BOHLER-UDDEHOLM CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN
401k plan membership statisitcs for BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN
| Measure | Date | Value |
|---|
| 2022: BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2022 401k membership |
|---|
| Market value of plan assets | 2022-12-31 | 8,311,267 |
| Acturial value of plan assets | 2022-12-31 | 8,093,155 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 5,502,442 |
| Number of terminated vested participants | 2022-12-31 | 87 |
| Fundng target for terminated vested participants | 2022-12-31 | 1,147,471 |
| Active participant vested funding target | 2022-12-31 | 904,901 |
| Number of active participants | 2022-12-31 | 50 |
| Total funding liabilities for active participants | 2022-12-31 | 904,901 |
| Total participant count | 2022-12-31 | 249 |
| Total funding target for all participants | 2022-12-31 | 7,554,814 |
| Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 129,928 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
| Amount remaining of carryover balance | 2022-12-31 | 0 |
| Amount remaining of prefunding balance | 2022-12-31 | 129,928 |
| Present value of excess contributions | 2022-12-31 | 25 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 26 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2022-12-31 | 139,777 |
| Total employer contributions | 2022-12-31 | 0 |
| Total employee contributions | 2022-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-12-31 | 171,365 |
| Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
| Waiver amortization installment | 2022-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Additional cash requirement | 2022-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
| Total participants, beginning-of-year | 2022-01-01 | 249 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 48 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 96 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 80 |
| Total of all active and inactive participants | 2022-01-01 | 224 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 25 |
| Total participants | 2022-01-01 | 249 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2021 401k membership |
|---|
| Market value of plan assets | 2021-12-31 | 8,391,167 |
| Acturial value of plan assets | 2021-12-31 | 7,817,592 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 5,328,085 |
| Number of terminated vested participants | 2021-12-31 | 88 |
| Fundng target for terminated vested participants | 2021-12-31 | 1,270,277 |
| Active participant vested funding target | 2021-12-31 | 980,037 |
| Number of active participants | 2021-12-31 | 56 |
| Total funding liabilities for active participants | 2021-12-31 | 980,037 |
| Total participant count | 2021-12-31 | 253 |
| Total funding target for all participants | 2021-12-31 | 7,578,399 |
| Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 116,695 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
| Amount remaining of carryover balance | 2021-12-31 | 0 |
| Amount remaining of prefunding balance | 2021-12-31 | 116,695 |
| Present value of excess contributions | 2021-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2021-12-31 | 129,928 |
| Total employer contributions | 2021-12-31 | 80,772 |
| Total employee contributions | 2021-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 79,572 |
| Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-12-31 | 188,812 |
| Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
| Waiver amortization installment | 2021-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 79,547 |
| Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Additional cash requirement | 2021-12-31 | 79,547 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 79,572 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| Total participants, beginning-of-year | 2021-01-01 | 253 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 50 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 93 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 85 |
| Total of all active and inactive participants | 2021-01-01 | 228 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 21 |
| Total participants | 2021-01-01 | 249 |
| 2020: BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2020 401k membership |
|---|
| Market value of plan assets | 2020-12-31 | 7,949,160 |
| Acturial value of plan assets | 2020-12-31 | 7,591,276 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 5,623,157 |
| Number of terminated vested participants | 2020-12-31 | 91 |
| Fundng target for terminated vested participants | 2020-12-31 | 1,219,762 |
| Active participant vested funding target | 2020-12-31 | 1,044,819 |
| Number of active participants | 2020-12-31 | 59 |
| Total funding liabilities for active participants | 2020-12-31 | 1,044,819 |
| Total participant count | 2020-12-31 | 255 |
| Total funding target for all participants | 2020-12-31 | 7,887,738 |
| Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 97,522 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
| Amount remaining of carryover balance | 2020-12-31 | 0 |
| Amount remaining of prefunding balance | 2020-12-31 | 97,522 |
| Present value of excess contributions | 2020-12-31 | 108 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 114 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2020-12-31 | 116,695 |
| Total employer contributions | 2020-12-31 | 343,325 |
| Total employee contributions | 2020-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 323,085 |
| Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-12-31 | 201,463 |
| Net shortfall amortization installment of oustanding balance | 2020-12-31 | 413,157 |
| Waiver amortization installment | 2020-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 323,085 |
| Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Additional cash requirement | 2020-12-31 | 323,085 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 323,085 |
| Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
| Total participants, beginning-of-year | 2020-01-01 | 255 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 56 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 89 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 87 |
| Total of all active and inactive participants | 2020-01-01 | 232 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 21 |
| Total participants | 2020-01-01 | 253 |
| Number of participants with account balances | 2020-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2019 401k membership |
|---|
| Market value of plan assets | 2019-12-31 | 7,036,479 |
| Acturial value of plan assets | 2019-12-31 | 7,321,747 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 5,615,643 |
| Number of terminated vested participants | 2019-12-31 | 90 |
| Fundng target for terminated vested participants | 2019-12-31 | 1,318,173 |
| Active participant vested funding target | 2019-12-31 | 1,027,167 |
| Number of active participants | 2019-12-31 | 63 |
| Total funding liabilities for active participants | 2019-12-31 | 1,027,167 |
| Total participant count | 2019-12-31 | 260 |
| Total funding target for all participants | 2019-12-31 | 7,960,983 |
| Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 101,607 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
| Amount remaining of carryover balance | 2019-12-31 | 0 |
| Amount remaining of prefunding balance | 2019-12-31 | 101,607 |
| Present value of excess contributions | 2019-12-31 | 5 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 5 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2019-12-31 | 97,522 |
| Total employer contributions | 2019-12-31 | 342,659 |
| Total employee contributions | 2019-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 322,901 |
| Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-12-31 | 169,269 |
| Net shortfall amortization installment of oustanding balance | 2019-12-31 | 736,758 |
| Waiver amortization installment | 2019-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 322,793 |
| Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
| Additional cash requirement | 2019-12-31 | 322,793 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 322,901 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
| Total participants, beginning-of-year | 2019-01-01 | 260 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 59 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 86 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 90 |
| Total of all active and inactive participants | 2019-01-01 | 235 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 20 |
| Total participants | 2019-01-01 | 255 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2018 401k membership |
|---|
| Market value of plan assets | 2018-12-31 | 7,880,736 |
| Acturial value of plan assets | 2018-12-31 | 7,388,236 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 5,412,915 |
| Number of terminated vested participants | 2018-12-31 | 104 |
| Fundng target for terminated vested participants | 2018-12-31 | 1,718,185 |
| Active participant vested funding target | 2018-12-31 | 959,109 |
| Number of active participants | 2018-12-31 | 61 |
| Total funding liabilities for active participants | 2018-12-31 | 959,109 |
| Total participant count | 2018-12-31 | 275 |
| Total funding target for all participants | 2018-12-31 | 8,090,209 |
| Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 86,984 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
| Amount remaining of carryover balance | 2018-12-31 | 0 |
| Amount remaining of prefunding balance | 2018-12-31 | 86,984 |
| Present value of excess contributions | 2018-12-31 | 1,118 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 1,184 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 1,184 |
| Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2018-12-31 | 101,607 |
| Total employer contributions | 2018-12-31 | 195,569 |
| Total employee contributions | 2018-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 186,410 |
| Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-12-31 | 40,000 |
| Net shortfall amortization installment of oustanding balance | 2018-12-31 | 803,580 |
| Waiver amortization installment | 2018-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 186,405 |
| Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Additional cash requirement | 2018-12-31 | 186,405 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 186,410 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
| Total participants, beginning-of-year | 2018-01-01 | 275 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 63 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 89 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 89 |
| Total of all active and inactive participants | 2018-01-01 | 241 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 19 |
| Total participants | 2018-01-01 | 260 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-31 | 7,190,018 |
| Acturial value of plan assets | 2017-12-31 | 7,263,536 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 4,769,332 |
| Number of terminated vested participants | 2017-12-31 | 107 |
| Fundng target for terminated vested participants | 2017-12-31 | 1,783,846 |
| Active participant vested funding target | 2017-12-31 | 1,149,917 |
| Number of active participants | 2017-12-31 | 63 |
| Total funding liabilities for active participants | 2017-12-31 | 1,149,917 |
| Total participant count | 2017-12-31 | 280 |
| Total funding target for all participants | 2017-12-31 | 7,703,095 |
| Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 77,526 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
| Amount remaining of carryover balance | 2017-12-31 | 0 |
| Amount remaining of prefunding balance | 2017-12-31 | 77,526 |
| Present value of excess contributions | 2017-12-31 | 2,441 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 2,589 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 2,589 |
| Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 86,984 |
| Total employer contributions | 2017-12-31 | 157,325 |
| Total employee contributions | 2017-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 149,818 |
| Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-12-31 | 58,000 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 526,543 |
| Waiver amortization installment | 2017-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 148,700 |
| Additional cash requirement | 2017-12-31 | 148,700 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 149,818 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
| Total participants, beginning-of-year | 2017-01-01 | 282 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 61 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 92 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 104 |
| Total of all active and inactive participants | 2017-01-01 | 257 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 18 |
| Total participants | 2017-01-01 | 275 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 7,070,937 |
| Acturial value of plan assets | 2016-12-31 | 7,447,193 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 4,571,861 |
| Number of terminated vested participants | 2016-12-31 | 113 |
| Fundng target for terminated vested participants | 2016-12-31 | 1,874,761 |
| Active participant vested funding target | 2016-12-31 | 1,141,009 |
| Number of active participants | 2016-12-31 | 64 |
| Total funding liabilities for active participants | 2016-12-31 | 1,141,009 |
| Total participant count | 2016-12-31 | 282 |
| Total funding target for all participants | 2016-12-31 | 7,587,631 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 11,410 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
| Amount remaining of carryover balance | 2016-12-31 | 0 |
| Amount remaining of prefunding balance | 2016-12-31 | 11,410 |
| Present value of excess contributions | 2016-12-31 | 62,320 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 66,234 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 66,234 |
| Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 77,526 |
| Total employer contributions | 2016-12-31 | 100,264 |
| Total employee contributions | 2016-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 96,454 |
| Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 58,000 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 217,964 |
| Waiver amortization installment | 2016-12-31 | 0 |
| Waived amount of outstanding balance | 2016-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 94,013 |
| Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Additional cash requirement | 2016-12-31 | 94,013 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 96,454 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 282 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 64 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 105 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 113 |
| Total of all active and inactive participants | 2016-01-01 | 282 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 282 |
| Number of participants with account balances | 2016-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 287 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 64 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 105 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 113 |
| Total of all active and inactive participants | 2015-01-01 | 282 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 282 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 289 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 68 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 105 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 114 |
| Total of all active and inactive participants | 2014-01-01 | 287 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 287 |
| Number of participants with account balances | 2014-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 294 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 70 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 105 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 114 |
