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MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 401k Plan overview

Plan NameMEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON
Plan identification number 502

MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental

401k Sponsoring company profile

BWXT NUCLEAR OPERATIONS GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:BWXT NUCLEAR OPERATIONS GROUP, INC.
Employer identification number (EIN):261523776
NAIC Classification:333900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-01-01
5022021-01-01
5022020-01-01
5022019-01-01
5022018-01-01
5022017-01-01ROSS WILTZIUS
5022016-01-01ROSS WILTZIUS
5022015-01-01ROSS WILTZIUS
5022014-01-01ROCHELLE WALD
5022013-01-01ROCHELLE WALD
5022012-01-01ROCHELLE WALD ROCHELLE WALD2013-10-16
5022011-01-01ROCHELLE WALD ROCHELLE WALD2013-10-15

Plan Statistics for MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON

401k plan membership statisitcs for MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON

Measure Date Value
2022: MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 2022 401k membership
Total participants, beginning-of-year2022-01-01608
Total number of active participants reported on line 7a of the Form 55002022-01-01521
Total of all active and inactive participants2022-01-01521
2021: MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 2021 401k membership
Total participants, beginning-of-year2021-01-01591
Total number of active participants reported on line 7a of the Form 55002021-01-01484
Number of retired or separated participants receiving benefits2021-01-01124
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01608
2020: MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 2020 401k membership
Total participants, beginning-of-year2020-01-01566
Total number of active participants reported on line 7a of the Form 55002020-01-01452
Number of retired or separated participants receiving benefits2020-01-01138
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01590
2019: MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 2019 401k membership
Total participants, beginning-of-year2019-01-01565
Total number of active participants reported on line 7a of the Form 55002019-01-01421
Number of retired or separated participants receiving benefits2019-01-01141
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01562
2018: MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 2018 401k membership
Total participants, beginning-of-year2018-01-01619
Total number of active participants reported on line 7a of the Form 55002018-01-01384
Number of retired or separated participants receiving benefits2018-01-01218
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01602
2017: MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 2017 401k membership
Total participants, beginning-of-year2017-01-01802
Total number of active participants reported on line 7a of the Form 55002017-01-01364
Number of retired or separated participants receiving benefits2017-01-01410
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01774
2016: MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 2016 401k membership
Total participants, beginning-of-year2016-01-01990
Total number of active participants reported on line 7a of the Form 55002016-01-01357
Number of retired or separated participants receiving benefits2016-01-01601
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01958
2015: MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 2015 401k membership
Total participants, beginning-of-year2015-01-011,168
Total number of active participants reported on line 7a of the Form 55002015-01-01322
Number of retired or separated participants receiving benefits2015-01-01658
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01980
2014: MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 2014 401k membership
Total participants, beginning-of-year2014-01-011,021
Total number of active participants reported on line 7a of the Form 55002014-01-01355
Number of retired or separated participants receiving benefits2014-01-01642
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01997
2013: MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 2013 401k membership
Total participants, beginning-of-year2013-01-011,069
Total number of active participants reported on line 7a of the Form 55002013-01-01337
Number of retired or separated participants receiving benefits2013-01-01684
Total of all active and inactive participants2013-01-011,021
2012: MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 2012 401k membership
Total participants, beginning-of-year2012-01-011,117
Total number of active participants reported on line 7a of the Form 55002012-01-01351
Number of retired or separated participants receiving benefits2012-01-01718
Total of all active and inactive participants2012-01-011,069
2011: MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 2011 401k membership
Total participants, beginning-of-year2011-01-011,156
Total number of active participants reported on line 7a of the Form 55002011-01-01358
Number of retired or separated participants receiving benefits2011-01-01759
Total of all active and inactive participants2011-01-011,117

