Plan Name | SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT |
Plan identification number | 088 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | DANA LIMITED |
Employer identification number (EIN): | 261318190 |
NAIC Classification: | 336300 |
Additional information about DANA LIMITED
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 2007-10-26 |
Company Identification Number: | 1736219 |
Legal Registered Office Address: |
1300 EAST NINTH STREET - CLEVELAND United States of America (USA) 44114 |
More information about DANA LIMITED
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
088 | 2019-01-01 | ||||
088 | 2018-01-01 | ||||
088 | 2017-01-01 | CHRISTINE PATTEN | |||
088 | 2016-01-01 | CHRISTINE PATTEN | |||
088 | 2015-01-01 | CHRISTINE PATTEN | |||
088 | 2014-01-01 | CHRISTINE PATTEN | |||
088 | 2013-01-01 | AMY ACS | |||
088 | 2012-01-01 | AMY ACS | |||
088 | 2011-01-01 | AMY ACS | |||
088 | 2010-01-01 | AMY ACS | |||
088 | 2009-01-01 | AMY ACS |
Measure | Date | Value |
---|---|---|
2019: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 0 |
Number of participants with account balances | 2019-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 108 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 12 |
Total of all active and inactive participants | 2018-01-01 | 126 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 3 |
Total participants | 2018-01-01 | 129 |
Number of participants with account balances | 2018-01-01 | 90 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 121 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 109 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 9 |
Total of all active and inactive participants | 2017-01-01 | 124 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 126 |
Number of participants with account balances | 2017-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 134 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 101 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 13 |
Total of all active and inactive participants | 2016-01-01 | 119 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 121 |
Number of participants with account balances | 2016-01-01 | 101 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 142 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 116 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 12 |
Total of all active and inactive participants | 2015-01-01 | 133 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 134 |
Number of participants with account balances | 2015-01-01 | 113 |
2014: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 158 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 124 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 13 |
Total of all active and inactive participants | 2014-01-01 | 141 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 142 |
Number of participants with account balances | 2014-01-01 | 122 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 182 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 142 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 12 |
Total of all active and inactive participants | 2013-01-01 | 157 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 158 |
Number of participants with account balances | 2013-01-01 | 135 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 198 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 170 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 10 |
Total of all active and inactive participants | 2012-01-01 | 181 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 182 |
Number of participants with account balances | 2012-01-01 | 147 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 175 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 188 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 9 |
Total of all active and inactive participants | 2011-01-01 | 197 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 198 |
Number of participants with account balances | 2011-01-01 | 160 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 180 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 167 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 7 |
Total of all active and inactive participants | 2010-01-01 | 174 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
Total participants | 2010-01-01 | 175 |
Number of participants with account balances | 2010-01-01 | 170 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 220 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 167 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 12 |
Total of all active and inactive participants | 2009-01-01 | 179 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 180 |
Number of participants with account balances | 2009-01-01 | 177 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2019 : SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-10-04 | $0 |
Total transfer of assets from this plan | 2019-10-04 | $5,137,841 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-10-04 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-10-04 | $0 |
Total income from all sources (including contributions) | 2019-10-04 | $604,216 |
Total loss/gain on sale of assets | 2019-10-04 | $0 |
Total of all expenses incurred | 2019-10-04 | $532,684 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-10-04 | $525,893 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-10-04 | $85,555 |
Value of total assets at end of year | 2019-10-04 | $0 |
Value of total assets at beginning of year | 2019-10-04 | $5,066,309 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-10-04 | $6,791 |
Total interest from all sources | 2019-10-04 | $2,746 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-10-04 | $54,777 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-10-04 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2019-10-04 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-10-04 | $54,777 |
Was this plan covered by a fidelity bond | 2019-10-04 | Yes |
Value of fidelity bond cover | 2019-10-04 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2019-10-04 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2019-10-04 | No |
Contributions received from participants | 2019-10-04 | $85,555 |
Participant contributions at end of year | 2019-10-04 | $0 |
Participant contributions at beginning of year | 2019-10-04 | $77,729 |
Participant contributions at end of year | 2019-10-04 | $0 |
Participant contributions at beginning of year | 2019-10-04 | $2,612 |
Administrative expenses (other) incurred | 2019-10-04 | $6,791 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-10-04 | No |
Value of net income/loss | 2019-10-04 | $71,532 |
Value of net assets at end of year (total assets less liabilities) | 2019-10-04 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-10-04 | $5,066,309 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-10-04 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-10-04 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-10-04 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-10-04 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-10-04 | $3,195,914 |
Interest on participant loans | 2019-10-04 | $2,746 |
Value of interest in common/collective trusts at end of year | 2019-10-04 | $0 |
Value of interest in common/collective trusts at beginning of year | 2019-10-04 | $1,790,054 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-10-04 | $429,153 |
Net investment gain or loss from common/collective trusts | 2019-10-04 | $31,985 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-10-04 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-10-04 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-10-04 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-10-04 | $525,893 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-10-04 | Yes |
Did the plan have assets held for investment | 2019-10-04 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-10-04 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-10-04 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-10-04 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-10-04 | Disclaimer |
Accountancy firm name | 2019-10-04 | REHMANN ROBSON, LLC |
Accountancy firm EIN | 2019-10-04 | 383635706 |
2018 : SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $62,528 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $745,771 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $733,463 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $136,192 |
