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GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 401k Plan overview

Plan NameGENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION
Plan identification number 010

GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 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)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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 GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0102022-01-01
0102021-01-01
0102020-01-01
0102019-01-01
0102018-01-01
0102018-01-01
0102017-01-01ERIN STEINER ERIN STEINER2018-10-12
0102017-01-01ERIN STEINER ERIN STEINER2018-10-12
0102016-01-01ERIN STEINER ERIN STEINER2017-10-16
0102015-01-01ERIN STEINER ERIN STEINER2016-10-14
0102014-01-01MICHAEL HAJOST MICHAEL HAJOST2015-10-09
0102013-01-01MICHAEL HAJOST MICHAEL HAJOST2014-10-13
0102012-01-01MICHAEL HAJOST MICHAEL HAJOST2013-10-15
0102011-01-01TOM CRAMSEY
0102010-01-01TOM CRAMSEY
0102009-01-01TOM CRAMSEY

Plan Statistics for GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION

401k plan membership statisitcs for GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION

Measure Date Value
2022: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2022 401k membership
Market value of plan assets2022-12-31880,843,267
Acturial value of plan assets2022-12-31835,032,591
Funding target for retired participants and beneficiaries receiving payment2022-12-31612,500,157
Number of terminated vested participants2022-12-311,037
Fundng target for terminated vested participants2022-12-3154,415,579
Active participant vested funding target2022-12-31128,346,083
Number of active participants2022-12-311,073
Total funding liabilities for active participants2022-12-31136,083,513
Total participant count2022-12-314,513
Total funding target for all participants2022-12-31802,999,249
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3130,546,257
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3130,546,257
Present value of excess contributions2022-12-311,013,956
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-311,070,332
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-311,070,332
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 year2022-12-3134,377,971
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 date2022-12-310
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 cost2022-12-314,860,657
Net shortfall amortization installment of oustanding balance2022-12-312,344,629
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-316,479,295
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-316,479,295
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-014,513
Total number of active participants reported on line 7a of the Form 55002022-01-01941
Number of retired or separated participants receiving benefits2022-01-012,119
Number of other retired or separated participants entitled to future benefits2022-01-011,007
Total of all active and inactive participants2022-01-014,067
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01354
Total participants2022-01-014,421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2021 401k membership
Market value of plan assets2021-12-31881,907,787
Acturial value of plan assets2021-12-31793,717,008
Funding target for retired participants and beneficiaries receiving payment2021-12-31610,613,171
Number of terminated vested participants2021-12-311,080
Fundng target for terminated vested participants2021-12-3154,066,081
Active participant vested funding target2021-12-31146,844,610
Number of active participants2021-12-311,212
Total funding liabilities for active participants2021-12-31156,151,907
Total participant count2021-12-314,655
Total funding target for all participants2021-12-31820,831,159
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3140,044,424
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-3113,936,512
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3126,107,912
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 year2021-12-3130,546,257
Total employer contributions2021-12-3112,071,475
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 date2021-12-3111,945,770
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 cost2021-12-314,515,148
Net shortfall amortization installment of oustanding balance2021-12-3157,660,408
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3110,931,814
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-3110,931,814
Contributions allocatedtoward minimum required contributions for current year2021-12-3111,945,770
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-014,655
Total number of active participants reported on line 7a of the Form 55002021-01-011,073
Number of retired or separated participants receiving benefits2021-01-012,122
Number of other retired or separated participants entitled to future benefits2021-01-011,008
Total of all active and inactive participants2021-01-014,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01310
Total participants2021-01-014,513
2020: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2020 401k membership
Market value of plan assets2020-12-31880,838,239
Acturial value of plan assets2020-12-31837,262,149
Funding target for retired participants and beneficiaries receiving payment2020-12-31646,693,837
Number of terminated vested participants2020-12-311,090
Fundng target for terminated vested participants2020-12-3151,426,719
Active participant vested funding target2020-12-31176,989,446
Number of active participants2020-12-311,406
Total funding liabilities for active participants2020-12-31187,227,685
Total participant count2020-12-315,973
Total funding target for all participants2020-12-31885,348,241
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3151,481,597
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-3118,834,912
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3132,646,685
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
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 year2020-12-3140,044,424
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
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-315,060,111
Net shortfall amortization installment of oustanding balance2020-12-3188,130,516
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3113,936,512
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-3113,936,512
Additional cash requirement2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-015,973
Total number of active participants reported on line 7a of the Form 55002020-01-011,212
Number of retired or separated participants receiving benefits2020-01-012,128
Number of other retired or separated participants entitled to future benefits2020-01-011,054
Total of all active and inactive participants2020-01-014,394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01261
Total participants2020-01-014,655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2019 401k membership
Market value of plan assets2019-12-31786,594,631
Acturial value of plan assets2019-12-31834,484,451
Funding target for retired participants and beneficiaries receiving payment2019-12-31669,271,651
Number of terminated vested participants2019-12-311,110
Fundng target for terminated vested participants2019-12-3152,724,199
Active participant vested funding target2019-12-31197,082,869
Number of active participants2019-12-311,528
Total funding liabilities for active participants2019-12-31207,788,070
