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THE BUDD COMPANY PENSION PLAN FOR EXECUTIVE AND ADMNISTRATIVE EMPLOYEES 401k Plan overview

Plan NameTHE BUDD COMPANY PENSION PLAN FOR EXECUTIVE AND ADMNISTRATIVE EMPLOYEES
Plan identification number 009

THE BUDD COMPANY PENSION PLAN FOR EXECUTIVE AND ADMNISTRATIVE EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THYSSENKRUPP NORTH AMERICA, LLC has sponsored the creation of one or more 401k plans.

Company Name:THYSSENKRUPP NORTH AMERICA, LLC
Employer identification number (EIN):222393554
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about THYSSENKRUPP NORTH AMERICA, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1992-09-01
Company Identification Number: 0009650506
Legal Registered Office Address: 9450 SW GEMINI DR PMB 28424

BEAVERTON
United States of America (USA)
97008

More information about THYSSENKRUPP NORTH AMERICA, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BUDD COMPANY PENSION PLAN FOR EXECUTIVE AND ADMNISTRATIVE EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0092019-01-01
0092018-01-01
0092017-01-01CINDY SUSZEK JAMES ALLISON2018-10-12
0092016-01-01CINDY SUSZEK JAMES ALLISON2017-10-14

Plan Statistics for THE BUDD COMPANY PENSION PLAN FOR EXECUTIVE AND ADMNISTRATIVE EMPLOYEES

401k plan membership statisitcs for THE BUDD COMPANY PENSION PLAN FOR EXECUTIVE AND ADMNISTRATIVE EMPLOYEES

Measure Date Value
2019: THE BUDD COMPANY PENSION PLAN FOR EXECUTIVE AND ADMNISTRATIVE EMPLOYEES 2019 401k membership
Market value of plan assets2019-12-31230,432,749
Acturial value of plan assets2019-12-31244,140,710
Funding target for retired participants and beneficiaries receiving payment2019-12-31251,793,206
Number of terminated vested participants2019-12-31190
Fundng target for terminated vested participants2019-12-3117,431,455
Active participant vested funding target2019-12-315,206,598
Number of active participants2019-12-3121
Total funding liabilities for active participants2019-12-315,459,626
Total participant count2019-12-311,936
Total funding target for all participants2019-12-31274,684,287
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-319,517,142
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-318,865,655
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,897,878
Net shortfall amortization installment of oustanding balance2019-12-3130,543,577
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-318,862,167
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-318,862,167
Contributions allocatedtoward minimum required contributions for current year2019-12-318,865,655
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,900
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE BUDD COMPANY PENSION PLAN FOR EXECUTIVE AND ADMNISTRATIVE EMPLOYEES 2018 401k membership
Market value of plan assets2018-12-31271,687,825
Acturial value of plan assets2018-12-31253,378,559
Funding target for retired participants and beneficiaries receiving payment2018-12-31259,128,454
Number of terminated vested participants2018-12-31199
Fundng target for terminated vested participants2018-12-3116,837,425
Active participant vested funding target2018-12-315,161,199
Number of active participants2018-12-3121
Total funding liabilities for active participants2018-12-315,385,707
Total participant count2018-12-312,005
Total funding target for all participants2018-12-31281,351,586
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31989
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-311,045
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-312,949,959
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-312,893,695
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-312,036,076
Net shortfall amortization installment of oustanding balance2018-12-3127,973,027
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-312,893,695
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-312,893,695
Contributions allocatedtoward minimum required contributions for current year2018-12-312,893,695
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-012,005
Total number of active participants reported on line 7a of the Form 55002018-01-0121
Number of retired or separated participants receiving benefits2018-01-011,264
Number of other retired or separated participants entitled to future benefits2018-01-01190
Total of all active and inactive participants2018-01-011,475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01425
Total participants2018-01-011,900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE BUDD COMPANY PENSION PLAN FOR EXECUTIVE AND ADMNISTRATIVE EMPLOYEES 2017 401k membership
Market value of plan assets2017-12-31261,689,073
Acturial value of plan assets2017-12-31265,939,398
Funding target for retired participants and beneficiaries receiving payment2017-12-31265,513,822
Number of terminated vested participants2017-12-31281
Fundng target for terminated vested participants2017-12-3122,368,738
Active participant vested funding target2017-12-315,233,264
Number of active participants2017-12-3126
Total funding liabilities for active participants2017-12-315,467,660
Total participant count2017-12-312,139
Total funding target for all participants2017-12-31293,350,220
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31399
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31423
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-318,200,237
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-317,915,911
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,818,313
Net shortfall amortization installment of oustanding balance2017-12-3127,410,822
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-317,914,922
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-317,914,922
Contributions allocatedtoward minimum required contributions for current year2017-12-317,915,911
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012,100
Total number of active participants reported on line 7a of the Form 55002017-01-0121
Number of retired or separated participants receiving benefits2017-01-011,304
Number of other retired or separated participants entitled to future benefits2017-01-01199
Total of all active and inactive participants2017-01-011,524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01481
Total participants2017-01-012,005
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE BUDD COMPANY PENSION PLAN FOR EXECUTIVE AND ADMNISTRATIVE EMPLOYEES 2016 401k membership
Market value of plan assets2016-12-31290,773,640
Acturial value of plan assets2016-12-31309,265,633
Funding target for retired participants and beneficiaries receiving payment2016-12-31269,353,394
Number of terminated vested participants2016-12-31817
Fundng target for terminated vested participants2016-12-3152,226,331
Active participant vested funding target2016-12-315,315,091
Number of active participants2016-12-3127
Total funding liabilities for active participants2016-12-315,525,822
Total participant count2016-12-312,728
Total funding target for all participants2016-12-31327,105,547
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-312,530
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-312,686
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3112,335,930
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3111,849,018
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-312,021,043
Net shortfall amortization installment of oustanding balance2016-12-3117,839,914
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3111,848,619
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3111,848,619
Contributions allocatedtoward minimum required contributions for current year2016-12-3111,849,018
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012,691
Total number of active participants reported on line 7a of the Form 55002016-01-0126
Number of retired or separated participants receiving benefits2016-01-011,335
Number of other retired or separated participants entitled to future benefits2016-01-01281
Total of all active and inactive participants2016-01-011,642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01458
Total participants2016-01-012,100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on THE BUDD COMPANY PENSION PLAN FOR EXECUTIVE AND ADMNISTRATIVE EMPLOYEES

