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LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 401k Plan overview

Plan NameLATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES
Plan identification number 002

LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CARPENTER TECHNOLOGY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:CARPENTER TECHNOLOGY CORPORATION
Employer identification number (EIN):230458500
NAIC Classification:331110
NAIC Description:Iron and Steel Mills and Ferroalloy Manufacturing

Additional information about CARPENTER TECHNOLOGY CORPORATION

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 57505

More information about CARPENTER TECHNOLOGY CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01ERIN STEINER ERIN STEINER2018-10-12
0022016-01-01ERIN STEINER ERIN STEINER2017-10-16
0022015-01-01ERIN STEINER ERIN STEINER2016-10-14
0022014-01-01MICHAEL HAJOST MICHAEL HAJOST2015-10-09
0022013-01-01MICHAEL HAJOST MICHAEL HAJOST2014-11-24

Plan Statistics for LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES

401k plan membership statisitcs for LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES

Measure Date Value
2022: LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 2022 401k membership
Market value of plan assets2022-12-31110,857,803
Acturial value of plan assets2022-12-31105,967,025
Funding target for retired participants and beneficiaries receiving payment2022-12-3162,218,344
Number of terminated vested participants2022-12-3169
Fundng target for terminated vested participants2022-12-312,157,290
Active participant vested funding target2022-12-3132,690,588
Number of active participants2022-12-31371
Total funding liabilities for active participants2022-12-3136,352,129
Total participant count2022-12-31806
Total funding target for all participants2022-12-31100,727,763
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-311,748,811
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-31901,769
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31847,042
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31919,041
Total employer contributions2022-12-314,500,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-314,111,266
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-312,822,923
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-314,111,266
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01806
Total number of active participants reported on line 7a of the Form 55002022-01-01336
Number of retired or separated participants receiving benefits2022-01-01327
Number of other retired or separated participants entitled to future benefits2022-01-0173
Total of all active and inactive participants2022-01-01736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0155
Total participants2022-01-01791
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 2021 401k membership
Market value of plan assets2021-12-31105,434,837
Acturial value of plan assets2021-12-3194,891,353
Funding target for retired participants and beneficiaries receiving payment2021-12-3161,672,361
Number of terminated vested participants2021-12-3158
Fundng target for terminated vested participants2021-12-312,037,153
Active participant vested funding target2021-12-3131,042,776
Number of active participants2021-12-31402
Total funding liabilities for active participants2021-12-3134,645,731
Total participant count2021-12-31808
Total funding target for all participants2021-12-3198,355,245
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-311,512,812
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-311,512,812
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-311,748,811
Total employer contributions2021-12-312,672,633
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-312,646,118
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-312,953,620
Net shortfall amortization installment of oustanding balance2021-12-315,212,703
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-313,547,887
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-31901,769
Additional cash requirement2021-12-312,646,118
Contributions allocatedtoward minimum required contributions for current year2021-12-312,646,118
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01808
Total number of active participants reported on line 7a of the Form 55002021-01-01371
Number of retired or separated participants receiving benefits2021-01-01320
Number of other retired or separated participants entitled to future benefits2021-01-0165
Total of all active and inactive participants2021-01-01756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0150
Total participants2021-01-01806
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 2020 401k membership
Market value of plan assets2020-12-31109,611,545
Acturial value of plan assets2020-12-31103,779,029
Funding target for retired participants and beneficiaries receiving payment2020-12-3173,625,730
Number of terminated vested participants2020-12-3153
Fundng target for terminated vested participants2020-12-311,694,076
Active participant vested funding target2020-12-3132,811,501
Number of active participants2020-12-31438
Total funding liabilities for active participants2020-12-3136,517,741
Total participant count2020-12-311,176
Total funding target for all participants2020-12-31111,837,547
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-311,433,945
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,512,812
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-311,512,812
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-311,512,812
Total employer contributions2020-12-314,416,166
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-314,281,590
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-313,321,859
Net shortfall amortization installment of oustanding balance2020-12-319,571,330
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-314,281,590
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-314,281,590
Contributions allocatedtoward minimum required contributions for current year2020-12-314,281,590
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,176
Total number of active participants reported on line 7a of the Form 55002020-01-01402
Number of retired or separated participants receiving benefits2020-01-01316
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-01772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0136
Total participants2020-01-01808
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 2019 401k membership
Market value of plan assets2019-12-3191,744,847
