401k Plan data: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN plan

ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 401k Plan overview

Plan Name	ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN
Plan identification number	004

ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ANGELL-DEMMEL NORTH AMERICA CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: ANGELL-DEMMEL NORTH AMERICA CORPORATION

Employer identification number (EIN): 263215759

NAIC Classification: 332110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01 GREGG WEADOCK
004 2016-01-01 GREGG WEADOCK
004 2015-01-01 GREGG WEADOCK
004 2014-01-01 GREGG WEADOCK
004 2013-01-01 ROBERT COVINGTON
004 2012-01-01 ROBERT COVINGTON
004 2011-01-01 ROBERT COVINGTON
004 2010-01-01 ROBERT COVINGTON
004 2009-01-01 ROBERT D COVINGTON ROBERT D COVINGTON 2010-10-15

Plan Statistics for ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN

401k plan membership statisitcs for ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN

Measure Date Value
2022: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 92
Number of retired or separated participants receiving benefits 2022-01-01 7
Number of other retired or separated participants entitled to future benefits 2022-01-01 10
Total of all active and inactive participants 2022-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 109
Number of participants with account balances 2022-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 102
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 16
Total of all active and inactive participants 2021-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 118
Number of participants with account balances 2021-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 121
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 19
Total of all active and inactive participants 2020-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 140
Number of participants with account balances 2020-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 136
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 10
Total of all active and inactive participants 2019-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 146
Number of participants with account balances 2019-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 123
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 28
Total of all active and inactive participants 2018-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 151
Number of participants with account balances 2018-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 25
2017: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 141
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 32
Total of all active and inactive participants 2017-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 173
Number of participants with account balances 2017-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 20
2016: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 146
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 55
Total of all active and inactive participants 2016-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 203
Number of participants with account balances 2016-01-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7
2015: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 95
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 42
Total of all active and inactive participants 2015-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 139
Number of participants with account balances 2015-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 13
2014: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 126
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 28
Total of all active and inactive participants 2014-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 156
Number of participants with account balances 2014-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 95
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 33
Total of all active and inactive participants 2013-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 129
Number of participants with account balances 2013-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 8
2012: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 97
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 69
Total of all active and inactive participants 2012-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 166
Number of participants with account balances 2012-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 92
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 59
Total of all active and inactive participants 2011-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 151
Number of participants with account balances 2011-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 74
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 70
Total of all active and inactive participants 2010-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 144
Number of participants with account balances 2010-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 74
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 70
Total of all active and inactive participants 2009-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 146
Number of participants with account balances 2009-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 8

Measure	Date	Value
2022: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	92
Number of retired or separated participants receiving benefits	2022-01-01	7
Number of other retired or separated participants entitled to future benefits	2022-01-01	10
Total of all active and inactive participants	2022-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	109
Number of participants with account balances	2022-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	102
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	16
Total of all active and inactive participants	2021-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	118
Number of participants with account balances	2021-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	121
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	19
Total of all active and inactive participants	2020-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	140
Number of participants with account balances	2020-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	136
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	10
Total of all active and inactive participants	2019-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	146
Number of participants with account balances	2019-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	123
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	28
Total of all active and inactive participants	2018-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	151
Number of participants with account balances	2018-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	25
2017: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	141
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	32
Total of all active and inactive participants	2017-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	173
Number of participants with account balances	2017-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	20
2016: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	146
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	55
Total of all active and inactive participants	2016-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	203
Number of participants with account balances	2016-01-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7
2015: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	95
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	42
Total of all active and inactive participants	2015-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	139
Number of participants with account balances	2015-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	13
2014: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	126
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	28
Total of all active and inactive participants	2014-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	156
Number of participants with account balances	2014-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	95
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	33
Total of all active and inactive participants	2013-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	129
Number of participants with account balances	2013-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	8
2012: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	97
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	69
Total of all active and inactive participants	2012-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	166
Number of participants with account balances	2012-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	92
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	59
Total of all active and inactive participants	2011-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	151
Number of participants with account balances	2011-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	74
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	70
Total of all active and inactive participants	2010-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	144
Number of participants with account balances	2010-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	74
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	70
Total of all active and inactive participants	2009-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	146
Number of participants with account balances	2009-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	8

