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ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 401k Plan overview

Plan NameALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN
Plan identification number 001

ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 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)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

ATI, INC. has sponsored the creation of one or more 401k plans.

Company Name:ATI, INC.
Employer identification number (EIN):251792394
NAIC Classification:331110
NAIC Description:Iron and Steel Mills and Ferroalloy Manufacturing

Additional information about ATI, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2015-12-28
Company Identification Number: 0802357357
Legal Registered Office Address: 116 15TH ST STE 301

PITTSBURGH
United States of America (USA)
15222

More information about ATI, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01TERRANCE R. BROWN2019-10-09 TERRANCE R. BROWN2019-10-09
0012018-01-01
0012017-01-01TERRANCE R. BROWN TERRANCE R. BROWN2018-10-10
0012016-01-01TERRANCE R. BROWN TERRANCE R. BROWN2017-10-13
0012015-01-01TERRANCE R. BROWN TERRANCE R. BROWN2016-10-11
0012014-01-01RICHARD MERCER RICHARD MERCER2015-10-12
0012013-01-01RICHARD MERCER RICHARD MERCER2014-10-14
0012012-01-01RICHARD MERCER RICHARD MERCER2013-10-11
0012011-01-01RICHARD MERCER RICHARD MERCER2012-10-12
0012009-01-01RICHARD MERCER RICHARD MERCER2010-10-13

Plan Statistics for ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN

401k plan membership statisitcs for ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN

Measure Date Value
2022: ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-311,867,153,794
Acturial value of plan assets2022-12-311,867,153,794
Funding target for retired participants and beneficiaries receiving payment2022-12-311,479,203,485
Number of terminated vested participants2022-12-311,119
Fundng target for terminated vested participants2022-12-3178,293,939
Active participant vested funding target2022-12-31194,349,410
Number of active participants2022-12-311,558
Total funding liabilities for active participants2022-12-31208,018,574
Total participant count2022-12-319,441
Total funding target for all participants2022-12-311,765,515,998
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31164,905,390
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-3114,831,000
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31150,074,390
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31169,343,942
Total employer contributions2022-12-31322,000,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31298,395,759
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 cost2022-12-3115,004,003
Net shortfall amortization installment of oustanding balance2022-12-3167,706,146
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3124,892,540
Prefunding balance elected to use to offset funding requirement2022-12-3116,351,129
Additional cash requirement2022-12-318,541,411
Contributions allocatedtoward minimum required contributions for current year2022-12-31298,395,759
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-019,382
Total number of active participants reported on line 7a of the Form 55002022-01-011,416
Number of retired or separated participants receiving benefits2022-01-015,952
Number of other retired or separated participants entitled to future benefits2022-01-011,023
Total of all active and inactive participants2022-01-018,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01828
Total participants2022-01-019,219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-311,908,513,576
Acturial value of plan assets2021-12-311,908,513,576
Funding target for retired participants and beneficiaries receiving payment2021-12-311,489,454,470
Number of terminated vested participants2021-12-311,167
Fundng target for terminated vested participants2021-12-3176,869,829
Active participant vested funding target2021-12-31270,880,118
Number of active participants2021-12-312,244
Total funding liabilities for active participants2021-12-31291,480,257
Total participant count2021-12-3111,017
Total funding target for all participants2021-12-311,857,804,556
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3195,720,148
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3195,720,148
Present value of excess contributions2021-12-3151,967,625
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3154,903,796
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3154,903,796
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 year2021-12-31164,905,390
Total employer contributions2021-12-3117,454,226
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 date2021-12-3117,418,355
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 cost2021-12-3118,772,122
Net shortfall amortization installment of oustanding balance2021-12-31114,196,370
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3132,249,355
Prefunding balance elected to use to offset funding requirement2021-12-3114,831,000
Additional cash requirement2021-12-3117,418,355
Contributions allocatedtoward minimum required contributions for current year2021-12-3117,418,355
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0110,899
Total number of active participants reported on line 7a of the Form 55002021-01-011,558
Number of retired or separated participants receiving benefits2021-01-016,001
Number of other retired or separated participants entitled to future benefits2021-01-011,094
Total of all active and inactive participants2021-01-018,653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01729
Total participants2021-01-019,382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-311,810,344,369
Acturial value of plan assets2020-12-311,810,344,369
Funding target for retired participants and beneficiaries receiving payment2020-12-311,548,888,612
Number of terminated vested participants2020-12-311,163
Fundng target for terminated vested participants2020-12-3168,829,751
Active participant vested funding target2020-12-31297,137,681
Number of active participants2020-12-312,578
Total funding liabilities for active participants2020-12-31316,514,559
Total participant count2020-12-3112,443
Total funding target for all participants2020-12-311,934,232,922
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3190,790,238
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3195,720,148
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3195,720,148
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 year2020-12-3195,720,148
Total employer contributions2020-12-31102,841,140
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-3121,783
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3196,523,500
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3122,223,730
Net shortfall amortization installment of oustanding balance2020-12-31219,608,701
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3144,555,875
Additional cash requirement2020-12-3144,555,875
Contributions allocatedtoward minimum required contributions for current year2020-12-3196,523,500
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0112,289
Total number of active participants reported on line 7a of the Form 55002020-01-012,244
Number of retired or separated participants receiving benefits2020-01-016,752
Number of other retired or separated participants entitled to future benefits2020-01-011,128
Total of all active and inactive participants2020-01-0110,124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01775
Total participants2020-01-0110,899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,683,887,969
Acturial value of plan assets2019-12-311,683,887,969
Funding target for retired participants and beneficiaries receiving payment2019-12-311,697,439,187
Number of terminated vested participants2019-12-311,080
Fundng target for terminated vested participants2019-12-3163,993,985
Active participant vested funding target2019-12-31318,036,898
Number of active participants2019-12-312,914
Total funding liabilities for active participants2019-12-31340,233,382
Total participant count2019-12-3114,502
Total funding target for all participants2019-12-312,101,666,554
Balance at beginning of prior year after applicable adjustments2019-12-3134,292,767
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-3134,292,767
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3118,331,295
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3117,469,724
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31161,061,471
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 date2019-12-31152,979,119
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 cost2019-12-3123,562,045
Net shortfall amortization installment of oustanding balance2019-12-31417,778,585
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31152,979,119
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31152,979,119
Contributions allocatedtoward minimum required contributions for current year2019-12-31152,979,119
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0114,342
Total number of active participants reported on line 7a of the Form 55002019-01-012,578
Number of retired or separated participants receiving benefits2019-01-017,618
Number of other retired or separated participants entitled to future benefits2019-01-011,134
Total of all active and inactive participants2019-01-0111,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01959
Total participants2019-01-0112,289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-312,035,069,088
Acturial value of plan assets2018-12-312,035,069,088
Funding target for retired participants and beneficiaries receiving payment2018-12-311,780,805,872
Number of terminated vested participants2018-12-311,735
Fundng target for terminated vested participants2018-12-3168,439,342
Active participant vested funding target2018-12-31325,564,765
Number of active participants2018-12-314,489
Total funding liabilities for active participants2018-12-31353,284,100
Total participant count2018-12-3121,659
Total funding target for all participants2018-12-312,202,529,314
Balance at beginning of prior year after applicable adjustments2018-12-3136,753,124
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-317,542,931
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3129,210,193
Amount remaining of prefunding balance2018-12-310
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 year2018-12-3134,292,767
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31101,666,604
