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O'FALLON CASTING, LLC 401(K) PLAN 401k Plan overview

Plan NameO'FALLON CASTING, LLC 401(K) PLAN
Plan identification number 001

O'FALLON CASTING, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

O'FALLON CASTING, LLC has sponsored the creation of one or more 401k plans.

Company Name:O'FALLON CASTING, LLC
Employer identification number (EIN):043777356
NAIC Classification:332110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan O'FALLON CASTING, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SUSAN BOYLE2023-10-12 SUSAN BOYLE2023-10-12
0012021-01-01SUSAN BOYLE2022-09-29 SUSAN BOYLE2022-09-29
0012020-01-01SUSAN BOYLE2021-10-01 SUSAN BOYLE2021-10-01
0012019-01-01SUSAN BOYLE2020-09-21 SUSAN BOYLE2020-09-21
0012018-01-01SUSAN BOYLE2019-08-08 SUSAN BOYLE2019-08-08
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01SUSAN BOYLE
0012011-01-01SUSAN BOYLE
0012010-01-01A DERHAKE
0012009-01-01A DERHAKE

Plan Statistics for O'FALLON CASTING, LLC 401(K) PLAN

401k plan membership statisitcs for O'FALLON CASTING, LLC 401(K) PLAN

Measure Date Value
2022: O'FALLON CASTING, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01244
Total number of active participants reported on line 7a of the Form 55002022-01-01203
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0174
Total of all active and inactive participants2022-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01277
Number of participants with account balances2022-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: O'FALLON CASTING, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01231
Total number of active participants reported on line 7a of the Form 55002021-01-01180
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0164
Total of all active and inactive participants2021-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01244
Number of participants with account balances2021-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: O'FALLON CASTING, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01223
Total number of active participants reported on line 7a of the Form 55002020-01-01170
Number of other retired or separated participants entitled to future benefits2020-01-0161
Total of all active and inactive participants2020-01-01231
Total participants2020-01-01231
Number of participants with account balances2020-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: O'FALLON CASTING, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01203
Total number of active participants reported on line 7a of the Form 55002019-01-01174
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0149
Total of all active and inactive participants2019-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01223
Number of participants with account balances2019-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: O'FALLON CASTING, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01197
Total number of active participants reported on line 7a of the Form 55002018-01-01162
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0141
Total of all active and inactive participants2018-01-01203
Total participants2018-01-01203
Number of participants with account balances2018-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: O'FALLON CASTING, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01181
Total number of active participants reported on line 7a of the Form 55002017-01-01162
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01197
Number of participants with account balances2017-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: O'FALLON CASTING, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01175
Total number of active participants reported on line 7a of the Form 55002016-01-01149
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01181
Number of participants with account balances2016-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: O'FALLON CASTING, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01173
Total number of active participants reported on line 7a of the Form 55002015-01-01145
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01175
Total participants2015-01-01175
Number of participants with account balances2015-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: O'FALLON CASTING, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01171
Total number of active participants reported on line 7a of the Form 55002014-01-01151
Number of retired or separated participants receiving benefits2014-01-0122
Total of all active and inactive participants2014-01-01173
Total participants2014-01-01173
Number of participants with account balances2014-01-01169
2013: O'FALLON CASTING, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01173
Total number of active participants reported on line 7a of the Form 55002013-01-01155
Number of retired or separated participants receiving benefits2013-01-0116
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01171
Total participants2013-01-01171
Number of participants with account balances2013-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: O'FALLON CASTING, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01152
Total number of active participants reported on line 7a of the Form 55002012-01-01160
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-01173
Total participants2012-01-01173
Number of participants with account balances2012-01-01155
2011: O'FALLON CASTING, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01163
Total number of active participants reported on line 7a of the Form 55002011-01-01138
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01158
Number of participants with account balances2011-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: O'FALLON CASTING, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01158
Total number of active participants reported on line 7a of the Form 55002010-01-01181
Number of retired or separated participants receiving benefits2010-01-0124
Total of all active and inactive participants2010-01-01205
Total participants2010-01-01205
Number of participants with account balances2010-01-01163
2009: O'FALLON CASTING, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01205
Total number of active participants reported on line 7a of the Form 55002009-01-01166
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01179
Number of participants with account balances2009-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on O'FALLON CASTING, LLC 401(K) PLAN

Measure Date Value
2022 : O'FALLON CASTING, LLC 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,610
Total income from all sources (including contributions)2022-12-31$-650,340
Total of all expenses incurred2022-12-31$2,104,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,023,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,330,491
Value of total assets at end of year2022-12-31$16,484,278
Value of total assets at beginning of year2022-12-31$19,246,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$81,261
Total interest from all sources2022-12-31$207,976
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$750,061
Participant contributions at end of year2022-12-31$390,707
Participant contributions at beginning of year2022-12-31$414,159
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$13,867
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-100
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-2,755,095
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,484,278
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,239,373
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
Investment advisory and management fees2022-12-31$81,261
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,203,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,126,458
Value of interest in pooled separate accounts at end of year2022-12-31$4,714,183
Value of interest in pooled separate accounts at beginning of year2022-12-31$9,051,579
Interest on participant loans2022-12-31$18,913
Interest earned on other investments2022-12-31$189,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$24
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,175,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,654,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-530,358
Net investment gain/loss from pooled separate accounts2022-12-31$-1,658,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$566,563
Employer contributions (assets) at end of year2022-12-31$365
Employer contributions (assets) at beginning of year2022-12-31$537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,023,494
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$7,610
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SCHMERSAHL TRELOAR & CO
Accountancy firm EIN2022-12-31431540459
2021 : O'FALLON CASTING, LLC 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,610
Total income from all sources (including contributions)2021-12-31$3,143,110
Total of all expenses incurred2021-12-31$1,751,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,681,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,145,345
Value of total assets at end of year2021-12-31$19,246,983
Value of total assets at beginning of year2021-12-31$17,847,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$70,050
Total interest from all sources2021-12-31$192,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
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
Contributions received from participants2021-12-31$660,317
Participant contributions at end of year2021-12-31$414,159
Participant contributions at beginning of year2021-12-31$328,619
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$7,078
Other income not declared elsewhere2021-12-31$694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,391,926
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,239,373
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,847,447
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
Investment advisory and management fees2021-12-31$70,050
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,126,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,258,296
Value of interest in pooled separate accounts at end of year2021-12-31$9,051,579
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,212,043
Interest on participant loans2021-12-31$17,257
Interest earned on other investments2021-12-31$174,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,654,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,035,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$424,247
Net investment gain/loss from pooled separate accounts2021-12-31$1,380,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$485,028
Employer contributions (assets) at end of year2021-12-31$537
Employer contributions (assets) at beginning of year2021-12-31$5,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,681,134
Liabilities. Value of benefit claims payable at end of year2021-12-31$7,610
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SCHMERSAHL TRELOAR & CO
Accountancy firm EIN2021-12-31431540459
2020 : O'FALLON CASTING, LLC 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,773,712
Total of all expenses incurred2020-12-31$1,355,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,296,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,183,802
Value of total assets at end of year2020-12-31$17,847,447
Value of total assets at beginning of year2020-12-31$16,429,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$59,385
Total interest from all sources2020-12-31$194,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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
Contributions received from participants2020-12-31$668,557
Participant contributions at end of year2020-12-31$328,619
Participant contributions at beginning of year2020-12-31$340,721
Participant contributions at end of year2020-12-31$7,078
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$45,561
Other income not declared elsewhere2020-12-31$380
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$1,418,134
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,847,447
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,429,313
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
Investment advisory and management fees2020-12-31$39,968
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,258,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,578,063
Value of interest in pooled separate accounts at end of year2020-12-31$8,212,043
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,142,931
Interest on participant loans2020-12-31$18,861
Interest earned on other investments2020-12-31$175,974
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,035,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,367,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$388,840
Net investment gain/loss from pooled separate accounts2020-12-31$1,005,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$469,684
Employer contributions (assets) at end of year2020-12-31$5,579
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,296,193
Contract administrator fees2020-12-31$19,417
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SCHMERSAHL, TRELOAR & CO
Accountancy firm EIN2020-12-31431540459
2019 : O'FALLON CASTING, LLC 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,668,085
Total of all expenses incurred2019-12-31$1,671,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,624,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,169,972
Value of total assets at end of year2019-12-31$16,429,313
Value of total assets at beginning of year2019-12-31$14,432,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$46,810
Total interest from all sources2019-12-31$173,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$610,919
Participant contributions at end of year2019-12-31$340,721
Participant contributions at beginning of year2019-12-31$367,469
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$6,821
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$122,957
Other income not declared elsewhere2019-12-31$-422
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$1,996,938
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,429,313
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,432,375
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
Investment advisory and management fees2019-12-31$8,211
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,578,063
Value of interest in pooled separate accounts at end of year2019-12-31$8,142,931
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,717,164
Income. Interest from loans (other than to participants)2019-12-31$21,914
Interest earned on other investments2019-12-31$151,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,367,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,336,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$61,198
Net investment gain/loss from pooled separate accounts2019-12-31$2,263,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$436,096
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$4,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,624,337
Contract administrator fees2019-12-31$38,599
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SCHMERSAHL, TRELOAR & CO