Acturial value of plan assets2019-12-3197,782,533
Funding target for retired participants and beneficiaries receiving payment2019-12-3172,664,564
Number of terminated vested participants2019-12-3154
Fundng target for terminated vested participants2019-12-311,947,985
Active participant vested funding target2019-12-3134,203,123
Number of active participants2019-12-31469
Total funding liabilities for active participants2019-12-3138,067,201
Total participant count2019-12-311,211
Total funding target for all participants2019-12-31112,679,750
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 contributions2019-12-31314
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31332
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 contributions2019-12-316,724,851
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 date2019-12-316,399,795
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 cost2019-12-313,588,485
Net shortfall amortization installment of oustanding balance2019-12-3114,897,217
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-316,399,795
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-316,399,795
Contributions allocatedtoward minimum required contributions for current year2019-12-316,399,795
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,211
Total number of active participants reported on line 7a of the Form 55002019-01-01438
Number of retired or separated participants receiving benefits2019-01-01436
Number of other retired or separated participants entitled to future benefits2019-01-0149
Total of all active and inactive participants2019-01-01923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01253
Total participants2019-01-011,176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 2018 401k membership
Market value of plan assets2018-12-31102,910,058
Acturial value of plan assets2018-12-3197,147,361
Funding target for retired participants and beneficiaries receiving payment2018-12-3168,469,184
Number of terminated vested participants2018-12-3152
Fundng target for terminated vested participants2018-12-311,767,791
Active participant vested funding target2018-12-3130,983,029
Number of active participants2018-12-31443
Total funding liabilities for active participants2018-12-3134,723,772
Total participant count2018-12-311,204
Total funding target for all participants2018-12-31104,960,747
Balance at beginning of prior year after applicable adjustments2018-12-314,319
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31735,204
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-314,319
Prefunding balanced used to offset prior years funding requirement2018-12-31735,204
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-311,048
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-311,209
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 contributions2018-12-315,217,350
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 date2018-12-314,971,936
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 cost2018-12-313,496,099
Net shortfall amortization installment of oustanding balance2018-12-317,813,386
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-314,971,622
Additional cash requirement2018-12-314,971,622
Contributions allocatedtoward minimum required contributions for current year2018-12-314,971,936
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,204
Total number of active participants reported on line 7a of the Form 55002018-01-01469
Number of retired or separated participants receiving benefits2018-01-01435
Number of other retired or separated participants entitled to future benefits2018-01-0150
Total of all active and inactive participants2018-01-01954
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01257
Total participants2018-01-011,211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 2017 401k membership
Market value of plan assets2017-12-3195,036,075
Acturial value of plan assets2017-12-3197,228,972
Funding target for retired participants and beneficiaries receiving payment2017-12-3171,196,822
Number of terminated vested participants2017-12-3150
Fundng target for terminated vested participants2017-12-311,617,447
Active participant vested funding target2017-12-3126,845,558
Number of active participants2017-12-31444
Total funding liabilities for active participants2017-12-3130,843,874
Total participant count2017-12-311,235
Total funding target for all participants2017-12-31103,658,143
Balance at beginning of prior year after applicable adjustments2017-12-314,018
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31683,911
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 balance2017-12-314,018
Amount remaining of prefunding balance2017-12-31683,911
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
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 year2017-12-314,319
Balance of prefunding at beginning of current year2017-12-31735,204
Total employer contributions2017-12-313,569,642
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 date2017-12-313,354,738
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 cost2017-12-312,864,493
Net shortfall amortization installment of oustanding balance2017-12-317,168,694
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-314,093,213
Carryover balance elected to use to offset funding requirement2017-12-314,319
Prefunding balance elected to use to offset funding requirement2017-12-31735,204
Additional cash requirement2017-12-313,353,690
Contributions allocatedtoward minimum required contributions for current year2017-12-313,354,738
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,235
Total number of active participants reported on line 7a of the Form 55002017-01-01443
Number of retired or separated participants receiving benefits2017-01-01450
Number of other retired or separated participants entitled to future benefits2017-01-0148
Total of all active and inactive participants2017-01-01941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01263
Total participants2017-01-011,204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 2016 401k membership
Market value of plan assets2016-12-3194,581,497
Acturial value of plan assets2016-12-31100,008,857
Funding target for retired participants and beneficiaries receiving payment2016-12-3172,387,285
Number of terminated vested participants2016-12-3154
Fundng target for terminated vested participants2016-12-311,683,971
Active participant vested funding target2016-12-3123,861,850
Number of active participants2016-12-31431
Total funding liabilities for active participants2016-12-3127,901,632