Financial Data on ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN

Measure	Date	Value
2022 : ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$9,943
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-139,981
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$87,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$79,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$95,824
Value of total assets at end of year	2022-12-31	$1,364,512
Value of total assets at beginning of year	2022-12-31	$1,602,367
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$8,750
Total interest from all sources	2022-12-31	$3,619
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$106,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$106,872
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$61,091
Participant contributions at end of year	2022-12-31	$78,877
Participant contributions at beginning of year	2022-12-31	$81,127
Administrative expenses (other) incurred	2022-12-31	$8,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-227,912
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,364,512
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,602,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,190,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,431,164
Interest on participant loans	2022-12-31	$3,619
Value of interest in common/collective trusts at end of year	2022-12-31	$95,611
Value of interest in common/collective trusts at beginning of year	2022-12-31	$90,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-347,714
Net investment gain or loss from common/collective trusts	2022-12-31	$1,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$34,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$79,181
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FORVIS, LLP
Accountancy firm EIN	2022-12-31	440160260
2021 : ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$321,058
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$265,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$251,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$104,655
Value of total assets at end of year	2021-12-31	$1,602,367
Value of total assets at beginning of year	2021-12-31	$1,546,560
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$13,688
Total interest from all sources	2021-12-31	$2,626
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$124,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$124,371
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$64,896
Participant contributions at end of year	2021-12-31	$81,127
Participant contributions at beginning of year	2021-12-31	$48,099
Administrative expenses (other) incurred	2021-12-31	$13,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$55,807
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,602,367
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,546,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,431,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,405,215
Interest on participant loans	2021-12-31	$2,626
Value of interest in common/collective trusts at end of year	2021-12-31	$90,076
Value of interest in common/collective trusts at beginning of year	2021-12-31	$93,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$87,641
Net investment gain or loss from common/collective trusts	2021-12-31	$1,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$39,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$251,563
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FORVIS, LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$263,707
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$375,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$360,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$100,138
Value of total assets at end of year	2020-12-31	$1,546,560
Value of total assets at beginning of year	2020-12-31	$1,658,071
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$14,748
Total interest from all sources	2020-12-31	$3,246
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$75,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$75,889
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$61,787
Participant contributions at end of year	2020-12-31	$48,099
Participant contributions at beginning of year	2020-12-31	$71,499
Administrative expenses (other) incurred	2020-12-31	$14,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-111,511
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,546,560
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,658,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,405,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,492,490
Interest on participant loans	2020-12-31	$3,246
Value of interest in common/collective trusts at end of year	2020-12-31	$93,246
Value of interest in common/collective trusts at beginning of year	2020-12-31	$94,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$82,522
Net investment gain or loss from common/collective trusts	2020-12-31	$1,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$38,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$360,470
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BKD, LLP
Accountancy firm EIN	2020-12-31	440160260
2019 : ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$427,553
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$211,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$195,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$138,151
Value of total assets at end of year	2019-12-31	$1,658,071
Value of total assets at beginning of year	2019-12-31	$1,442,087
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$15,942
Total interest from all sources	2019-12-31	$3,601
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$79,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$79,569
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$88,920
Participant contributions at end of year	2019-12-31	$71,499
Participant contributions at beginning of year	2019-12-31	$56,870
Administrative expenses (other) incurred	2019-12-31	$15,942
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$1,385,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$215,984
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,658,071
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,442,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,492,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$3,601
Value of interest in common/collective trusts at end of year	2019-12-31	$94,082
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$204,114
Net investment gain or loss from common/collective trusts	2019-12-31	$2,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$49,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$195,627
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BKD, LLP
Accountancy firm EIN	2019-12-31	440160260
2018 : ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$81,313
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$373,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$365,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$159,453
Value of total assets at end of year	2018-12-31	$1,442,087
Value of total assets at beginning of year	2018-12-31	$1,734,399
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$7,682
Total interest from all sources	2018-12-31	$3,252
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$107,236
Participant contributions at end of year	2018-12-31	$56,870
Participant contributions at beginning of year	2018-12-31	$75,677
Total non interest bearing cash at end of year	2018-12-31	$1,385,217
Total non interest bearing cash at beginning of year	2018-12-31	$34
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-292,312
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,442,087
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,734,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,658,688
Interest on participant loans	2018-12-31	$3,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Net investment gain/loss from pooled separate accounts	2018-12-31	$-81,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$52,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$365,943
Contract administrator fees	2018-12-31	$7,682
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BKD, LLP
Accountancy firm EIN	2018-12-31	440160260
2017 : ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$5,850
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	$358,887
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$95,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$88,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$178,652
Value of total assets at end of year	2017-12-31	$1,734,399
Value of total assets at beginning of year	2017-12-31	$1,476,798
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,923
Total interest from all sources	2017-12-31	$3,186
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 year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$850,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$112,964
Participant contributions at end of year	2017-12-31	$75,677
Participant contributions at beginning of year	2017-12-31	$58,667
Total non interest bearing cash at end of year	2017-12-31	$34
Total non interest bearing cash at beginning of year	2017-12-31	$16
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$263,451
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,734,399
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,476,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,658,688
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,418,115
Interest on participant loans	2017-12-31	$3,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Net investment gain/loss from pooled separate accounts	2017-12-31	$177,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$65,688
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$88,513
Contract administrator fees	2017-12-31	$6,923
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BKD, LLP
Accountancy firm EIN	2017-12-31	440160260
2016 : ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$31,908
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	$302,870
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$78,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$74,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$213,676
Value of total assets at end of year	2016-12-31	$1,476,798
Value of total assets at beginning of year	2016-12-31	$1,284,416
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,739
Total interest from all sources	2016-12-31	$1,456
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 year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$850,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$146,218
Participant contributions at end of year	2016-12-31	$58,667
Participant contributions at beginning of year	2016-12-31	$24,625
