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MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 401k Plan overview

Plan NameMICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN
Plan identification number 003

MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MICHAEL BEST & FRIEDRICH, LLP has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL BEST & FRIEDRICH, LLP
Employer identification number (EIN):390934985
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JOHN HUBER
0032016-01-01JOHN HUBER
0032015-01-01L DAVID LENTZ
0032014-01-01L DAVID LENTZ
0032013-01-01BRIAN AMMERMAN
0032012-01-01BRIAN J. AMMERMAN
0032011-01-01BRIAN J. AMMERMAN BRIAN J. AMMERMAN2012-10-01
0032010-01-01BRIAN J. AMMERMAN
0032009-01-01BRIAN J. AMMERMAN
0032009-01-01BRIAN J. AMMERMAN

Plan Statistics for MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN

Measure Date Value
2022: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3193,446,187
Acturial value of plan assets2022-12-3186,600,672
Funding target for retired participants and beneficiaries receiving payment2022-12-3151,540,784
Number of terminated vested participants2022-12-3198
Fundng target for terminated vested participants2022-12-318,395,832
Active participant vested funding target2022-12-3115,986,243
Number of active participants2022-12-31152
Total funding liabilities for active participants2022-12-3116,241,205
Total participant count2022-12-31414
Total funding target for all participants2022-12-3176,177,821
Balance at beginning of prior year after applicable adjustments2022-12-312,848,125
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3110,127,614
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-31205,000
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-312,643,125
Amount remaining of prefunding balance2022-12-3110,127,614
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-313,020,563
Balance of prefunding at beginning of current year2022-12-3111,573,837
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31285,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31285,000
Carryover balance elected to use to offset funding requirement2022-12-31285,000
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01414
Total number of active participants reported on line 7a of the Form 55002022-01-01142
Number of retired or separated participants receiving benefits2022-01-01154
Number of other retired or separated participants entitled to future benefits2022-01-0199
Total of all active and inactive participants2022-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0112
Total participants2022-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3186,284,763
Acturial value of plan assets2021-12-3178,273,965
Funding target for retired participants and beneficiaries receiving payment2021-12-3148,242,647
Number of terminated vested participants2021-12-3195
Fundng target for terminated vested participants2021-12-318,446,535
Active participant vested funding target2021-12-3115,330,224
Number of active participants2021-12-31163
Total funding liabilities for active participants2021-12-3115,662,351
Total participant count2021-12-31416
Total funding target for all participants2021-12-3172,351,533
Balance at beginning of prior year after applicable adjustments2021-12-315,068,277
Prefunding balance at beginning of prior year after applicable adjustments2021-12-317,193,271
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-312,592,508
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-312,475,769
Amount remaining of prefunding balance2021-12-317,193,271
Present value of excess contributions2021-12-311,610,288
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-311,852,475
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-311,852,475
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-312,848,125
Balance of prefunding at beginning of current year2021-12-3110,127,614
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31205,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31205,000
Carryover balance elected to use to offset funding requirement2021-12-31205,000
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01416
Total number of active participants reported on line 7a of the Form 55002021-01-01152
Number of retired or separated participants receiving benefits2021-01-01151
Number of other retired or separated participants entitled to future benefits2021-01-0197
Total of all active and inactive participants2021-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0114
Total participants2021-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3177,828,689
Acturial value of plan assets2020-12-3173,773,896
Funding target for retired participants and beneficiaries receiving payment2020-12-3148,809,306
Number of terminated vested participants2020-12-3191
Fundng target for terminated vested participants2020-12-319,265,194
Active participant vested funding target2020-12-3115,462,542
Number of active participants2020-12-31178
Total funding liabilities for active participants2020-12-3115,861,320
Total participant count2020-12-31423
Total funding target for all participants2020-12-3173,935,820
Balance at beginning of prior year after applicable adjustments2020-12-316,692,537
Prefunding balance at beginning of prior year after applicable adjustments2020-12-314,251,609
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-312,549,080
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-314,143,457
Amount remaining of prefunding balance2020-12-314,251,609
Present value of excess contributions2020-12-311,629,090
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,992,703
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-311,992,703
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-315,068,277
Balance of prefunding at beginning of current year2020-12-317,193,271
Total employer contributions2020-12-312,000,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-311,898,345
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31275,000
Net shortfall amortization installment of oustanding balance2020-12-3112,423,472
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-312,880,565
Carryover balance elected to use to offset funding requirement2020-12-312,592,508
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31288,057
Contributions allocatedtoward minimum required contributions for current year2020-12-311,898,345
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01423
Total number of active participants reported on line 7a of the Form 55002020-01-01163
Number of retired or separated participants receiving benefits2020-01-01147
Number of other retired or separated participants entitled to future benefits2020-01-0195
Total of all active and inactive participants2020-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0111