Total participant count2016-12-311,247
Total funding target for all participants2016-12-31101,972,888
Balance at beginning of prior year after applicable adjustments2016-12-314,098
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31697,512
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 balance2016-12-314,098
Amount remaining of prefunding balance2016-12-31697,512
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-314,018
Balance of prefunding at beginning of current year2016-12-31683,911
Total employer contributions2016-12-313,410,255
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 date2016-12-313,086,650
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 cost2016-12-312,647,982
Net shortfall amortization installment of oustanding balance2016-12-312,651,960
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-313,086,148
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-313,086,148
Contributions allocatedtoward minimum required contributions for current year2016-12-313,086,650
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,247
Total number of active participants reported on line 7a of the Form 55002016-01-01444
Number of retired or separated participants receiving benefits2016-01-01474
Number of other retired or separated participants entitled to future benefits2016-01-0147
Total of all active and inactive participants2016-01-01965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01270
Total participants2016-01-011,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-011,244
Total number of active participants reported on line 7a of the Form 55002015-01-01431
Number of retired or separated participants receiving benefits2015-01-01482
Number of other retired or separated participants entitled to future benefits2015-01-0151
Total of all active and inactive participants2015-01-01964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01283
Total participants2015-01-011,247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-011,274
Total number of active participants reported on line 7a of the Form 55002014-01-01414
Number of retired or separated participants receiving benefits2014-01-01497
Number of other retired or separated participants entitled to future benefits2014-01-0153
Total of all active and inactive participants2014-01-01964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01280
Total participants2014-01-011,244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-011,290
Total number of active participants reported on line 7a of the Form 55002013-01-01418
Number of retired or separated participants receiving benefits2013-01-01520
Number of other retired or separated participants entitled to future benefits2013-01-0148
Total of all active and inactive participants2013-01-01986
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01288
Total participants2013-01-011,274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017

Financial Data on LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES

Measure Date Value
2022 : LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$3,841,000
Total unrealized appreciation/depreciation of assets2022-12-31$3,841,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$61,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$45,000
Total income from all sources (including contributions)2022-12-31$-30,593,000
Total loss/gain on sale of assets2022-12-31$-7,787,000
Total of all expenses incurred2022-12-31$7,444,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,508,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$73,039,000
Value of total assets at beginning of year2022-12-31$111,060,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$936,000
Total interest from all sources2022-12-31$35,000
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$320,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$5,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,000
Administrative expenses (other) incurred2022-12-31$550,000
Liabilities. Value of operating payables at end of year2022-12-31$61,000
Liabilities. Value of operating payables at beginning of year2022-12-31$45,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-38,037,000
Value of net assets at end of year (total assets less liabilities)2022-12-31$72,978,000
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$111,015,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$66,000
Income. Interest from corporate debt instruments2022-12-31$4,000
Value of interest in common/collective trusts at end of year2022-12-31$71,489,000
Value of interest in common/collective trusts at beginning of year2022-12-31$100,749,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,545,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$10,016,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$10,016,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$31,000
Net investment gain or loss from common/collective trusts2022-12-31$-26,682,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,508,000
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$294,000
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$24,948,000
Aggregate carrying amount (costs) on sale of assets2022-12-31$32,735,000
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-16,932,000
Total unrealized appreciation/depreciation of assets2021-12-31$-16,932,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$45,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$85,000
Total income from all sources (including contributions)2021-12-31$10,991,000
Total loss/gain on sale of assets2021-12-31$29,001,000
Total of all expenses incurred2021-12-31$6,482,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,296,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,541,000
Value of total assets at end of year2021-12-31$111,060,000
Value of total assets at beginning of year2021-12-31$106,591,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,186,000
Total interest from all sources2021-12-31$1,190,000
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$487,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$188,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$422,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$61,000
Administrative expenses (other) incurred2021-12-31$538,000
Liabilities. Value of operating payables at end of year2021-12-31$45,000
Liabilities. Value of operating payables at beginning of year2021-12-31$24,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,509,000
Value of net assets at end of year (total assets less liabilities)2021-12-31$111,015,000