Measure Date Value
2019 : THE BUDD COMPANY PENSION PLAN FOR EXECUTIVE AND ADMNISTRATIVE EMPLOYEES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$249,576,306
Total transfer of assets from this plan2019-12-31$249,576,306
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 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$46,928,752
Total income from all sources (including contributions)2019-12-31$46,928,752
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$27,785,195
Total of all expenses incurred2019-12-31$27,785,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$26,179,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$26,179,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,168,998
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$230,432,749
Value of total assets at beginning of year2019-12-31$230,432,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,605,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,605,574
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$425,669
Administrative expenses professional fees incurred2019-12-31$425,669
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other income not declared elsewhere2019-12-31$4,668
Other income not declared elsewhere2019-12-31$4,668
Administrative expenses (other) incurred2019-12-31$1,179,905
Administrative expenses (other) incurred2019-12-31$1,179,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$19,143,557
Value of net income/loss2019-12-31$19,143,557
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$230,432,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$230,432,749
Value of interest in master investment trust accounts at beginning of year2019-12-31$230,432,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,168,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$26,179,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$26,179,621
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : THE BUDD COMPANY PENSION PLAN FOR EXECUTIVE AND ADMNISTRATIVE EMPLOYEES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$0
Total income from all sources (including contributions)2018-12-31$-10,376,559
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$28,638,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$26,745,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,225,886
Value of total assets at end of year2018-12-31$230,432,749
Value of total assets at beginning of year2018-12-31$269,447,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,892,849
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$713,529
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$1,179,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-39,014,650
Value of net assets at end of year (total assets less liabilities)2018-12-31$230,432,749
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$269,447,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$230,432,749
Value of interest in master investment trust accounts at beginning of year2018-12-31$269,447,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,225,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$26,745,242
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : THE BUDD COMPANY PENSION PLAN FOR EXECUTIVE AND ADMNISTRATIVE EMPLOYEES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$3,481
Total income from all sources (including contributions)2017-12-31$47,991,042
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$36,787,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$34,696,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,406,349
Value of total assets at end of year2017-12-31$269,447,399
Value of total assets at beginning of year2017-12-31$258,247,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,091,184
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$860,584
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$1,230,600
Liabilities. Value of operating payables at beginning of year2017-12-31$3,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$11,203,800
Value of net assets at end of year (total assets less liabilities)2017-12-31$269,447,399
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$258,243,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$269,447,399
Value of interest in master investment trust accounts at beginning of year2017-12-31$258,247,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$9,406,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$34,696,058
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : THE BUDD COMPANY PENSION PLAN FOR EXECUTIVE AND ADMNISTRATIVE EMPLOYEES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,481
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$41,067,622
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$68,414,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$66,309,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$14,128,480
Value of total assets at end of year2016-12-31$258,247,080
Value of total assets at beginning of year2016-12-31$285,590,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,105,437
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$587,713
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$1,517,724
Liabilities. Value of operating payables at end of year2016-12-31$3,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-27,347,203
Value of net assets at end of year (total assets less liabilities)2016-12-31$258,243,599
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$285,590,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$258,247,080
Value of interest in master investment trust accounts at beginning of year2016-12-31$285,590,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$14,128,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$66,309,388
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2016-12-31381357951

Form 5500 Responses for THE BUDD COMPANY PENSION PLAN FOR EXECUTIVE AND ADMNISTRATIVE EMPLOYEES

2019: THE BUDD COMPANY PENSION PLAN FOR EXECUTIVE AND ADMNISTRATIVE EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE BUDD COMPANY PENSION PLAN FOR EXECUTIVE AND ADMNISTRATIVE EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE BUDD COMPANY PENSION PLAN FOR EXECUTIVE AND ADMNISTRATIVE EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE BUDD COMPANY PENSION PLAN FOR EXECUTIVE AND ADMNISTRATIVE EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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