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WESTERN METAL INDUSTRY PENSION PLAN 401k Plan overview

Plan NameWESTERN METAL INDUSTRY PENSION PLAN
Plan identification number 001

WESTERN METAL INDUSTRY PENSION PLAN 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).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BOARD OF TRUSTEES, WESTERN METAL INDUSTRY PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, WESTERN METAL INDUSTRY PENSION PLAN
Employer identification number (EIN):916033499
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN METAL INDUSTRY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ART BOULTON CRAIGNELSON2018-10-11
0012016-01-01ART BOULTON CRAIGNELSON2017-10-11
0012015-01-01ART BOULTON DAN WHITE2016-10-17
0012014-01-01ART BOULTON DAN WHITE2015-10-13
0012013-01-01ART BOULTON DAN WHITE2014-10-09
0012012-01-01ART BOULTON DAN WHITE2013-10-15
0012011-01-01ARTHUR BOULTON DANIEL WHITE2012-10-15
0012010-01-01ARTHUR BOULTON DANIEL WHITE2011-10-07
0012009-01-01ARTHUR BOULTON DANIEL WHITE2010-10-15
0012009-01-012010-10-13 DANIEL WHITE2010-10-13

Plan Statistics for WESTERN METAL INDUSTRY PENSION PLAN

401k plan membership statisitcs for WESTERN METAL INDUSTRY PENSION PLAN

Measure Date Value
2023: WESTERN METAL INDUSTRY PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0113,753
Total number of active participants reported on line 7a of the Form 55002023-01-011,716
Number of retired or separated participants receiving benefits2023-01-016,073
Number of other retired or separated participants entitled to future benefits2023-01-014,812
Total of all active and inactive participants2023-01-0112,601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011,350
Total participants2023-01-0113,951
Number of employers contributing to the scheme2023-01-0148
2022: WESTERN METAL INDUSTRY PENSION PLAN 2022 401k membership
Current value of assets2022-12-311,202,403,691
Acturial value of assets for funding standard account2022-12-311,117,879,219
Accrued liability for plan using immediate gains methods2022-12-311,251,660,548
Accrued liability under unit credit cost method2022-12-311,251,660,548
RPA 94 current liability2022-12-311,969,143,442
Expected increase in current liability due to benefits accruing during the plan year2022-12-317,219,377
Expected release from RPA 94 current liability for plan year2022-12-3190,701,559
Expected plan disbursements for the plan year2022-12-3188,730,955
Current value of assets2022-12-311,202,403,691
Number of retired participants and beneficiaries receiving payment2022-12-317,654
Current liability for retired participants and beneficiaries receiving payment2022-12-311,112,197,200
Number of terminated vested participants2022-12-315,052
Current liability for terminated vested participants2022-12-31640,915,275
Current liability for active participants non vested benefits2022-12-313,554,487
Current liability for active participants vested benefits2022-12-31212,476,480
Total number of active articipats2022-12-311,773
Current liability for active participants2022-12-31216,030,967
Total participant count with liabilities2022-12-3114,479
Total current liabilitoes for participants with libailities2022-12-311,969,143,442
Total employer contributions in plan year2022-12-3132,448,026
Total employee contributions in plan year2022-12-310
Prior year funding deficiency2022-12-310
Employer’s normal cost for plan year as of valuation date2022-12-313,055,113
Prior year credit balance2022-12-3127,004,793
Amortization credits as of valuation date2022-12-3169,234,943
Total participants, beginning-of-year2022-01-0114,462
Total number of active participants reported on line 7a of the Form 55002022-01-011,360
Number of retired or separated participants receiving benefits2022-01-016,071
Number of other retired or separated participants entitled to future benefits2022-01-014,988
Total of all active and inactive participants2022-01-0112,419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011,334
Total participants2022-01-0113,753
Number of employers contributing to the scheme2022-01-0152
2021: WESTERN METAL INDUSTRY PENSION PLAN 2021 401k membership
Current value of assets2021-12-311,091,536,313
Acturial value of assets for funding standard account2021-12-311,091,536,313
Accrued liability for plan using immediate gains methods2021-12-311,259,711,820
Accrued liability under unit credit cost method2021-12-311,259,711,820
RPA 94 current liability2021-12-311,971,125,595
Expected increase in current liability due to benefits accruing during the plan year2021-12-318,277,727
Expected release from RPA 94 current liability for plan year2021-12-310
Expected plan disbursements for the plan year2021-12-3189,736,730
Current value of assets2021-12-311,091,536,313
Number of retired participants and beneficiaries receiving payment2021-12-317,588
Current liability for retired participants and beneficiaries receiving payment2021-12-311,107,351,327
Number of terminated vested participants2021-12-315,137
Current liability for terminated vested participants2021-12-31630,810,070
Current liability for active participants non vested benefits2021-12-313,095,820
Current liability for active participants vested benefits2021-12-31229,868,378
Total number of active articipats2021-12-311,917
Current liability for active participants2021-12-31232,964,198
Total participant count with liabilities2021-12-3114,642
Total current liabilitoes for participants with libailities2021-12-311,971,125,595
Total employer contributions in plan year2021-12-3127,742,063
Total employee contributions in plan year2021-12-310
Employer’s normal cost for plan year as of valuation date2021-12-313,696,160
Prior year credit balance2021-12-3122,144,623
Amortization credits as of valuation date2021-12-3166,562,542
Total participants, beginning-of-year2021-01-0114,477
Total number of active participants reported on line 7a of the Form 55002021-01-011,773
Number of retired or separated participants receiving benefits2021-01-016,146
Number of other retired or separated participants entitled to future benefits2021-01-015,134
Total of all active and inactive participants2021-01-0113,053
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011,409
Total participants2021-01-0114,462
Number of employers contributing to the scheme2021-01-0152
2020: WESTERN METAL INDUSTRY PENSION PLAN 2020 401k membership
Current value of assets2020-12-31983,398,099
Acturial value of assets for funding standard account2020-12-31964,925,461
Accrued liability for plan using immediate gains methods2020-12-311,153,553,710
Accrued liability under unit credit cost method2020-12-311,153,553,710
RPA 94 current liability2020-12-311,896,241,378
Expected increase in current liability due to benefits accruing during the plan year2020-12-318,123,428
Expected release from RPA 94 current liability for plan year2020-12-310
Expected plan disbursements for the plan year2020-12-3187,528,238
Current value of assets2020-12-31983,398,099
Number of retired participants and beneficiaries receiving payment2020-12-317,478
Current liability for retired participants and beneficiaries receiving payment2020-12-311,054,135,014
Number of terminated vested participants2020-12-315,238
Current liability for terminated vested participants2020-12-31591,768,133
Current liability for active participants non vested benefits2020-12-312,569,428
Current liability for active participants vested benefits2020-12-31247,768,803
Total number of active articipats2020-12-312,452
Current liability for active participants2020-12-31250,338,231
Total participant count with liabilities2020-12-3115,168
Total current liabilitoes for participants with libailities2020-12-311,896,241,378
Total employer contributions in plan year2020-12-3120,996,547
Total employee contributions in plan year2020-12-310
Employer’s normal cost for plan year as of valuation date2020-12-313,391,592
Prior year credit balance2020-12-3131,072,030
Amortization credits as of valuation date2020-12-3151,516,822
Total participants, beginning-of-year2020-01-0114,948
Total number of active participants reported on line 7a of the Form 55002020-01-011,887
Number of retired or separated participants receiving benefits2020-01-016,199
Number of other retired or separated participants entitled to future benefits2020-01-015,038
Total of all active and inactive participants2020-01-0113,124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011,353
Total participants2020-01-0114,477
Number of employers contributing to the scheme2020-01-0156
2019: WESTERN METAL INDUSTRY PENSION PLAN 2019 401k membership
Current value of assets2019-12-31889,869,380
Acturial value of assets for funding standard account2019-12-31965,719,626
Accrued liability for plan using immediate gains methods2019-12-311,159,433,879
Accrued liability under unit credit cost method2019-12-311,159,433,879
RPA 94 current liability2019-12-311,803,492,229
Expected increase in current liability due to benefits accruing during the plan year2019-12-317,566,544
Expected release from RPA 94 current liability for plan year2019-12-310
Expected plan disbursements for the plan year2019-12-3185,299,725
Current value of assets2019-12-31889,869,380
Number of retired participants and beneficiaries receiving payment2019-12-317,414
Current liability for retired participants and beneficiaries receiving payment2019-12-31996,611,305
Number of terminated vested participants2019-12-315,261
Current liability for terminated vested participants2019-12-31548,775,307
Current liability for active participants non vested benefits2019-12-311,902,323
Current liability for active participants vested benefits2019-12-31256,203,294
Total number of active articipats2019-12-312,506
Current liability for active participants2019-12-31258,105,617
Total participant count with liabilities2019-12-3115,181
Total current liabilitoes for participants with libailities2019-12-311,803,492,229
Total employer contributions in plan year2019-12-3121,064,437
Total employee contributions in plan year2019-12-310
Employer’s normal cost for plan year as of valuation date2019-12-313,580,421
Prior year credit balance2019-12-3140,365,713
Amortization credits as of valuation date2019-12-3151,434,462
Total participants, beginning-of-year2019-01-0115,414
Total number of active participants reported on line 7a of the Form 55002019-01-012,442
Number of retired or separated participants receiving benefits2019-01-016,092
Number of other retired or separated participants entitled to future benefits2019-01-014,815
Total of all active and inactive participants2019-01-0113,349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011,599
Total participants2019-01-0114,948
Number of employers contributing to the scheme2019-01-0172
2018: WESTERN METAL INDUSTRY PENSION PLAN 2018 401k membership
Current value of assets2018-12-31984,440,280
Acturial value of assets for funding standard account2018-12-31952,437,591
Accrued liability for plan using immediate gains methods2018-12-311,159,707,069
Accrued liability under unit credit cost method2018-12-311,159,707,069
RPA 94 current liability2018-12-311,853,175,568
Expected increase in current liability due to benefits accruing during the plan year2018-12-318,633,482
Expected release from RPA 94 current liability for plan year2018-12-310
Expected plan disbursements for the plan year2018-12-3183,230,734
Current value of assets2018-12-31984,440,280
Number of retired participants and beneficiaries receiving payment2018-12-317,406
Current liability for retired participants and beneficiaries receiving payment2018-12-311,017,200,493
Number of terminated vested participants2018-12-315,375
Current liability for terminated vested participants2018-12-31560,137,286
Current liability for active participants non vested benefits2018-12-312,456,309
Current liability for active participants vested benefits2018-12-31273,381,480
Total number of active articipats2018-12-312,388
Current liability for active participants2018-12-31275,837,789
Total participant count with liabilities2018-12-3115,169
Total current liabilitoes for participants with libailities2018-12-311,853,175,568
Total employer contributions in plan year2018-12-3122,102,309
