12-313,817,917
Total participant count2019-12-31428
Total funding target for all participants2019-12-3121,953,447
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-313,362,749
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-313,362,749
Present value of excess contributions2019-12-312,109,002
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-312,225,841
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-313,201,337
Total employer contributions2019-12-31750,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31685,830
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31262,694
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31685,830
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01428
Total number of active participants reported on line 7a of the Form 55002019-01-0136
Number of retired or separated participants receiving benefits2019-01-01259
Number of other retired or separated participants entitled to future benefits2019-01-0181
Total of all active and inactive participants2019-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0145
Total participants2019-01-01421
2018: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3125,208,022
Acturial value of plan assets2018-12-3124,854,387
Funding target for retired participants and beneficiaries receiving payment2018-12-3114,882,072
Number of terminated vested participants2018-12-3195
Fundng target for terminated vested participants2018-12-312,300,547
Active participant vested funding target2018-12-313,657,715
Number of active participants2018-12-3146
Total funding liabilities for active participants2018-12-313,714,603
Total participant count2018-12-31438
Total funding target for all participants2018-12-3120,897,222
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-313,068,202
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-313,068,202
Present value of excess contributions2018-12-311,224,495
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-311,295,026
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-313,362,749
Total employer contributions2018-12-312,250,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-312,109,002
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31282,516
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-312,109,002
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01438
Total number of active participants reported on line 7a of the Form 55002018-01-0140
Number of retired or separated participants receiving benefits2018-01-01259
Number of other retired or separated participants entitled to future benefits2018-01-0185
Total of all active and inactive participants2018-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0144
Total participants2018-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3123,271,610
Acturial value of plan assets2017-12-3123,850,416
Funding target for retired participants and beneficiaries receiving payment2017-12-3114,675,260
Number of terminated vested participants2017-12-3198
Fundng target for terminated vested participants2017-12-312,201,639
Active participant vested funding target2017-12-313,836,682
Number of active participants2017-12-3152
Total funding liabilities for active participants2017-12-313,905,315
Total participant count2017-12-31444
Total funding target for all participants2017-12-3120,782,214
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-313,754,065
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-313,754,065
Present value of excess contributions2017-12-31444,225
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31470,701
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-31745,928
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-313,068,202
Total employer contributions2017-12-311,500,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,418,539
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31194,044
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31194,044
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31194,044
Contributions allocatedtoward minimum required contributions for current year2017-12-311,418,539
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01444
Total number of active participants reported on line 7a of the Form 55002017-01-0146
Number of retired or separated participants receiving benefits2017-01-01255
Number of other retired or separated participants entitled to future benefits2017-01-0195
Total of all active and inactive participants2017-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0142
Total participants2017-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3123,802,757
Acturial value of plan assets2016-12-3124,356,175
Funding target for retired participants and beneficiaries receiving payment2016-12-3114,216,592
Number of terminated vested participants2016-12-31106
Fundng target for terminated vested participants2016-12-312,256,954
Active participant vested funding target2016-12-314,052,619
Number of active participants2016-12-3157
Total funding liabilities for active participants2016-12-314,128,564
Total participant count2016-12-31450
Total funding target for all participants2016-12-3120,602,110
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-312,496,777
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-312,496,777
Present value of excess contributions2016-12-311,395,364
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,481,458
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-311,209,849
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-313,754,065
Total employer contributions2016-12-31750,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31707,117
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31262,892
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31262,892
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31262,892
Contributions allocatedtoward minimum required contributions for current year2016-12-31707,117
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01450
Total number of active participants reported on line 7a of the Form 55002016-01-0152
Number of retired or separated participants receiving benefits2016-01-01251
Number of other retired or separated participants entitled to future benefits2016-01-0198
Total of all active and inactive participants2016-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0143
Total participants2016-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01457
Total number of active participants reported on line 7a of the Form 55002015-01-0157
Number of retired or separated participants receiving benefits2015-01-01242
Number of other retired or separated participants entitled to future benefits2015-01-01106
Total of all active and inactive participants2015-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0145
Total participants2015-01-01450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01471
Total number of active participants reported on line 7a of the Form 55002014-01-0161
Number of retired or separated participants receiving benefits2014-01-01242
Number of other retired or separated participants entitled to future benefits2014-01-01111
Total of all active and inactive participants2014-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0143
Total participants2014-01-01457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01475
Total number of active participants reported on line 7a of the Form 55002013-01-0165
Number of retired or separated participants receiving benefits2013-01-01247
Number of other retired or separated participants entitled to future benefits2013-01-01119
Total of all active and inactive participants2013-01-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0140
Total participants2013-01-01471
2012: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01481
Total number of active participants reported on line 7a of the Form 55002012-01-0172
Number of retired or separated participants receiving benefits2012-01-01238
Number of other retired or separated participants entitled to future benefits2012-01-01131