Total participants2020-01-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3166,158,915
Acturial value of plan assets2019-12-3170,092,086
Funding target for retired participants and beneficiaries receiving payment2019-12-3148,984,342
Number of terminated vested participants2019-12-3184
Fundng target for terminated vested participants2019-12-317,648,657
Active participant vested funding target2019-12-3116,026,821
Number of active participants2019-12-31192
Total funding liabilities for active participants2019-12-3116,437,048
Total participant count2019-12-31429
Total funding target for all participants2019-12-3173,070,047
Balance at beginning of prior year after applicable adjustments2019-12-318,673,398
Prefunding balance at beginning of prior year after applicable adjustments2019-12-314,501,916
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-311,586,849
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-317,086,549
Amount remaining of prefunding balance2019-12-314,501,916
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-316,692,537
Balance of prefunding at beginning of current year2019-12-314,251,609
Total employer contributions2019-12-312,000,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,886,853
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31270,000
Net shortfall amortization installment of oustanding balance2019-12-3113,922,107
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-312,806,843
Carryover balance elected to use to offset funding requirement2019-12-312,549,080
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31257,763
Contributions allocatedtoward minimum required contributions for current year2019-12-311,886,853
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01429
Total number of active participants reported on line 7a of the Form 55002019-01-01178
Number of retired or separated participants receiving benefits2019-01-01142
Number of other retired or separated participants entitled to future benefits2019-01-0190
Total of all active and inactive participants2019-01-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0113
Total participants2019-01-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3173,461,301
Acturial value of plan assets2018-12-3169,800,033
Funding target for retired participants and beneficiaries receiving payment2018-12-3143,813,417
Number of terminated vested participants2018-12-3181
Fundng target for terminated vested participants2018-12-317,886,794
Active participant vested funding target2018-12-3118,637,868
Number of active participants2018-12-31206
Total funding liabilities for active participants2018-12-3119,080,687
Total participant count2018-12-31430
Total funding target for all participants2018-12-3170,780,898
Balance at beginning of prior year after applicable adjustments2018-12-319,330,865
Prefunding balance at beginning of prior year after applicable adjustments2018-12-313,605,566
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-319,330,865
Amount remaining of prefunding balance2018-12-313,605,566
Present value of excess contributions2018-12-31348,954
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31369,577
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31369,577
Reductions in caryover balances due to elections or deemed elections2018-12-312,020,706
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-318,673,398
Balance of prefunding at beginning of current year2018-12-314,501,916
Total employer contributions2018-12-311,000,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31984,145
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31260,000
Net shortfall amortization installment of oustanding balance2018-12-3114,156,179
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-312,570,994
Carryover balance elected to use to offset funding requirement2018-12-311,586,849
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31984,145
Contributions allocatedtoward minimum required contributions for current year2018-12-31984,145
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01430
Total number of active participants reported on line 7a of the Form 55002018-01-01192
Number of retired or separated participants receiving benefits2018-01-01143
Number of other retired or separated participants entitled to future benefits2018-01-0184
Total of all active and inactive participants2018-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0110
Total participants2018-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3165,611,809
Acturial value of plan assets2017-12-3167,309,890
Funding target for retired participants and beneficiaries receiving payment2017-12-3136,610,372
Number of terminated vested participants2017-12-3170
Fundng target for terminated vested participants2017-12-316,199,645
Active participant vested funding target2017-12-3120,508,859
Number of active participants2017-12-31229
Total funding liabilities for active participants2017-12-3120,946,415
Total participant count2017-12-31438
Total funding target for all participants2017-12-3163,756,432
Balance at beginning of prior year after applicable adjustments2017-12-318,692,003
Prefunding balance at beginning of prior year after applicable adjustments2017-12-311,766,561
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-318,692,003
Amount remaining of prefunding balance2017-12-311,766,561
Present value of excess contributions2017-12-311,610,746
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311,709,163
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-311,709,163
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-319,330,865
Balance of prefunding at beginning of current year2017-12-313,605,566
Total employer contributions2017-12-312,370,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-312,303,048
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-311,954,094
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,954,094
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-311,954,094
Contributions allocatedtoward minimum required contributions for current year2017-12-312,303,048
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01438
Total number of active participants reported on line 7a of the Form 55002017-01-01206
Number of retired or separated participants receiving benefits2017-01-01134
Number of other retired or separated participants entitled to future benefits2017-01-0181
Total of all active and inactive participants2017-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-019
Total participants2017-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3170,474,564
Acturial value of plan assets2016-12-3175,168,994
Funding target for retired participants and beneficiaries receiving payment2016-12-3132,393,065
Number of terminated vested participants2016-12-31125
Fundng target for terminated vested participants2016-12-3110,599,588
Active participant vested funding target2016-12-3123,269,255