| Total of all active and inactive participants | 2013-01-01 | 289 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 289 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 297 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 74 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 104 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 116 |
| Total of all active and inactive participants | 2012-01-01 | 294 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 294 |
| Measure | Date | Value |
|---|
| 2022 : BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| 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 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-1,387,771 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $780,805 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $604,965 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
| Value of total assets at end of year | 2022-12-31 | $6,142,691 |
| Value of total assets at beginning of year | 2022-12-31 | $8,311,267 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $175,840 |
| Total interest from all sources | 2022-12-31 | $1,459 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $124,206 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $124,206 |
| Administrative expenses professional fees incurred | 2022-12-31 | $12,000 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Administrative expenses (other) incurred | 2022-12-31 | $86,280 |
| Total non interest bearing cash at end of year | 2022-12-31 | $48,927 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $47,614 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-2,168,576 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,142,691 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,311,267 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $20,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,737,060 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $7,482,814 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $356,704 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $476,788 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $304,051 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $304,051 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $1,459 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,393,352 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-120,084 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $0 |
| Employer contributions (assets) at end of year | 2022-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $604,965 |
| Contract administrator fees | 2022-12-31 | $57,560 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2022-12-31 | 390758449 |
| 2021 : BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $688,160 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $770,597 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $577,320 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $80,772 |
| Value of total assets at end of year | 2021-12-31 | $8,311,267 |
| Value of total assets at beginning of year | 2021-12-31 | $8,393,704 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $193,277 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $122,144 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $122,144 |
| Administrative expenses professional fees incurred | 2021-12-31 | $11,200 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Administrative expenses (other) incurred | 2021-12-31 | $108,192 |
| Total non interest bearing cash at end of year | 2021-12-31 | $47,614 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $47,321 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $-82,437 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,311,267 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,393,704 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $20,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $7,482,814 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $7,126,787 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $476,788 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $710,815 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $304,051 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $165,456 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $165,456 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $419,272 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $65,972 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $80,772 |
| Employer contributions (assets) at end of year | 2021-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $343,325 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $577,320 |
| Contract administrator fees | 2021-12-31 | $53,885 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2021-12-31 | 390758449 |
| 2020 : BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,190,493 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $751,723 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $570,468 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $343,325 |
| Value of total assets at end of year | 2020-12-31 | $8,393,704 |
| Value of total assets at beginning of year | 2020-12-31 | $7,954,934 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $181,255 |
| Total interest from all sources | 2020-12-31 | $1,197 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $134,318 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $134,318 |
| Administrative expenses professional fees incurred | 2020-12-31 | $10,850 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Administrative expenses (other) incurred | 2020-12-31 | $100,635 |
| Total non interest bearing cash at end of year | 2020-12-31 | $47,321 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $45,366 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $438,770 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $8,393,704 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,954,934 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $15,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $7,126,787 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $7,491,631 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $710,815 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $165,456 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $215,084 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $215,084 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1,197 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $513,699 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $197,954 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $343,325 |
| Employer contributions (assets) at end of year | 2020-12-31 | $343,325 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $202,853 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $570,468 |
| Contract administrator fees | 2020-12-31 | $54,770 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2020-12-31 | 390758449 |
| 2019 : BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,660,237 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $743,544 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $545,118 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $342,659 |
| Value of total assets at end of year | 2019-12-31 | $7,954,934 |
| Value of total assets at beginning of year | 2019-12-31 | $7,038,241 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $198,426 |
| Total interest from all sources | 2019-12-31 | $3,854 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $272,280 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $272,280 |
| Administrative expenses professional fees incurred | 2019-12-31 | $16,000 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Administrative expenses (other) incurred | 2019-12-31 | $97,598 |
