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CHARMER INDUSTRIES, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan NameCHARMER INDUSTRIES, INC. 401(K) SAVINGS PLAN
Plan identification number 002

CHARMER INDUSTRIES, INC. 401(K) SAVINGS 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

CHARMER INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHARMER INDUSTRIES, INC.
Employer identification number (EIN):111782201
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about CHARMER INDUSTRIES, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1944-07-18
Company Identification Number: 55261
Legal Registered Office Address: 200 OLD COUNTRY ROAD
STE 274
MINEOLA
United States of America (USA)
11501

More information about CHARMER INDUSTRIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARMER INDUSTRIES, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MAUREEN CROWE2023-08-31
0022021-01-01STEPHEN E. MERESMAN2022-08-29 STEPHEN E. MERESMAN2022-08-29
0022020-01-01STEPHEN E. MERESMAN2021-10-05 STEPHEN E. MERESMAN2021-10-05
0022019-01-01STEPHEN E. MERESMAN2020-10-08 STEPHEN E. MERESMAN2020-10-08
0022018-01-01STEPHEN E. MERESMAN2019-10-15 STEPHEN E. MERESMAN2019-10-15
0022017-01-01STEPHEN MERESMAN2018-10-10 STEPHEN MERESMAN2018-10-10
0022016-01-01STEPHEN MERESMAN
0022015-01-01STEPHEN E MERESMAN STEPHEN E MERESMAN2016-10-11
0022014-01-01STEPHEN E MERESMAN STEPHEN E MERESMAN2015-10-12
0022013-01-01STEPHEN E MERESMAN STEPHEN E MERESMAN2014-09-30
0022012-01-01STEPHEN MERESMAN STEPHEN MERESMAN2013-10-04
0022011-01-01STEPHEN MERESMAN STEPHEN MERESMAN2012-09-24
0022009-01-01STEPHEN E MERESMAN STEPHEN E MERESMAN2010-10-14

Plan Statistics for CHARMER INDUSTRIES, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for CHARMER INDUSTRIES, INC. 401(K) SAVINGS PLAN

Measure Date Value
2016: CHARMER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0116
Total number of active participants reported on line 7a of the Form 55002016-01-0115
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0118
Number of participants with account balances2016-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHARMER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0116
Total number of active participants reported on line 7a of the Form 55002015-01-0115
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0116
Number of participants with account balances2015-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHARMER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0116
Total number of active participants reported on line 7a of the Form 55002014-01-0114
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0116
Number of participants with account balances2014-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CHARMER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0116
Total number of active participants reported on line 7a of the Form 55002013-01-0114
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0116
Number of participants with account balances2013-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CHARMER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0117
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0116
Number of participants with account balances2012-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CHARMER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0118
Total number of active participants reported on line 7a of the Form 55002011-01-0114
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0117
Number of participants with account balances2011-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: CHARMER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01172
Total number of active participants reported on line 7a of the Form 55002009-01-01149
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01152
Number of participants with account balances2009-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on CHARMER INDUSTRIES, INC. 401(K) SAVINGS PLAN