Total employee contributions in plan year2018-12-310
Employer’s normal cost for plan year as of valuation date2018-12-313,972,907
Prior year credit balance2018-12-3150,992,901
Amortization credits as of valuation date2018-12-3150,445,729
Total participants, beginning-of-year2018-01-0115,083
Total number of active participants reported on line 7a of the Form 55002018-01-012,484
Number of retired or separated participants receiving benefits2018-01-015,782
Number of other retired or separated participants entitled to future benefits2018-01-015,684
Total of all active and inactive participants2018-01-0113,950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011,464
Total participants2018-01-0115,414
Number of employers contributing to the scheme2018-01-0159
2017: WESTERN METAL INDUSTRY PENSION PLAN 2017 401k membership
Current value of assets2017-12-31909,609,857
Acturial value of assets for funding standard account2017-12-31984,251,397
Accrued liability for plan using immediate gains methods2017-12-311,159,200,745
Accrued liability under unit credit cost method2017-12-311,159,200,745
RPA 94 current liability2017-12-311,778,561,860
Expected increase in current liability due to benefits accruing during the plan year2017-12-318,931,218
Expected release from RPA 94 current liability for plan year2017-12-310
Expected plan disbursements for the plan year2017-12-3181,504,921
Current value of assets2017-12-31909,609,857
Number of retired participants and beneficiaries receiving payment2017-12-317,252
Current liability for retired participants and beneficiaries receiving payment2017-12-31954,767,385
Number of terminated vested participants2017-12-315,653
Current liability for terminated vested participants2017-12-31495,322,818
Current liability for active participants non vested benefits2017-12-313,440,180
Current liability for active participants vested benefits2017-12-31325,031,477
Total number of active articipats2017-12-313,824
Current liability for active participants2017-12-31328,471,657
Total participant count with liabilities2017-12-3116,729
Total current liabilitoes for participants with libailities2017-12-311,778,561,860
Total employer contributions in plan year2017-12-3119,667,731
Total employee contributions in plan year2017-12-310
Employer’s normal cost for plan year as of valuation date2017-12-314,280,883
Prior year credit balance2017-12-3174,175,145
Amortization credits as of valuation date2017-12-3150,445,729
Total participants, beginning-of-year2017-01-0115,525
Total number of active participants reported on line 7a of the Form 55002017-01-012,388
Number of retired or separated participants receiving benefits2017-01-015,411
Number of other retired or separated participants entitled to future benefits2017-01-015,969
Total of all active and inactive participants2017-01-0113,768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011,315
Total participants2017-01-0115,083
Number of employers contributing to the scheme2017-01-0172
2016: WESTERN METAL INDUSTRY PENSION PLAN 2016 401k membership
Current value of assets2016-12-31922,051,762
Acturial value of assets for funding standard account2016-12-311,022,478,419
Accrued liability for plan using immediate gains methods2016-12-311,143,813,437
Accrued liability under unit credit cost method2016-12-311,143,813,437
RPA 94 current liability2016-12-311,735,748,703
Expected increase in current liability due to benefits accruing during the plan year2016-12-319,124,530
Expected release from RPA 94 current liability for plan year2016-12-310
Expected plan disbursements for the plan year2016-12-3180,958,138
Current value of assets2016-12-31922,051,762
Number of retired participants and beneficiaries receiving payment2016-12-317,154
Current liability for retired participants and beneficiaries receiving payment2016-12-31945,346,712
Number of terminated vested participants2016-12-315,607
Current liability for terminated vested participants2016-12-31468,699,775
Current liability for active participants non vested benefits2016-12-312,651,240
Current liability for active participants vested benefits2016-12-31319,050,976
Total number of active articipats2016-12-314,129
Current liability for active participants2016-12-31321,702,216
Total participant count with liabilities2016-12-3116,890
Total current liabilitoes for participants with libailities2016-12-311,735,748,703
Total employer contributions in plan year2016-12-3119,194,508
Total employee contributions in plan year2016-12-310
Prior year funding deficiency2016-12-310
Employer’s normal cost for plan year as of valuation date2016-12-314,616,022
Prior year credit balance2016-12-3191,720,432
Amortization credits as of valuation date2016-12-3150,445,729
Total participants, beginning-of-year2016-01-0115,780
Total number of active participants reported on line 7a of the Form 55002016-01-013,824
Number of retired or separated participants receiving benefits2016-01-015,841
Number of other retired or separated participants entitled to future benefits2016-01-014,582
Total of all active and inactive participants2016-01-0114,247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011,278
Total participants2016-01-0115,525
Number of employers contributing to the scheme2016-01-0162
2015: WESTERN METAL INDUSTRY PENSION PLAN 2015 401k membership
Current value of assets2015-12-31985,927,699
Acturial value of assets for funding standard account2015-12-311,048,601,458
Accrued liability for plan using immediate gains methods2015-12-311,141,892,825
Accrued liability under unit credit cost method2015-12-311,141,892,825
RPA 94 current liability2015-12-311,695,130,836
Expected increase in current liability due to benefits accruing during the plan year2015-12-318,785,774
Expected release from RPA 94 current liability for plan year2015-12-310
Expected plan disbursements for the plan year2015-12-3179,990,935
Current value of assets2015-12-31985,927,699
Number of retired participants and beneficiaries receiving payment2015-12-317,107
Current liability for retired participants and beneficiaries receiving payment2015-12-31932,942,592
Number of terminated vested participants2015-12-315,569
Current liability for terminated vested participants2015-12-31441,196,578
Current liability for active participants non vested benefits2015-12-312,467,133
Current liability for active participants vested benefits2015-12-31318,524,533
Total number of active articipats2015-12-314,178
Current liability for active participants2015-12-31320,991,666
Total participant count with liabilities2015-12-3116,854
Total current liabilitoes for participants with libailities2015-12-311,695,130,836
Total employer contributions in plan year2015-12-3118,403,107
Total employee contributions in plan year2015-12-310
Value in reduction in liability resulting from the reduction in benefits2015-12-312,166,927
Prior year funding deficiency2015-12-310
Employer’s normal cost for plan year as of valuation date2015-12-314,638,997
Prior year credit balance2015-12-31106,106,867
Amortization credits as of valuation date2015-12-3150,445,729
Total participants, beginning-of-year2015-01-0115,865
Total number of active participants reported on line 7a of the Form 55002015-01-014,128
Number of retired or separated participants receiving benefits2015-01-015,737
Number of other retired or separated participants entitled to future benefits2015-01-014,654
Total of all active and inactive participants2015-01-0114,519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011,261
Total participants2015-01-0115,780
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-0165
2014: WESTERN METAL INDUSTRY PENSION PLAN 2014 401k membership
Current value of assets2014-12-31998,091,880
Acturial value of assets for funding standard account2014-12-311,054,661,704
Accrued liability for plan using immediate gains methods2014-12-311,088,060,924
Accrued liability under unit credit cost method2014-12-311,088,060,924
RPA 94 current liability2014-12-311,675,130,714
Expected increase in current liability due to benefits accruing during the plan year2014-12-318,220,599
Expected release from RPA 94 current liability for plan year2014-12-310
Expected plan disbursements for the plan year2014-12-3180,680,337
Current value of assets2014-12-31998,091,880
Number of retired participants and beneficiaries receiving payment2014-12-317,059
Current liability for retired participants and beneficiaries receiving payment2014-12-31937,290,978
Number of terminated vested participants2014-12-315,644
Current liability for terminated vested participants2014-12-31434,625,360
Current liability for active participants non vested benefits2014-12-313,277,026
Current liability for active participants vested benefits2014-12-31299,937,350
Total number of active articipats2014-12-314,054
Current liability for active participants2014-12-31303,214,376
Total participant count with liabilities2014-12-3116,757
Total current liabilitoes for participants with libailities2014-12-311,675,130,714
Total employer contributions in plan year2014-12-3123,417,524
Total employee contributions in plan year2014-12-310
Value in reduction in liability resulting from the reduction in benefits2014-12-314,711,681
Prior year funding deficiency2014-12-310
Employer’s normal cost for plan year as of valuation date2014-12-314,188,291
Prior year credit balance2014-12-31105,593,401
Amortization credits as of valuation date2014-12-3152,511,923
Total participants, beginning-of-year2014-01-0115,797
Total number of active participants reported on line 7a of the Form 55002014-01-014,177
Number of retired or separated participants receiving benefits2014-01-015,722
Number of other retired or separated participants entitled to future benefits2014-01-014,713
Total of all active and inactive participants2014-01-0114,612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011,253
Total participants2014-01-0115,865
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-0173
2013: WESTERN METAL INDUSTRY PENSION PLAN 2013 401k membership
Current value of assets2013-12-31924,152,115
Acturial value of assets for funding standard account2013-12-311,065,981,647
Accrued liability for plan using immediate gains methods2013-12-311,088,874,847
Accrued liability under unit credit cost method2013-12-311,088,874,847
RPA 94 current liability2013-12-311,660,842,910
Expected increase in current liability due to benefits accruing during the plan year2013-12-317,838,680
Expected release from RPA 94 current liability for plan year2013-12-310
Expected plan disbursements for the plan year2013-12-3179,994,674
Current value of assets2013-12-31924,152,115
Number of retired participants and beneficiaries receiving payment2013-12-317,032
Current liability for retired participants and beneficiaries receiving payment2013-12-31938,761,976
Number of terminated vested participants2013-12-315,761
Current liability for terminated vested participants2013-12-31420,487,710
Current liability for active participants non vested benefits2013-12-313,064,933
Current liability for active participants vested benefits2013-12-31298,528,291
Total number of active articipats2013-12-314,043
Current liability for active participants2013-12-31301,593,224
Total participant count with liabilities2013-12-3116,836
Total current liabilitoes for participants with libailities2013-12-311,660,842,910
Total employer contributions in plan year2013-12-3116,041,043
Total employee contributions in plan year2013-12-310
Value in reduction in liability resulting from the reduction in benefits2013-12-3110,986,184
Prior year funding deficiency2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-314,051,331
Prior year credit balance2013-12-31106,715,423
Amortization credits as of valuation date2013-12-3156,229,800
Total participants, beginning-of-year2013-01-0115,853
Total number of active participants reported on line 7a of the Form 55002013-01-013,985
Number of retired or separated participants receiving benefits2013-01-015,682
Number of other retired or separated participants entitled to future benefits2013-01-014,877
Total of all active and inactive participants2013-01-0114,544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011,253
