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PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS 401k Plan overview

Plan NamePENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS
Plan identification number 003

PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BECHTEL MARINE PROPULSION CORP. has sponsored the creation of one or more 401k plans.

Company Name:BECHTEL MARINE PROPULSION CORP.
Employer identification number (EIN):262569722
NAIC Classification:541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032017-01-01WILLIAM K. PARKER
0032016-01-01WILLIAM K. PARKER
0032015-01-01WILLIAM K. PARKER
0032014-01-01WILLIAM K. PARKER
0032013-01-01WILLIAM K. PARKER
0032012-01-01JANEY B. DYGERT
0032011-01-01BILL PARKER BILL PARKER2012-10-16
0032009-01-01JANEY DYGERT JANEY DYGERT2011-02-10
0032009-01-01
0032009-01-01
0032009-01-01JANEY DYGERT JANEY DYGERT2010-10-14

Plan Statistics for PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS

401k plan membership statisitcs for PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS

Measure Date Value
2017: PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS 2017 401k membership
Market value of plan assets2017-12-31105,548,883
Acturial value of plan assets2017-12-31107,546,711
Funding target for retired participants and beneficiaries receiving payment2017-12-3158,435,427
Number of terminated vested participants2017-12-31161
Fundng target for terminated vested participants2017-12-3110,047,892
Active participant vested funding target2017-12-3137,132,434
Number of active participants2017-12-31303
Total funding liabilities for active participants2017-12-3137,726,118
Total participant count2017-12-31769
Total funding target for all participants2017-12-31106,209,437
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-315,369,439
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-311,328,957
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-314,040,482
Present value of excess contributions2017-12-313,441,178
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-313,680,538
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-313,680,538
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-318,056,380
Total employer contributions2017-12-312,600,000
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 date2017-12-312,533,564
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
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 cost2017-12-313,066,591
Net shortfall amortization installment of oustanding balance2017-12-316,719,106
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-315,030,480
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-312,496,916
Additional cash requirement2017-12-312,533,564
Contributions allocatedtoward minimum required contributions for current year2017-12-312,533,564
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01768
Total number of active participants reported on line 7a of the Form 55002017-01-01278
Number of retired or separated participants receiving benefits2017-01-01286
Number of other retired or separated participants entitled to future benefits2017-01-01163
Total of all active and inactive participants2017-01-01727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0135
Total participants2017-01-01762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS 2016 401k membership
Market value of plan assets2016-12-3195,113,882
Acturial value of plan assets2016-12-31101,211,131
Funding target for retired participants and beneficiaries receiving payment2016-12-3153,949,193
Number of terminated vested participants2016-12-31172
Fundng target for terminated vested participants2016-12-317,672,088
Active participant vested funding target2016-12-3137,976,271
Number of active participants2016-12-31317
Total funding liabilities for active participants2016-12-3138,823,894
Total participant count2016-12-31774
Total funding target for all participants2016-12-31100,445,175
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-315,332,998
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-311,322,502
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-314,010,496
Present value of excess contributions2016-12-311,485,217
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,461,612
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-311,461,612
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 year2016-12-315,369,439
Total employer contributions2016-12-318,300,000
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 date2016-12-318,119,092
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-313,024,167
Net shortfall amortization installment of oustanding balance2016-12-314,603,483
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-316,006,871
Prefunding balance elected to use to offset funding requirement2016-12-311,328,957
Additional cash requirement2016-12-314,677,914
Contributions allocatedtoward minimum required contributions for current year2016-12-318,119,092
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01774
Total number of active participants reported on line 7a of the Form 55002016-01-01293
Number of retired or separated participants receiving benefits2016-01-01269
Number of other retired or separated participants entitled to future benefits2016-01-01170
Total of all active and inactive participants2016-01-01732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0136
Total participants2016-01-01768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS 2015 401k membership
Total participants, beginning-of-year2015-01-01780
Total number of active participants reported on line 7a of the Form 55002015-01-01317
Number of retired or separated participants receiving benefits2015-01-01251
Number of other retired or separated participants entitled to future benefits2015-01-01172
Total of all active and inactive participants2015-01-01740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0134
Total participants2015-01-01774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS 2014 401k membership
Total participants, beginning-of-year2014-01-01783
Total number of active participants reported on line 7a of the Form 55002014-01-01342
Number of retired or separated participants receiving benefits2014-01-01246
Number of other retired or separated participants entitled to future benefits2014-01-01162
Total of all active and inactive participants2014-01-01750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0130
Total participants2014-01-01780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS 2013 401k membership
Total participants, beginning-of-year2013-01-01794
Total number of active participants reported on line 7a of the Form 55002013-01-01382
Number of retired or separated participants receiving benefits2013-01-01234
Number of other retired or separated participants entitled to future benefits2013-01-01140
Total of all active and inactive participants2013-01-01756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0127
Total participants2013-01-01783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS 2012 401k membership
Total participants, beginning-of-year2012-01-01792
Total number of active participants reported on line 7a of the Form 55002012-01-01404
Number of retired or separated participants receiving benefits2012-01-01221
Number of other retired or separated participants entitled to future benefits2012-01-01146
Total of all active and inactive participants2012-01-01771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0123
Total participants2012-01-01794
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS 2011 401k membership
Total participants, beginning-of-year2011-01-01742
Total number of active participants reported on line 7a of the Form 55002011-01-01420
Number of retired or separated participants receiving benefits2011-01-01201
Number of other retired or separated participants entitled to future benefits2011-01-01149
Total of all active and inactive participants2011-01-01770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0122
Total participants2011-01-01792
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS 2009 401k membership
Total participants, beginning-of-year2009-01-01705
Total number of active participants reported on line 7a of the Form 55002009-01-01401
Number of retired or separated participants receiving benefits2009-01-01167
Number of other retired or separated participants entitled to future benefits2009-01-01131
Total of all active and inactive participants2009-01-01699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0117
Total participants2009-01-01716
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS

Measure Date Value
2017 : PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS 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$114,713
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$134,014
Total income from all sources (including contributions)2017-12-31$25,577,432
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,029,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,924,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,600,000
Value of total assets at end of year2017-12-31$124,077,503
Value of total assets at beginning of year2017-12-31$105,548,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,105,209
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$245,773
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
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
Administrative expenses (other) incurred2017-12-31$450,048
Liabilities. Value of operating payables at end of year2017-12-31$114,713
Liabilities. Value of operating payables at beginning of year2017-12-31$134,014
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$18,547,921
Value of net assets at end of year (total assets less liabilities)2017-12-31$123,962,790
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$105,414,869
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
Investment advisory and management fees2017-12-31$409,388
Value of interest in master investment trust accounts at end of year2017-12-31$124,077,503
Value of interest in master investment trust accounts at beginning of year2017-12-31$105,548,883
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$2,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,924,302
Did the plan have assets held for investment2017-12-31No
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2017-12-31251408703
2016 : PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS 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$134,014
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$102,087
Total income from all sources (including contributions)2016-12-31$16,639,881
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,236,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,293,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,300,000
Value of total assets at end of year2016-12-31$105,548,883
Value of total assets at beginning of year2016-12-31$95,113,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$943,400
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$219,728
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
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
Administrative expenses (other) incurred2016-12-31$454,200
Liabilities. Value of operating payables at end of year2016-12-31$134,014
Liabilities. Value of operating payables at beginning of year2016-12-31$102,087
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$10,403,074
Value of net assets at end of year (total assets less liabilities)2016-12-31$105,414,869
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$95,011,795
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
Investment advisory and management fees2016-12-31$269,472
Value of interest in master investment trust accounts at end of year2016-12-31$105,548,883
Value of interest in master investment trust accounts at beginning of year2016-12-31$95,113,882
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$8,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,293,407
Did the plan have assets held for investment2016-12-31No
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2016-12-31251408703
2015 : PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS 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$102,087
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$158,290
Total income from all sources (including contributions)2015-12-31$3,528,593
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,758,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,801,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,600,000
Value of total assets at end of year2015-12-31$95,113,882
Value of total assets at beginning of year2015-12-31$97,400,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$957,528
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$202,967
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
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
Administrative expenses (other) incurred2015-12-31$385,571
Liabilities. Value of operating payables at end of year2015-12-31$102,087
Liabilities. Value of operating payables at beginning of year2015-12-31$158,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,229,992
Value of net assets at end of year (total assets less liabilities)2015-12-31$95,011,795
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$97,241,787
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$368,990
Value of interest in master investment trust accounts at end of year2015-12-31$95,113,882
Value of interest in master investment trust accounts at beginning of year2015-12-31$97,400,077
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$5,600,000
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,801,057
Did the plan have assets held for investment2015-12-31No
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2015-12-31251408703
2014 : PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS 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$158,290
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$106,293
Total income from all sources (including contributions)2014-12-31$7,055,333
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,527,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,587,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$97,400,077
Value of total assets at beginning of year2014-12-31$95,820,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$940,329
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$181,427
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
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
Administrative expenses (other) incurred2014-12-31$199,183
Liabilities. Value of operating payables at end of year2014-12-31$158,290
Liabilities. Value of operating payables at beginning of year2014-12-31$106,293
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$1,527,652
Value of net assets at end of year (total assets less liabilities)2014-12-31$97,241,787
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$95,714,135
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$559,719
Value of interest in master investment trust accounts at end of year2014-12-31$97,400,077
Value of interest in master investment trust accounts at beginning of year2014-12-31$88,420,428
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
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$7,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,587,352
Did the plan have assets held for investment2014-12-31No
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2014-12-31251408703
2013 : PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS 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$106,293
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$135,828
Total income from all sources (including contributions)2013-12-31$18,218,721
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,147,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,375,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,600,000
Value of total assets at end of year2013-12-31$95,820,428
Value of total assets at beginning of year2013-12-31$82,778,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$771,878
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$241,328
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
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