Measure Date Value
2016 : CHARMER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2016 401k financial data
Total income from all sources2016-12-31$441,335
Expenses. Total of all expenses incurred2016-12-31$141,675
Benefits paid (including direct rollovers)2016-12-31$128,893
Total plan assets at end of year2016-12-31$3,635,990
Total plan assets at beginning of year2016-12-31$3,336,330
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$125,897
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$198,547
Net income (gross income less expenses)2016-12-31$299,660
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,635,990
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,336,330
Assets. Value of participant loans2016-12-31$28,419
Total contributions received or receivable from employer(s)2016-12-31$116,891
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$12,782
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : CHARMER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2015 401k financial data
Total income from all sources2015-12-31$234,885
Expenses. Total of all expenses incurred2015-12-31$88,532
Benefits paid (including direct rollovers)2015-12-31$76,479
Total plan assets at end of year2015-12-31$3,336,330
Total plan assets at beginning of year2015-12-31$3,189,977
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$78,381
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$39,968
Net income (gross income less expenses)2015-12-31$146,353
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,336,330
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,189,977
Assets. Value of participant loans2015-12-31$15,487
Total contributions received or receivable from employer(s)2015-12-31$116,536
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$12,053
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CHARMER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2014 401k financial data
Total income from all sources2014-12-31$307,791
Expenses. Total of all expenses incurred2014-12-31$20,821
Benefits paid (including direct rollovers)2014-12-31$9,680
Total plan assets at end of year2014-12-31$3,189,977
Total plan assets at beginning of year2014-12-31$2,903,007
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$114,676
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$119,801
Net income (gross income less expenses)2014-12-31$286,970
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,189,977
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,903,007
Assets. Value of participant loans2014-12-31$7,994
Total contributions received or receivable from employer(s)2014-12-31$73,314
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$11,141
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : CHARMER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2013 401k financial data
Total income from all sources2013-12-31$548,288
Expenses. Total of all expenses incurred2013-12-31$18,889
Benefits paid (including direct rollovers)2013-12-31$9,203
Total plan assets at end of year2013-12-31$2,903,007
Total plan assets at beginning of year2013-12-31$2,373,608
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$30,149
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$367,707
Net income (gross income less expenses)2013-12-31$529,399
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,903,007
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,373,608
Assets. Value of participant loans2013-12-31$9,792
Total contributions received or receivable from employer(s)2013-12-31$150,432
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$9,686
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : CHARMER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$578,126
Expenses. Total of all expenses incurred2012-12-31$914,018
Benefits paid (including direct rollovers)2012-12-31$906,175
Total plan assets at end of year2012-12-31$2,373,608
Total plan assets at beginning of year2012-12-31$2,709,500
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$72,910
Expenses. Other expenses not covered elsewhere2012-12-31$89
Contributions received from other sources (not participants or employers)2012-12-31$175,000
Other income received2012-12-31$209,530
Net income (gross income less expenses)2012-12-31$-335,892
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,373,608
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,709,500
Assets. Value of participant loans2012-12-31$2,316
Total contributions received or receivable from employer(s)2012-12-31$120,686
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$7,754
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CHARMER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$249,802
Expenses. Total of all expenses incurred2011-12-31$897,812
Benefits paid (including direct rollovers)2011-12-31$891,358
Total plan assets at end of year2011-12-31$2,709,500
Total plan assets at beginning of year2011-12-31$3,357,510
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$45,809
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$120,000
Other income received2011-12-31$-15,081
Net income (gross income less expenses)2011-12-31$-648,010
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,709,500
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,357,510
Assets. Value of participant loans2011-12-31$539
Total contributions received or receivable from employer(s)2011-12-31$99,074
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$6,454
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CHARMER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$302,370
Expenses. Total of all expenses incurred2010-12-31$946,797
Benefits paid (including direct rollovers)2010-12-31$918,003
Total plan assets at end of year2010-12-31$3,357,510
Total plan assets at beginning of year2010-12-31$4,001,937
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$48,572
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$-7,917
Other income received2010-12-31$143,339
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-644,427
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,357,510
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,001,937
Total contributions received or receivable from employer(s)2010-12-31$118,376
Value of certain deemed distributions of participant loans2010-12-31$23,472
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,322
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CHARMER INDUSTRIES, INC. 401(K) SAVINGS 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
2007 : CHARMER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2007 401k financial data
Total transfer of assets from this plan2007-12-31$9,331,987
Total income from all sources (including contributions)2007-12-31$1,743,033
Total of all expenses incurred2007-12-31$778,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-12-31$766,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-12-31$1,192,056
Value of total assets at end of year2007-12-31$6,693,078
Value of total assets at beginning of year2007-12-31$15,060,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-12-31$11,613
Total interest from all sources2007-12-31$168,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-12-31No
Was this plan covered by a fidelity bond2007-12-31Yes
Value of fidelity bond cover2007-12-31$1,000,000
If this is an individual account plan, was there a blackout period2007-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0
Were there any nonexempt tranactions with any party-in-interest2007-12-31No
Contributions received from participants2007-12-31$317,612
Participant contributions at end of year2007-12-31$327,601
Participant contributions at beginning of year2007-12-31$431,480
Assets. Other investments not covered elsewhere at end of year2007-12-31$92,660
Assets. Other investments not covered elsewhere at beginning of year2007-12-31$66,383
Income. Received or receivable in cash from other sources (including rollovers)2007-12-31$874,444
Other income not declared elsewhere2007-12-31$4,154
Administrative expenses (other) incurred2007-12-31$11,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Value of net income/loss2007-12-31$964,795
Value of net assets at end of year (total assets less liabilities)2007-12-31$6,693,078
Value of net assets at beginning of year (total assets less liabilities)2007-12-31$15,060,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2007-12-31No
Were any leases to which the plan was party in default or uncollectible2007-12-31No
Value of interest in pooled separate accounts at end of year2007-12-31$1,136,861
Value of interest in pooled separate accounts at beginning of year2007-12-31$8,649,024
Interest on participant loans2007-12-31$6,967
Interest earned on other investments2007-12-31$161,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2007-12-31$5,135,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2007-12-31$5,913,383
Net investment gain/loss from pooled separate accounts2007-12-31$378,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-12-31No
Was there a failure to transmit to the plan any participant contributions2007-12-31No
Has the plan failed to provide any benefit when due under the plan2007-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2007-12-31$766,625
Did the plan have assets held for investment2007-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2007-12-31Yes
Opinion of an independent qualified public accountant for this plan2007-12-31Disclaimer
Accountancy firm name2007-12-31ERNEST D LOEWENWARTER & CO LLP
Accountancy firm EIN2007-12-31135553617