Total participant count2019-12-316,132
Total funding target for all participants2019-12-31929,783,920
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3179,646,098
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-3124,325,233
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3155,320,865
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3151,481,597
Total employer contributions2019-12-310
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 date2019-12-310
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 cost2019-12-315,263,851
Net shortfall amortization installment of oustanding balance2019-12-31146,781,066
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3133,807,460
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3133,807,460
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-016,132
Total number of active participants reported on line 7a of the Form 55002019-01-011,406
Number of retired or separated participants receiving benefits2019-01-012,705
Number of other retired or separated participants entitled to future benefits2019-01-011,054
Total of all active and inactive participants2019-01-015,165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01808
Total participants2019-01-015,973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2018 401k membership
Market value of plan assets2018-12-31922,748,757
Acturial value of plan assets2018-12-31861,599,947
Funding target for retired participants and beneficiaries receiving payment2018-12-31615,635,154
Number of terminated vested participants2018-12-311,151
Fundng target for terminated vested participants2018-12-3150,892,681
Active participant vested funding target2018-12-31208,386,287
Number of active participants2018-12-311,639
Total funding liabilities for active participants2018-12-31218,867,365
Total participant count2018-12-316,280
Total funding target for all participants2018-12-31885,395,200
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3189,509,388
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-3121,725,475
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3167,783,913
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
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 year2018-12-3179,646,098
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 date2018-12-310
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 cost2018-12-315,174,889
Net shortfall amortization installment of oustanding balance2018-12-31103,441,351
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3124,325,233
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-3124,325,233
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-016,280
Total number of active participants reported on line 7a of the Form 55002018-01-011,528
Number of retired or separated participants receiving benefits2018-01-012,717
Number of other retired or separated participants entitled to future benefits2018-01-011,065
Total of all active and inactive participants2018-01-015,310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01822
Total participants2018-01-016,132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2017 401k membership
Market value of plan assets2017-12-31863,413,444
Acturial value of plan assets2017-12-31885,812,384
Funding target for retired participants and beneficiaries receiving payment2017-12-31614,612,037
Number of terminated vested participants2017-12-311,214
Fundng target for terminated vested participants2017-12-3153,222,619
Active participant vested funding target2017-12-31214,071,464
Number of active participants2017-12-311,749
Total funding liabilities for active participants2017-12-31226,855,522
Total participant count2017-12-316,433
Total funding target for all participants2017-12-31894,690,178
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3112,761,704
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3112,761,704
Present value of excess contributions2017-12-3171,526,255
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3175,860,746
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3175,860,746
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3189,509,388
Total employer contributions2017-12-310
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 date2017-12-310
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 cost2017-12-315,269,883
Net shortfall amortization installment of oustanding balance2017-12-3198,387,182
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3121,725,475
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-3121,725,475
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Waived amount of outstanding balance2017-12-310
Total participants, beginning-of-year2017-01-016,453
Total number of active participants reported on line 7a of the Form 55002017-01-011,639
Number of retired or separated participants receiving benefits2017-01-012,716
Number of other retired or separated participants entitled to future benefits2017-01-011,107
Total of all active and inactive participants2017-01-015,462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01818
Total participants2017-01-016,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2016 401k membership
Market value of plan assets2016-12-31805,445,006
Acturial value of plan assets2016-12-31847,120,802
Funding target for retired participants and beneficiaries receiving payment2016-12-31525,036,881
Number of terminated vested participants2016-12-311,220
Fundng target for terminated vested participants2016-12-3152,325,307
Active participant vested funding target2016-12-31250,878,101
Number of active participants2016-12-312,141
Total funding liabilities for active participants2016-12-31272,395,786
Total participant count2016-12-316,649
Total funding target for all participants2016-12-31849,757,974
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3112,958,676
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3112,958,676
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 year2016-12-310
Balance of prefunding at beginning of current year2016-12-3112,761,704
Total employer contributions2016-12-31100,000,000
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 date2016-12-3195,589,551
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 cost2016-12-3121,519,041
Net shortfall amortization installment of oustanding balance2016-12-3115,398,876
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3124,063,296
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3124,063,296
Contributions allocatedtoward minimum required contributions for current year2016-12-3195,589,551
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-016,625
Total number of active participants reported on line 7a of the Form 55002016-01-011,749
Number of retired or separated participants receiving benefits2016-01-012,700
Number of other retired or separated participants entitled to future benefits2016-01-011,201
Total of all active and inactive participants2016-01-015,650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01803
Total participants2016-01-016,453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2015 401k membership
Total participants, beginning-of-year2015-01-016,834
Total number of active participants reported on line 7a of the Form 55002015-01-012,141
Number of retired or separated participants receiving benefits2015-01-012,478
Number of other retired or separated participants entitled to future benefits2015-01-011,203
Total of all active and inactive participants2015-01-015,822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01803
