401k Plan data: EXPERA SPECIALTY SOLUTIONS (MOSINEE-RHINELANDER) 401(K) PLAN plan

EXPERA SPECIALTY SOLUTIONS (MOSINEE-RHINELANDER) 401(K) PLAN 401k Plan overview

Plan Name	EXPERA SPECIALTY SOLUTIONS (MOSINEE-RHINELANDER) 401(K) PLAN
Plan identification number	002

EXPERA SPECIALTY SOLUTIONS (MOSINEE-RHINELANDER) 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

AHLSTROM-MUNKSJO NORTH AMERICAN SPECIALTY SOLUTIONS has sponsored the creation of one or more 401k plans.

Company Name: AHLSTROM-MUNKSJO NORTH AMERICAN SPECIALTY SOLUTIONS

Employer identification number (EIN): 208157633

NAIC Classification: 322100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EXPERA SPECIALTY SOLUTIONS (MOSINEE-RHINELANDER) 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 NANCY VANDERLOOP
002 2014-01-01 NANCY VANDERLOOP
002 2013-06-26 RICK COUNIHAN

Plan id#	Filing Submission Date	Name of Administrator
002	2015-01-01	NANCY VANDERLOOP
002	2014-01-01	NANCY VANDERLOOP
002	2013-06-26	RICK COUNIHAN

Plan Statistics for EXPERA SPECIALTY SOLUTIONS (MOSINEE-RHINELANDER) 401(K) PLAN

401k plan membership statisitcs for EXPERA SPECIALTY SOLUTIONS (MOSINEE-RHINELANDER) 401(K) PLAN

Measure Date Value
2015: EXPERA SPECIALTY SOLUTIONS (MOSINEE-RHINELANDER) 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 934
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EXPERA SPECIALTY SOLUTIONS (MOSINEE-RHINELANDER) 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 874
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 908
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 26
Total of all active and inactive participants 2014-01-01 934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 934
Number of participants with account balances 2014-01-01 855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: EXPERA SPECIALTY SOLUTIONS (MOSINEE-RHINELANDER) 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-06-26 819
Total number of active participants reported on line 7a of the Form 5500 2013-06-26 865
Number of retired or separated participants receiving benefits 2013-06-26 1
Number of other retired or separated participants entitled to future benefits 2013-06-26 7
Total of all active and inactive participants 2013-06-26 873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-26 1
Total participants 2013-06-26 874
Number of participants with account balances 2013-06-26 798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-26 3

Measure	Date	Value
2015: EXPERA SPECIALTY SOLUTIONS (MOSINEE-RHINELANDER) 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	934
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EXPERA SPECIALTY SOLUTIONS (MOSINEE-RHINELANDER) 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	874
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	908
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	26
Total of all active and inactive participants	2014-01-01	934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	934
Number of participants with account balances	2014-01-01	855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: EXPERA SPECIALTY SOLUTIONS (MOSINEE-RHINELANDER) 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-06-26	819
Total number of active participants reported on line 7a of the Form 5500	2013-06-26	865
Number of retired or separated participants receiving benefits	2013-06-26	1
Number of other retired or separated participants entitled to future benefits	2013-06-26	7
Total of all active and inactive participants	2013-06-26	873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-26	1
Total participants	2013-06-26	874
Number of participants with account balances	2013-06-26	798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-26	3