Total participants2013-01-0115,797
Number of employers contributing to the scheme2013-01-0170
2012: WESTERN METAL INDUSTRY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0115,837
Total number of active participants reported on line 7a of the Form 55002012-01-013,958
Number of retired or separated participants receiving benefits2012-01-015,677
Number of other retired or separated participants entitled to future benefits2012-01-014,966
Total of all active and inactive participants2012-01-0114,601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011,252
Total participants2012-01-0115,853
Number of employers contributing to the scheme2012-01-0172
2011: WESTERN METAL INDUSTRY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0115,537
Total number of active participants reported on line 7a of the Form 55002011-01-013,890
Number of retired or separated participants receiving benefits2011-01-015,641
Number of other retired or separated participants entitled to future benefits2011-01-015,070
Total of all active and inactive participants2011-01-0114,601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011,236
Total participants2011-01-0115,837
Number of employers contributing to the scheme2011-01-0180
2010: WESTERN METAL INDUSTRY PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0115,696
Total number of active participants reported on line 7a of the Form 55002010-01-013,418
Number of retired or separated participants receiving benefits2010-01-015,664
Number of other retired or separated participants entitled to future benefits2010-01-015,247
Total of all active and inactive participants2010-01-0114,329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011,208
Total participants2010-01-0115,537
Number of employers contributing to the scheme2010-01-01101
2009: WESTERN METAL INDUSTRY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0116,066
Total number of active participants reported on line 7a of the Form 55002009-01-013,541
Number of retired or separated participants receiving benefits2009-01-015,670
Number of other retired or separated participants entitled to future benefits2009-01-015,293
Total of all active and inactive participants2009-01-0114,504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011,192
Total participants2009-01-0115,696
Number of employers contributing to the scheme2009-01-01120

Financial Data on WESTERN METAL INDUSTRY PENSION PLAN

Measure Date Value
2023 : WESTERN METAL INDUSTRY PENSION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$-16,295,484
Total unrealized appreciation/depreciation of assets2023-12-31$-16,295,484
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$4,911,436
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,898,897
Total income from all sources (including contributions)2023-12-31$148,393,304
Total loss/gain on sale of assets2023-12-31$15,297,726
Total of all expenses incurred2023-12-31$90,369,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$86,922,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$20,472,501
Value of total assets at end of year2023-12-31$1,025,352,159
Value of total assets at beginning of year2023-12-31$964,315,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$3,446,296
Total interest from all sources2023-12-31$8,462,172
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$12,826,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$12,740,331
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$856,914
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$852,710
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Assets. Other investments not covered elsewhere at end of year2023-12-31$988,879
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$965,201
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$3,746,440
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$7,457,584
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$7,396,718
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$4,609,529
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$1,522,502
Other income not declared elsewhere2023-12-31$13,443
Administrative expenses (other) incurred2023-12-31$729,992
Liabilities. Value of operating payables at end of year2023-12-31$301,907
Liabilities. Value of operating payables at beginning of year2023-12-31$376,395
Total non interest bearing cash at end of year2023-12-31$5,144,283
Total non interest bearing cash at beginning of year2023-12-31$5,251,686
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$58,024,198
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,020,440,723
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$962,416,525
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
Assets. partnership/joint venture interests at end of year2023-12-31$83,209,563
Assets. partnership/joint venture interests at beginning of year2023-12-31$107,957,057
Investment advisory and management fees2023-12-31$1,264,151
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$638,383,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$587,291,010
Income. Interest from US Government securities2023-12-31$4,247,968
Value of interest in common/collective trusts at end of year2023-12-31$97,531,734
Value of interest in common/collective trusts at beginning of year2023-12-31$85,172,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$11,170,663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$23,964,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$23,964,542
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$4,214,204
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$70,849,894
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$53,319,888
Asset value of US Government securities at end of year2023-12-31$65,920,611
Asset value of US Government securities at beginning of year2023-12-31$45,972,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$59,926,456
Net investment gain or loss from common/collective trusts2023-12-31$30,159,601
Net gain/loss from 103.12 investment entities2023-12-31$17,530,005
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
Contributions received in cash from employer2023-12-31$16,726,061
Employer contributions (assets) at end of year2023-12-31$1,448,804
Employer contributions (assets) at beginning of year2023-12-31$1,646,610
Income. Dividends from common stock2023-12-31$86,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$86,922,810
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$6,658,754
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$38,171,685
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$35,731,253
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$6,353,215
Contract administrator fees2023-12-31$915,170
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 appraiser2023-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$101,007,591
Aggregate carrying amount (costs) on sale of assets2023-12-31$85,709,865
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONALARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
2022 : WESTERN METAL INDUSTRY PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-27,569,223
Total unrealized appreciation/depreciation of assets2022-12-31$-27,569,223
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,898,897
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$14,662,808
Total income from all sources (including contributions)2022-12-31$-152,076,955
Total loss/gain on sale of assets2022-12-31$6,056,939
Total of all expenses incurred2022-12-31$87,910,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$84,688,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$32,448,026
Value of total assets at end of year2022-12-31$964,315,422
Value of total assets at beginning of year2022-12-31$1,217,066,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,222,055
Total interest from all sources2022-12-31$4,809,480
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$13,866,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$13,866,668
Administrative expenses professional fees incurred2022-12-31$303,179
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$852,710
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$837,698
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$965,201
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,037,249
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$16,517,204
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$7,396,718
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$7,789,732
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,522,502
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$14,133,208
Other income not declared elsewhere2022-12-31$90,392
Administrative expenses (other) incurred2022-12-31$734,446
Liabilities. Value of operating payables at end of year2022-12-31$376,395
Liabilities. Value of operating payables at beginning of year2022-12-31$529,600
Total non interest bearing cash at end of year2022-12-31$5,251,686
Total non interest bearing cash at beginning of year2022-12-31$11,045,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-239,987,166
Value of net assets at end of year (total assets less liabilities)2022-12-31$962,416,525
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,202,403,691
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
Assets. partnership/joint venture interests at end of year2022-12-31$107,957,057
Assets. partnership/joint venture interests at beginning of year2022-12-31$110,861,751
Investment advisory and management fees2022-12-31$1,273,357
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$587,291,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$728,637,058
Interest earned on other investments2022-12-31$1,375,945
Income. Interest from US Government securities2022-12-31$3,320,755
Value of interest in common/collective trusts at end of year2022-12-31$85,172,132
Value of interest in common/collective trusts at beginning of year2022-12-31$128,653,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$23,964,542
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$33,642,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$33,642,440
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$112,780
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$53,319,888
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$91,834,766
Asset value of US Government securities at end of year2022-12-31$45,972,968
Asset value of US Government securities at beginning of year2022-12-31$61,330,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-99,783,275
Net investment gain or loss from common/collective trusts2022-12-31$-43,481,084
Net gain/loss from 103.12 investment entities2022-12-31$-38,514,878
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$15,930,822
Employer contributions (assets) at end of year2022-12-31$1,646,610
Employer contributions (assets) at beginning of year2022-12-31$1,440,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$84,688,156
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$38,171,685
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$31,783,526
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$6,353,215
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$8,173,179
Contract administrator fees2022-12-31$911,073
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 appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$279,798,145
Aggregate carrying amount (costs) on sale of assets2022-12-31$273,741,206
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONALARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : WESTERN METAL INDUSTRY PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-18,218,308
Total unrealized appreciation/depreciation of assets2021-12-31$-18,218,308
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$14,662,808
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$11,420,723
Total income from all sources (including contributions)2021-12-31$198,565,893
Total loss/gain on sale of assets2021-12-31$75,440,310
Total of all expenses incurred2021-12-31$87,698,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$84,290,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$27,592,781