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$106,506,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$460,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,940,000
Income. Interest from US Government securities2021-12-31$2,000
Income. Interest from corporate debt instruments2021-12-31$1,187,000
Value of interest in common/collective trusts at end of year2021-12-31$100,749,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$10,016,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,974,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,974,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,000
Asset value of US Government securities at beginning of year2021-12-31$9,399,000
Net investment gain or loss from common/collective trusts2021-12-31$-4,296,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,541,000
Employer contributions (assets) at beginning of year2021-12-31$1,387,000
Income. Dividends from common stock2021-12-31$487,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,296,000
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$294,000
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$39,814,000
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$49,655,000
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$288,323,000
Aggregate carrying amount (costs) on sale of assets2021-12-31$259,322,000
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$6,314,000
Total unrealized appreciation/depreciation of assets2020-12-31$6,314,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$85,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$132,000
Total income from all sources (including contributions)2020-12-31$21,706,000
Total loss/gain on sale of assets2020-12-31$7,547,000
Total of all expenses incurred2020-12-31$24,822,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$23,261,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,547,000
Value of total assets at end of year2020-12-31$106,591,000
Value of total assets at beginning of year2020-12-31$109,754,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,561,000
Total interest from all sources2020-12-31$1,596,000
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$727,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,000
Administrative expenses professional fees incurred2020-12-31$346,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$422,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$545,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$61,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$75,000
Administrative expenses (other) incurred2020-12-31$756,000
Liabilities. Value of operating payables at end of year2020-12-31$24,000
Liabilities. Value of operating payables at beginning of year2020-12-31$57,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-3,116,000
Value of net assets at end of year (total assets less liabilities)2020-12-31$106,506,000
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$109,622,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,940,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,965,000
Income. Interest from US Government securities2020-12-31$20,000
Income. Interest from corporate debt instruments2020-12-31$1,562,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,974,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,234,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,234,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$14,000
Asset value of US Government securities at end of year2020-12-31$9,399,000
Asset value of US Government securities at beginning of year2020-12-31$11,163,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-25,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,547,000
Employer contributions (assets) at end of year2020-12-31$1,387,000
Employer contributions (assets) at beginning of year2020-12-31$2,997,000
Income. Dividends from common stock2020-12-31$724,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$23,261,000
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$39,814,000
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$40,018,000
Contract administrator fees2020-12-31$459,000
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$49,655,000
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$49,832,000
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$162,440,000
Aggregate carrying amount (costs) on sale of assets2020-12-31$154,893,000
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$14,192,000
Total unrealized appreciation/depreciation of assets2019-12-31$14,192,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$132,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$73,000
Total income from all sources (including contributions)2019-12-31$27,793,000
Total loss/gain on sale of assets2019-12-31$3,932,000
Total of all expenses incurred2019-12-31$9,994,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,654,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,725,000
Value of total assets at end of year2019-12-31$109,754,000
Value of total assets at beginning of year2019-12-31$91,896,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,340,000
Total interest from all sources2019-12-31$1,970,000
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$881,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$23,000
Administrative expenses professional fees incurred2019-12-31$181,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$545,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$726,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$75,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$41,000
Administrative expenses (other) incurred2019-12-31$750,000
Liabilities. Value of operating payables at end of year2019-12-31$57,000
Liabilities. Value of operating payables at beginning of year2019-12-31$32,000
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$17,799,000
Value of net assets at end of year (total assets less liabilities)2019-12-31$109,622,000
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$91,823,000
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$1,965,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,643,000
Income. Interest from US Government securities2019-12-31$6,000
Income. Interest from corporate debt instruments2019-12-31$1,872,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,234,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,959,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,959,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$92,000