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-3122,035
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3195,650,642
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 cost2018-12-3129,975,669
Net shortfall amortization installment of oustanding balance2018-12-31201,752,993
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31111,612,114
Carryover balance elected to use to offset funding requirement2018-12-3134,292,767
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3177,319,347
Contributions allocatedtoward minimum required contributions for current year2018-12-3195,650,642
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0121,391
Total number of active participants reported on line 7a of the Form 55002018-01-012,914
Number of retired or separated participants receiving benefits2018-01-018,905
Number of other retired or separated participants entitled to future benefits2018-01-011,069
Total of all active and inactive participants2018-01-0112,888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011,454
Total participants2018-01-0114,342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0149
2017: ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,813,654,149
Acturial value of plan assets2017-12-311,813,654,149
Funding target for retired participants and beneficiaries receiving payment2017-12-31354,024,192
Number of terminated vested participants2017-12-311,735
Fundng target for terminated vested participants2017-12-3194,126,087
Active participant vested funding target2017-12-311,783,568,326
Number of active participants2017-12-314,489
Total funding liabilities for active participants2017-12-311,783,568,326
Total participant count2017-12-3121,659
Total funding target for all participants2017-12-312,231,718,605
Balance at beginning of prior year after applicable adjustments2017-12-3163,584,073
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-3123,711,348
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3139,872,725
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31327,883
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31347,458
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-315,057,415
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3136,753,124
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31135,000,000
Total employee contributions2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31133,244,947
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
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3130,169,293
Net shortfall amortization installment of oustanding balance2017-12-31454,817,580
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31140,787,878
Carryover balance elected to use to offset funding requirement2017-12-317,542,931
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31133,244,947
Contributions allocatedtoward minimum required contributions for current year2017-12-31133,244,947
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0123,279
Total number of active participants reported on line 7a of the Form 55002017-01-014,489
Number of retired or separated participants receiving benefits2017-01-0112,179
Number of other retired or separated participants entitled to future benefits2017-01-011,707
Total of all active and inactive participants2017-01-0118,375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013,016
Total participants2017-01-0121,391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0136
2016: ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,874,429,989
Acturial value of plan assets2016-12-311,874,429,989
Funding target for retired participants and beneficiaries receiving payment2016-12-311,820,102,533
Number of terminated vested participants2016-12-313,086
Fundng target for terminated vested participants2016-12-3178,703,544
Active participant vested funding target2016-12-31330,101,055
Number of active participants2016-12-315,208
Total funding liabilities for active participants2016-12-31364,751,317
Total participant count2016-12-3128,026
Total funding target for all participants2016-12-312,263,557,394
Balance at beginning of prior year after applicable adjustments2016-12-31178,320,400
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-3196,436,369
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3181,884,031
Amount remaining of prefunding balance2016-12-310
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 elections2016-12-3117,325,538
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3163,584,073
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31115,000,000
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 date2016-12-31111,519,165
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3134,279,726
Net shortfall amortization installment of oustanding balance2016-12-31452,711,479
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31134,902,630
Carryover balance elected to use to offset funding requirement2016-12-3123,711,348
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31111,191,282
Contributions allocatedtoward minimum required contributions for current year2016-12-31111,519,165
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0127,760
Total number of active participants reported on line 7a of the Form 55002016-01-014,812
Number of retired or separated participants receiving benefits2016-01-0112,389
Number of other retired or separated participants entitled to future benefits2016-01-013,089
Total of all active and inactive participants2016-01-0120,290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012,989
Total participants2016-01-0123,279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0167
2015: ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0128,704
Total number of active participants reported on line 7a of the Form 55002015-01-015,208
Number of retired or separated participants receiving benefits2015-01-0114,983
Number of other retired or separated participants entitled to future benefits2015-01-013,058
Total of all active and inactive participants2015-01-0123,249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014,511
Total participants2015-01-0127,760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0154
2014: ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0131,320
Total number of active participants reported on line 7a of the Form 55002014-01-015,501
Number of retired or separated participants receiving benefits2014-01-0115,163
Number of other retired or separated participants entitled to future benefits2014-01-013,246
Total of all active and inactive participants2014-01-0123,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014,794
Total participants2014-01-0128,704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01161
2013: ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0132,441
Total number of active participants reported on line 7a of the Form 55002013-01-015,924
Number of retired or separated participants receiving benefits2013-01-0115,272
Number of other retired or separated participants entitled to future benefits2013-01-015,491
Total of all active and inactive participants2013-01-0126,687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014,633
Total participants2013-01-0131,320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01240
2012: ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0132,980
Total number of active participants reported on line 7a of the Form 55002012-01-016,886
Number of retired or separated participants receiving benefits2012-01-0115,514
Number of other retired or separated participants entitled to future benefits2012-01-015,147
Total of all active and inactive participants2012-01-0127,547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014,894
Total participants2012-01-0132,441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01108
2011: ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0129,535
Total number of active participants reported on line 7a of the Form 55002011-01-016,906
Number of retired or separated participants receiving benefits2011-01-0115,816
Number of other retired or separated participants entitled to future benefits2011-01-015,211
Total of all active and inactive participants2011-01-0127,933
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015,047
Total participants2011-01-0132,980
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01156
2009: ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0131,044
Total number of active participants reported on line 7a of the Form 55002009-01-016,365
Number of retired or separated participants receiving benefits2009-01-0114,575
Number of other retired or separated participants entitled to future benefits2009-01-015,281
Total of all active and inactive participants2009-01-0126,221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014,378
Total participants2009-01-0130,599
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01209

