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THE LINCOLN ELECTRIC COMPANY MASTER RETIREMENT TRUST 401k Plan overview

Plan NameTHE LINCOLN ELECTRIC COMPANY MASTER RETIREMENT TRUST
Plan identification number 002

THE LINCOLN ELECTRIC COMPANY MASTER RETIREMENT TRUST Benefits

No plan benefit data available

401k Sponsoring company profile

THE LINCOLN ELECTRIC COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE LINCOLN ELECTRIC COMPANY
Employer identification number (EIN):340359955
NAIC Classification:335900

Additional information about THE LINCOLN ELECTRIC COMPANY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1906-06-09
Company Identification Number: 20149
Legal Registered Office Address: 22801 ST CLAIR AVE
-
CLEVELAND
United States of America (USA)
441171199

More information about THE LINCOLN ELECTRIC COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LINCOLN ELECTRIC COMPANY MASTER RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-012016-10-11
0022014-01-012015-10-14
0022013-01-01GRETCHEN FARRELL GRETCHEN FARRELL2014-10-15
0022012-01-012013-10-15
0022011-01-01GRETCHEN FARRELL

Plan Statistics for THE LINCOLN ELECTRIC COMPANY MASTER RETIREMENT TRUST

401k plan membership statisitcs for THE LINCOLN ELECTRIC COMPANY MASTER RETIREMENT TRUST

Measure Date Value
2015: THE LINCOLN ELECTRIC COMPANY MASTER RETIREMENT TRUST 2015 401k membership
Total of all active and inactive participants2015-01-010
2014: THE LINCOLN ELECTRIC COMPANY MASTER RETIREMENT TRUST 2014 401k membership
Total of all active and inactive participants2014-01-010