Total of all active and inactive participants2012-01-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0134
Total participants2012-01-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01487
Total number of active participants reported on line 7a of the Form 55002011-01-0173
Number of retired or separated participants receiving benefits2011-01-01238
Number of other retired or separated participants entitled to future benefits2011-01-01137
Total of all active and inactive participants2011-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0133
Total participants2011-01-01481
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01492
Total number of active participants reported on line 7a of the Form 55002010-01-0177
Number of retired or separated participants receiving benefits2010-01-01261
Number of other retired or separated participants entitled to future benefits2010-01-01147
Total of all active and inactive participants2010-01-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01487
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01497
Total number of active participants reported on line 7a of the Form 55002009-01-0172
Number of retired or separated participants receiving benefits2009-01-01254
Number of other retired or separated participants entitled to future benefits2009-01-01166
Total of all active and inactive participants2009-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN

Measure Date Value
2023 : ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$17,314
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$17,723
Total income from all sources (including contributions)2023-12-31$329,981
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$15,879,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$15,784,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$9,039,832
Value of total assets at beginning of year2023-12-31$24,589,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$94,707
Total interest from all sources2023-12-31$329,981
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$455,387
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$17,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$17,723
Other income not declared elsewhere2023-12-31$0
Administrative expenses (other) incurred2023-12-31$79,150
Total non interest bearing cash at end of year2023-12-31$11,849
Total non interest bearing cash at beginning of year2023-12-31$134,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-15,549,060
Value of net assets at end of year (total assets less liabilities)2023-12-31$9,022,518
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$24,571,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$11,932,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$8,572,596
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$12,522,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$12,522,360
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$329,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$15,784,334
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FIONDELLA, MILONE & LASARACINA, LLP
Accountancy firm EIN2023-12-31061648707
2022 : ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$17,723
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$64,480
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-187,505
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,774,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,643,779
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$24,589,301
Value of total assets at beginning of year2022-12-31$26,598,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$130,822
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$130,822
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$17,723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$64,480
Total non interest bearing cash at end of year2022-12-31$134,698
Total non interest bearing cash at beginning of year2022-12-31$143,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,962,106
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,571,578
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,533,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,932,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,319,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$12,522,360
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$14,134,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$14,134,947
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-187,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,643,779
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FIONDELLA, MILONE & LASARACINA, LLP
Accountancy firm EIN2022-12-31061648707
2021 : ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$64,480
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$16,853
Total income from all sources (including contributions)2021-12-31$666,328
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,687,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,585,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$26,598,164
Value of total assets at beginning of year2021-12-31$27,572,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$102,685
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$102,685
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$64,480
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$16,853
Total non interest bearing cash at end of year2021-12-31$143,997
Total non interest bearing cash at beginning of year2021-12-31$139,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,021,579
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,533,684
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,555,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,319,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,654,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$14,134,947
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$15,028,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$15,028,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$666,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,585,222
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FIONDELLA, MILONE & LASARACINA, LLP
Accountancy firm EIN2021-12-31061648707
2020 : ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$16,853
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$44,828
Total income from all sources (including contributions)2020-12-31$1,171,327
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,744,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,650,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$750,000
Value of total assets at end of year2020-12-31$27,572,116
Value of total assets at beginning of year2020-12-31$28,173,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$94,183
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$94,183
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$16,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$44,828
Total non interest bearing cash at end of year2020-12-31$139,278
Total non interest bearing cash at beginning of year2020-12-31$137,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-573,034
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,555,263
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,128,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,654,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,304,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$15,028,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$15,981,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$15,981,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$421,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$750,000
Employer contributions (assets) at end of year2020-12-31$750,000
Employer contributions (assets) at beginning of year2020-12-31$750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,650,178
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FIONDELLA, MILONE & LASARACINA, LLP
Accountancy firm EIN2020-12-31061648707