Number of active participants2016-12-31282
Total funding liabilities for active participants2016-12-3123,964,758
Total participant count2016-12-31531
Total funding target for all participants2016-12-3166,957,411
Balance at beginning of prior year after applicable adjustments2016-12-318,845,922
Prefunding balance at beginning of prior year after applicable adjustments2016-12-311,797,843
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-318,845,922
Amount remaining of prefunding balance2016-12-311,797,843
Present value of excess contributions2016-12-311,603,823
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,701,817
Reductions in caryover balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-318,692,003
Balance of prefunding at beginning of current year2016-12-311,766,561
Total employer contributions2016-12-313,700,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-313,564,840
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-313,825,294
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-311,954,094
Additional cash requirement2016-12-311,954,094
Contributions allocatedtoward minimum required contributions for current year2016-12-313,564,840
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01531
Total number of active participants reported on line 7a of the Form 55002016-01-01229
Number of retired or separated participants receiving benefits2016-01-01130
Number of other retired or separated participants entitled to future benefits2016-01-0170
Total of all active and inactive participants2016-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01531
Total number of active participants reported on line 7a of the Form 55002015-01-01282
Number of retired or separated participants receiving benefits2015-01-01114
Number of other retired or separated participants entitled to future benefits2015-01-01125
Total of all active and inactive participants2015-01-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0110
Total participants2015-01-01531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01638
Total number of active participants reported on line 7a of the Form 55002014-01-01285
Number of retired or separated participants receiving benefits2014-01-01109
Number of other retired or separated participants entitled to future benefits2014-01-01128
Total of all active and inactive participants2014-01-01522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-019
Total participants2014-01-01531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01653
Total number of active participants reported on line 7a of the Form 55002013-01-01307
Number of retired or separated participants receiving benefits2013-01-0197
Number of other retired or separated participants entitled to future benefits2013-01-01225
Total of all active and inactive participants2013-01-01629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-019
Total participants2013-01-01638
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01712
Total number of active participants reported on line 7a of the Form 55002012-01-01328
Number of retired or separated participants receiving benefits2012-01-0191
Number of other retired or separated participants entitled to future benefits2012-01-01225
Total of all active and inactive participants2012-01-01644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-019
Total participants2012-01-01653
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01744
Total number of active participants reported on line 7a of the Form 55002011-01-01345
Number of retired or separated participants receiving benefits2011-01-0184
Number of other retired or separated participants entitled to future benefits2011-01-01274
Total of all active and inactive participants2011-01-01703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-019
Total participants2011-01-01712
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2010: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01764
Total number of active participants reported on line 7a of the Form 55002010-01-01386
Number of retired or separated participants receiving benefits2010-01-0181
Number of other retired or separated participants entitled to future benefits2010-01-01269
Total of all active and inactive participants2010-01-01736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-018
Total participants2010-01-01744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0131
2009: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01792
Total number of active participants reported on line 7a of the Form 55002009-01-01432
Number of retired or separated participants receiving benefits2009-01-0173
Number of other retired or separated participants entitled to future benefits2009-01-01251
Total of all active and inactive participants2009-01-01756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-018
Total participants2009-01-01764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0125

Financial Data on MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN

Measure Date Value
2022 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,376,892
Total unrealized appreciation/depreciation of assets2022-12-31$-1,376,892
Total income from all sources (including contributions)2022-12-31$-19,005,720
Total loss/gain on sale of assets2022-12-31$-4,518
Total of all expenses incurred2022-12-31$5,109,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,825,554
Value of total assets at end of year2022-12-31$69,330,910
Value of total assets at beginning of year2022-12-31$93,446,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$284,004
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,112,175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$673,157
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$24,874,862
Other income not declared elsewhere2022-12-31$-3,927,269
Administrative expenses (other) incurred2022-12-31$284,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-24,115,278
Value of net assets at end of year (total assets less liabilities)2022-12-31$69,330,910
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$93,446,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$34,796,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,146,597
Value of interest in common/collective trusts at end of year2022-12-31$34,534,185
Value of interest in common/collective trusts at beginning of year2022-12-31$62,424,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,811,810
Net investment gain or loss from common/collective trusts2022-12-31$-12,997,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Income. Dividends from common stock2022-12-31$439,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,825,554
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$899,500
Aggregate carrying amount (costs) on sale of assets2022-12-31$904,018