Value of total assets at end of year2021-12-31$1,217,066,499
Value of total assets at beginning of year2021-12-31$1,102,957,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,408,462
Total interest from all sources2021-12-31$4,678,229
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$16,510,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$16,460,685
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$336,569
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$837,698
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$855,712
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-317748389
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
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,037,249
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,124,231
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$11,137,553
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$7,789,732
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$5,875,266
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$14,133,208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$10,744,568
Other income not declared elsewhere2021-12-31$213,882
Administrative expenses (other) incurred2021-12-31$666,905
Liabilities. Value of operating payables at end of year2021-12-31$529,600
Liabilities. Value of operating payables at beginning of year2021-12-31$676,155
Total non interest bearing cash at end of year2021-12-31$11,045,479
Total non interest bearing cash at beginning of year2021-12-31$8,269,505
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$110,867,378
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,202,403,691
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,091,536,313
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
Assets. partnership/joint venture interests at end of year2021-12-31$110,861,751
Assets. partnership/joint venture interests at beginning of year2021-12-31$52,849,991
Investment advisory and management fees2021-12-31$1,556,243
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$728,637,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$658,971,167
Interest earned on other investments2021-12-31$1,312,293
Income. Interest from US Government securities2021-12-31$1,187,014
Income. Interest from corporate debt instruments2021-12-31$2,159,632
Value of interest in common/collective trusts at end of year2021-12-31$128,653,217
Value of interest in common/collective trusts at beginning of year2021-12-31$134,069,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$33,642,440
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$27,372,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$27,372,729
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$19,290
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$91,834,766
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$125,675,001
Asset value of US Government securities at end of year2021-12-31$61,330,161
Asset value of US Government securities at beginning of year2021-12-31$43,690,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$59,705,272
Net investment gain or loss from common/collective trusts2021-12-31$29,283,529
Net gain/loss from 103.12 investment entities2021-12-31$3,359,763
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$16,455,228
Employer contributions (assets) at end of year2021-12-31$1,440,243
Employer contributions (assets) at beginning of year2021-12-31$1,589,524
Income. Dividends from common stock2021-12-31$49,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$84,290,053
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$31,783,526
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$21,373,460
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$8,173,179
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$21,240,477
Contract administrator fees2021-12-31$848,745
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
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 appraiser2021-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$361,487,305
Aggregate carrying amount (costs) on sale of assets2021-12-31$286,046,995
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONALARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : WESTERN METAL INDUSTRY PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$9,756,033
Total unrealized appreciation/depreciation of assets2020-12-31$9,756,033
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$11,420,723
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$16,016,617
Total income from all sources (including contributions)2020-12-31$193,767,526
Total loss/gain on sale of assets2020-12-31$2,700,691
Total of all expenses incurred2020-12-31$85,629,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$82,269,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$20,996,547
Value of total assets at end of year2020-12-31$1,102,957,036
Value of total assets at beginning of year2020-12-31$999,414,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,359,371
Total interest from all sources2020-12-31$3,787,773
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$12,325,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$12,267,775
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$354,859
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$855,712
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$2,068,819
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-3130889238
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
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,124,231
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,227,813
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,357,939
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$5,875,266
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$11,541,814
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$10,744,568
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$15,499,868
Other income not declared elsewhere2020-12-31$49,842
Administrative expenses (other) incurred2020-12-31$657,131
Liabilities. Value of operating payables at end of year2020-12-31$676,155
Liabilities. Value of operating payables at beginning of year2020-12-31$516,749
Total non interest bearing cash at end of year2020-12-31$8,269,505
Total non interest bearing cash at beginning of year2020-12-31$7,316,766
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$108,138,214
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,091,536,313
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$983,398,099
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
Assets. partnership/joint venture interests at end of year2020-12-31$52,849,991
Assets. partnership/joint venture interests at beginning of year2020-12-31$56,732,626
Investment advisory and management fees2020-12-31$1,533,848
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$658,971,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$582,409,412
Interest earned on other investments2020-12-31$910,334
Income. Interest from US Government securities2020-12-31$1,017,279
Income. Interest from corporate debt instruments2020-12-31$1,824,971
Value of interest in common/collective trusts at end of year2020-12-31$134,069,686
Value of interest in common/collective trusts at beginning of year2020-12-31$121,777,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$27,372,729
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$32,574,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$32,574,932
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$35,189
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$125,675,001
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$55,561,751
Asset value of US Government securities at end of year2020-12-31$43,690,287
Asset value of US Government securities at beginning of year2020-12-31$40,682,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$55,033,908
Net investment gain or loss from common/collective trusts2020-12-31$34,891,841
Net gain/loss from 103.12 investment entities2020-12-31$54,225,477
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$16,638,608
Employer contributions (assets) at end of year2020-12-31$1,589,524
Employer contributions (assets) at beginning of year2020-12-31$1,845,925
Income. Dividends from common stock2020-12-31$57,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$82,269,941
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$21,373,460
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$23,417,549
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$21,240,477
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$12,592,255
Contract administrator fees2020-12-31$813,533
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$49,665,186
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 appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$248,729,590
Aggregate carrying amount (costs) on sale of assets2020-12-31$246,028,899
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CLIFTONALARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : WESTERN METAL INDUSTRY PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$18,847,502
Total unrealized appreciation/depreciation of assets2019-12-31$18,847,502
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,016,617
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,388,534
Total income from all sources (including contributions)2019-12-31$161,599,800
Total loss/gain on sale of assets2019-12-31$4,684,034
Total of all expenses incurred2019-12-31$85,099,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$81,374,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,035,549
Value of total assets at end of year2019-12-31$999,414,716
Value of total assets at beginning of year2019-12-31$908,286,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,725,298
Total interest from all sources2019-12-31$4,806,340
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$16,080,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$13,607,007
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$338,694
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$2,068,819
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$2,441,946
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-315830000
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
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,227,813
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,219,792
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$-15,167,562
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$11,541,814
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$885,006
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$15,499,868
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$491,978
Other income not declared elsewhere2019-12-31$43,700
Administrative expenses (other) incurred2019-12-31$660,880
Liabilities. Value of operating payables at end of year2019-12-31$516,749
Liabilities. Value of operating payables at beginning of year2019-12-31$896,556
Total non interest bearing cash at end of year2019-12-31$7,316,766
Total non interest bearing cash at beginning of year2019-12-31$9,114,526
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$76,499,831
Value of net assets at end of year (total assets less liabilities)2019-12-31$983,398,099
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$906,898,268
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
Assets. partnership/joint venture interests at end of year2019-12-31$56,732,626
Assets. partnership/joint venture interests at beginning of year2019-12-31$51,355,854
Investment advisory and management fees2019-12-31$1,913,512
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$582,409,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$463,222,218
Interest earned on other investments2019-12-31$1,645,519
Income. Interest from US Government securities2019-12-31$1,289,785
Income. Interest from corporate debt instruments2019-12-31$1,786,212
Value of interest in common/collective trusts at end of year2019-12-31$121,777,847
