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SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 401k Plan overview

Plan NameSUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT
Plan identification number 088

SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DANA LIMITED has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0882019-01-01
0882018-01-01
0882017-01-01CHRISTINE PATTEN
0882016-01-01CHRISTINE PATTEN
0882015-01-01CHRISTINE PATTEN
0882014-01-01CHRISTINE PATTEN
0882013-01-01AMY ACS
0882012-01-01AMY ACS
0882011-01-01AMY ACS
0882010-01-01AMY ACS
0882009-01-01AMY ACS

Plan Statistics for SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT

401k plan membership statisitcs for SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT

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-year2019-01-01129
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2018 401k membership
Total participants, beginning-of-year2018-01-01126
Total number of active participants reported on line 7a of the Form 55002018-01-01108
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0112
Total of all active and inactive participants2018-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01129
Number of participants with account balances2018-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2017 401k membership
Total participants, beginning-of-year2017-01-01121
Total number of active participants reported on line 7a of the Form 55002017-01-01109
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01126
Number of participants with account balances2017-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2016 401k membership
Total participants, beginning-of-year2016-01-01134
Total number of active participants reported on line 7a of the Form 55002016-01-01101
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01121
Number of participants with account balances2016-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2015 401k membership
Total participants, beginning-of-year2015-01-01142
Total number of active participants reported on line 7a of the Form 55002015-01-01116
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01134
Number of participants with account balances2015-01-01113
2014: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2014 401k membership
Total participants, beginning-of-year2014-01-01158
Total number of active participants reported on line 7a of the Form 55002014-01-01124
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01142
Number of participants with account balances2014-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2013 401k membership
Total participants, beginning-of-year2013-01-01182
Total number of active participants reported on line 7a of the Form 55002013-01-01142
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01158
Number of participants with account balances2013-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2012 401k membership
Total participants, beginning-of-year2012-01-01198
Total number of active participants reported on line 7a of the Form 55002012-01-01170
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01182
Number of participants with account balances2012-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2011 401k membership
Total participants, beginning-of-year2011-01-01175
Total number of active participants reported on line 7a of the Form 55002011-01-01188
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01198
Number of participants with account balances2011-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2010 401k membership
Total participants, beginning-of-year2010-01-01180
Total number of active participants reported on line 7a of the Form 55002010-01-01167
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-017
Total of all active and inactive participants2010-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01175
Number of participants with account balances2010-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2009 401k membership
Total participants, beginning-of-year2009-01-01220
Total number of active participants reported on line 7a of the Form 55002009-01-01167
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01180
Number of participants with account balances2009-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT

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 assets2019-10-04$0
Total transfer of assets from this plan2019-10-04$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 assets2019-10-04$0
Total of all expenses incurred2019-10-04$532,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-10-04$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 year2019-10-04$0
Value of total assets at beginning of year2019-10-04$5,066,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-10-04$6,791
Total interest from all sources2019-10-04$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 year2019-10-04Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-10-04$0
Total dividends received from registered investment company shares (eg mutual funds)2019-10-04$54,777
Was this plan covered by a fidelity bond2019-10-04Yes
Value of fidelity bond cover2019-10-04$50,000,000
If this is an individual account plan, was there a blackout period2019-10-04Yes
Were there any nonexempt tranactions with any party-in-interest2019-10-04No
Contributions received from participants2019-10-04$85,555
Participant contributions at end of year2019-10-04$0
Participant contributions at beginning of year2019-10-04$77,729
Participant contributions at end of year2019-10-04$0
Participant contributions at beginning of year2019-10-04$2,612
Administrative expenses (other) incurred2019-10-04$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 appraiser2019-10-04No
Value of net income/loss2019-10-04$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)2019-10-04No
Were any loans by the plan or fixed income obligations due to the plan in default2019-10-04No
Were any leases to which the plan was party in default or uncollectible2019-10-04No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-10-04$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-10-04$3,195,914
Interest on participant loans2019-10-04$2,746
Value of interest in common/collective trusts at end of year2019-10-04$0
Value of interest in common/collective trusts at beginning of year2019-10-04$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 trusts2019-10-04$31,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-10-04No
Was there a failure to transmit to the plan any participant contributions2019-10-04No
Has the plan failed to provide any benefit when due under the plan2019-10-04No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-10-04$525,893
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-10-04Yes
Did the plan have assets held for investment2019-10-04No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-04No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-10-04Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-10-04Yes
Opinion of an independent qualified public accountant for this plan2019-10-04Disclaimer
Accountancy firm name2019-10-04REHMANN ROBSON, LLC
Accountancy firm EIN2019-10-04383635706
2018 : SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$62,528
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$745,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$5,066,309
Value of total assets at beginning of year2018-12-31$5,749,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,308
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$166,470
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$136,192
Participant contributions at end of year2018-12-31$77,729
Participant contributions at beginning of year2018-12-31$99,934
Participant contributions at end of year2018-12-31$2,612
Participant contributions at beginning of year2018-12-31$3,101
Administrative expenses (other) incurred2018-12-31$12,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,195,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,899,177
Interest on participant loans2018-12-31$3,463
Value of interest in common/collective trusts at end of year2018-12-31$1,790,054
Value of interest in common/collective trusts at beginning of year2018-12-31$1,747,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-279,731
Net investment gain or loss from common/collective trusts2018-12-31$36,134
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$733,463
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31REHMANN ROBSON, LLC
Accountancy firm EIN2018-12-31383635706
2017 : SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$722,085
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$661,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$5,749,552
Value of total assets at beginning of year2017-12-31$5,688,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,285
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$143,214
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$157,693
Participant contributions at end of year2017-12-31$99,934
Participant contributions at beginning of year2017-12-31$104,180
Participant contributions at end of year2017-12-31$3,101
Participant contributions at beginning of year2017-12-31$2,928
Administrative expenses (other) incurred2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,899,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,494,285
Interest on participant loans2017-12-31$4,995
Value of interest in common/collective trusts at end of year2017-12-31$1,747,340
Value of interest in common/collective trusts at beginning of year2017-12-31$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 trusts2017-12-31$33,178
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$646,216
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31REHMANN ROBSON, LLC
Accountancy firm EIN2017-12-31383635706
2016 : SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 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$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$515,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$499,275
Expenses. Certain deemed distributions of participant loans2016-12-31$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 year2016-12-31$5,688,968
Value of total assets at beginning of year2016-12-31$5,701,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,263
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$114,942
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$154,028
Participant contributions at end of year2016-12-31$104,180
Participant contributions at beginning of year2016-12-31$64,978
Participant contributions at end of year2016-12-31$2,928
Participant contributions at beginning of year2016-12-31$1,697
Administrative expenses (other) incurred2016-12-31$15,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,494,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,605,458
Interest on participant loans2016-12-31$4,084
Value of interest in common/collective trusts at end of year2016-12-31$2,087,575
Value of interest in common/collective trusts at beginning of year2016-12-31$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 trusts2016-12-31$38,360
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$499,275
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31REHMANN ROBSON, LLC
Accountancy firm EIN2016-12-31383635706
2015 : SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 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$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$296,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$5,701,328
Value of total assets at beginning of year2015-12-31$5,845,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,201
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$148,206
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$151,761
Participant contributions at end of year2015-12-31$64,978
Participant contributions at beginning of year2015-12-31$45,310
Participant contributions at end of year2015-12-31$1,697
Administrative expenses (other) incurred2015-12-31$15,201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,605,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,713,689
Interest on participant loans2015-12-31$2,188
Value of interest in common/collective trusts at end of year2015-12-31$2,029,195
Value of interest in common/collective trusts at beginning of year2015-12-31$2,086,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-125,624
Net investment gain or loss from common/collective trusts2015-12-31$-24,487