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$11,974,547
Total of all expenses incurred2021-12-31$4,813,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,611,792
Value of total assets at end of year2021-12-31$93,446,188
Value of total assets at beginning of year2021-12-31$86,284,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$201,330
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$484,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$484,510
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$24,874,862
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$-64,278
Administrative expenses (other) incurred2021-12-31$201,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,161,425
Value of net assets at end of year (total assets less liabilities)2021-12-31$93,446,188
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$86,284,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,146,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,983,985
Value of interest in common/collective trusts at end of year2021-12-31$62,424,729
Value of interest in common/collective trusts at beginning of year2021-12-31$63,300,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,194,051
Net investment gain or loss from common/collective trusts2021-12-31$10,360,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,611,792
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$13,313,505
Total of all expenses incurred2020-12-31$4,866,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,593,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,000,000
Value of total assets at end of year2020-12-31$86,284,763
Value of total assets at beginning of year2020-12-31$77,837,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$272,412
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$578,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$578,963
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$272,412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,447,270
Value of net assets at end of year (total assets less liabilities)2020-12-31$86,284,763
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$77,837,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,983,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,913,262
Value of interest in common/collective trusts at end of year2020-12-31$63,300,778
Value of interest in common/collective trusts at beginning of year2020-12-31$54,924,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$351,789
Net investment gain or loss from common/collective trusts2020-12-31$10,382,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,000,000
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,593,823
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$16,511,142
Total of all expenses incurred2019-12-31$4,574,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,308,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,000,000
Value of total assets at end of year2019-12-31$77,837,493
Value of total assets at beginning of year2019-12-31$65,901,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$266,409
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$839,994
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$839,994
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$266,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$11,936,163
Value of net assets at end of year (total assets less liabilities)2019-12-31$77,837,493
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$65,901,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,913,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,531,666
Value of interest in common/collective trusts at end of year2019-12-31$54,924,231
Value of interest in common/collective trusts at beginning of year2019-12-31$48,369,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,541,931
Net investment gain or loss from common/collective trusts2019-12-31$11,129,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,000,000
Employer contributions (assets) at end of year2019-12-31$2,000,000
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,308,570
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-3,315,847
Total of all expenses incurred2018-12-31$4,244,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,987,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,000,000
Value of total assets at end of year2018-12-31$65,901,330
Value of total assets at beginning of year2018-12-31$73,461,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$256,710
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$752,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$752,223
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$256,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,559,971
Value of net assets at end of year (total assets less liabilities)2018-12-31$65,901,330
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$73,461,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,531,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,596,507
Value of interest in common/collective trusts at end of year2018-12-31$48,369,664
Value of interest in common/collective trusts at beginning of year2018-12-31$51,864,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,180,697
Net investment gain or loss from common/collective trusts2018-12-31$-2,887,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,987,414
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-8,010,385
Total unrealized appreciation/depreciation of assets2017-12-31$-8,010,385
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$199,114
Total income from all sources (including contributions)2017-12-31$12,025,265
Total of all expenses incurred2017-12-31$4,113,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,722,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,370,000
Value of total assets at end of year2017-12-31$73,461,301
Value of total assets at beginning of year2017-12-31$65,748,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$390,499
Total interest from all sources2017-12-31$737,434
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$569,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$569,802
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$5,578,358
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$5,819
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$199,114
Other income not declared elsewhere2017-12-31$16,448
Administrative expenses (other) incurred2017-12-31$390,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,911,770
Value of net assets at end of year (total assets less liabilities)2017-12-31$73,461,301
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$65,549,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,596,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,339,293
Interest earned on other investments2017-12-31$-11,076