Total participants2015-01-016,625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0120
2014: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2014 401k membership
Total participants, beginning-of-year2014-01-017,004
Total number of active participants reported on line 7a of the Form 55002014-01-012,408
Number of retired or separated participants receiving benefits2014-01-012,430
Number of other retired or separated participants entitled to future benefits2014-01-011,194
Total of all active and inactive participants2014-01-016,032
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01802
Total participants2014-01-016,834
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0124
2013: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2013 401k membership
Total participants, beginning-of-year2013-01-017,186
Total number of active participants reported on line 7a of the Form 55002013-01-012,588
Number of retired or separated participants receiving benefits2013-01-012,414
Number of other retired or separated participants entitled to future benefits2013-01-011,207
Total of all active and inactive participants2013-01-016,209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01795
Total participants2013-01-017,004
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0127
2012: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2012 401k membership
Total participants, beginning-of-year2012-01-017,368
Total number of active participants reported on line 7a of the Form 55002012-01-012,770
Number of retired or separated participants receiving benefits2012-01-012,400
Number of other retired or separated participants entitled to future benefits2012-01-011,216
Total of all active and inactive participants2012-01-016,386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01800
Total participants2012-01-017,186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0137
2011: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2011 401k membership
Total participants, beginning-of-year2011-01-017,170
Total number of active participants reported on line 7a of the Form 55002011-01-012,933
Number of retired or separated participants receiving benefits2011-01-012,366
Number of other retired or separated participants entitled to future benefits2011-01-011,253
Total of all active and inactive participants2011-01-016,552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01816
Total participants2011-01-017,368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0137
2010: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2010 401k membership
Total participants, beginning-of-year2010-01-017,067
Total number of active participants reported on line 7a of the Form 55002010-01-012,723
Number of retired or separated participants receiving benefits2010-01-012,348
Number of other retired or separated participants entitled to future benefits2010-01-011,274
Total of all active and inactive participants2010-01-016,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01825
Total participants2010-01-017,170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2009 401k membership
Total participants, beginning-of-year2009-01-017,082
Total number of active participants reported on line 7a of the Form 55002009-01-012,628
Number of retired or separated participants receiving benefits2009-01-012,328
Number of other retired or separated participants entitled to future benefits2009-01-011,308
Total of all active and inactive participants2009-01-016,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01803
Total participants2009-01-017,067
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0117

Financial Data on GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION

Measure Date Value
2022 : GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$192,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$655,000
Total income from all sources (including contributions)2022-12-31$-203,930,000
Total loss/gain on sale of assets2022-12-31$-31,469,000
Total of all expenses incurred2022-12-31$85,507,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$80,728,000
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$590,943,000
Value of total assets at beginning of year2022-12-31$880,843,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,779,000
Total interest from all sources2022-12-31$139,000
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$1,442,000
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$33,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$192,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$655,000
Administrative expenses (other) incurred2022-12-31$3,078,000
Total non interest bearing cash at beginning of year2022-12-31$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-289,437,000
Value of net assets at end of year (total assets less liabilities)2022-12-31$590,751,000
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$880,188,000
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$259,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,631,000
Value of interest in common/collective trusts at end of year2022-12-31$571,818,000
Value of interest in common/collective trusts at beginning of year2022-12-31$864,031,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$19,092,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$14,179,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$14,179,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$139,000
Net investment gain or loss from common/collective trusts2022-12-31$-172,600,000
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$80,728,000
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$436,611,000
Aggregate carrying amount (costs) on sale of assets2022-12-31$468,080,000
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-78,218,000
Total unrealized appreciation/depreciation of assets2021-12-31$-78,218,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$655,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,638,000
Total income from all sources (including contributions)2021-12-31$85,712,000
Total loss/gain on sale of assets2021-12-31$304,190,000
Total of all expenses incurred2021-12-31$91,303,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$85,182,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,483,000
Value of total assets at end of year2021-12-31$880,843,000
Value of total assets at beginning of year2021-12-31$887,417,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,121,000
Total interest from all sources2021-12-31$8,489,000
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,125,000
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$1,400,000
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
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,515,000
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$13,748,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$655,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$920,000
Administrative expenses (other) incurred2021-12-31$3,092,000
Liabilities. Value of operating payables at beginning of year2021-12-31$718,000
Total non interest bearing cash at end of year2021-12-31$1,000
Total non interest bearing cash at beginning of year2021-12-31$801,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-5,591,000
Value of net assets at end of year (total assets less liabilities)2021-12-31$880,188,000
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$885,779,000