Financial Data on EXPERA SPECIALTY SOLUTIONS (MOSINEE-RHINELANDER) 401(K) PLAN

Measure	Date	Value
2015 : EXPERA SPECIALTY SOLUTIONS (MOSINEE-RHINELANDER) 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-01-01	$0
Total transfer of assets from this plan	2015-01-01	$36,437,398
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-01-01	$0
Total income from all sources (including contributions)	2015-01-01	$17,916
Total loss/gain on sale of assets	2015-01-01	$0
Total of all expenses incurred	2015-01-01	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-01-01	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-01-01	$16,772
Value of total assets at end of year	2015-01-01	$0
Value of total assets at beginning of year	2015-01-01	$36,419,482
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-01-01	$0
Total interest from all sources	2015-01-01	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-01-01	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-01-01	No
Was this plan covered by a fidelity bond	2015-01-01	Yes
Value of fidelity bond cover	2015-01-01	$5,000,000
If this is an individual account plan, was there a blackout period	2015-01-01	Yes
Were there any nonexempt tranactions with any party-in-interest	2015-01-01	No
Participant contributions at end of year	2015-01-01	$0
Participant contributions at beginning of year	2015-01-01	$1,029,398
Participant contributions at end of year	2015-01-01	$0
Participant contributions at beginning of year	2015-01-01	$83,908
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-01-01	$3,371
Total non interest bearing cash at end of year	2015-01-01	$0
Total non interest bearing cash at beginning of year	2015-01-01	$27,710,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-01-01	No
Value of net income/loss	2015-01-01	$17,916
Value of net assets at end of year (total assets less liabilities)	2015-01-01	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-01-01	$36,419,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-01-01	No
Were any leases to which the plan was party in default or uncollectible	2015-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-01-01	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-01-01	$7,266,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-01-01	$1,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-01-01	No
Was there a failure to transmit to the plan any participant contributions	2015-01-01	No
Has the plan failed to provide any benefit when due under the plan	2015-01-01	No
Contributions received in cash from employer	2015-01-01	$16,772
Employer contributions (assets) at end of year	2015-01-01	$0
Employer contributions (assets) at beginning of year	2015-01-01	$324,903
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	2015-01-01	Yes
Did the plan have assets held for investment	2015-01-01	No
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	2015-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-01-01	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-01-01	Yes
Opinion of an independent qualified public accountant for this plan	2015-01-01	Disclaimer
Accountancy firm name	2015-01-01	RSM US LLP
Accountancy firm EIN	2015-01-01	420714325
2014 : EXPERA SPECIALTY SOLUTIONS (MOSINEE-RHINELANDER) 401(K) 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$50,463
Total income from all sources (including contributions)	2014-12-31	$15,138,188
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,171,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,074,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$13,507,671
Value of total assets at end of year	2014-12-31	$36,419,482
Value of total assets at beginning of year	2014-12-31	$22,503,259
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$97,421
Total interest from all sources	2014-12-31	$34,436
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$481,967
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	$481,967
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
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
Contributions received from participants	2014-12-31	$5,082,237
Participant contributions at end of year	2014-12-31	$1,029,398
Participant contributions at beginning of year	2014-12-31	$504,464
Participant contributions at end of year	2014-12-31	$83,908
Participant contributions at beginning of year	2014-12-31	$44,625
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$5,709,231
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$3,371
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$2,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$50,463
Other income not declared elsewhere	2014-12-31	$4,754
Administrative expenses (other) incurred	2014-12-31	$97,421
Total non interest bearing cash at end of year	2014-12-31	$27,710,937
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	$13,966,686
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$36,419,482
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$22,452,796
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,266,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$19,475,729
Interest on participant loans	2014-12-31	$34,436
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$2,330,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,056,003
Net investment gain or loss from common/collective trusts	2014-12-31	$53,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
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	$2,716,203
Employer contributions (assets) at end of year	2014-12-31	$324,903
Employer contributions (assets) at beginning of year	2014-12-31	$144,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,074,081
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	2014-12-31	Yes
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
2013 : EXPERA SPECIALTY SOLUTIONS (MOSINEE-RHINELANDER) 401(K) 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	$50,463
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$22,508,881
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$56,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$25,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$21,439,814
Value of total assets at end of year	2013-12-31	$22,503,259
Value of total assets at beginning of year	2013-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$30,542
Total interest from all sources	2013-12-31	$4,801
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$120,274
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	$120,274
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
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	$2,424,330
Participant contributions at end of year	2013-12-31	$504,464
Participant contributions at end of year	2013-12-31	$44,625
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$17,829,705
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$2,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$50,463
Administrative expenses (other) incurred	2013-12-31	$30,542
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
Value of net income/loss	2013-12-31	$22,452,796
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$22,452,796
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$0
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$19,475,729
Interest on participant loans	2013-12-31	$4,801
Value of interest in common/collective trusts at end of year	2013-12-31	$2,330,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$933,916
Net investment gain or loss from common/collective trusts	2013-12-31	$10,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
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	$1,185,779
Employer contributions (assets) at end of year	2013-12-31	$144,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$25,543
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	MCGLADREY LLP
Accountancy firm EIN	2013-12-31	420714325

Form 5500 Responses for EXPERA SPECIALTY SOLUTIONS (MOSINEE-RHINELANDER) 401(K) PLAN

2015: EXPERA SPECIALTY SOLUTIONS (MOSINEE-RHINELANDER) 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EXPERA SPECIALTY SOLUTIONS (MOSINEE-RHINELANDER) 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EXPERA SPECIALTY SOLUTIONS (MOSINEE-RHINELANDER) 401(K) PLAN 2013 form 5500 responses
2013-06-26	Type of plan entity	Single employer plan
2013-06-26	First time form 5500 has been submitted	Yes
2013-06-26	Submission has been amended	No
2013-06-26	This submission is the final filing	No
2013-06-26	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-06-26	Plan is a collectively bargained plan	No
2013-06-26	Plan funding arrangement – Trust	Yes
2013-06-26	Plan benefit arrangement - Trust	Yes

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Company Name:	AHLSTROM-MUNKSJO NORTH AMERICAN SPECIALTY SOLUTIONS
Employer identification number (EIN):	208157633
NAIC Classification:	322100