2019 : ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$44,828
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$20,963
Total income from all sources (including contributions)2019-12-31$5,325,154
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,777,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,641,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$750,000
Value of total assets at end of year2019-12-31$28,173,125
Value of total assets at beginning of year2019-12-31$24,601,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$135,984
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$135,984
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$44,828
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$20,963
Total non interest bearing cash at end of year2019-12-31$137,124
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,547,876
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,128,297
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,580,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,304,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,851,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$15,981,906
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,575,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$750,000
Employer contributions (assets) at end of year2019-12-31$750,000
Employer contributions (assets) at beginning of year2019-12-31$1,750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,641,294
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FIONDELLA, MILONE & LASARACINA, LLP
Accountancy firm EIN2019-12-31061648707
2018 : ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$20,963
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$19,981
Total income from all sources (including contributions)2018-12-31$1,070,669
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,688,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,587,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,250,000
Value of total assets at end of year2018-12-31$24,601,384
Value of total assets at beginning of year2018-12-31$25,217,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$100,610
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$100,610
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$20,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$19,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-617,450
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,580,421
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,197,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$22,851,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,467,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,179,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,250,000
Employer contributions (assets) at end of year2018-12-31$1,750,000
Employer contributions (assets) at beginning of year2018-12-31$750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,587,509
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FIONDELLA, MILONE & LASARACINA, LLP
Accountancy firm EIN2018-12-31061648707
2017 : ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$19,981
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$19,116
Total income from all sources (including contributions)2017-12-31$3,664,765
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,721,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,569,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,500,000
Value of total assets at end of year2017-12-31$25,217,852
Value of total assets at beginning of year2017-12-31$23,274,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$152,660
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$152,660
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$19,981
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$19,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,942,852
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,197,871
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,255,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$24,467,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,774,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,164,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,500,000
Employer contributions (assets) at end of year2017-12-31$750,000
Employer contributions (assets) at beginning of year2017-12-31$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,569,253
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FIONDELLA, MILONE & LASARACINA, LLP
Accountancy firm EIN2017-12-31061648707
2016 : ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$19,116
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$19,119
Total income from all sources (including contributions)2016-12-31$1,098,851
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,647,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,546,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$750,000
Value of total assets at end of year2016-12-31$23,274,135
Value of total assets at beginning of year2016-12-31$23,823,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$100,857
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$81,741
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$19,116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$19,119
Administrative expenses (other) incurred2016-12-31$19,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-548,885
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,255,019
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,803,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,774,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$23,073,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$348,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$750,000
Employer contributions (assets) at end of year2016-12-31$500,000
Employer contributions (assets) at beginning of year2016-12-31$750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,546,879
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FIONDELLA, MILONE & LASARACINA, LLP
Accountancy firm EIN2016-12-31061648707
2015 : ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$19,119
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$89,342
Total income from all sources (including contributions)2015-12-31$1,924,750
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,616,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,505,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,500,000
Value of total assets at end of year2015-12-31$23,823,023
Value of total assets at beginning of year2015-12-31$23,584,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$110,861
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$23,986
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$19,119
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$89,342
Administrative expenses (other) incurred2015-12-31$53,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$308,442
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,803,904
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,495,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$33,514
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$23,073,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$22,334,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$424,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,500,000
Employer contributions (assets) at end of year2015-12-31$750,000
Employer contributions (assets) at beginning of year2015-12-31$1,250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,505,447
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FIONDELLA, MILONE & LASARACINA, LLP
Accountancy firm EIN2015-12-31061648707
2014 : ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$89,342
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$42,957
Total income from all sources (including contributions)2014-12-31$3,213,770
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,629,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,496,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,250,000