| Total non interest bearing cash at end of year | 2019-12-31 | $45,366 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $46,960 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $916,693 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,954,934 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,038,241 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $30,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,491,631 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,750,868 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $215,084 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $158,526 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $158,526 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $3,854 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,041,444 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $342,659 |
| Employer contributions (assets) at end of year | 2019-12-31 | $202,853 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $81,887 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $545,118 |
| Contract administrator fees | 2019-12-31 | $54,828 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2019-12-31 | 390758449 |
| 2018 : BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $-109,671 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $735,694 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $568,053 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $195,569 |
| Value of total assets at end of year | 2018-12-31 | $7,038,241 |
| Value of total assets at beginning of year | 2018-12-31 | $7,883,606 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $167,641 |
| Total interest from all sources | 2018-12-31 | $4,721 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $412,614 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $412,614 |
| Administrative expenses professional fees incurred | 2018-12-31 | $3,500 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Administrative expenses (other) incurred | 2018-12-31 | $95,970 |
| Total non interest bearing cash at end of year | 2018-12-31 | $46,960 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $76,565 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-845,365 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $7,038,241 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,883,606 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $27,500 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $6,750,868 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $7,401,361 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $158,526 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $342,867 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $342,867 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $4,721 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-722,575 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $195,569 |
| Employer contributions (assets) at end of year | 2018-12-31 | $81,887 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $62,813 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $568,053 |
| Contract administrator fees | 2018-12-31 | $40,671 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2018-12-31 | 390758449 |
| 2017 : BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $3,911 |
| Total income from all sources (including contributions) | 2017-12-31 | $1,268,562 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $574,974 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $501,688 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $157,325 |
| Value of total assets at end of year | 2017-12-31 | $7,883,606 |
| Value of total assets at beginning of year | 2017-12-31 | $7,193,929 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $73,286 |
| Total interest from all sources | 2017-12-31 | $145 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $510,661 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $510,661 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $3,911 |
| Total non interest bearing cash at end of year | 2017-12-31 | $76,565 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $12,959 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $693,588 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $7,883,606 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,190,018 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $21,478 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $7,401,361 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $7,087,660 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $68,244 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $342,867 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $145 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $596,342 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $4,089 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $157,325 |
| Employer contributions (assets) at end of year | 2017-12-31 | $62,813 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $25,066 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $501,688 |
| Contract administrator fees | 2017-12-31 | $51,808 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2017-12-31 | 390758449 |
| 2016 : BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $3,911 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $8,864 |
| Total income from all sources (including contributions) | 2016-12-31 | $705,278 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $586,581 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $533,048 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $100,264 |
| Value of total assets at end of year | 2016-12-31 | $7,193,929 |
| Value of total assets at beginning of year | 2016-12-31 | $7,080,185 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $53,533 |
| Total interest from all sources | 2016-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $307,876 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $307,876 |
| Administrative expenses professional fees incurred | 2016-12-31 | $44,533 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $3,911 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $8,864 |
| Other income not declared elsewhere | 2016-12-31 | $-384 |
| Total non interest bearing cash at end of year | 2016-12-31 | $12,959 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $11,371 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $118,697 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $7,190,018 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,071,321 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $9,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $7,087,660 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $6,613,190 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $68,244 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $384,812 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $293,485 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $4,037 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $100,264 |
| Employer contributions (assets) at end of year | 2016-12-31 | $25,066 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $70,812 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $533,048 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | BIK & CO, LLP |
| Accountancy firm EIN | 2016-12-31 | 363244618 |
| 2015 : BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $8,864 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $14,419 |
| Total income from all sources (including contributions) | 2015-12-31 | $212,636 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $573,619 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $502,085 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $283,248 |
| Value of total assets at end of year | 2015-12-31 | $7,080,185 |
| Value of total assets at beginning of year | 2015-12-31 | $7,446,723 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $71,534 |
| Total interest from all sources | 2015-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $413,577 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $413,577 |
| Administrative expenses professional fees incurred | 2015-12-31 | $56,534 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $8,864 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $14,419 |