Financial Data on ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN

Measure Date Value
2022 : ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 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$911,165
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$588,694
Total income from all sources (including contributions)2022-12-31$21,465,923
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$154,652,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$145,438,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$322,000,000
Value of total assets at end of year2022-12-31$1,762,641,573
Value of total assets at beginning of year2022-12-31$1,895,505,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$9,213,665
Total interest from all sources2022-12-31$0
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
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$-121
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$912,086
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$911,165
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$588,694
Other income not declared elsewhere2022-12-31$881
Administrative expenses (other) incurred2022-12-31$8,122,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-133,186,455
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,761,730,408
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,894,916,863
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$1,090,819
Value of interest in master investment trust accounts at end of year2022-12-31$1,490,641,694
Value of interest in master investment trust accounts at beginning of year2022-12-31$1,894,593,471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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
Contributions received in cash from employer2022-12-31$322,000,000
Employer contributions (assets) at end of year2022-12-31$272,000,000
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$145,438,713
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SCHNEIDER DOWNS
Accountancy firm EIN2022-12-31251408703
2021 : ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$60,598,700
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$588,694
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$557,557
Total income from all sources (including contributions)2021-12-31$260,606,978
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$230,819,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$219,856,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,454,226
Value of total assets at end of year2021-12-31$1,895,505,557
Value of total assets at beginning of year2021-12-31$1,926,285,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,963,327
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$912,086
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,206,173
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$588,694
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$557,557
Administrative expenses (other) incurred2021-12-31$9,718,196
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$29,787,299
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,894,916,863
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,925,728,264
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$1,245,131
Value of interest in master investment trust accounts at end of year2021-12-31$1,894,593,471
Value of interest in master investment trust accounts at beginning of year2021-12-31$1,875,079,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$17,454,226
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$50,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$219,856,352
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SCHNEIDER DOWNS
Accountancy firm EIN2021-12-31251408703
2020 : ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$557,557
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$597,513
Total income from all sources (including contributions)2020-12-31$367,022,198
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$254,567,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$243,078,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$102,841,140
Value of total assets at end of year2020-12-31$1,926,285,821
Value of total assets at beginning of year2020-12-31$1,813,871,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,489,605
Total interest from all sources2020-12-31$12
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,206,173
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,617,082
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$557,557
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$597,513
Other income not declared elsewhere2020-12-31$1,263
Administrative expenses (other) incurred2020-12-31$10,201,603
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$112,454,247
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,925,728,264
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,813,274,017
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$1,288,002
Interest earned on other investments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$1,875,079,648
Value of interest in master investment trust accounts at beginning of year2020-12-31$1,734,929,493
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$102,841,140
Employer contributions (assets) at end of year2020-12-31$50,000,000
Employer contributions (assets) at beginning of year2020-12-31$77,324,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$243,078,346
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SCHNEIDER DOWNS
Accountancy firm EIN2020-12-31251408703
2019 : ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$597,513
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,460,527
Total income from all sources (including contributions)2019-12-31$407,723,662
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$273,517,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$260,836,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$161,061,471
Value of total assets at end of year2019-12-31$1,813,871,530
Value of total assets at beginning of year2019-12-31$1,680,527,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,680,488
Total interest from all sources2019-12-31$1,346
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,617,082
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,100,952
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$597,513
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,460,527
Administrative expenses (other) incurred2019-12-31$11,645,072
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$134,206,549
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,813,274,017
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,679,067,468
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$1,035,416
Interest earned on other investments2019-12-31$534
Value of interest in master investment trust accounts at end of year2019-12-31$1,734,929,493
Value of interest in master investment trust accounts at beginning of year2019-12-31$1,616,163,053
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$161,061,471
Employer contributions (assets) at end of year2019-12-31$77,324,955
Employer contributions (assets) at beginning of year2019-12-31$61,263,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$260,836,625
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
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 name2019-12-31SCHNEIDER DOWNS
Accountancy firm EIN2019-12-31251408703
2018 : ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$61,808,356
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,460,527
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$738,642
Total income from all sources (including contributions)2018-12-31$-136,250
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$298,418,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$280,892,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$101,666,604
Value of total assets at end of year2018-12-31$1,680,527,995
Value of total assets at beginning of year2018-12-31$2,040,169,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,526,275
Total interest from all sources2018-12-31$1,814
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,100,952
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,460,527
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$738,642
Administrative expenses (other) incurred2018-12-31$16,534,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-298,555,115