Value of interest in common/collective trusts at beginning of year2019-12-31$91,115,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$32,574,932
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$21,803,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$21,803,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$84,824
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$55,561,751
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$43,271,223
Asset value of US Government securities at end of year2019-12-31$40,682,021
Asset value of US Government securities at beginning of year2019-12-31$37,804,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$62,273,078
Net investment gain or loss from common/collective trusts2019-12-31$30,661,959
Net gain/loss from 103.12 investment entities2019-12-31$20,167,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$19,203,111
Employer contributions (assets) at end of year2019-12-31$1,845,925
Employer contributions (assets) at beginning of year2019-12-31$19,411,129
Income. Dividends from common stock2019-12-31$2,473,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$81,374,671
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$23,417,549
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$10,707,761
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$12,592,255
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$28,079,743
Contract administrator fees2019-12-31$812,212
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$49,665,186
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$127,854,021
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 appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$872,509,037
Aggregate carrying amount (costs) on sale of assets2019-12-31$867,825,003
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CLIFTONALARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : WESTERN METAL INDUSTRY PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-32,785,743
Total unrealized appreciation/depreciation of assets2018-12-31$-32,785,743
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,388,534
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$10,592,973
Total income from all sources (including contributions)2018-12-31$59,931
Total loss/gain on sale of assets2018-12-31$11,650,199
Total of all expenses incurred2018-12-31$83,031,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$79,148,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$33,701,764
Value of total assets at end of year2018-12-31$908,286,802
Value of total assets at beginning of year2018-12-31$1,000,462,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,882,626
Total interest from all sources2018-12-31$4,562,388
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$18,302,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$15,645,306
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$335,698
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$2,441,946
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$2,488,661
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
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,219,792
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,116,384
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$16,087,648
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$885,006
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$4,600,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$491,978
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$9,750,660
Other income not declared elsewhere2018-12-31$11,952
Administrative expenses (other) incurred2018-12-31$640,005
Liabilities. Value of operating payables at end of year2018-12-31$896,556
Liabilities. Value of operating payables at beginning of year2018-12-31$842,313
Total non interest bearing cash at end of year2018-12-31$9,114,526
Total non interest bearing cash at beginning of year2018-12-31$6,791,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-82,971,445
Value of net assets at end of year (total assets less liabilities)2018-12-31$906,898,268
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$989,869,713
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
Assets. partnership/joint venture interests at end of year2018-12-31$51,355,854
Assets. partnership/joint venture interests at beginning of year2018-12-31$50,410,199
Investment advisory and management fees2018-12-31$2,085,629
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$463,222,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$498,841,002
Interest earned on other investments2018-12-31$1,541,634
Income. Interest from US Government securities2018-12-31$2,934,464
Value of interest in common/collective trusts at end of year2018-12-31$91,115,889
Value of interest in common/collective trusts at beginning of year2018-12-31$95,410,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$21,803,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$33,499,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$33,499,126
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$86,290
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$43,271,223
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$64,985,877
Asset value of US Government securities at end of year2018-12-31$37,804,661
Asset value of US Government securities at beginning of year2018-12-31$43,973,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-34,396,404
Net investment gain or loss from common/collective trusts2018-12-31$705,735
Net gain/loss from 103.12 investment entities2018-12-31$-1,692,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$17,614,116
Employer contributions (assets) at end of year2018-12-31$19,411,129
Employer contributions (assets) at beginning of year2018-12-31$6,636,282
Income. Dividends from common stock2018-12-31$2,657,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$79,148,750
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$10,707,761
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$4,812,452
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$28,079,743
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$27,378,862
Contract administrator fees2018-12-31$821,294
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$127,854,021
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$158,518,838
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 appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$155,605,210
Aggregate carrying amount (costs) on sale of assets2018-12-31$143,955,011
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CLIFTONALARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : WESTERN METAL INDUSTRY PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$19,515,863
Total unrealized appreciation/depreciation of assets2017-12-31$19,515,863
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,592,973
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,434,198
Total income from all sources (including contributions)2017-12-31$153,844,072
Total loss/gain on sale of assets2017-12-31$2,838,823
Total of all expenses incurred2017-12-31$81,413,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$77,412,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$17,267,703
Value of total assets at end of year2017-12-31$1,000,462,686
Value of total assets at beginning of year2017-12-31$923,873,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,001,156
Total interest from all sources2017-12-31$4,538,004
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$16,912,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$14,245,638
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$432,962
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$2,488,661
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$1,942,420
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-3171528162
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
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,116,384
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,958,269
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$451,886
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$4,600,113
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,891,470
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$9,750,660
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$4,835,061
Other income not declared elsewhere2017-12-31$83,918
Administrative expenses (other) incurred2017-12-31$720,099
Liabilities. Value of operating payables at end of year2017-12-31$842,313
Liabilities. Value of operating payables at beginning of year2017-12-31$1,599,137
Total non interest bearing cash at end of year2017-12-31$6,791,140
Total non interest bearing cash at beginning of year2017-12-31$7,741,209
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$72,430,395
Value of net assets at end of year (total assets less liabilities)2017-12-31$989,869,713
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$917,439,318
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
Assets. partnership/joint venture interests at end of year2017-12-31$50,410,199
Assets. partnership/joint venture interests at beginning of year2017-12-31$123,037,910
Investment advisory and management fees2017-12-31$2,110,726
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$498,841,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$416,785,067
Income. Interest from loans (other than to participants)2017-12-31$108,121
Interest earned on other investments2017-12-31$1,623,214
Income. Interest from US Government securities2017-12-31$1,010,281
Income. Interest from corporate debt instruments2017-12-31$1,730,146
Value of interest in common/collective trusts at end of year2017-12-31$95,410,152
Value of interest in common/collective trusts at beginning of year2017-12-31$75,278,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$33,499,126
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$29,062,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$29,062,050
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$66,242
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$64,985,877
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$46,636,068
Asset value of US Government securities at end of year2017-12-31$43,973,598
Asset value of US Government securities at beginning of year2017-12-31$38,120,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$38,970,822
Net investment gain or loss from common/collective trusts2017-12-31$20,121,763
Net gain/loss from 103.12 investment entities2017-12-31$33,594,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$16,815,817
Employer contributions (assets) at end of year2017-12-31$6,636,282
Employer contributions (assets) at beginning of year2017-12-31$9,036,437
Income. Dividends from common stock2017-12-31$2,667,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$77,412,521
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$4,812,452
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$4,187,773
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$27,378,862
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$29,567,878
Contract administrator fees2017-12-31$737,369
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$158,518,838
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$138,628,035
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 appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$131,071,240
Aggregate carrying amount (costs) on sale of assets2017-12-31$128,232,417
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 name2017-12-31CLIFTONALARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : WESTERN METAL INDUSTRY PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$10,822,821
Total unrealized appreciation/depreciation of assets2016-12-31$10,822,821
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,434,198
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$18,231,532
Total income from all sources (including contributions)2016-12-31$68,816,869
Total loss/gain on sale of assets2016-12-31$2,849,798
Total of all expenses incurred2016-12-31$80,386,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$76,590,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$20,066,732