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$281,417
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31REHMANN ROBSON, LLC
Accountancy firm EIN2015-12-31383635706
2014 : SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 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$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$826,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$798,296
Expenses. Certain deemed distributions of participant loans2014-12-31$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 year2014-12-31$5,845,902
Value of total assets at beginning of year2014-12-31$6,099,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,261
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$142,620
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$168,316
Participant contributions at end of year2014-12-31$45,310
Participant contributions at beginning of year2014-12-31$73,891
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$3,729
Administrative expenses (other) incurred2014-12-31$15,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-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)2014-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,713,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,788,671
Interest on participant loans2014-12-31$2,368
Value of interest in common/collective trusts at end of year2014-12-31$2,086,903
Value of interest in common/collective trusts at beginning of year2014-12-31$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 trusts2014-12-31$40,428
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$798,296
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31REHMANN ROBSON, LLC
Accountancy firm EIN2014-12-31383635706
2013 : SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$655,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$641,016
Expenses. Certain deemed distributions of participant loans2013-12-31$-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 year2013-12-31$6,099,655
Value of total assets at beginning of year2013-12-31$5,957,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,319
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$141,984
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$50,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$175,886
Participant contributions at end of year2013-12-31$73,891
Participant contributions at beginning of year2013-12-31$115,310
Participant contributions at end of year2013-12-31$3,729
Participant contributions at beginning of year2013-12-31$3,394
Administrative expenses (other) incurred2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,788,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,579,205
Interest on participant loans2013-12-31$3,917
Value of interest in common/collective trusts at end of year2013-12-31$2,233,364
Value of interest in common/collective trusts at beginning of year2013-12-31$2,259,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$495,053
Net investment gain or loss from common/collective trusts2013-12-31$-16,891
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$641,016
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31REHMANN ROBSON, LLC
Accountancy firm EIN2013-12-31383635706
2012 : SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$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 assets2012-12-31$0
Total of all expenses incurred2012-12-31$596,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$581,377
Expenses. Certain deemed distributions of participant loans2012-12-31$-54
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$183,780
Value of total assets at end of year2012-12-31$5,957,109
Value of total assets at beginning of year2012-12-31$5,965,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,243
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$113,502
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$183,780
Participant contributions at end of year2012-12-31$115,310
Participant contributions at beginning of year2012-12-31$101,329
Participant contributions at end of year2012-12-31$3,394
Participant contributions at beginning of year2012-12-31$3,349
Administrative expenses (other) incurred2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,579,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,318,664
Interest on participant loans2012-12-31$4,991
Value of interest in common/collective trusts at end of year2012-12-31$2,259,200
Value of interest in common/collective trusts at beginning of year2012-12-31$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 trusts2012-12-31$47,793
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$581,377
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31REHMANN ROBSON
Accountancy firm EIN2012-12-31383567911
2011 : SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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 assets2011-12-31$0
Total of all expenses incurred2011-12-31$280,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$245,628
Expenses. Certain deemed distributions of participant loans2011-12-31$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 year2011-12-31$5,965,976
Value of total assets at beginning of year2011-12-31$5,797,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,541
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$117,383
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$191,850
Participant contributions at end of year2011-12-31$101,329
Participant contributions at beginning of year2011-12-31$153,853
Participant contributions at end of year2011-12-31$3,349
Participant contributions at beginning of year2011-12-31$19,877
Administrative expenses (other) incurred2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,318,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,409,934
Interest on participant loans2011-12-31$6,919
Value of interest in common/collective trusts at end of year2011-12-31$2,542,634
Value of interest in common/collective trusts at beginning of year2011-12-31$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 trusts2011-12-31$95,463
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$245,628
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SPILMAN HILLS & HEIDEBRINK, LTD.
Accountancy firm EIN2011-12-31341833111
2010 : SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 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$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 assets2010-12-31$0
Total of all expenses incurred2010-12-31$642,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$571,057
Expenses. Certain deemed distributions of participant loans2010-12-31$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 year2010-12-31$5,797,485
Value of total assets at beginning of year2010-12-31$5,796,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,443
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$97,795
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$203,484
Participant contributions at end of year2010-12-31$153,853
Participant contributions at beginning of year2010-12-31$214,543
Participant contributions at end of year2010-12-31$19,877
Participant contributions at beginning of year2010-12-31$17,659
Administrative expenses (other) incurred2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,409,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,088,566
Interest on participant loans2010-12-31$9,666
Value of interest in common/collective trusts at end of year2010-12-31$2,213,821
Value of interest in common/collective trusts at beginning of year2010-12-31$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 trusts2010-12-31$97,495
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$571,057
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SPILMAN, HILLS & HEIDEBRINK, LTD
Accountancy firm EIN2010-12-31341833111

Form 5500 Responses for SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT

2019: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SUPPLEMENTARY RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES AT THE VICTOR REINZ DIVISION-ROBINSON PLANT 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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