Administrative expenses (other) incurred2013-12-31$216,474
Liabilities. Value of operating payables at end of year2013-12-31$106,293
Liabilities. Value of operating payables at beginning of year2013-12-31$135,828
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$13,071,389
Value of net assets at end of year (total assets less liabilities)2013-12-31$95,714,135
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$82,642,746
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$314,076
Value of interest in master investment trust accounts at end of year2013-12-31$88,420,428
Value of interest in master investment trust accounts at beginning of year2013-12-31$74,778,574
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$8,600,000
Employer contributions (assets) at end of year2013-12-31$7,400,000
Employer contributions (assets) at beginning of year2013-12-31$8,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,375,454
Did the plan have assets held for investment2013-12-31No
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2013-12-31251408703
2012 : PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS 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$135,828
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$87,079
Total income from all sources (including contributions)2012-12-31$20,768,974
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,696,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,025,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,468,734
Value of total assets at end of year2012-12-31$82,778,574
Value of total assets at beginning of year2012-12-31$66,657,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$670,534
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$165,273
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
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
Administrative expenses (other) incurred2012-12-31$293,062
Liabilities. Value of operating payables at end of year2012-12-31$135,828
Liabilities. Value of operating payables at beginning of year2012-12-31$87,079
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$16,072,541
Value of net assets at end of year (total assets less liabilities)2012-12-31$82,642,746
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$66,570,205
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$212,199
Value of interest in master investment trust accounts at end of year2012-12-31$74,778,574
Value of interest in master investment trust accounts at beginning of year2012-12-31$64,726,018
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$12,468,734
Employer contributions (assets) at end of year2012-12-31$8,000,000
Employer contributions (assets) at beginning of year2012-12-31$1,931,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,025,899
Did the plan have assets held for investment2012-12-31No
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2012-12-31251408703
2011 : PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS 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$87,079
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$420,965
Total income from all sources (including contributions)2011-12-31$9,419,453
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,038,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,465,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,031,266
Value of total assets at end of year2011-12-31$66,657,284
Value of total assets at beginning of year2011-12-31$61,610,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$572,925
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$149,244
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
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 beginning of year2011-12-31$283,246
Administrative expenses (other) incurred2011-12-31$201,180
Liabilities. Value of operating payables at end of year2011-12-31$87,079
Liabilities. Value of operating payables at beginning of year2011-12-31$137,719
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$263,693
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$5,380,835
Value of net assets at end of year (total assets less liabilities)2011-12-31$66,570,205
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$61,189,370
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$222,501
Value of interest in master investment trust accounts at end of year2011-12-31$64,726,018
Value of interest in master investment trust accounts at beginning of year2011-12-31$61,346,642
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$8,031,266
Employer contributions (assets) at end of year2011-12-31$1,931,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,465,693
Did the plan have assets held for investment2011-12-31No
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2011-12-31134008324
2010 : PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS 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$420,965
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$344,790
Total income from all sources (including contributions)2010-12-31$8,660,558
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,671,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,199,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,700,000
Value of total assets at end of year2010-12-31$61,610,335
Value of total assets at beginning of year2010-12-31$56,544,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$471,957
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$65,518
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
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$283,246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$225,467
Administrative expenses (other) incurred2010-12-31$173,748
Liabilities. Value of operating payables at end of year2010-12-31$137,719
Liabilities. Value of operating payables at beginning of year2010-12-31$119,323
Total non interest bearing cash at end of year2010-12-31$263,693
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$4,989,227
Value of net assets at end of year (total assets less liabilities)2010-12-31$61,189,370
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$56,200,143
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$232,691
Value of interest in master investment trust accounts at end of year2010-12-31$61,346,642
Value of interest in master investment trust accounts at beginning of year2010-12-31$56,544,933
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$2,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,199,374
Did the plan have assets held for investment2010-12-31No
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2010-12-31134008324
2009 : PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS 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

Form 5500 Responses for PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS

2017: PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS 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: PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS 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: PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS 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: PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS 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: PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS 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: PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS 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 planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS 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 planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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