Total non interest bearing cash at end of year	2016-12-31	$16
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$224,290
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,476,798
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,284,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,418,115
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,259,508
Interest on participant loans	2016-12-31	$1,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Net investment gain/loss from pooled separate accounts	2016-12-31	$87,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$67,458
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$74,841
Contract administrator fees	2016-12-31	$3,739
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BKD, LLP
Accountancy firm EIN	2016-12-31	440160260
2015 : ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$155,635
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$159,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$155,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$164,667
Value of total assets at end of year	2015-12-31	$1,284,416
Value of total assets at beginning of year	2015-12-31	$1,287,943
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,387
Total interest from all sources	2015-12-31	$3,379
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 year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$850,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$108,431
Participant contributions at end of year	2015-12-31	$24,625
Participant contributions at beginning of year	2015-12-31	$31,258
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-3,527
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,284,416
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,287,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,259,508
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,256,685
Interest on participant loans	2015-12-31	$1,103
Interest earned on other investments	2015-12-31	$2,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$0
Net investment gain/loss from pooled separate accounts	2015-12-31	$-12,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$56,236
Employer contributions (assets) at end of year	2015-12-31	$283
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$155,775
Contract administrator fees	2015-12-31	$3,387
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BKD, LLP
Accountancy firm EIN	2015-12-31	440160260
2014 : ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$215,463
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$157,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$154,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$164,724
Value of total assets at end of year	2014-12-31	$1,287,943
Value of total assets at beginning of year	2014-12-31	$1,230,204
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,490
Total interest from all sources	2014-12-31	$4,322
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 year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$850,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$104,422
Participant contributions at end of year	2014-12-31	$31,258
Participant contributions at beginning of year	2014-12-31	$33,518
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$57,739
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,287,943
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,230,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,256,685
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,196,686
Interest on participant loans	2014-12-31	$1,196
Interest earned on other investments	2014-12-31	$3,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Net investment gain/loss from pooled separate accounts	2014-12-31	$46,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$60,302
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$154,234
Contract administrator fees	2014-12-31	$3,490
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BKD, LLP
Accountancy firm EIN	2014-12-31	440160260
2013 : ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
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	$282,100
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$138,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$134,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$133,372
Value of total assets at end of year	2013-12-31	$1,230,204
Value of total assets at beginning of year	2013-12-31	$1,086,669
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,703
Total interest from all sources	2013-12-31	$5,807
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 year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$86,219
Participant contributions at end of year	2013-12-31	$33,518
Participant contributions at beginning of year	2013-12-31	$39,136
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$143,535
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,230,204
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,086,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,196,686
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,046,978
Interest on participant loans	2013-12-31	$1,493
Interest earned on other investments	2013-12-31	$4,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$0
Net investment gain/loss from pooled separate accounts	2013-12-31	$142,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$47,153
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$134,862
Contract administrator fees	2013-12-31	$3,703
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BKD, LLP
Accountancy firm EIN	2013-12-31	440160260
2012 : ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
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	$220,768
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$203,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$202,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$124,789
Value of total assets at end of year	2012-12-31	$1,086,669
Value of total assets at beginning of year	2012-12-31	$1,069,523
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,395
Total interest from all sources	2012-12-31	$1,742
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 year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$77,879
Participant contributions at end of year	2012-12-31	$39,136
Participant contributions at beginning of year	2012-12-31	$36,700
Total non interest bearing cash at end of year	2012-12-31	$193
Total non interest bearing cash at beginning of year	2012-12-31	$189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$17,146
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,086,669
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,069,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,046,978
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$989,807
Interest on participant loans	2012-12-31	$1,742
Income. Interest from loans (other than to participants)	2012-12-31	$1,742
Interest earned on other investments	2012-12-31	$9,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$94,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$46,910
Employer contributions (assets) at end of year	2012-12-31	$362
Employer contributions (assets) at beginning of year	2012-12-31	$42,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$202,227
Contract administrator fees	2012-12-31	$1,395
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BKD, LLP
Accountancy firm EIN	2012-12-31	440160260
2011 : ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$116,097
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$147,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$143,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$120,648
Value of total assets at end of year	2011-12-31	$1,069,523
Value of total assets at beginning of year	2011-12-31	$1,101,230
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,049
Total interest from all sources	2011-12-31	$1,403
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 year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$83,515
Participant contributions at end of year	2011-12-31	$36,700
Participant contributions at beginning of year	2011-12-31	$35,593
Total non interest bearing cash at end of year	2011-12-31	$189
Total non interest bearing cash at beginning of year	2011-12-31	$5,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-31,707
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,069,523
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,101,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$989,807
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,022,671
Interest on participant loans	2011-12-31	$1,403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$0
Net investment gain/loss from pooled separate accounts	2011-12-31	$-5,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$37,133
Employer contributions (assets) at end of year	2011-12-31	$42,827
Employer contributions (assets) at beginning of year	2011-12-31	$37,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$143,755
Contract administrator fees	2011-12-31	$4,049
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BDO USA, LLP
Accountancy firm EIN	2011-12-31	135381590
2010 : ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$184,127
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$104,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$97,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$116,104
Value of total assets at end of year	2010-12-31	$1,101,230
Value of total assets at beginning of year	2010-12-31	$1,021,204
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$6,768
Total interest from all sources	2010-12-31	$1,686
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$76,502
Participant contributions at end of year	2010-12-31	$35,593
Participant contributions at beginning of year	2010-12-31	$23,914
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$5,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$80,026
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,101,230
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,021,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,022,671
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$392,596
Interest on participant loans	2010-12-31	$1,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$575,397
Net investment gain/loss from pooled separate accounts	2010-12-31	$66,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$39,602
Employer contributions (assets) at end of year	2010-12-31	$37,485
Employer contributions (assets) at beginning of year	2010-12-31	$29,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$97,333
Contract administrator fees	2010-12-31	$6,768
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BDO USA, LLP
Accountancy firm EIN	2010-12-31	135381590
2009 : ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN

2022: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

128229

Policy instance

Insurance contract or identification number	128229
Number of Individuals Covered	151
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $3,912
Total amount of fees paid to insurance company	USD $4,128
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	4128
Additional information about fees paid to insurance broker	TPA COMPENSATION/FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $3,912

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

128229

Policy instance

Insurance contract or identification number	128229
Number of Individuals Covered	173
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $3,473
Total amount of fees paid to insurance company	USD $3,151
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,473
Insurance broker organization code?	3
Amount paid for insurance broker fees	3151
Additional information about fees paid to insurance broker	TPA COMPENSATION/FEES
Insurance broker name	KDP RETIREMENT PLAN SERVICES INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

105615

Policy instance

Insurance contract or identification number	105615
Number of Individuals Covered	139
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $3,312
Total amount of fees paid to insurance company	USD $881
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,312
Insurance broker organization code?	3
Amount paid for insurance broker fees	881
Additional information about fees paid to insurance broker	TPA COMPENSATION/FEES
Insurance broker name	KDP RETIREMENT PLAN SERVICES INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

105615

Policy instance

Insurance contract or identification number	105615
Number of Individuals Covered	156
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $3,033
Total amount of fees paid to insurance company	USD $609
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,033
Insurance broker organization code?	3
Amount paid for insurance broker fees	609
Additional information about fees paid to insurance broker	TPA COMPENSATION/FEES
Insurance broker name	KDP RETIREMENT PLAN SERVICES INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

105615

Policy instance

Insurance contract or identification number	105615
Number of Individuals Covered	129
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $2,719
Total amount of fees paid to insurance company	USD $552
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,719
Insurance broker organization code?	3
Amount paid for insurance broker fees	552
Additional information about fees paid to insurance broker	TPA COMPENSATION/FEES
Insurance broker name	KDP RETIREMENT PLAN SERVICES INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

105615

Policy instance

Insurance contract or identification number	105615
Number of Individuals Covered	166
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,940
Total amount of fees paid to insurance company	USD $620
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,940
Insurance broker organization code?	3
Amount paid for insurance broker fees	620
Additional information about fees paid to insurance broker	TPA COMPENSATION/FEES
Insurance broker name	KDP RETIREMENT PLAN SERVICES INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

98240

Policy instance

Insurance contract or identification number	98240
Number of Individuals Covered	165
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $6,826
Total amount of fees paid to insurance company	USD $4,317
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996534

Policy instance

Insurance contract or identification number	996534
Number of Individuals Covered	0
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,785
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

98240

Policy instance

Insurance contract or identification number	98240
Number of Individuals Covered	144
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,865
Total amount of fees paid to insurance company	USD $1,632
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ANGELL-DEMMEL NORTH AMERICA CORPORATION
Employer identification number (EIN):	263215759
NAIC Classification:	332110