| Other income not declared elsewhere | 2015-12-31 | $0 |
| Total non interest bearing cash at end of year | 2015-12-31 | $11,371 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $15,938 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-360,983 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $7,071,321 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,432,304 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $15,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $6,613,190 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,564,898 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $384,812 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $788,681 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-474,020 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $-10,169 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $283,248 |
| Employer contributions (assets) at end of year | 2015-12-31 | $70,812 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $77,206 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $502,085 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | BIK & CO, LLP |
| Accountancy firm EIN | 2015-12-31 | 363244618 |
| 2014 : BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $14,419 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $4,664 |
| Total income from all sources (including contributions) | 2014-12-31 | $744,717 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $538,741 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $493,315 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $308,526 |
| Value of total assets at end of year | 2014-12-31 | $7,446,723 |
| Value of total assets at beginning of year | 2014-12-31 | $7,230,992 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $45,426 |
| Total interest from all sources | 2014-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $395,149 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $395,149 |
| Administrative expenses professional fees incurred | 2014-12-31 | $39,529 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $14,419 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $4,664 |
| Total non interest bearing cash at end of year | 2014-12-31 | $15,938 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $5,803 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $205,976 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $7,432,304 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,226,328 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $5,897 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,564,898 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,396,291 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $788,681 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $722,306 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $36,377 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $4,665 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $308,526 |
| Employer contributions (assets) at end of year | 2014-12-31 | $77,206 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $106,592 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $493,315 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | BIK & CO, LLP |
| Accountancy firm EIN | 2014-12-31 | 363244618 |
| 2013 : BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $4,664 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $5,044 |
| Expenses. Interest paid | 2013-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $1,042,644 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $571,908 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $513,518 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of total corrective distributions | 2013-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $327,974 |
| Value of total assets at end of year | 2013-12-31 | $7,230,992 |
| Value of total assets at beginning of year | 2013-12-31 | $6,760,636 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $58,390 |
| Total interest from all sources | 2013-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $230,948 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $230,948 |
| Administrative expenses professional fees incurred | 2013-12-31 | $46,390 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $4,664 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $5,044 |
| Administrative expenses (other) incurred | 2013-12-31 | $0 |
| Total non interest bearing cash at end of year | 2013-12-31 | $5,803 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $93,982 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Income. Non cash contributions | 2013-12-31 | $0 |
| Value of net income/loss | 2013-12-31 | $470,736 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,226,328 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,755,592 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $12,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $6,396,291 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,885,637 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $722,306 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $694,642 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $483,722 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $327,974 |
| Employer contributions (assets) at end of year | 2013-12-31 | $106,592 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $86,375 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $513,518 |
| Contract administrator fees | 2013-12-31 | $0 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | BIK & CO, LLP |
| Accountancy firm EIN | 2013-12-31 | 363244618 |
| 2012 : BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $5,044 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $12,705 |
| Expenses. Interest paid | 2012-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $1,147,573 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $522,136 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $499,598 |
| Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of total corrective distributions | 2012-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $442,575 |
| Value of total assets at end of year | 2012-12-31 | $6,760,636 |
| Value of total assets at beginning of year | 2012-12-31 | $6,142,860 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $22,538 |
| Total interest from all sources | 2012-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $236,217 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $236,217 |
| Administrative expenses professional fees incurred | 2012-12-31 | $22,538 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $5,044 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $12,705 |
| Administrative expenses (other) incurred | 2012-12-31 | $0 |
| Total non interest bearing cash at end of year | 2012-12-31 | $93,982 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $10,481 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Income. Non cash contributions | 2012-12-31 | $0 |
| Value of net income/loss | 2012-12-31 | $625,437 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,755,592 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,130,155 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $5,885,637 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $5,943,521 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $694,642 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $2,958 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $2,958 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $468,781 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $442,575 |
| Employer contributions (assets) at end of year | 2012-12-31 | $86,375 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $185,900 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $499,598 |
| Contract administrator fees | 2012-12-31 | $0 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | BIK & CO, LLP |
| Accountancy firm EIN | 2012-12-31 | 363244618 |