Value of total assets at end of year2014-12-31$23,584,804
Value of total assets at beginning of year2014-12-31$21,954,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$133,474
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$29,750
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$89,342
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$42,957
Administrative expenses (other) incurred2014-12-31$70,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,583,936
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,495,462
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,911,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$33,157
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$22,334,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,454,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,963,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,250,000
Employer contributions (assets) at end of year2014-12-31$1,250,000
Employer contributions (assets) at beginning of year2014-12-31$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,496,360
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FIONDELLA, MILONE & LASARACINA, LLP
Accountancy firm EIN2014-12-31061648707
2013 : ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$42,957
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$25,395
Total income from all sources (including contributions)2013-12-31$2,141,007
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,574,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,455,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,910,000
Value of total assets at end of year2013-12-31$21,954,483
Value of total assets at beginning of year2013-12-31$21,370,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$118,810
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$51,786
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$42,957
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$25,395
Administrative expenses (other) incurred2013-12-31$43,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$566,578
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,911,526
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,344,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$23,296
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$21,454,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,030,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$231,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,910,000
Employer contributions (assets) at end of year2013-12-31$500,000
Employer contributions (assets) at beginning of year2013-12-31$340,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,455,619
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FIONDELLA, MILONE & LASARACINA, LLP
Accountancy firm EIN2013-12-31061648707
2012 : ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$25,395
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$19,642
Total income from all sources (including contributions)2012-12-31$3,622,430
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,538,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,415,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,927,654
Value of total assets at end of year2012-12-31$21,370,343
Value of total assets at beginning of year2012-12-31$19,280,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$123,038
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$50,675
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$25,395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$19,642
Administrative expenses (other) incurred2012-12-31$49,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,083,853
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,344,948
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,261,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$23,047
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$21,030,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,118,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,694,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,927,654
Employer contributions (assets) at end of year2012-12-31$340,000
Employer contributions (assets) at beginning of year2012-12-31$162,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,415,539
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FIONDELLA, MILONE & LASARACINA, LLP
Accountancy firm EIN2012-12-31061648707
2011 : ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$19,642
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$57,442
Total income from all sources (including contributions)2011-12-31$1,497,667
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,529,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,423,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$967,346
Value of total assets at end of year2011-12-31$19,280,737
Value of total assets at beginning of year2011-12-31$19,350,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$105,603
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$46,121
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$19,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$57,442
Administrative expenses (other) incurred2011-12-31$31,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-31,778
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,261,095
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,292,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$28,115
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$19,118,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$18,655,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$530,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$967,346
Employer contributions (assets) at end of year2011-12-31$162,346
Employer contributions (assets) at beginning of year2011-12-31$695,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,423,842
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FIONDELLA, MILONE & LASARACINA, LLP
Accountancy firm EIN2011-12-31061648707
2010 : ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$57,442
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$60,328
Total income from all sources (including contributions)2010-12-31$1,219,214
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,545,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,411,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,195,000
Value of total assets at end of year2010-12-31$19,350,315
Value of total assets at beginning of year2010-12-31$19,679,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$133,927
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$49,550
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$57,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$60,328
Administrative expenses (other) incurred2010-12-31$17,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-326,272
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,292,873
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,619,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$66,603
Value of interest in common/collective trusts at end of year2010-12-31$18,655,315
Value of interest in common/collective trusts at beginning of year2010-12-31$18,679,473
Net investment gain or loss from common/collective trusts2010-12-31$24,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,195,000
Employer contributions (assets) at end of year2010-12-31$695,000
Employer contributions (assets) at beginning of year2010-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,411,559
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FIONDELLA, MILONE & LASARACINA, LLP
Accountancy firm EIN2010-12-31061648707
2009 : ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$-1,000,000
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$1,000,000

Form 5500 Responses for ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN

2023: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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