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$1,629,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,631,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$435,576,000
Income. Interest from US Government securities2021-12-31$2,947,000
Income. Interest from corporate debt instruments2021-12-31$5,542,000
Value of interest in common/collective trusts at end of year2021-12-31$864,031,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$14,179,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$8,679,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$8,679,000
Asset value of US Government securities at beginning of year2021-12-31$141,351,000
Net investment gain or loss from common/collective trusts2021-12-31$-157,357,000
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$7,483,000
Income. Dividends from common stock2021-12-31$1,125,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$85,182,000
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$177,741,000
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$108,006,000
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$3,312,874,000
Aggregate carrying amount (costs) on sale of assets2021-12-31$3,008,684,000
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 : GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$18,868,000
Total unrealized appreciation/depreciation of assets2020-12-31$18,868,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,638,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,165,000
Total income from all sources (including contributions)2020-12-31$145,754,000
Total loss/gain on sale of assets2020-12-31$90,500,000
Total of all expenses incurred2020-12-31$140,025,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$133,044,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,589,000
Value of total assets at end of year2020-12-31$887,417,000
Value of total assets at beginning of year2020-12-31$882,215,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,981,000
Total interest from all sources2020-12-31$10,439,000
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,370,000
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$1,312,000
Administrative expenses professional fees incurred2020-12-31$1,220,000
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
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,515,000
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,213,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$13,748,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$8,779,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$920,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,377,000
Administrative expenses (other) incurred2020-12-31$3,829,000
Liabilities. Value of operating payables at end of year2020-12-31$718,000
Liabilities. Value of operating payables at beginning of year2020-12-31$788,000
Total non interest bearing cash at end of year2020-12-31$801,000
Total non interest bearing cash at beginning of year2020-12-31$461,000
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$5,729,000
Value of net assets at end of year (total assets less liabilities)2020-12-31$885,779,000
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$880,050,000
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
Investment advisory and management fees2020-12-31$1,932,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$435,576,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$435,109,000
Income. Interest from US Government securities2020-12-31$3,842,000
Income. Interest from corporate debt instruments2020-12-31$6,596,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$8,679,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$7,737,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$7,737,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,000
Asset value of US Government securities at end of year2020-12-31$141,351,000
Asset value of US Government securities at beginning of year2020-12-31$165,903,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$18,988,000
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$4,589,000
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from common stock2020-12-31$1,058,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$133,044,000
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$177,741,000
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$169,797,000
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$108,006,000
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$93,216,000
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$812,284,000
Aggregate carrying amount (costs) on sale of assets2020-12-31$721,784,000
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 : GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$38,879,000
Total unrealized appreciation/depreciation of assets2019-12-31$38,879,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,165,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,180,000
Total income from all sources (including contributions)2019-12-31$171,635,000
Total loss/gain on sale of assets2019-12-31$42,868,000
Total of all expenses incurred2019-12-31$77,590,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$70,850,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$882,215,000
Value of total assets at beginning of year2019-12-31$787,185,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,740,000
Total interest from all sources2019-12-31$12,902,000
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,717,000
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$1,646,000
Administrative expenses professional fees incurred2019-12-31$979,000
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
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,213,000
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,127,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$8,779,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$9,010,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,377,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$590,000
Administrative expenses (other) incurred2019-12-31$3,793,000
Liabilities. Value of operating payables at end of year2019-12-31$788,000
Liabilities. Value of operating payables at beginning of year2019-12-31$590,000
Total non interest bearing cash at end of year2019-12-31$461,000
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$94,045,000
Value of net assets at end of year (total assets less liabilities)2019-12-31$880,050,000
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$786,005,000
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
Investment advisory and management fees2019-12-31$1,967,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$435,109,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$367,476,000
Income. Interest from US Government securities2019-12-31$5,084,000
Income. Interest from corporate debt instruments2019-12-31$7,814,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,737,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$7,761,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$7,761,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,000
Asset value of US Government securities at end of year2019-12-31$165,903,000
Asset value of US Government securities at beginning of year2019-12-31$154,284,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$74,269,000
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