Value of total assets at end of year | 2018-12-31 | $5,066,309 |
Value of total assets at beginning of year | 2018-12-31 | $5,749,552 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $12,308 |
Total interest from all sources | 2018-12-31 | $3,463 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $166,470 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $166,470 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $136,192 |
Participant contributions at end of year | 2018-12-31 | $77,729 |
Participant contributions at beginning of year | 2018-12-31 | $99,934 |
Participant contributions at end of year | 2018-12-31 | $2,612 |
Participant contributions at beginning of year | 2018-12-31 | $3,101 |
Administrative expenses (other) incurred | 2018-12-31 | $12,308 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-683,243 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,066,309 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,749,552 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,195,914 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,899,177 |
Interest on participant loans | 2018-12-31 | $3,463 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,790,054 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $1,747,340 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-279,731 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $36,134 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $733,463 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | REHMANN ROBSON, LLC |
Accountancy firm EIN | 2018-12-31 | 383635706 |
2017 : SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $722,085 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $661,501 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $646,216 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $157,693 |
Value of total assets at end of year | 2017-12-31 | $5,749,552 |
Value of total assets at beginning of year | 2017-12-31 | $5,688,968 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $15,285 |
Total interest from all sources | 2017-12-31 | $4,995 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $143,214 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $143,214 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $157,693 |
Participant contributions at end of year | 2017-12-31 | $99,934 |
Participant contributions at beginning of year | 2017-12-31 | $104,180 |
Participant contributions at end of year | 2017-12-31 | $3,101 |
Participant contributions at beginning of year | 2017-12-31 | $2,928 |
Administrative expenses (other) incurred | 2017-12-31 | $15,285 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $60,584 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,749,552 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,688,968 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $3,899,177 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,494,285 |
Interest on participant loans | 2017-12-31 | $4,995 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,747,340 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $2,087,575 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $383,005 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $33,178 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $646,216 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | REHMANN ROBSON, LLC |
Accountancy firm EIN | 2017-12-31 | 383635706 |
2016 : SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $503,276 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $515,636 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $499,275 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $1,098 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $154,028 |
Value of total assets at end of year | 2016-12-31 | $5,688,968 |
Value of total assets at beginning of year | 2016-12-31 | $5,701,328 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $15,263 |
Total interest from all sources | 2016-12-31 | $4,084 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $114,942 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $114,942 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $154,028 |
Participant contributions at end of year | 2016-12-31 | $104,180 |
Participant contributions at beginning of year | 2016-12-31 | $64,978 |
Participant contributions at end of year | 2016-12-31 | $2,928 |
Participant contributions at beginning of year | 2016-12-31 | $1,697 |
Administrative expenses (other) incurred | 2016-12-31 | $15,263 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-12,360 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,688,968 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,701,328 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,494,285 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,605,458 |
Interest on participant loans | 2016-12-31 | $4,084 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $2,087,575 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $2,029,195 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $191,862 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $38,360 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $499,275 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | REHMANN ROBSON, LLC |
Accountancy firm EIN | 2016-12-31 | 383635706 |
2015 : SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $152,044 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $296,618 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $281,417 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $151,761 |
Value of total assets at end of year | 2015-12-31 | $5,701,328 |
Value of total assets at beginning of year | 2015-12-31 | $5,845,902 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $15,201 |
Total interest from all sources | 2015-12-31 | $2,188 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $148,206 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $148,206 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $151,761 |
Participant contributions at end of year | 2015-12-31 | $64,978 |
Participant contributions at beginning of year | 2015-12-31 | $45,310 |
Participant contributions at end of year | 2015-12-31 | $1,697 |
Administrative expenses (other) incurred | 2015-12-31 | $15,201 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-144,574 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $5,701,328 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,845,902 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $3,605,458 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,713,689 |
Interest on participant loans | 2015-12-31 | $2,188 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $2,029,195 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $2,086,903 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-125,624 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-24,487 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $281,417 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | REHMANN ROBSON, LLC |
Accountancy firm EIN | 2015-12-31 | 383635706 |
2014 : SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $572,287 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $826,040 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $798,296 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $12,483 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $168,316 |
Value of total assets at end of year | 2014-12-31 | $5,845,902 |
Value of total assets at beginning of year | 2014-12-31 | $6,099,655 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $15,261 |
Total interest from all sources | 2014-12-31 | $2,368 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $142,620 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $142,620 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $168,316 |
Participant contributions at end of year | 2014-12-31 | $45,310 |
Participant contributions at beginning of year | 2014-12-31 | $73,891 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $3,729 |
Administrative expenses (other) incurred | 2014-12-31 | $15,261 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-253,753 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $5,845,902 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,099,655 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $3,713,689 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $3,788,671 |