Asset value of US Government securities at end of year2019-12-31$11,163,000
Asset value of US Government securities at beginning of year2019-12-31$7,030,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$93,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$6,725,000
Employer contributions (assets) at end of year2019-12-31$2,997,000
Employer contributions (assets) at beginning of year2019-12-31$2,148,000
Income. Dividends from common stock2019-12-31$858,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,654,000
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$40,018,000
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$39,082,000
Contract administrator fees2019-12-31$409,000
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$49,832,000
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$39,308,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$103,623,000
Aggregate carrying amount (costs) on sale of assets2019-12-31$99,691,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-11,906,000
Total unrealized appreciation/depreciation of assets2018-12-31$-11,906,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$73,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$78,000
Total income from all sources (including contributions)2018-12-31$-1,344,000
Total loss/gain on sale of assets2018-12-31$2,702,000
Total of all expenses incurred2018-12-31$9,765,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,363,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,199,000
Value of total assets at end of year2018-12-31$91,896,000
Value of total assets at beginning of year2018-12-31$103,010,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,402,000
Total interest from all sources2018-12-31$2,004,000
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$892,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$69,000
Administrative expenses professional fees incurred2018-12-31$222,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$726,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$628,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$41,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$32,000
Administrative expenses (other) incurred2018-12-31$717,000
Liabilities. Value of operating payables at end of year2018-12-31$32,000
Liabilities. Value of operating payables at beginning of year2018-12-31$46,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-11,109,000
Value of net assets at end of year (total assets less liabilities)2018-12-31$91,823,000
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$102,932,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$456,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,643,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,829,000
Income. Interest from US Government securities2018-12-31$157,000
Income. Interest from corporate debt instruments2018-12-31$1,792,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,959,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,176,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,176,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$55,000
Asset value of US Government securities at end of year2018-12-31$7,030,000
Asset value of US Government securities at beginning of year2018-12-31$7,147,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-235,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$5,199,000
Employer contributions (assets) at end of year2018-12-31$2,148,000
Employer contributions (assets) at beginning of year2018-12-31$2,025,000
Income. Dividends from common stock2018-12-31$823,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,363,000
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$39,082,000
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$41,022,000
Contract administrator fees2018-12-31$7,000
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$39,308,000
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$47,183,000
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$72,688,000
Aggregate carrying amount (costs) on sale of assets2018-12-31$69,986,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$6,470,000
Total unrealized appreciation/depreciation of assets2017-12-31$6,470,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$78,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$334,000
Total income from all sources (including contributions)2017-12-31$17,546,000
Total loss/gain on sale of assets2017-12-31$4,705,000
Total of all expenses incurred2017-12-31$9,750,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,375,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,588,000
Value of total assets at end of year2017-12-31$103,010,000
Value of total assets at beginning of year2017-12-31$95,470,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,375,000
Total interest from all sources2017-12-31$1,805,000
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$996,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$50,000
Administrative expenses professional fees incurred2017-12-31$191,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$628,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$950,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$32,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$297,000
Administrative expenses (other) incurred2017-12-31$723,000
Liabilities. Value of operating payables at end of year2017-12-31$46,000
Liabilities. Value of operating payables at beginning of year2017-12-31$37,000
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$7,796,000
Value of net assets at end of year (total assets less liabilities)2017-12-31$102,932,000
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$95,136,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$444,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,829,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,847,000
Income. Interest from US Government securities2017-12-31$100,000
Income. Interest from corporate debt instruments2017-12-31$1,677,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,176,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,440,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,440,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$28,000
Asset value of US Government securities at end of year2017-12-31$7,147,000
Asset value of US Government securities at beginning of year2017-12-31$6,876,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-18,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$3,588,000