Value of total assets at end of year2016-12-31$923,873,516
Value of total assets at beginning of year2016-12-31$947,240,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,796,493
Total interest from all sources2016-12-31$4,579,401
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$12,015,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$9,537,443
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$455,417
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$1,942,420
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-3180428162
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
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,958,269
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,172,586
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,075,185
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,891,470
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$8,948,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$4,835,061
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$13,165,887
Other income not declared elsewhere2016-12-31$49,330
Administrative expenses (other) incurred2016-12-31$677,759
Liabilities. Value of operating payables at end of year2016-12-31$1,599,137
Liabilities. Value of operating payables at beginning of year2016-12-31$5,065,645
Total non interest bearing cash at end of year2016-12-31$7,741,209
Total non interest bearing cash at beginning of year2016-12-31$7,689,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-11,569,681
Value of net assets at end of year (total assets less liabilities)2016-12-31$917,439,318
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$929,008,999
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
Assets. partnership/joint venture interests at end of year2016-12-31$123,037,910
Assets. partnership/joint venture interests at beginning of year2016-12-31$118,089,880
Investment advisory and management fees2016-12-31$1,928,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$416,785,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$425,108,911
Interest earned on other investments2016-12-31$1,326,522
Income. Interest from US Government securities2016-12-31$1,141,800
Income. Interest from corporate debt instruments2016-12-31$2,070,081
Value of interest in common/collective trusts at end of year2016-12-31$75,278,674
Value of interest in common/collective trusts at beginning of year2016-12-31$79,551,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$29,062,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$27,061,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$27,061,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$40,998
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$46,636,068
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$47,574,932
Asset value of US Government securities at end of year2016-12-31$38,120,256
Asset value of US Government securities at beginning of year2016-12-31$31,340,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$22,913,712
Net investment gain or loss from common/collective trusts2016-12-31$-4,280,888
Net gain/loss from 103.12 investment entities2016-12-31$-199,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$17,991,547
Employer contributions (assets) at end of year2016-12-31$9,036,437
Employer contributions (assets) at beginning of year2016-12-31$8,297,172
Income. Dividends from common stock2016-12-31$2,477,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$76,590,057
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$4,187,773
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$7,922,438
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$29,567,878
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$30,815,171
Contract administrator fees2016-12-31$734,635
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$138,628,035
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$152,668,600
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 appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$63,979,278
Aggregate carrying amount (costs) on sale of assets2016-12-31$61,129,480
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CLIFTONALARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : WESTERN METAL INDUSTRY PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-12,436,034
Total unrealized appreciation/depreciation of assets2015-12-31$-12,436,034
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$18,231,532
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$47,921,419
Total income from all sources (including contributions)2015-12-31$23,267,844
Total loss/gain on sale of assets2015-12-31$1,678,323
Total of all expenses incurred2015-12-31$80,668,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$76,388,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$24,878,374
Value of total assets at end of year2015-12-31$947,240,531
Value of total assets at beginning of year2015-12-31$1,034,331,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,279,833
Total interest from all sources2015-12-31$6,575,577
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$14,262,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$10,976,538
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$41,144,391
Administrative expenses professional fees incurred2015-12-31$352,176
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-3117911882
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
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,172,586
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$4,566,372
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,728,796
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$8,948,763
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$45,022,986
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$13,165,887
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$44,640,056
Other income not declared elsewhere2015-12-31$36,455
Administrative expenses (other) incurred2015-12-31$662,111
Liabilities. Value of operating payables at end of year2015-12-31$5,065,645
Liabilities. Value of operating payables at beginning of year2015-12-31$3,281,363
Total non interest bearing cash at end of year2015-12-31$7,689,307
Total non interest bearing cash at beginning of year2015-12-31$9,679,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-57,400,670
Value of net assets at end of year (total assets less liabilities)2015-12-31$929,008,999
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$986,409,669
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
Assets. partnership/joint venture interests at end of year2015-12-31$118,089,880
Assets. partnership/joint venture interests at beginning of year2015-12-31$74,622,810
Investment advisory and management fees2015-12-31$2,535,899
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$425,108,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$349,348,806
Interest earned on other investments2015-12-31$1,987,100
Income. Interest from US Government securities2015-12-31$1,563,291
Income. Interest from corporate debt instruments2015-12-31$3,021,746
Value of interest in common/collective trusts at end of year2015-12-31$79,551,087
Value of interest in common/collective trusts at beginning of year2015-12-31$29,716,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$27,061,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$49,494,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$49,494,240
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3,440
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$47,574,932
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$55,981,039
Asset value of US Government securities at end of year2015-12-31$31,340,531
Asset value of US Government securities at beginning of year2015-12-31$56,764,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-25,255,769
Net investment gain or loss from common/collective trusts2015-12-31$6,809,239
Net gain/loss from 103.12 investment entities2015-12-31$6,719,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$18,149,578
Employer contributions (assets) at end of year2015-12-31$8,297,172
Employer contributions (assets) at beginning of year2015-12-31$1,368,089
Income. Dividends from common stock2015-12-31$3,285,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$76,388,681
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$7,922,438
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$14,261,639
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$30,815,171
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$42,976,824
Contract administrator fees2015-12-31$729,647
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$152,668,600
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$259,383,167
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 appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$276,892,406
Aggregate carrying amount (costs) on sale of assets2015-12-31$275,214,083
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 name2015-12-31CLIFTONALARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : WESTERN METAL INDUSTRY PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$9,961,099
Total unrealized appreciation/depreciation of assets2014-12-31$9,961,099
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$47,921,419
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$80,691,883
Total income from all sources (including contributions)2014-12-31$63,454,469
Total loss/gain on sale of assets2014-12-31$-2,416,575
Total of all expenses incurred2014-12-31$80,360,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$74,969,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$18,675,739
Value of total assets at end of year2014-12-31$1,034,331,088
Value of total assets at beginning of year2014-12-31$1,084,007,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,391,048
Total interest from all sources2014-12-31$5,058,875
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$18,957,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$14,932,310
Assets. Real estate other than employer real property at end of year2014-12-31$41,144,391
Assets. Real estate other than employer real property at beginning of year2014-12-31$33,101,137
Administrative expenses professional fees incurred2014-12-31$393,802
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-3120159739
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
Assets. Other investments not covered elsewhere at end of year2014-12-31$4,566,372
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,996,895
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,241,492
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$45,022,986
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$34,900,309
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$44,640,056
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$76,029,248
Other income not declared elsewhere2014-12-31$61,934
Administrative expenses (other) incurred2014-12-31$386,258
Liabilities. Value of operating payables at end of year2014-12-31$3,281,363
Liabilities. Value of operating payables at beginning of year2014-12-31$4,662,635
Total non interest bearing cash at end of year2014-12-31$9,679,230
Total non interest bearing cash at beginning of year2014-12-31$11,638,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-16,905,966
Value of net assets at end of year (total assets less liabilities)2014-12-31$986,409,669
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,003,315,635
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
Assets. partnership/joint venture interests at end of year2014-12-31$74,622,810
Assets. partnership/joint venture interests at beginning of year2014-12-31$82,192,150
Investment advisory and management fees2014-12-31$3,895,045
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$349,348,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$304,247,513
Interest earned on other investments2014-12-31$1,549,530
Income. Interest from US Government securities2014-12-31$1,467,613
Income. Interest from corporate debt instruments2014-12-31$2,041,732
Value of interest in common/collective trusts at end of year2014-12-31$29,716,695
Value of interest in common/collective trusts at beginning of year2014-12-31$71,461,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$49,494,240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$90,787,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$90,787,263
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$55,981,039
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$87,861,006
Asset value of US Government securities at end of year2014-12-31$56,764,800
Asset value of US Government securities at beginning of year2014-12-31$33,232,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-284,605
Net investment gain or loss from common/collective trusts2014-12-31$10,729,244
Net gain/loss from 103.12 investment entities2014-12-31$2,711,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$16,434,247
Employer contributions (assets) at end of year2014-12-31$1,368,089
Employer contributions (assets) at beginning of year2014-12-31$1,213,518
Income. Dividends from common stock2014-12-31$4,025,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$74,969,387
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$14,261,639
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$2,239,922
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$42,976,824
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$12,178,225
Contract administrator fees2014-12-31$715,943
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$259,383,167
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$316,956,845
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 appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$420,540,172
Aggregate carrying amount (costs) on sale of assets2014-12-31$422,956,747
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 name2014-12-31CLIFTONALARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : WESTERN METAL INDUSTRY PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$58,216,227
Total unrealized appreciation/depreciation of assets2013-12-31$58,216,227
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$80,691,883
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$58,084,260
Total income from all sources (including contributions)2013-12-31$157,256,768
Total loss/gain on sale of assets2013-12-31$16,431,518
Total of all expenses incurred2013-12-31$80,896,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$74,825,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$18,461,537
Value of total assets at end of year2013-12-31$1,084,007,518
Value of total assets at beginning of year2013-12-31$985,039,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,071,410
Total interest from all sources2013-12-31$1,478,334
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$15,238,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$11,149,097
Assets. Real estate other than employer real property at end of year2013-12-31$33,101,137
Assets. Real estate other than employer real property at beginning of year2013-12-31$30,573,250
Administrative expenses professional fees incurred2013-12-31$326,157
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$10,556,737
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-312245031
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
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,996,895
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,856,088
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,946,583
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$34,900,309
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$20,585,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$76,029,248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$55,071,503
Other income not declared elsewhere2013-12-31$35,064
Administrative expenses (other) incurred2013-12-31$408,395
Liabilities. Value of operating payables at end of year2013-12-31$4,662,635
Liabilities. Value of operating payables at beginning of year2013-12-31$3,012,757
Total non interest bearing cash at end of year2013-12-31$11,638,667
Total non interest bearing cash at beginning of year2013-12-31$9,181,846
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$76,360,259
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,003,315,635
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$926,955,376
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
Assets. partnership/joint venture interests at end of year2013-12-31$82,192,150
Assets. partnership/joint venture interests at beginning of year2013-12-31$69,579,909
Investment advisory and management fees2013-12-31$4,636,119
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$304,247,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$279,536,205
Interest earned on other investments2013-12-31$93,942
Income. Interest from US Government securities2013-12-31$564,153
Income. Interest from corporate debt instruments2013-12-31$811,200
Value of interest in common/collective trusts at end of year2013-12-31$71,461,418
Value of interest in common/collective trusts at beginning of year2013-12-31$65,603,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$90,787,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$90,300,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$90,300,355
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$9,039
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$87,861,006
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$106,890,770
Asset value of US Government securities at end of year2013-12-31$33,232,650
Asset value of US Government securities at beginning of year2013-12-31$24,216,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$19,093,863
Net investment gain or loss from common/collective trusts2013-12-31$12,657,384
Net gain/loss from 103.12 investment entities2013-12-31$15,644,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$14,514,954
Employer contributions (assets) at end of year2013-12-31$1,213,518
Employer contributions (assets) at beginning of year2013-12-31$880,839
Income. Dividends from common stock2013-12-31$4,089,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$74,825,099
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$2,239,922
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$3,240,726
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$12,178,225
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$12,921,200
Contract administrator fees2013-12-31$700,739
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$316,956,845
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$259,116,857
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 appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$295,012,729
Aggregate carrying amount (costs) on sale of assets2013-12-31$278,581,211
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 name2013-12-31CLIFTONALARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : WESTERN METAL INDUSTRY PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$42,160,620
Total unrealized appreciation/depreciation of assets2012-12-31$42,160,620
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$58,084,260
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$54,817,834
Total income from all sources (including contributions)2012-12-31$141,411,242
Total loss/gain on sale of assets2012-12-31$1,994,928
Total of all expenses incurred2012-12-31$80,487,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$74,625,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$16,294,674
Value of total assets at end of year2012-12-31$985,039,636
Value of total assets at beginning of year2012-12-31$920,849,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,861,281
Total interest from all sources2012-12-31$1,825,571
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$15,078,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$10,160,283
Assets. Real estate other than employer real property at end of year2012-12-31$30,573,250
Assets. Real estate other than employer real property at beginning of year2012-12-31$32,086,897
Administrative expenses professional fees incurred2012-12-31$338,940
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$10,556,737
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$11,929,621
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-31232000
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,856,088
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2,476,482
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$20,585,004
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$8,801,079
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$55,071,503
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$51,691,768
Other income not declared elsewhere2012-12-31$45,266
Administrative expenses (other) incurred2012-12-31$368,090
Liabilities. Value of operating payables at end of year2012-12-31$3,012,757
Liabilities. Value of operating payables at beginning of year2012-12-31$3,126,066
Total non interest bearing cash at end of year2012-12-31$9,181,846
Total non interest bearing cash at beginning of year2012-12-31$289,683
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$60,924,199
Value of net assets at end of year (total assets less liabilities)2012-12-31$926,955,376
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$866,031,177
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
Assets. partnership/joint venture interests at end of year2012-12-31$69,579,909
Assets. partnership/joint venture interests at beginning of year2012-12-31$61,323,662
Investment advisory and management fees2012-12-31$4,445,693
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$279,536,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$267,985,907
Interest earned on other investments2012-12-31$15,861
Income. Interest from US Government securities2012-12-31$730,036
Income. Interest from corporate debt instruments2012-12-31$1,038,906
Value of interest in common/collective trusts at end of year2012-12-31$65,603,373
Value of interest in common/collective trusts at beginning of year2012-12-31$50,602,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$90,300,355
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$62,028,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$62,028,006
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$40,768
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$106,890,770
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$113,781,608
Asset value of US Government securities at end of year2012-12-31$24,216,477
Asset value of US Government securities at beginning of year2012-12-31$32,007,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$25,843,748
Net investment gain or loss from common/collective trusts2012-12-31$23,058,411
Net gain/loss from 103.12 investment entities2012-12-31$15,109,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$16,294,674
Employer contributions (assets) at end of year2012-12-31$880,839
Employer contributions (assets) at beginning of year2012-12-31$1,102,036
Income. Dividends from common stock2012-12-31$4,918,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$74,625,762
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$3,240,726
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$5,120,416
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$12,921,200
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$12,501,223
Contract administrator fees2012-12-31$708,558
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$259,116,857
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$258,812,877
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 appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$271,212,272
Aggregate carrying amount (costs) on sale of assets2012-12-31$269,217,344
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CLIFTONALARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : WESTERN METAL INDUSTRY PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-6,267,494
Total unrealized appreciation/depreciation of assets2011-12-31$-6,267,494
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$54,817,834
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$60,981,423
Total income from all sources (including contributions)2011-12-31$-16,150,797
Total loss/gain on sale of assets2011-12-31$-9,186,676
Total of all expenses incurred2011-12-31$79,912,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$74,003,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,719,362
Value of total assets at end of year2011-12-31$920,849,011
Value of total assets at beginning of year2011-12-31$1,023,075,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,908,249
Total interest from all sources2011-12-31$3,503,745
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$15,414,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$10,800,571
Assets. Real estate other than employer real property at end of year2011-12-31$32,086,897
Assets. Real estate other than employer real property at beginning of year2011-12-31$28,166,553
Administrative expenses professional fees incurred2011-12-31$297,954
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$11,929,621
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$24,206,215
Was this plan covered by a fidelity bond2011-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2011-12-311534687
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$2,476,482
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,189,108
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,750
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$8,801,079
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$8,657,349
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$51,691,768
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$57,910,841
Other income not declared elsewhere2011-12-31$82,154
Administrative expenses (other) incurred2011-12-31$346,461
Liabilities. Value of operating payables at end of year2011-12-31$3,126,066
Liabilities. Value of operating payables at beginning of year2011-12-31$3,070,582
Total non interest bearing cash at end of year2011-12-31$289,683
Total non interest bearing cash at beginning of year2011-12-31$323,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-96,062,929
Value of net assets at end of year (total assets less liabilities)2011-12-31$866,031,177
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$962,094,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31Yes
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
Assets. partnership/joint venture interests at end of year2011-12-31$61,323,662
Assets. partnership/joint venture interests at beginning of year2011-12-31$46,771,499
Investment advisory and management fees2011-12-31$4,564,532
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$267,985,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$288,830,534
Interest earned on other investments2011-12-31$114,778
Income. Interest from US Government securities2011-12-31$1,775,887
Income. Interest from corporate debt instruments2011-12-31$1,606,755
Value of interest in common/collective trusts at end of year2011-12-31$50,602,105
Value of interest in common/collective trusts at beginning of year2011-12-31$53,591,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$62,028,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$84,567,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$84,567,969
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$6,325
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$113,781,608
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$123,587,081
Asset value of US Government securities at end of year2011-12-31$32,007,409
Asset value of US Government securities at beginning of year2011-12-31$37,263,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-19,950,607
Net investment gain or loss from common/collective trusts2011-12-31$-1,517,450
Net gain/loss from 103.12 investment entities2011-12-31$-10,948,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$12,709,612
Employer contributions (assets) at end of year2011-12-31$1,102,036
Employer contributions (assets) at beginning of year2011-12-31$383,559
Income. Dividends from preferred stock2011-12-31$2
Income. Dividends from common stock2011-12-31$4,614,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$74,003,883
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$5,120,416
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$6,788,126
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$12,501,223
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$17,962,706
Contract administrator fees2011-12-31$699,302
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$258,812,877
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$299,786,545
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 appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$284,261,985
Aggregate carrying amount (costs) on sale of assets2011-12-31$293,448,661
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 name2011-12-31CLIFTONALARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : WESTERN METAL INDUSTRY PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$46,770,828
Total unrealized appreciation/depreciation of assets2010-12-31$46,770,828
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$60,981,423
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$74,369,879
Total income from all sources (including contributions)2010-12-31$125,359,426
Total loss/gain on sale of assets2010-12-31$2,900,179
Total of all expenses incurred2010-12-31$79,473,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$73,958,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,749,603
Value of total assets at end of year2010-12-31$1,023,075,529
Value of total assets at beginning of year2010-12-31$990,578,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,515,247
Total interest from all sources2010-12-31$3,716,309
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,977,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,571,932
Assets. Real estate other than employer real property at end of year2010-12-31$28,166,553
Assets. Real estate other than employer real property at beginning of year2010-12-31$26,014,039
Administrative expenses professional fees incurred2010-12-31$373,635
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$24,206,215
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$24,368,384
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2010-12-311548261
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,189,108
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,125,080
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$8,657,349
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$9,683,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$57,910,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$65,183,029
Other income not declared elsewhere2010-12-31$-3,852,574
Administrative expenses (other) incurred2010-12-31$303,181
Liabilities. Value of operating payables at end of year2010-12-31$3,070,582
Liabilities. Value of operating payables at beginning of year2010-12-31$9,186,850
Total non interest bearing cash at end of year2010-12-31$323,195
Total non interest bearing cash at beginning of year2010-12-31$15,818,943
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$45,885,512
Value of net assets at end of year (total assets less liabilities)2010-12-31$962,094,106
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$916,208,594
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
Assets. partnership/joint venture interests at end of year2010-12-31$46,771,499
Assets. partnership/joint venture interests at beginning of year2010-12-31$2,380,986
Investment advisory and management fees2010-12-31$4,208,780
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$288,830,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$275,355,284
Interest earned on other investments2010-12-31$507,704
Income. Interest from US Government securities2010-12-31$1,487,430
Income. Interest from corporate debt instruments2010-12-31$1,640,736
Value of interest in common/collective trusts at end of year2010-12-31$53,591,488
Value of interest in common/collective trusts at beginning of year2010-12-31$45,330,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$84,567,969
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$95,523,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$95,523,981
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$80,439
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$123,587,081
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$93,809,434
Asset value of US Government securities at end of year2010-12-31$37,263,602
Asset value of US Government securities at beginning of year2010-12-31$39,816,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$22,848,143
Net investment gain or loss from common/collective trusts2010-12-31$25,411,808
Net gain/loss from 103.12 investment entities2010-12-31$9,837,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$11,749,603
Employer contributions (assets) at end of year2010-12-31$383,559
Employer contributions (assets) at beginning of year2010-12-31$641,626
Income. Dividends from preferred stock2010-12-31$8
Income. Dividends from common stock2010-12-31$4,405,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$73,958,667
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$6,788,126
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$5,456,284
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$17,962,706
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$21,294,641
Contract administrator fees2010-12-31$629,651
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$299,786,545
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$333,959,919
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 appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$304,524,478
Aggregate carrying amount (costs) on sale of assets2010-12-31$301,624,299
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 name2010-12-31LOCKITCH, CLEMENTS & RICE, P.S.
Accountancy firm EIN2010-12-31910903661
2009 : WESTERN METAL INDUSTRY PENSION PLAN 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2009-12-312449164
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 WESTERN METAL INDUSTRY PENSION PLAN

2023: WESTERN METAL INDUSTRY PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-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: WESTERN METAL INDUSTRY PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-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: WESTERN METAL INDUSTRY PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-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: WESTERN METAL INDUSTRY PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-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: WESTERN METAL INDUSTRY PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-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: WESTERN METAL INDUSTRY PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-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: WESTERN METAL INDUSTRY PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-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: WESTERN METAL INDUSTRY PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-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: WESTERN METAL INDUSTRY PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-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: WESTERN METAL INDUSTRY PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-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: WESTERN METAL INDUSTRY PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-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: WESTERN METAL INDUSTRY PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-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: WESTERN METAL INDUSTRY PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-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: WESTERN METAL INDUSTRY PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-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: WESTERN METAL INDUSTRY PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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