Accountancy firm EIN2019-12-31431540459
2018 : O'FALLON CASTING, LLC 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$478,023
Total of all expenses incurred2018-12-31$1,003,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$956,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,029,602
Value of total assets at end of year2018-12-31$14,432,375
Value of total assets at beginning of year2018-12-31$14,957,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$46,995
Total interest from all sources2018-12-31$141,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$1,974
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Contributions received from participants2018-12-31$594,296
Participant contributions at end of year2018-12-31$367,469
Participant contributions at beginning of year2018-12-31$281,728
Participant contributions at end of year2018-12-31$6,821
Participant contributions at beginning of year2018-12-31$5,186
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$15,594
Other income not declared elsewhere2018-12-31$485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-525,481
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,432,375
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,957,856
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
Investment advisory and management fees2018-12-31$8,357
Value of interest in pooled separate accounts at end of year2018-12-31$9,717,164
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,346,986
Interest on participant loans2018-12-31$18,176
Interest earned on other investments2018-12-31$123,521
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,336,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,319,392
Net investment gain/loss from pooled separate accounts2018-12-31$-693,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$419,712
Employer contributions (assets) at end of year2018-12-31$4,442
Employer contributions (assets) at beginning of year2018-12-31$4,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$956,509
Contract administrator fees2018-12-31$36,664
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SCHMERSAHL, TRELOAR & CO
Accountancy firm EIN2018-12-31431540459
2017 : O'FALLON CASTING, LLC 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,599,450
Total of all expenses incurred2017-12-31$799,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$784,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$968,497
Value of total assets at end of year2017-12-31$14,957,856
Value of total assets at beginning of year2017-12-31$13,158,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,738
Total interest from all sources2017-12-31$145,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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
Contributions received from participants2017-12-31$565,433
Participant contributions at end of year2017-12-31$281,728
Participant contributions at beginning of year2017-12-31$227,892
Participant contributions at end of year2017-12-31$5,186
Participant contributions at beginning of year2017-12-31$6,483
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,799,589
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,957,856
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,158,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$15,738
Value of interest in pooled separate accounts at end of year2017-12-31$10,346,986
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,659,134
Interest on participant loans2017-12-31$12,523
Interest earned on other investments2017-12-31$133,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,319,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,260,584
Net investment gain/loss from pooled separate accounts2017-12-31$1,484,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$394,510
Employer contributions (assets) at end of year2017-12-31$4,564
Employer contributions (assets) at beginning of year2017-12-31$4,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$784,123
Contract administrator fees2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SCHMERSAHL, TRELOAR & CO
Accountancy firm EIN2017-12-31431540459
2016 : O'FALLON CASTING, LLC 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,718,484
Total of all expenses incurred2016-12-31$1,608,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,568,583
Expenses. Certain deemed distributions of participant loans2016-12-31$34,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$907,343
Value of total assets at end of year2016-12-31$13,158,267
Value of total assets at beginning of year2016-12-31$13,048,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,000
Total interest from all sources2016-12-31$121,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$534,654
Participant contributions at end of year2016-12-31$227,892
Participant contributions at beginning of year2016-12-31$318,495
Participant contributions at end of year2016-12-31$6,483
Participant contributions at beginning of year2016-12-31$13,181
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$14,075
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$110,176
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,158,267
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,048,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$5,000
Value of interest in pooled separate accounts at end of year2016-12-31$8,659,134
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,140,778
Interest on participant loans2016-12-31$12,253
Interest earned on other investments2016-12-31$109,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,260,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,567,225
Net investment gain/loss from pooled separate accounts2016-12-31$689,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$358,614
Employer contributions (assets) at end of year2016-12-31$4,174
Employer contributions (assets) at beginning of year2016-12-31$8,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,568,583
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SCHMERSAHL, TRELOAR & CO
Accountancy firm EIN2016-12-31431540459
2015 : O'FALLON CASTING, LLC 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$767,682
Total of all expenses incurred2015-12-31$1,209,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,162,200
Expenses. Certain deemed distributions of participant loans2015-12-31$41,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$875,095
Value of total assets at end of year2015-12-31$13,048,091
Value of total assets at beginning of year2015-12-31$13,489,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,615
Total interest from all sources2015-12-31$111,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$526,288
Participant contributions at end of year2015-12-31$318,495
Participant contributions at beginning of year2015-12-31$324,543
Participant contributions at end of year2015-12-31$13,181
Participant contributions at beginning of year2015-12-31$12,001
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$10,110
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-441,656
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,048,091
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,489,747
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
Value of interest in pooled separate accounts at end of year2015-12-31$9,140,778
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,091,834
Interest on participant loans2015-12-31$14,404
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$97,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,567,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,053,159
Net investment gain/loss from pooled separate accounts2015-12-31$-219,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$338,697
Employer contributions (assets) at end of year2015-12-31$8,412
Employer contributions (assets) at beginning of year2015-12-31$8,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,162,200
Contract administrator fees2015-12-31$5,615
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SCHMERSAHL, TRELOAR & CO
Accountancy firm EIN2015-12-31431540459
2014 : O'FALLON CASTING, LLC 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,545,146
Total of all expenses incurred2014-12-31$671,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$646,729
Expenses. Certain deemed distributions of participant loans2014-12-31$17,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$874,219
Value of total assets at end of year2014-12-31$13,489,747
Value of total assets at beginning of year2014-12-31$12,615,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,040
Total interest from all sources2014-12-31$10,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$519,900