Employer contributions (assets) at end of year2017-12-31$2,025,000
Employer contributions (assets) at beginning of year2017-12-31$3,410,000
Income. Dividends from common stock2017-12-31$946,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,375,000
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$41,022,000
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$34,638,000
Contract administrator fees2017-12-31$17,000
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$47,183,000
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$44,309,000
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$128,312,000
Aggregate carrying amount (costs) on sale of assets2017-12-31$123,607,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,612,000
Total unrealized appreciation/depreciation of assets2016-12-31$1,612,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$334,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$51,123
Total income from all sources (including contributions)2016-12-31$10,397,000
Total loss/gain on sale of assets2016-12-31$2,481,000
Total of all expenses incurred2016-12-31$9,791,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,672,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,410,000
Value of total assets at end of year2016-12-31$95,470,000
Value of total assets at beginning of year2016-12-31$94,581,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,119,000
Total interest from all sources2016-12-31$1,652,000
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,083,000
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$159,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$374
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$950,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$569,517
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$297,000
Administrative expenses (other) incurred2016-12-31$703,000
Liabilities. Value of operating payables at end of year2016-12-31$37,000
Liabilities. Value of operating payables at beginning of year2016-12-31$51,123
Total non interest bearing cash at beginning of year2016-12-31$809,632
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$605,626
Value of net assets at end of year (total assets less liabilities)2016-12-31$95,136,000
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$94,530,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$257,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,847,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,261,375
Income. Interest from US Government securities2016-12-31$146,000
Income. Interest from corporate debt instruments2016-12-31$1,506,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,440,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,691,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,691,386
Asset value of US Government securities at end of year2016-12-31$6,876,000
Asset value of US Government securities at beginning of year2016-12-31$4,634,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$159,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$3,410,000
Employer contributions (assets) at end of year2016-12-31$3,410,000
Income. Dividends from common stock2016-12-31$1,083,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,672,000
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$34,638,000
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$36,663,202
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$44,309,000
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$47,951,882
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$116,380,000
Aggregate carrying amount (costs) on sale of assets2016-12-31$113,899,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-6,100,175
Total unrealized appreciation/depreciation of assets2015-12-31$-6,100,175
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$51,123
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$35,911
Total income from all sources (including contributions)2015-12-31$-1,489,436
Total loss/gain on sale of assets2015-12-31$1,874,812
Total of all expenses incurred2015-12-31$9,735,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,762,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$94,581,497
Value of total assets at beginning of year2015-12-31$105,790,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$973,144
Total interest from all sources2015-12-31$1,827,363
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,076,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$111
Administrative expenses professional fees incurred2015-12-31$166,882
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$569,517
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$541,876
Administrative expenses (other) incurred2015-12-31$319,212
Liabilities. Value of operating payables at end of year2015-12-31$51,123
Liabilities. Value of operating payables at beginning of year2015-12-31$35,911
Total non interest bearing cash at end of year2015-12-31$809,632
Total non interest bearing cash at beginning of year2015-12-31$73,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-11,224,603
Value of net assets at end of year (total assets less liabilities)2015-12-31$94,530,374
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$105,754,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$487,050
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,261,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,427,138
Income. Interest from US Government securities2015-12-31$160,981
Income. Interest from corporate debt instruments2015-12-31$1,666,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,691,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,658,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,658,235
Asset value of US Government securities at end of year2015-12-31$4,634,503
Asset value of US Government securities at beginning of year2015-12-31$8,951,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-167,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Employer contributions (assets) at beginning of year2015-12-31$3,245,272
Income. Dividends from common stock2015-12-31$1,076,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,762,023
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$36,663,202
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$38,136,814
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$47,951,882
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$49,755,806
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$95,728,250
Aggregate carrying amount (costs) on sale of assets2015-12-31$93,853,438