Income. Dividends from common stock2019-12-31$1,071,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$70,850,000
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$169,797,000
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$167,338,000
Contract administrator fees2019-12-31$1,000
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$93,216,000
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$80,189,000
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$647,797,000
Aggregate carrying amount (costs) on sale of assets2019-12-31$604,929,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-39,726,000
Total unrealized appreciation/depreciation of assets2018-12-31$-39,726,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,180,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,726,000
Total income from all sources (including contributions)2018-12-31$-59,288,000
Total loss/gain on sale of assets2018-12-31$14,918,000
Total of all expenses incurred2018-12-31$76,720,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$70,004,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$787,185,000
Value of total assets at beginning of year2018-12-31$923,739,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,716,000
Total interest from all sources2018-12-31$14,093,000
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,189,000
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$4,003,000
Administrative expenses professional fees incurred2018-12-31$928,000
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
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,127,000
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$900,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$9,010,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$7,215,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$590,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$994,000
Administrative expenses (other) incurred2018-12-31$3,729,000
Liabilities. Value of operating payables at end of year2018-12-31$590,000
Liabilities. Value of operating payables at beginning of year2018-12-31$732,000
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$816,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-136,008,000
Value of net assets at end of year (total assets less liabilities)2018-12-31$786,005,000
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$922,013,000
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$2,039,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$367,476,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$439,876,000
Income. Interest from US Government securities2018-12-31$5,193,000
Income. Interest from corporate debt instruments2018-12-31$8,745,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$7,761,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$18,506,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$18,506,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$155,000
Asset value of US Government securities at end of year2018-12-31$154,284,000
Asset value of US Government securities at beginning of year2018-12-31$149,480,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-53,762,000
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
Income. Dividends from common stock2018-12-31$1,186,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$70,004,000
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$167,338,000
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$199,241,000
Contract administrator fees2018-12-31$20,000
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$80,189,000
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$107,705,000
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$806,626,000
Aggregate carrying amount (costs) on sale of assets2018-12-31$791,708,000
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 : GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$23,287,000
Total unrealized appreciation/depreciation of assets2017-12-31$23,287,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,726,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,526,000
Total income from all sources (including contributions)2017-12-31$145,932,000
Total loss/gain on sale of assets2017-12-31$34,706,000
Total of all expenses incurred2017-12-31$86,431,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$79,581,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$923,739,000
Value of total assets at beginning of year2017-12-31$865,038,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,850,000
Total interest from all sources2017-12-31$14,059,000
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,789,000
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$1,508,000
Administrative expenses professional fees incurred2017-12-31$956,000
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
Assets. Other investments not covered elsewhere at end of year2017-12-31$900,000
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,832,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$7,215,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$5,635,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$994,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,625,000
Administrative expenses (other) incurred2017-12-31$3,769,000
Liabilities. Value of operating payables at end of year2017-12-31$732,000
Liabilities. Value of operating payables at beginning of year2017-12-31$901,000
Total non interest bearing cash at end of year2017-12-31$816,000
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$59,501,000
Value of net assets at end of year (total assets less liabilities)2017-12-31$922,013,000
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$862,512,000
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$2,103,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$439,876,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$387,595,000
Income. Interest from US Government securities2017-12-31$5,103,000
Income. Interest from corporate debt instruments2017-12-31$8,955,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$18,506,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$17,434,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$17,434,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,000
Asset value of US Government securities at end of year2017-12-31$149,480,000
Asset value of US Government securities at beginning of year2017-12-31$153,706,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$71,091,000
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
Income. Dividends from common stock2017-12-31$1,281,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$79,581,000
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$199,241,000
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$199,367,000
Contract administrator fees2017-12-31$22,000
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$107,705,000
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$99,469,000
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$828,201,000
Aggregate carrying amount (costs) on sale of assets2017-12-31$793,495,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-486,000
Total unrealized appreciation/depreciation of assets2016-12-31$-486,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,526,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,280,000
Total income from all sources (including contributions)2016-12-31$156,053,000
Total loss/gain on sale of assets2016-12-31$16,698,000