Financial Data on THE LINCOLN ELECTRIC COMPANY MASTER RETIREMENT TRUST

Measure Date Value
2015 : THE LINCOLN ELECTRIC COMPANY MASTER RETIREMENT TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-5,290,893
Total unrealized appreciation/depreciation of assets2015-12-31$-5,290,893
Total transfer of assets to this plan2015-12-31$511,850,955
Total transfer of assets from this plan2015-12-31$1,451,075,562
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$8,478,460
Total loss/gain on sale of assets2015-12-31$-2,618,599
Total of all expenses incurred2015-12-31$1,903,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$0
Value of total assets at beginning of year2015-12-31$932,649,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,903,172
Total interest from all sources2015-12-31$8,893,680
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$546,025
Was this plan covered by a fidelity bond2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$7,646,589
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,383,789
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$537,726
Administrative expenses (other) incurred2015-12-31$345,671
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Value of net income/loss2015-12-31$6,575,288
Value of net assets at end of year (total assets less liabilities)2015-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$932,649,319
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$38,014,550
Investment advisory and management fees2015-12-31$1,011,476
Interest earned on other investments2015-12-31$252,093
Income. Interest from US Government securities2015-12-31$504,715
Income. Interest from corporate debt instruments2015-12-31$8,128,764
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$650,130,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,435,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,435,286
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$8,108
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$27,839,018
Net investment gain or loss from common/collective trusts2015-12-31$6,956,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$135,547,056
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$68,652,934
Did the plan have assets held for investment2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$466,403,420
Aggregate carrying amount (costs) on sale of assets2015-12-31$469,022,019
2014 : THE LINCOLN ELECTRIC COMPANY MASTER RETIREMENT TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$5,795,923
Total unrealized appreciation/depreciation of assets2014-12-31$5,795,923
Total transfer of assets to this plan2014-12-31$622,648,135
Total transfer of assets from this plan2014-12-31$658,047,520
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$103,295,253
Total loss/gain on sale of assets2014-12-31$1,768,603
Total of all expenses incurred2014-12-31$1,702,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$932,649,319
Value of total assets at beginning of year2014-12-31$866,455,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,702,098
Total interest from all sources2014-12-31$3,688,318
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$747,652
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$747,652
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$7,646,589
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,383,789
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,689
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$653,062
Value of net income/loss2014-12-31$101,593,155
Value of net assets at end of year (total assets less liabilities)2014-12-31$932,649,319
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$866,455,549
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$38,014,550
Assets. partnership/joint venture interests at beginning of year2014-12-31$32,562,638
Investment advisory and management fees2014-12-31$1,702,098
Interest earned on other investments2014-12-31$81,048
Income. Interest from US Government securities2014-12-31$291,061
Income. Interest from corporate debt instruments2014-12-31$3,309,721
Value of interest in common/collective trusts at end of year2014-12-31$650,130,097
Value of interest in common/collective trusts at beginning of year2014-12-31$833,889,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,435,286
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$6,488
Asset value of US Government securities at end of year2014-12-31$27,839,018
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$90,641,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$135,547,056
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$68,652,934
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Aggregate proceeds on sale of assets2014-12-31$328,063,445
Aggregate carrying amount (costs) on sale of assets2014-12-31$326,294,842
2013 : THE LINCOLN ELECTRIC COMPANY MASTER RETIREMENT TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,763,134
Total unrealized appreciation/depreciation of assets2013-12-31$2,763,134
Total transfer of assets to this plan2013-12-31$487,205,904
Total transfer of assets from this plan2013-12-31$467,202,016
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$1,520,001
Total income from all sources (including contributions)2013-12-31$93,758,257
Total loss/gain on sale of assets2013-12-31$25,709,952
Total of all expenses incurred2013-12-31$2,810,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$866,455,549
Value of total assets at beginning of year2013-12-31$757,023,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,810,054
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$707,704
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,055,795
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,689
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,127,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,520,001
Other income not declared elsewhere2013-12-31$535,381
Value of net income/loss2013-12-31$90,948,203
Value of net assets at end of year (total assets less liabilities)2013-12-31$866,455,549
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$755,503,458
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$32,562,638
Assets. partnership/joint venture interests at beginning of year2013-12-31$27,083,277
Investment advisory and management fees2013-12-31$2,810,054
Interest earned on other investments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$833,889,222
Value of interest in common/collective trusts at beginning of year2013-12-31$529,931,020
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$90,314,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$411,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-552,420
Net investment gain or loss from common/collective trusts2013-12-31$51,749,191
Net gain/loss from 103.12 investment entities2013-12-31$12,845,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Income. Dividends from common stock2013-12-31$707,704
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$106,099,600
Did the plan have assets held for investment2013-12-31Yes
Aggregate proceeds on sale of assets2013-12-31$545,971,851
Aggregate carrying amount (costs) on sale of assets2013-12-31$520,261,899
2012 : THE LINCOLN ELECTRIC COMPANY MASTER RETIREMENT TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$6,660,738
Total unrealized appreciation/depreciation of assets2012-12-31$6,660,738
Total transfer of assets to this plan2012-12-31$62,928,408
Total transfer of assets from this plan2012-12-31$80,643,309
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,520,001
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$384,674
Total income from all sources (including contributions)2012-12-31$78,859,789
Total loss/gain on sale of assets2012-12-31$764,886
Total of all expenses incurred2012-12-31$2,455,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$757,023,459
Value of total assets at beginning of year2012-12-31$697,198,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,455,569
Total interest from all sources2012-12-31$118,022
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,252,661
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,055,795
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,611,211
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,127,807
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,719,207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,520,001
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$384,674
Other income not declared elsewhere2012-12-31$309,823
Value of net income/loss2012-12-31$76,404,220
Value of net assets at end of year (total assets less liabilities)2012-12-31$755,503,458
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$696,814,139
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$27,083,277