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,679,067,468
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,039,430,939
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$991,650
Interest earned on other investments2018-12-31$709
Value of interest in master investment trust accounts at end of year2018-12-31$1,616,163,053
Value of interest in master investment trust accounts at beginning of year2018-12-31$2,040,162,497
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$506
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$101,666,604
Employer contributions (assets) at end of year2018-12-31$61,263,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$280,892,590
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
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 name2018-12-31SCHNEIDER DOWNS
Accountancy firm EIN2018-12-31251408703
2017 : ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$738,642
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$774,012
Total income from all sources (including contributions)2017-12-31$448,542,180
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$229,458,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$211,617,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$135,000,000
Value of total assets at end of year2017-12-31$2,040,169,581
Value of total assets at beginning of year2017-12-31$1,821,121,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,841,471
Total interest from all sources2017-12-31$7,978
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,068,890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$738,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$774,012
Administrative expenses (other) incurred2017-12-31$16,991,471
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$219,083,590
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,039,430,939
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,820,347,349
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$850,000
Interest earned on other investments2017-12-31$1,174
Value of interest in master investment trust accounts at end of year2017-12-31$2,040,162,497
Value of interest in master investment trust accounts at beginning of year2017-12-31$1,820,039,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6,804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$135,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$211,617,119
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
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 name2017-12-31SCHNEIDER DOWNS
Accountancy firm EIN2017-12-31251408703
2016 : ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$774,012
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$379,299
Total income from all sources (including contributions)2016-12-31$206,544,641
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$263,390,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$243,196,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$115,000,000
Value of total assets at end of year2016-12-31$1,821,121,361
Value of total assets at beginning of year2016-12-31$1,877,572,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,193,494
Total interest from all sources2016-12-31$4,644
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,068,890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$774,012
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$379,299
Administrative expenses (other) incurred2016-12-31$19,393,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-56,845,430
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,820,347,349
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,877,192,779
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$800,000
Interest earned on other investments2016-12-31$1,079
Value of interest in master investment trust accounts at end of year2016-12-31$1,820,039,184
Value of interest in master investment trust accounts at beginning of year2016-12-31$1,877,552,294
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$19,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$115,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$243,196,577
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
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 name2016-12-31SCHNEIDER DOWNS
Accountancy firm EIN2016-12-31251408703
2015 : ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$379,299
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,632,121
Total income from all sources (including contributions)2015-12-31$-24,879,001
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$216,031,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$199,772,899
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$1,877,572,078
Value of total assets at beginning of year2015-12-31$2,119,735,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,258,430
Total interest from all sources2015-12-31$4,146
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$916,644
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$379,299
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,632,121
Administrative expenses (other) incurred2015-12-31$15,896,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-240,910,330
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,877,192,779
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,118,103,109
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$362,000
Interest earned on other investments2015-12-31$942
Value of interest in master investment trust accounts at end of year2015-12-31$1,877,552,294
Value of interest in master investment trust accounts at beginning of year2015-12-31$2,118,790,972
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$19,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$27,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$199,772,899
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
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 name2015-12-31SCHNEIDER DOWNS
Accountancy firm EIN2015-12-31251408703
2014 : ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,632,121
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$549,558
Total income from all sources (including contributions)2014-12-31$147,567,925
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$270,984,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$260,463,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,344,000
Value of total assets at end of year2014-12-31$2,119,735,230
Value of total assets at beginning of year2014-12-31$2,242,069,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,521,087
Total interest from all sources2014-12-31$10,573
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$916,644
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,632,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$549,558
Administrative expenses (other) incurred2014-12-31$10,521,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-123,416,473
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,118,103,109
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,241,519,582
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
Interest earned on other investments2014-12-31$1,255
Value of interest in master investment trust accounts at end of year2014-12-31$2,118,790,972
Value of interest in master investment trust accounts at beginning of year2014-12-31$2,242,032,811
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$9,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$27,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$36,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,344,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$260,463,311
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
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 name2014-12-31SCHNEIDER DOWNS
Accountancy firm EIN2014-12-31251408703
2013 : ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$549,558
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$303,408
Total income from all sources (including contributions)2013-12-31$287,137,058
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$194,982,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$187,110,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$2,242,069,140
Value of total assets at beginning of year2013-12-31$2,149,668,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,872,313
Total interest from all sources2013-12-31$12,929
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$549,558