Income. Interest from corporate debt instruments2017-12-31$748,510
Value of interest in common/collective trusts at end of year2017-12-31$51,864,794
Value of interest in common/collective trusts at beginning of year2017-12-31$46,825,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,808,769
Net investment gain or loss from common/collective trusts2017-12-31$3,533,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,370,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,722,996
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,158,734
Total unrealized appreciation/depreciation of assets2016-12-31$2,158,734
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$199,114
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$32,443
Total income from all sources (including contributions)2016-12-31$8,774,137
Total of all expenses incurred2016-12-31$13,699,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$13,350,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,700,000
Value of total assets at end of year2016-12-31$65,748,645
Value of total assets at beginning of year2016-12-31$70,507,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$348,628
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$476,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$476,395
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$5,578,358
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$5,538,509
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$5,819
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$32,633
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$199,114
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$32,443
Administrative expenses (other) incurred2016-12-31$348,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-4,925,033
Value of net assets at end of year (total assets less liabilities)2016-12-31$65,549,531
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$70,474,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,339,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$31,880,708
Value of interest in common/collective trusts at end of year2016-12-31$46,825,175
Value of interest in common/collective trusts at beginning of year2016-12-31$33,055,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,514,975
Net investment gain or loss from common/collective trusts2016-12-31$-75,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$13,350,542
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-6,009,376
Total unrealized appreciation/depreciation of assets2015-12-31$-6,009,376
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$32,443
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$2,458,139
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,412,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,095,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,700,000
Value of total assets at end of year2015-12-31$70,507,007
Value of total assets at beginning of year2015-12-31$71,428,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$316,700
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$723,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$723,080
Administrative expenses professional fees incurred2015-12-31$316,700
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$5,538,509
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$5,575,533
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$32,633
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$63,846
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$32,443
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-954,078
Value of net assets at end of year (total assets less liabilities)2015-12-31$70,474,564
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$71,428,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$31,880,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$23,642,373
Value of interest in common/collective trusts at end of year2015-12-31$33,055,157
Value of interest in common/collective trusts at beginning of year2015-12-31$42,146,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-43,271
Net investment gain or loss from common/collective trusts2015-12-31$4,087,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,095,517
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$384,284
Total unrealized appreciation/depreciation of assets2014-12-31$384,284
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$575,050
Total income from all sources (including contributions)2014-12-31$6,551,316
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,446,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,119,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,383,333
Value of total assets at end of year2014-12-31$71,428,642
Value of total assets at beginning of year2014-12-31$71,898,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$326,770
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$548,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$548,825
Administrative expenses professional fees incurred2014-12-31$326,770
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$5,575,533
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$5,191,249
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$63,846
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$188,489
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$575,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$105,241
Value of net assets at end of year (total assets less liabilities)2014-12-31$71,428,642
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$71,323,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$23,642,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,625,930
Value of interest in common/collective trusts at end of year2014-12-31$42,146,890
Value of interest in common/collective trusts at beginning of year2014-12-31$40,892,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-769,943
Net investment gain or loss from common/collective trusts2014-12-31$3,004,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,383,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,119,305
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$191,249
Total unrealized appreciation/depreciation of assets2013-12-31$191,249
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$575,050
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$9,728,328
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,390,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,390,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,700,000
Value of total assets at end of year2013-12-31$71,898,451
Value of total assets at beginning of year2013-12-31$63,985,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$514,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$514,969
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$5,191,249