Assets. partnership/joint venture interests at beginning of year2012-12-31$17,796,591
Investment advisory and management fees2012-12-31$2,455,569
Interest earned on other investments2012-12-31$118,009
Value of interest in common/collective trusts at end of year2012-12-31$529,931,020
Value of interest in common/collective trusts at beginning of year2012-12-31$491,580,082
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$13
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$90,314,277
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$65,221,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$411,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$24,309,237
Net investment gain or loss from common/collective trusts2012-12-31$61,257,608
Net gain/loss from 103.12 investment entities2012-12-31$8,496,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Income. Dividends from common stock2012-12-31$1,252,661
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$106,099,600
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$92,960,755
Did the plan have assets held for investment2012-12-31Yes
Aggregate proceeds on sale of assets2012-12-31$102,338,105
Aggregate carrying amount (costs) on sale of assets2012-12-31$101,573,219
2011 : THE LINCOLN ELECTRIC COMPANY MASTER RETIREMENT TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-10,714,438
Total unrealized appreciation/depreciation of assets2011-12-31$-10,714,438
Total transfer of assets to this plan2011-12-31$78,499,054
Total transfer of assets from this plan2011-12-31$83,969,819
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$384,674
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$406,725
Total income from all sources (including contributions)2011-12-31$33,967,716
Total loss/gain on sale of assets2011-12-31$3,718,635
Total of all expenses incurred2011-12-31$2,731,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$697,198,813
Value of total assets at beginning of year2011-12-31$671,455,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,731,193
Total interest from all sources2011-12-31$689,434
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$552,993
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,611,211
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,967,565
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,719,207
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$290,478
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$384,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$406,725
Other income not declared elsewhere2011-12-31$275,242
Administrative expenses (other) incurred2011-12-31$156,380
Value of net income/loss2011-12-31$31,236,523
Value of net assets at end of year (total assets less liabilities)2011-12-31$696,814,139
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$671,048,381
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$17,796,591
Assets. partnership/joint venture interests at beginning of year2011-12-31$9,020,808
Investment advisory and management fees2011-12-31$2,574,813
Interest earned on other investments2011-12-31$689,701
Value of interest in common/collective trusts at end of year2011-12-31$491,580,082
Value of interest in common/collective trusts at beginning of year2011-12-31$445,593,048
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$-267
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$65,221,730
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$71,553,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$24,309,237
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$33,052,374
Net investment gain or loss from common/collective trusts2011-12-31$45,238,704
Net gain/loss from 103.12 investment entities2011-12-31$-5,792,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Income. Dividends from common stock2011-12-31$552,993
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$92,960,755
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$109,976,920
Did the plan have assets held for investment2011-12-31Yes
Aggregate proceeds on sale of assets2011-12-31$149,097,228
Aggregate carrying amount (costs) on sale of assets2011-12-31$145,378,593
2010 : THE LINCOLN ELECTRIC COMPANY MASTER RETIREMENT TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$17,833,955
Total unrealized appreciation/depreciation of assets2010-12-31$17,833,955
Total transfer of assets to this plan2010-12-31$90,514,576
Total transfer of assets from this plan2010-12-31$82,719,221
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$406,725
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$315,618
Total income from all sources (including contributions)2010-12-31$81,685,909
Total loss/gain on sale of assets2010-12-31$4,777,917
Total of all expenses incurred2010-12-31$2,765,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$671,455,106
Value of total assets at beginning of year2010-12-31$584,648,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,765,962
Total interest from all sources2010-12-31$918,142
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$743,936
Administrative expenses professional fees incurred2010-12-31$15,850
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,967,565
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,134,330
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$290,478
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$165,767
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$406,725
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$315,618
Other income not declared elsewhere2010-12-31$148,631
Administrative expenses (other) incurred2010-12-31$311,832
Total non interest bearing cash at beginning of year2010-12-31$0
Value of net income/loss2010-12-31$78,919,947
Value of net assets at end of year (total assets less liabilities)2010-12-31$671,048,381
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$584,333,079
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$9,020,808
Assets. partnership/joint venture interests at beginning of year2010-12-31$4,518,589
Investment advisory and management fees2010-12-31$2,438,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Income. Interest from loans (other than to participants)2010-12-31$2
Interest earned on other investments2010-12-31$919,506
Value of interest in common/collective trusts at end of year2010-12-31$445,593,048
Value of interest in common/collective trusts at beginning of year2010-12-31$381,274,879
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-1,366
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$71,553,913
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$62,900,154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$33,052,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$47,039,045
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$51,153,136
Net gain/loss from 103.12 investment entities2010-12-31$6,110,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Income. Dividends from common stock2010-12-31$743,936
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$109,976,920
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$87,615,933
Did the plan have assets held for investment2010-12-31Yes
Aggregate proceeds on sale of assets2010-12-31$99,180,052
Aggregate carrying amount (costs) on sale of assets2010-12-31$94,402,135

Form 5500 Responses for THE LINCOLN ELECTRIC COMPANY MASTER RETIREMENT TRUST

2015: THE LINCOLN ELECTRIC COMPANY MASTER RETIREMENT TRUST 2015 form 5500 responses
2015-01-01Type of plan entityDFE (Diect Filing Entity)
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2014: THE LINCOLN ELECTRIC COMPANY MASTER RETIREMENT TRUST 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2013: THE LINCOLN ELECTRIC COMPANY MASTER RETIREMENT TRUST 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2012: THE LINCOLN ELECTRIC COMPANY MASTER RETIREMENT TRUST 2012 form 5500 responses
2012-01-01Type of plan entityDFE (Diect Filing Entity)
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2011: THE LINCOLN ELECTRIC COMPANY MASTER RETIREMENT TRUST 2011 form 5500 responses
2011-01-01Type of plan entityDFE (Diect Filing Entity)
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number77011-G
Policy instance 1
Insurance contract or identification number77011-G
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number77011-G
Policy instance 1
Insurance contract or identification number77011-G
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number77011-G
Policy instance 1
Insurance contract or identification number77011-G
Number of Individuals Covered240
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number77011-G
Policy instance 1
Insurance contract or identification number77011-G
Number of Individuals Covered268
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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