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$303,408
Administrative expenses (other) incurred2013-12-31$7,872,313
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$92,154,418
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,241,519,582
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,149,365,164
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
Interest earned on other investments2013-12-31$928
Value of interest in master investment trust accounts at end of year2013-12-31$2,242,032,811
Value of interest in master investment trust accounts at beginning of year2013-12-31$2,149,622,944
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$12,001
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$36,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$45,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$187,110,327
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
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 name2013-12-31SCHNEIDER DOWNS
Accountancy firm EIN2013-12-31251408703
2012 : ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$303,408
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$407,272
Total income from all sources (including contributions)2012-12-31$167,384,847
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$191,536,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$186,020,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$2,149,668,572
Value of total assets at beginning of year2012-12-31$2,173,924,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,516,127
Total interest from all sources2012-12-31$5,262
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$303,408
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$407,272
Administrative expenses (other) incurred2012-12-31$5,516,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-24,151,703
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,149,365,164
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,173,516,867
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
Interest earned on other investments2012-12-31$1,699
Value of interest in master investment trust accounts at end of year2012-12-31$2,149,622,944
Value of interest in master investment trust accounts at beginning of year2012-12-31$2,170,457,931
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$45,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$54,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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
Employer contributions (assets) at beginning of year2012-12-31$3,411,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$186,020,423
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
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 name2012-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2012-12-31346565596
2011 : ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$157,332,695
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$407,272
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$297,915
Total income from all sources (including contributions)2011-12-31$14,840,072
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$172,616,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$168,828,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,411,263
Value of total assets at end of year2011-12-31$2,173,924,139
Value of total assets at beginning of year2011-12-31$2,174,258,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,788,667
Total interest from all sources2011-12-31$2,546
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$407,272
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$297,915
Administrative expenses (other) incurred2011-12-31$3,788,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-157,776,652
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,173,516,867
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,173,960,824
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
Interest earned on other investments2011-12-31$1,306
Value of interest in master investment trust accounts at end of year2011-12-31$2,170,457,931
Value of interest in master investment trust accounts at beginning of year2011-12-31$2,174,192,683
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$54,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$66,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$3,411,263
Employer contributions (assets) at end of year2011-12-31$3,411,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$168,828,057
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
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 name2011-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2011-12-31346565596
2010 : ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$297,915
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$310,265
Total income from all sources (including contributions)2010-12-31$238,817,340
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$173,288,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$169,614,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$2,174,258,739
Value of total assets at beginning of year2010-12-31$2,108,742,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,673,961
Total interest from all sources2010-12-31$32,130
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$297,915
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$310,265
Administrative expenses (other) incurred2010-12-31$3,673,961
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$65,528,551
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,173,960,824
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,108,432,273
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
Interest earned on other investments2010-12-31$1,245
Value of interest in master investment trust accounts at end of year2010-12-31$2,174,192,683
Value of interest in master investment trust accounts at beginning of year2010-12-31$2,108,664,609
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$30,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$66,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$77,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$169,614,828
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
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 name2010-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2010-12-31346565596
2009 : ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 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 ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN

2022: ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 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 planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 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 planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ALLEGHENY TECHNOLOGIES INCORPORATED PENSION PLAN 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 planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-5239
Policy instance 1
Insurance contract or identification numberAC-5239
Number of Individuals Covered14
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-5239
Policy instance 1
Insurance contract or identification numberAC-5239
Number of Individuals Covered16
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-5239
Policy instance 1
Insurance contract or identification numberAC-5239
Number of Individuals Covered16
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-5239
Policy instance 1
Insurance contract or identification numberAC-5239
Number of Individuals Covered19
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-5239
Policy instance 1
Insurance contract or identification numberAC-5239
Number of Individuals Covered21
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-5239
Policy instance 1
Insurance contract or identification numberAC-5239
Number of Individuals Covered36
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-5239
Policy instance 1
Insurance contract or identification numberAC-5239
Number of Individuals Covered41
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-5239
Policy instance 1
Insurance contract or identification numberAC-5239
Number of Individuals Covered45
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-5239
Policy instance 1
Insurance contract or identification numberAC-5239
Number of Individuals Covered48
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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