Total of all expenses incurred2016-12-31$98,328,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$91,473,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$100,000,000
Value of total assets at end of year2016-12-31$865,038,000
Value of total assets at beginning of year2016-12-31$809,067,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,855,000
Total interest from all sources2016-12-31$13,079,000
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,864,000
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$1,113,000
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
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,832,000
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$7,831,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$5,635,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,158,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,625,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$3,622,000
Administrative expenses (other) incurred2016-12-31$3,722,000
Liabilities. Value of operating payables at end of year2016-12-31$901,000
Liabilities. Value of operating payables at beginning of year2016-12-31$658,000
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$57,725,000
Value of net assets at end of year (total assets less liabilities)2016-12-31$862,512,000
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$804,787,000
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$1,998,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$387,595,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$382,416,000
Income. Interest from corporate debt instruments2016-12-31$13,079,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$17,434,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$12,613,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$12,613,000
Asset value of US Government securities at end of year2016-12-31$153,706,000
Asset value of US Government securities at beginning of year2016-12-31$128,663,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$23,898,000
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$100,000,000
Income. Dividends from common stock2016-12-31$2,864,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$91,473,000
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$199,367,000
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$178,061,000
Contract administrator fees2016-12-31$22,000
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$99,469,000
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$95,325,000
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$1,130,243,000
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,113,545,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-63,246,000
Total unrealized appreciation/depreciation of assets2015-12-31$-63,246,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,280,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,407,000
Total income from all sources (including contributions)2015-12-31$-10,924,000
Total loss/gain on sale of assets2015-12-31$60,810,000
Total of all expenses incurred2015-12-31$92,844,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$87,590,000
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$809,067,000
Value of total assets at beginning of year2015-12-31$911,962,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,254,000
Total interest from all sources2015-12-31$14,200,000
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,758,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$736,000
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
Assets. Other investments not covered elsewhere at end of year2015-12-31$7,831,000
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$8,246,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,158,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,797,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$3,622,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,701,000
Administrative expenses (other) incurred2015-12-31$2,336,000
Liabilities. Value of operating payables at end of year2015-12-31$658,000
Liabilities. Value of operating payables at beginning of year2015-12-31$706,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-103,768,000
Value of net assets at end of year (total assets less liabilities)2015-12-31$804,787,000
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$908,555,000
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$2,147,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$382,416,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$449,939,000
Income. Interest from corporate debt instruments2015-12-31$14,200,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$12,613,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$13,123,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$13,123,000
Asset value of US Government securities at end of year2015-12-31$128,663,000
Asset value of US Government securities at beginning of year2015-12-31$135,713,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-25,446,000
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
Income. Dividends from common stock2015-12-31$2,758,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$87,590,000
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$178,061,000
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$203,371,000
Contract administrator fees2015-12-31$35,000
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$95,325,000
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$97,773,000
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$631,272,000
Aggregate carrying amount (costs) on sale of assets2015-12-31$570,462,000
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 : GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$4,147,000
Total unrealized appreciation/depreciation of assets2014-12-31$4,147,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,407,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,428,000
Total income from all sources (including contributions)2014-12-31$81,674,000
Total loss/gain on sale of assets2014-12-31$56,668,000
Total of all expenses incurred2014-12-31$69,020,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$64,734,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$911,962,000
Value of total assets at beginning of year2014-12-31$900,329,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,286,000
Total interest from all sources2014-12-31$14,170,000
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,415,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$822,000
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
Assets. Other investments not covered elsewhere at end of year2014-12-31$8,246,000
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$9,283,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,797,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,391,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,701,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$3,597,000
Administrative expenses (other) incurred2014-12-31$1,092,000
Liabilities. Value of operating payables at end of year2014-12-31$706,000
Liabilities. Value of operating payables at beginning of year2014-12-31$831,000
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$12,654,000
Value of net assets at end of year (total assets less liabilities)2014-12-31$908,555,000
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$895,901,000