Form 5500 Responses for CHARMER INDUSTRIES, INC. 401(K) SAVINGS PLAN

2016: CHARMER INDUSTRIES, INC. 401(K) SAVINGS 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: CHARMER INDUSTRIES, INC. 401(K) SAVINGS 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: CHARMER INDUSTRIES, INC. 401(K) SAVINGS 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: CHARMER INDUSTRIES, INC. 401(K) SAVINGS 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: CHARMER INDUSTRIES, INC. 401(K) SAVINGS 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: CHARMER INDUSTRIES, INC. 401(K) SAVINGS 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
2009: CHARMER INDUSTRIES, INC. 401(K) SAVINGS 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 numberSF 9082
Policy instance 1
Insurance contract or identification numberSF 9082
Number of Individuals Covered16
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,000
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,000
Insurance broker organization code?3
Insurance broker nameKENNETH L FRIEDMAN
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 9082
Policy instance 1
Insurance contract or identification numberSF 9082
Number of Individuals Covered16
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $10,000
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,000
Insurance broker organization code?3
Insurance broker nameKENNETH L FRIEDMAN
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 9082
Policy instance 1
Insurance contract or identification numberSF 9082
Number of Individuals Covered16
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,000
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,000
Insurance broker organization code?3
Insurance broker nameKENNETH L FRIEDMAN
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 9082
Policy instance 1
Insurance contract or identification numberSF 9082
Number of Individuals Covered16
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,488
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,105
Insurance broker organization code?3
Insurance broker nameHOWARD B COWAN
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 9082
Policy instance 1
Insurance contract or identification numberSF 9082
Number of Individuals Covered17
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $13,710
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 numberSF 9082
Policy instance 1
Insurance contract or identification numberSF 9082
Number of Individuals Covered18
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $13,113
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,776
Insurance broker organization code?3
Insurance broker nameHOWARD B COWAN
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSP 9082
Policy instance 1
Insurance contract or identification numberSP 9082
Number of Individuals Covered175
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $6,114
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 $5,464
Insurance broker organization code?3
Insurance broker nameKENNETH FRIEDMAN

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