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$4,932,957
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$188,489
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$10,150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$575,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,337,806
Value of net assets at end of year (total assets less liabilities)2013-12-31$71,323,401
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$63,985,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$25,625,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,320,735
Value of interest in common/collective trusts at end of year2013-12-31$40,892,783
Value of interest in common/collective trusts at beginning of year2013-12-31$37,721,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-603,499
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$5,925,609
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,390,522
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$5,043,227
Aggregate carrying amount (costs) on sale of assets2013-12-31$5,043,227
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$247,374
Total unrealized appreciation/depreciation of assets2012-12-31$247,374
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$9,109,409
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,547,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,277,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,000,000
Value of total assets at end of year2012-12-31$63,985,595
Value of total assets at beginning of year2012-12-31$57,423,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$269,882
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$552,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$552,451
Administrative expenses professional fees incurred2012-12-31$269,882
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$4,932,957
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$4,685,583
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$10,150
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,398
Other income not declared elsewhere2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,561,811
Value of net assets at end of year (total assets less liabilities)2012-12-31$63,985,595
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$57,423,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$23,050,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$22,078,492
Value of interest in common/collective trusts at end of year2012-12-31$35,991,940
Value of interest in common/collective trusts at beginning of year2012-12-31$30,655,311
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,843,599
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$3,465,985
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,277,716
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-105,841
Total unrealized appreciation/depreciation of assets2011-12-31$-105,841
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$53,006
Total income from all sources (including contributions)2011-12-31$2,638,654
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,616,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,323,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,000,000
Value of total assets at end of year2011-12-31$57,423,784
Value of total assets at beginning of year2011-12-31$57,454,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$292,355
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,193,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,193,436
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$4,685,583
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,291,424
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,398
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$297,640
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$53,006
Other income not declared elsewhere2011-12-31$18,103
Administrative expenses (other) incurred2011-12-31$292,355
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$22,518
Value of net assets at end of year (total assets less liabilities)2011-12-31$57,423,784
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$57,401,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,915,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$24,776,675
Value of interest in common/collective trusts at end of year2011-12-31$31,818,302
Value of interest in common/collective trusts at beginning of year2011-12-31$30,088,533
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,482,070
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$15,026
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,000,000
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,323,781
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTON GUNDERSON LLP
Accountancy firm EIN2011-12-31370802863
2010 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$53,006
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$7,791,620
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,606,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,266,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,000,000
Value of total assets at end of year2010-12-31$57,454,272
Value of total assets at beginning of year2010-12-31$52,216,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$339,973
Total interest from all sources2010-12-31$0
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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$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$2,291,424
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$297,640
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$46,485
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$53,006
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$41,919
Administrative expenses (other) incurred2010-12-31$339,973
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,184,731
Value of net assets at end of year (total assets less liabilities)2010-12-31$57,401,266
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$52,216,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$24,776,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$46,713,214
Value of interest in common/collective trusts at end of year2010-12-31$30,088,533
Value of interest in common/collective trusts at beginning of year2010-12-31$5,456,836
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,025,294
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$1,724,407
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,000,000
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,266,916
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLIFTON GUNDERSON LLP
Accountancy firm EIN2010-12-31370802863
2009 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN

2022: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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