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$2,355,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$449,939,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$546,642,000
Income. Interest from corporate debt instruments2014-12-31$14,170,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$13,123,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,637,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,637,000
Asset value of US Government securities at end of year2014-12-31$135,713,000
Asset value of US Government securities at beginning of year2014-12-31$91,812,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,274,000
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
Income. Dividends from common stock2014-12-31$2,415,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$64,734,000
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$203,371,000
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$141,445,000
Contract administrator fees2014-12-31$17,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$97,773,000
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$101,119,000
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$1,145,524,000
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,088,856,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-6,273,000
Total unrealized appreciation/depreciation of assets2013-12-31$-6,273,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,428,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,745,000
Total income from all sources (including contributions)2013-12-31$126,864,000
Total loss/gain on sale of assets2013-12-31$71,219,000
Total of all expenses incurred2013-12-31$66,080,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$61,831,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$11,316,000
Value of total assets at end of year2013-12-31$900,329,000
Value of total assets at beginning of year2013-12-31$836,862,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,249,000
Total interest from all sources2013-12-31$10,366,000
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,067,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$872,000
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
Assets. Other investments not covered elsewhere at end of year2013-12-31$9,283,000
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$8,282,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,391,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$7,055,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$3,597,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$982,000
Administrative expenses (other) incurred2013-12-31$706,000
Liabilities. Value of operating payables at end of year2013-12-31$831,000
Liabilities. Value of operating payables at beginning of year2013-12-31$763,000
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$60,784,000
Value of net assets at end of year (total assets less liabilities)2013-12-31$895,901,000
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$835,117,000
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$2,612,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$546,642,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$345,203,000
Income. Interest from corporate debt instruments2013-12-31$10,366,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,637,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$11,071,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$11,071,000
Asset value of US Government securities at end of year2013-12-31$91,812,000
Asset value of US Government securities at beginning of year2013-12-31$90,603,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$36,169,000
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$11,316,000
Employer contributions (assets) at beginning of year2013-12-31$72,099,000
Income. Dividends from common stock2013-12-31$4,067,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$61,831,000
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$141,445,000
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$111,221,000
Contract administrator fees2013-12-31$59,000
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$101,119,000
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$191,328,000
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$761,816,000
Aggregate carrying amount (costs) on sale of assets2013-12-31$690,597,000
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
2012 : GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$33,633,000
Total unrealized appreciation/depreciation of assets2012-12-31$33,633,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,745,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,913,000
Total income from all sources (including contributions)2012-12-31$198,187,000
Total loss/gain on sale of assets2012-12-31$34,377,000
Total of all expenses incurred2012-12-31$57,971,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$53,479,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$97,342,000
Value of total assets at end of year2012-12-31$836,862,000
Value of total assets at beginning of year2012-12-31$700,814,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,492,000
Total interest from all sources2012-12-31$8,377,000
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,108,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$751,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$8,282,000
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$17,842,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$7,055,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,368,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$982,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$5,035,000
Administrative expenses (other) incurred2012-12-31$1,394,000
Liabilities. Value of operating payables at end of year2012-12-31$763,000
Liabilities. Value of operating payables at beginning of year2012-12-31$878,000
Total non interest bearing cash at beginning of year2012-12-31$26,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$140,216,000
Value of net assets at end of year (total assets less liabilities)2012-12-31$835,117,000
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$694,901,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$2,261,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$345,203,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$248,927,000
Income. Interest from corporate debt instruments2012-12-31$8,377,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$11,071,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$13,565,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$13,565,000
Asset value of US Government securities at end of year2012-12-31$90,603,000
Asset value of US Government securities at beginning of year2012-12-31$88,328,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$19,350,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$97,342,000
Employer contributions (assets) at end of year2012-12-31$72,099,000
Employer contributions (assets) at beginning of year2012-12-31$24,750,000
Income. Dividends from common stock2012-12-31$5,108,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$53,479,000
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$111,221,000
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$84,077,000
Contract administrator fees2012-12-31$86,000
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$191,328,000
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$219,931,000