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$3,662,586
Total unrealized appreciation/depreciation of assets2014-12-31$3,662,586
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$35,911
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$51,212
Total income from all sources (including contributions)2014-12-31$16,421,692
Total loss/gain on sale of assets2014-12-31$2,636,988
Total of all expenses incurred2014-12-31$9,733,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,781,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,856,974
Value of total assets at end of year2014-12-31$105,790,888
Value of total assets at beginning of year2014-12-31$99,117,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$951,756
Total interest from all sources2014-12-31$1,799,175
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$951,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$158
Administrative expenses professional fees incurred2014-12-31$122,453
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$541,876
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$541,703
Administrative expenses (other) incurred2014-12-31$327,950
Liabilities. Value of operating payables at end of year2014-12-31$35,911
Liabilities. Value of operating payables at beginning of year2014-12-31$51,212
Total non interest bearing cash at end of year2014-12-31$73,785
Total non interest bearing cash at beginning of year2014-12-31$10,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,688,641
Value of net assets at end of year (total assets less liabilities)2014-12-31$105,754,977
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$99,066,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$501,353
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,427,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,845,171
Income. Interest from US Government securities2014-12-31$189,378
Income. Interest from corporate debt instruments2014-12-31$1,609,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,658,235
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,495,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,495,992
Asset value of US Government securities at end of year2014-12-31$8,951,962
Asset value of US Government securities at beginning of year2014-12-31$13,470,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-485,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$7,856,974
Employer contributions (assets) at end of year2014-12-31$3,245,272
Employer contributions (assets) at beginning of year2014-12-31$2,579,144
Income. Dividends from common stock2014-12-31$951,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,781,295
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$38,136,814
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$28,136,683
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$49,755,806
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$48,037,644
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$58,112,401
Aggregate carrying amount (costs) on sale of assets2014-12-31$55,475,413
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$5,117,087
Total unrealized appreciation/depreciation of assets2013-12-31$5,117,087
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$51,212
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$39,698
Total income from all sources (including contributions)2013-12-31$17,287,180
Total loss/gain on sale of assets2013-12-31$2,463,404
Total of all expenses incurred2013-12-31$10,044,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,961,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,224,893
Value of total assets at end of year2013-12-31$99,117,548
Value of total assets at beginning of year2013-12-31$91,862,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,082,250
Total interest from all sources2013-12-31$1,421,743
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,017,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$29,720
Administrative expenses professional fees incurred2013-12-31$256,784
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$541,703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$346,685
Administrative expenses (other) incurred2013-12-31$254,358
Liabilities. Value of operating payables at end of year2013-12-31$51,212
Liabilities. Value of operating payables at beginning of year2013-12-31$39,698
Total non interest bearing cash at end of year2013-12-31$10,276
Total non interest bearing cash at beginning of year2013-12-31$75,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,243,179
Value of net assets at end of year (total assets less liabilities)2013-12-31$99,066,336
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$91,823,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$571,108
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,845,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,543,885
Income. Interest from US Government securities2013-12-31$202,779
Income. Interest from corporate debt instruments2013-12-31$1,218,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,495,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,487,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,487,415
Asset value of US Government securities at end of year2013-12-31$13,470,935
Asset value of US Government securities at beginning of year2013-12-31$15,928,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$42,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$7,224,893
Employer contributions (assets) at end of year2013-12-31$2,579,144
Employer contributions (assets) at beginning of year2013-12-31$1,994,390
Income. Dividends from common stock2013-12-31$988,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,961,751
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$28,136,683
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$15,040,695
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$48,037,644
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$51,444,861
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$114,383,886
Aggregate carrying amount (costs) on sale of assets2013-12-31$111,920,482
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910

Form 5500 Responses for LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES

2022: LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT 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 filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LATROBE STEEL COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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