Financial Data on MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON

Measure Date Value
2017 : MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 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$370,988
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$449,580
Total income from all sources (including contributions)2017-12-31$4,560,110
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,484,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,210,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,560,096
Value of total assets at end of year2017-12-31$0
Value of total assets at beginning of year2017-12-31$2,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$273,824
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$55,664
Administrative expenses (other) incurred2017-12-31$3,483
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$75,622
Value of net assets at end of year (total assets less liabilities)2017-12-31$-370,988
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$-446,610
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 common/collective trusts at beginning of year2017-12-31$2,970
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$419,854
Net investment gain or loss from common/collective trusts2017-12-31$14
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,504,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,790,810
Contract administrator fees2017-12-31$270,341
Liabilities. Value of benefit claims payable at end of year2017-12-31$370,988
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$449,580
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31L. J. MOSBY, P.C.
Accountancy firm EIN2017-12-31841656069
2016 : MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 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$449,580
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$472,555
Total income from all sources (including contributions)2016-12-31$5,512,170
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,496,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,227,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,512,135
Value of total assets at end of year2016-12-31$2,970
Value of total assets at beginning of year2016-12-31$10,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$269,203
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$7,826
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$48,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
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$15,799
Value of net assets at end of year (total assets less liabilities)2016-12-31$-446,610
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$-462,409
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 common/collective trusts at end of year2016-12-31$2,970
Value of interest in common/collective trusts at beginning of year2016-12-31$10,146
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$371,779
Net investment gain or loss from common/collective trusts2016-12-31$35
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,463,392
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,855,389
Contract administrator fees2016-12-31$261,377
Liabilities. Value of benefit claims payable at end of year2016-12-31$449,580
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$472,555
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31L. J. MOSBY, P.C.
Accountancy firm EIN2016-12-31841656069
2015 : MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 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$472,555
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$369,782
Total income from all sources (including contributions)2015-12-31$6,381,056
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,598,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,322,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,380,980
Value of total assets at end of year2015-12-31$10,146
Value of total assets at beginning of year2015-12-31$124,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$276,056
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$13,930
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$213,934
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$42,952
Administrative expenses (other) incurred2015-12-31$254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-217,475
Value of net assets at end of year (total assets less liabilities)2015-12-31$-462,409
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$-244,934
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 common/collective trusts at end of year2015-12-31$10,146
Value of interest in common/collective trusts at beginning of year2015-12-31$91,255
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$591,795
Net investment gain or loss from common/collective trusts2015-12-31$76
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
Contributions received in cash from employer2015-12-31$6,167,046
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$33,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,730,680
Contract administrator fees2015-12-31$261,872
Liabilities. Value of benefit claims payable at end of year2015-12-31$472,555
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$326,830
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31L. J. MOSBY, P.C.
Accountancy firm EIN2015-12-31841656069
2014 : MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 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$369,782
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,444,566
Total income from all sources (including contributions)2014-12-31$4,930,649
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,946,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,664,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,929,441
Value of total assets at end of year2014-12-31$124,848
Value of total assets at beginning of year2014-12-31$2,215,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$282,350
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$27,060
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$362,625
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$42,952
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,121,936
Administrative expenses (other) incurred2014-12-31$1,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-15,854
Value of net assets at end of year (total assets less liabilities)2014-12-31$-244,934
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$-229,080
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 pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,203,368
Value of interest in common/collective trusts at end of year2014-12-31$91,255
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$600,235
Net investment gain or loss from common/collective trusts2014-12-31$1,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,566,816
Employer contributions (assets) at end of year2014-12-31$33,593
Employer contributions (assets) at beginning of year2014-12-31$12,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,063,918
Contract administrator fees2014-12-31$253,913
Liabilities. Value of benefit claims payable at end of year2014-12-31$326,830
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$322,630
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31L. J. MOSBY, P.C.
Accountancy firm EIN2014-12-31841656069
2013 : MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,444,566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,206,789
Total income from all sources (including contributions)2013-12-31$5,575,260
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,589,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,291,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,572,560
Value of total assets at end of year2013-12-31$2,215,486
Value of total assets at beginning of year2013-12-31$1,991,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$297,796
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$295,686
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$461,959
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,121,936
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,898,917
Administrative expenses (other) incurred2013-12-31$2,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-14,168
Value of net assets at end of year (total assets less liabilities)2013-12-31$-229,080
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$-214,912
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 pooled separate accounts at end of year2013-12-31$2,203,368
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$1,513,882
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$593,901
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
Contributions received in cash from employer2013-12-31$5,110,601
Employer contributions (assets) at end of year2013-12-31$12,118
Employer contributions (assets) at beginning of year2013-12-31$477,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,697,731
Liabilities. Value of benefit claims payable at end of year2013-12-31$322,630
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$307,872
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31L. J. MOSBY, P.C.
Accountancy firm EIN2013-12-31841656069
2012 : MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,206,789
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,760,188
Total income from all sources (including contributions)2012-12-31$5,734,214
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,702,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,405,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,733,799
Value of total assets at end of year2012-12-31$1,991,877
Value of total assets at beginning of year2012-12-31$1,513,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$296,529
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$297,022
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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$706,701
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$84,214
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,898,917
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,420,922
Administrative expenses (other) incurred2012-12-31$-493
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$31,994
Value of net assets at end of year (total assets less liabilities)2012-12-31$-214,912
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$-246,906
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 bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,513,882
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$974,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$974,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$726,383
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
Contributions received in cash from employer2012-12-31$4,942,884
Employer contributions (assets) at end of year2012-12-31$477,995
Employer contributions (assets) at beginning of year2012-12-31$538,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,679,308
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$307,872
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$339,266
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LANCE J MOSBY PC
Accountancy firm EIN2012-12-31841656069
2011 : MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 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$1,760,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,581,355
Total income from all sources (including contributions)2011-12-31$6,432,705
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,456,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,105,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,432,397
Value of total assets at end of year2011-12-31$1,513,282
Value of total assets at beginning of year2011-12-31$1,357,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$351,199
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$344,063
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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$868,732
Participant contributions at end of year2011-12-31$538,622
Participant contributions at beginning of year2011-12-31$786,789
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,420,922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,259,371
Administrative expenses (other) incurred2011-12-31$7,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-23,546
Value of net assets at end of year (total assets less liabilities)2011-12-31$-246,906
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$-223,360
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 common/collective trusts at end of year2011-12-31$974,660
Value of interest in common/collective trusts at beginning of year2011-12-31$571,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$756,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,563,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,348,159
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$339,266
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$321,984
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LANCE J MOSBY PC
Accountancy firm EIN2011-12-31841656069

Form 5500 Responses for MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON

2022: MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 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 – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MEDICAL AND LIFE INSURANCE PLAN FOR HOURLY- PAID EMPLOYEES OF B&W NUCLEAR OPS GROUP-BARBERTON 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0145035
Policy instance 1
Insurance contract or identification number0145035
Number of Individuals Covered8924
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,060,637
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
Insurance broker nameINTEGRO USA INC. D/B/A INTEGRO INS.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0145075
Policy instance 2
Insurance contract or identification number0145075
Number of Individuals Covered1068
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $762,904
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
Insurance broker nameINTEGRO USA INC. D/B/A INTEGRO INS.

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