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$764,407,000
Aggregate carrying amount (costs) on sale of assets2012-12-31$730,030,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PARENTEBEARD, LLC
Accountancy firm EIN2012-12-31232932984
2011 : GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-26,369,000
Total unrealized appreciation/depreciation of assets2011-12-31$-26,369,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,913,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,751,000
Total income from all sources (including contributions)2011-12-31$42,332,000
Total loss/gain on sale of assets2011-12-31$24,658,000
Total of all expenses incurred2011-12-31$56,817,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$53,367,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$36,319,000
Value of total assets at end of year2011-12-31$700,814,000
Value of total assets at beginning of year2011-12-31$713,137,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,450,000
Total interest from all sources2011-12-31$7,653,000
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,521,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$944,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$17,842,000
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$15,586,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,368,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$7,207,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$5,035,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$3,019,000
Administrative expenses (other) incurred2011-12-31$407,000
Liabilities. Value of operating payables at end of year2011-12-31$878,000
Liabilities. Value of operating payables at beginning of year2011-12-31$732,000
Total non interest bearing cash at end of year2011-12-31$26,000
Total non interest bearing cash at beginning of year2011-12-31$26,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-14,485,000
Value of net assets at end of year (total assets less liabilities)2011-12-31$694,901,000
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$709,386,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$2,013,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$248,927,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$281,579,000
Income. Interest from corporate debt instruments2011-12-31$7,653,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$13,565,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$9,369,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$9,369,000
Asset value of US Government securities at end of year2011-12-31$88,328,000
Asset value of US Government securities at beginning of year2011-12-31$72,466,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,450,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$36,319,000
Employer contributions (assets) at end of year2011-12-31$24,750,000
Employer contributions (assets) at beginning of year2011-12-31$7,703,000
Income. Dividends from common stock2011-12-31$4,521,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$53,367,000
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$84,077,000
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$67,849,000
Contract administrator fees2011-12-31$86,000
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$219,931,000
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$251,352,000
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$990,560,000
Aggregate carrying amount (costs) on sale of assets2011-12-31$965,902,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PARENTEBEARD, LLC
Accountancy firm EIN2011-12-31232932984
2010 : GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-5,276,000
Total unrealized appreciation/depreciation of assets2010-12-31$-5,276,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,751,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,808,000
Total income from all sources (including contributions)2010-12-31$99,606,000
Total loss/gain on sale of assets2010-12-31$75,913,000
Total of all expenses incurred2010-12-31$56,725,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$53,111,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,703,000
Value of total assets at end of year2010-12-31$713,137,000
Value of total assets at beginning of year2010-12-31$677,313,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,614,000
Total interest from all sources2010-12-31$6,805,000
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$6,222,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$980,000
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$444,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$-35,000
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$-343,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$7,207,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$6,320,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$3,019,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$10,180,000
Administrative expenses (other) incurred2010-12-31$396,000
Liabilities. Value of operating payables at end of year2010-12-31$732,000
Liabilities. Value of operating payables at beginning of year2010-12-31$628,000
Total non interest bearing cash at end of year2010-12-31$26,000
Total non interest bearing cash at beginning of year2010-12-31$2,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$42,881,000
Value of net assets at end of year (total assets less liabilities)2010-12-31$709,386,000
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$666,505,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$2,099,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$281,579,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$212,093,000
Income. Interest from corporate debt instruments2010-12-31$6,805,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$9,369,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$23,560,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$23,560,000
Asset value of US Government securities at end of year2010-12-31$79,049,000
Asset value of US Government securities at beginning of year2010-12-31$69,568,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,239,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$7,703,000
Employer contributions (assets) at end of year2010-12-31$7,703,000
Income. Dividends from preferred stock2010-12-31$10,000
Income. Dividends from common stock2010-12-31$6,212,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$53,111,000
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$76,887,000
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$68,494,000
Contract administrator fees2010-12-31$139,000
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$251,352,000
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$297,175,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,930,111,000
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,854,198,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PARENTEBEARD LLC
Accountancy firm EIN2010-12-31232932984
2009 : GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION

2022: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 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 planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 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 planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 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 planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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