Participant contributions at end of year2014-12-31$324,543
Participant contributions at beginning of year2014-12-31$252,496
Participant contributions at end of year2014-12-31$12,001
Participant contributions at beginning of year2014-12-31$7,194
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,342
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$873,868
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,489,747
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,615,879
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
Value of interest in pooled separate accounts at end of year2014-12-31$10,091,834
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,872,116
Interest on participant loans2014-12-31$10,889
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,053,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,480,295
Net investment gain/loss from pooled separate accounts2014-12-31$660,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$348,977
Employer contributions (assets) at end of year2014-12-31$8,210
Employer contributions (assets) at beginning of year2014-12-31$3,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$646,729
Contract administrator fees2014-12-31$7,040
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SCHMERSAHL, TRELOAR & CO
Accountancy firm EIN2014-12-31431540459
2013 : O'FALLON CASTING, LLC 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,063,529
Total of all expenses incurred2013-12-31$579,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$571,183
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,248,560
Value of total assets at end of year2013-12-31$12,615,879
Value of total assets at beginning of year2013-12-31$10,131,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,875
Total interest from all sources2013-12-31$9,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$506,199
Participant contributions at end of year2013-12-31$252,496
Participant contributions at beginning of year2013-12-31$215,553
Participant contributions at end of year2013-12-31$7,194
Participant contributions at beginning of year2013-12-31$6,529
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$404,719
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,484,471
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,615,879
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,131,408
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
Value of interest in pooled separate accounts at end of year2013-12-31$9,872,116
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,514,941
Interest on participant loans2013-12-31$9,248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,480,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,390,813
Net investment gain/loss from pooled separate accounts2013-12-31$1,805,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$337,642
Employer contributions (assets) at end of year2013-12-31$3,778
Employer contributions (assets) at beginning of year2013-12-31$3,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$571,183
Contract administrator fees2013-12-31$7,875
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SCHMERSAHL, TRELOAR & CO
Accountancy firm EIN2013-12-31431540459
2012 : O'FALLON CASTING, LLC 401(K) PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,160,142
Total of all expenses incurred2012-12-31$397,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$393,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,176,006
Value of total assets at end of year2012-12-31$10,131,408
Value of total assets at beginning of year2012-12-31$8,368,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,095
Total interest from all sources2012-12-31$8,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$4,095
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$519,817
Participant contributions at end of year2012-12-31$215,553
Participant contributions at beginning of year2012-12-31$239,156
Participant contributions at end of year2012-12-31$6,529
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$324,908
Other income not declared elsewhere2012-12-31$19
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$1,762,587
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,131,408
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,368,821
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
Value of interest in pooled separate accounts at end of year2012-12-31$7,514,941
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,348,496
Income. Interest from loans (other than to participants)2012-12-31$8,785
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,390,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,781,169
Net investment gain/loss from pooled separate accounts2012-12-31$975,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$331,281
Employer contributions (assets) at end of year2012-12-31$3,572
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$393,460
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SCHMERSAHL, TRELOAR & CO
Accountancy firm EIN2012-12-31431540459
2011 : O'FALLON CASTING, LLC 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$722,570
Total of all expenses incurred2011-12-31$273,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$268,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$765,844
Value of total assets at end of year2011-12-31$8,368,821
Value of total assets at beginning of year2011-12-31$7,919,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,730
Total interest from all sources2011-12-31$10,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$462,924
Participant contributions at end of year2011-12-31$239,156
Participant contributions at beginning of year2011-12-31$223,743
Participant contributions at beginning of year2011-12-31$5,055
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,375
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$448,853
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,368,821
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,919,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$6,348,496
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,197,466
Interest on participant loans2011-12-31$10,771
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,781,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,489,826
Net investment gain/loss from pooled separate accounts2011-12-31$-54,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$298,545
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$3,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$268,987
Contract administrator fees2011-12-31$4,730
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SCHMERSAHL, TRELOAR & CO
Accountancy firm EIN2011-12-31431540459
2010 : O'FALLON CASTING, LLC 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,538,721
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$566,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$560,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$739,589
Value of total assets at end of year2010-12-31$7,919,968
Value of total assets at beginning of year2010-12-31$6,947,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,790
Total interest from all sources2010-12-31$9,934
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$440,397
Participant contributions at end of year2010-12-31$223,743
Participant contributions at beginning of year2010-12-31$218,459
Participant contributions at end of year2010-12-31$5,055
Participant contributions at beginning of year2010-12-31$5,347
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$299,192
Administrative expenses (other) incurred2010-12-31$5,790
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$972,345
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,919,968
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,947,623
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
Value of interest in pooled separate accounts at end of year2010-12-31$6,197,466
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,237,552
Interest on participant loans2010-12-31$9,934
Interest earned on other investments2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,489,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,482,138
Net investment gain/loss from pooled separate accounts2010-12-31$789,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$299,192
Employer contributions (assets) at end of year2010-12-31$3,878
Employer contributions (assets) at beginning of year2010-12-31$4,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$560,586
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SCHMERSAHL, TRELOAR & CO
Accountancy firm EIN2010-12-31431540459
2009 : O'FALLON CASTING, LLC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for O'FALLON CASTING, LLC 401(K) PLAN

2022: O'FALLON CASTING, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: O'FALLON CASTING, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: O'FALLON CASTING, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: O'FALLON CASTING, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: O'FALLON CASTING, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: O'FALLON CASTING, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: O'FALLON CASTING, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: O'FALLON CASTING, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: O'FALLON CASTING, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: O'FALLON CASTING, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: O'FALLON CASTING, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: O'FALLON CASTING, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: O'FALLON CASTING, LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: O'FALLON CASTING, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number781630-01
Policy instance 2
Insurance contract or identification number781630-01
Number of Individuals Covered147
Insurance policy start date2022-10-29
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83474-1
Policy instance 1
Insurance contract or identification numberRM 83474-1
Insurance policy start date2022-01-01
Insurance policy end date2022-10-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83474-1
Policy instance 1
Insurance contract or identification numberRM 83474-1
Number of Individuals Covered237
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83474-1
Policy instance 1
Insurance contract or identification numberRM 83474-1
Number of Individuals Covered223
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83474-1
Policy instance 1
Insurance contract or identification numberRM 83474-1
Number of Individuals Covered215
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83474-1
Policy instance 1
Insurance contract or identification numberRM 83474-1
Number of Individuals Covered199
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83474-1
Policy instance 1
Insurance contract or identification numberRM 83474-1
Number of Individuals Covered195
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $22,115
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,115
Insurance broker organization code?1
Insurance broker nameK W CHAMBERS AND CO
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83474-1
Policy instance 1
Insurance contract or identification numberRM 83474-1
Number of Individuals Covered165
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $32,790
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,790
Amount paid for insurance broker fees0
Insurance broker organization code?1
Insurance broker nameK W CHAMBERS AND CO
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83474-1
Policy instance 1
Insurance contract or identification numberRM 83474-1
Number of Individuals Covered170
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $32,064
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,064
Insurance broker organization code?1
Insurance broker nameK W CHAMBERS AND CO
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83474-1
Policy instance 1
Insurance contract or identification numberRM 83474-1
Number of Individuals Covered166
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $27,571
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,571
Insurance broker organization code?1
Insurance broker nameK W CHAMBERS AND CO
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83474-1
Policy instance 1
Insurance contract or identification numberRM 83474-1
Number of Individuals Covered163
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $24,516
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,516
Insurance broker organization code?1
Insurance broker nameK W CHAMBERS AND CO
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83474-1
Policy instance 1
Insurance contract or identification numberRM 83474-1
Number of Individuals Covered153
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $20,007
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83474-1
Policy instance 1
Insurance contract or identification numberRM 83474-1
Number of Individuals Covered153
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $17,409
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $17,409
Insurance broker organization code?1
Insurance broker nameK W CHAMBERS AND CO

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