Interest on participant loans | 2014-12-31 | $2,368 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $2,086,903 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $2,233,364 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $218,555 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $40,428 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $798,296 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | REHMANN ROBSON, LLC |
Accountancy firm EIN | 2014-12-31 | 383635706 |
2013 : SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $2,103 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $799,949 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $655,300 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $641,016 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $-1,035 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $175,886 |
Value of total assets at end of year | 2013-12-31 | $6,099,655 |
Value of total assets at beginning of year | 2013-12-31 | $5,957,109 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $15,319 |
Total interest from all sources | 2013-12-31 | $3,917 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $141,984 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $141,984 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $175,886 |
Participant contributions at end of year | 2013-12-31 | $73,891 |
Participant contributions at beginning of year | 2013-12-31 | $115,310 |
Participant contributions at end of year | 2013-12-31 | $3,729 |
Participant contributions at beginning of year | 2013-12-31 | $3,394 |
Administrative expenses (other) incurred | 2013-12-31 | $15,319 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $144,649 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $6,099,655 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,957,109 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $3,788,671 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $3,579,205 |
Interest on participant loans | 2013-12-31 | $3,917 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $2,233,364 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $2,259,200 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $495,053 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-16,891 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $641,016 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | REHMANN ROBSON, LLC |
Accountancy firm EIN | 2013-12-31 | 383635706 |
2012 : SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $9,630 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $597,329 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $596,566 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $581,377 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $-54 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $183,780 |
Value of total assets at end of year | 2012-12-31 | $5,957,109 |
Value of total assets at beginning of year | 2012-12-31 | $5,965,976 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $15,243 |
Total interest from all sources | 2012-12-31 | $4,991 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $113,502 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $113,502 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $183,780 |
Participant contributions at end of year | 2012-12-31 | $115,310 |
Participant contributions at beginning of year | 2012-12-31 | $101,329 |
Participant contributions at end of year | 2012-12-31 | $3,394 |
Participant contributions at beginning of year | 2012-12-31 | $3,349 |
Administrative expenses (other) incurred | 2012-12-31 | $15,243 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $763 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $5,957,109 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,965,976 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $3,579,205 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,318,664 |
Interest on participant loans | 2012-12-31 | $4,991 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $2,259,200 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $2,542,634 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $247,263 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $47,793 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $581,377 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | REHMANN ROBSON |
Accountancy firm EIN | 2012-12-31 | 383567911 |
2011 : SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $448,505 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $280,014 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $245,628 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $18,845 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $191,850 |
Value of total assets at end of year | 2011-12-31 | $5,965,976 |
Value of total assets at beginning of year | 2011-12-31 | $5,797,485 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $15,541 |
Total interest from all sources | 2011-12-31 | $6,919 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $117,383 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $117,383 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $191,850 |
Participant contributions at end of year | 2011-12-31 | $101,329 |
Participant contributions at beginning of year | 2011-12-31 | $153,853 |
Participant contributions at end of year | 2011-12-31 | $3,349 |
Participant contributions at beginning of year | 2011-12-31 | $19,877 |
Administrative expenses (other) incurred | 2011-12-31 | $15,541 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $168,491 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,965,976 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,797,485 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,318,664 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,409,934 |
Interest on participant loans | 2011-12-31 | $6,919 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $2,542,634 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $2,213,821 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $36,890 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $95,463 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $245,628 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | SPILMAN HILLS & HEIDEBRINK, LTD. |
Accountancy firm EIN | 2011-12-31 | 341833111 |
2010 : SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $643,403 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $642,421 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $571,057 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $55,921 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $203,484 |
Value of total assets at end of year | 2010-12-31 | $5,797,485 |
Value of total assets at beginning of year | 2010-12-31 | $5,796,503 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $15,443 |
Total interest from all sources | 2010-12-31 | $9,666 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $97,795 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $97,795 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $203,484 |
Participant contributions at end of year | 2010-12-31 | $153,853 |
Participant contributions at beginning of year | 2010-12-31 | $214,543 |
Participant contributions at end of year | 2010-12-31 | $19,877 |
Participant contributions at beginning of year | 2010-12-31 | $17,659 |
Administrative expenses (other) incurred | 2010-12-31 | $15,443 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $982 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $5,797,485 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,796,503 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,409,934 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,088,566 |
Interest on participant loans | 2010-12-31 | $9,666 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $2,213,821 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $2,475,735 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $234,963 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $97,495 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $571,057 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | SPILMAN, HILLS & HEIDEBRINK, LTD |
Accountancy firm EIN | 2010-12-31 | 341833111 |
2019: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2019 form 5500 responses | ||
---|---|---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | Yes |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |