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MENASHA CORPORATION RETIREMENT INCOME PLAN 401k Plan overview

Plan NameMENASHA CORPORATION RETIREMENT INCOME PLAN
Plan identification number 001

MENASHA CORPORATION RETIREMENT INCOME PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MENASHA CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:MENASHA CORPORATION
Employer identification number (EIN):391367484
NAIC Classification:322100

Additional information about MENASHA CORPORATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1983-09-05
Company Identification Number: 0008091506
Legal Registered Office Address: 1645 BERGSTROM RD

NEENAH
United States of America (USA)
54956

More information about MENASHA CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MENASHA CORPORATION RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01ERIN NESS
0012017-01-01ERIN NESS
0012016-01-01STACIE DOBBE
0012015-01-01STACIE DOBBE
0012014-01-01ERIN NESS
0012013-01-01ERIN NESS
0012012-01-01ERIN K. NESS
0012011-01-01ERIN K. NESS ERIN K. NESS2013-05-09
0012009-01-01ERIN NESS ERIN NESS2010-10-15

Plan Statistics for MENASHA CORPORATION RETIREMENT INCOME PLAN

401k plan membership statisitcs for MENASHA CORPORATION RETIREMENT INCOME PLAN

Measure Date Value
2018: MENASHA CORPORATION RETIREMENT INCOME PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-010
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MENASHA CORPORATION RETIREMENT INCOME PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,985
Total number of active participants reported on line 7a of the Form 55002017-01-010
Total of all active and inactive participants2017-01-010
Total participants2017-01-010
2016: MENASHA CORPORATION RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets2016-12-31264,697,832
Acturial value of plan assets2016-12-31278,049,910
Funding target for retired participants and beneficiaries receiving payment2016-12-31144,541,146
Number of terminated vested participants2016-12-311,638
Fundng target for terminated vested participants2016-12-3146,647,255
Active participant vested funding target2016-12-3161,017,729
Number of active participants2016-12-311,572
Total funding liabilities for active participants2016-12-3163,506,219
Total participant count2016-12-315,442
Total funding target for all participants2016-12-31254,694,620
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3116,687,266
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 balance2016-12-310
Amount remaining of prefunding balance2016-12-3116,687,266
Present value of excess contributions2016-12-317,226,726
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-317,682,010
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3116,687,266
Total employer contributions2016-12-310
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 date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
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 cost2016-12-313,126,612
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-014,984
Total number of active participants reported on line 7a of the Form 55002016-01-011,460
Number of retired or separated participants receiving benefits2016-01-011,795
Number of other retired or separated participants entitled to future benefits2016-01-011,426
Total of all active and inactive participants2016-01-014,681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01304
Total participants2016-01-014,985
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MENASHA CORPORATION RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,141
Total number of active participants reported on line 7a of the Form 55002015-01-011,572
Number of retired or separated participants receiving benefits2015-01-011,779
Number of other retired or separated participants entitled to future benefits2015-01-011,362
Total of all active and inactive participants2015-01-014,713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01271
Total participants2015-01-014,984
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: MENASHA CORPORATION RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,481
Total number of active participants reported on line 7a of the Form 55002014-01-011,678
Number of retired or separated participants receiving benefits2014-01-011,772
Number of other retired or separated participants entitled to future benefits2014-01-011,415
Total of all active and inactive participants2014-01-014,865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01276
Total participants2014-01-015,141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0121
2013: MENASHA CORPORATION RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,614
Total number of active participants reported on line 7a of the Form 55002013-01-011,720
Number of retired or separated participants receiving benefits2013-01-011,713
Number of other retired or separated participants entitled to future benefits2013-01-011,796
Total of all active and inactive participants2013-01-015,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01252
Total participants2013-01-015,481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0118
2012: MENASHA CORPORATION RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,378
Total number of active participants reported on line 7a of the Form 55002012-01-011,877
Number of retired or separated participants receiving benefits2012-01-011,678
Number of other retired or separated participants entitled to future benefits2012-01-011,823
Total of all active and inactive participants2012-01-015,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01236
Total participants2012-01-015,614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0157
2011: MENASHA CORPORATION RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016,334
Total number of active participants reported on line 7a of the Form 55002011-01-011,850
Number of retired or separated participants receiving benefits2011-01-011,584
Number of other retired or separated participants entitled to future benefits2011-01-012,729
Total of all active and inactive participants2011-01-016,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01215
Total participants2011-01-016,378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0162
2009: MENASHA CORPORATION RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,284
Total number of active participants reported on line 7a of the Form 55002009-01-011,907
Number of retired or separated participants receiving benefits2009-01-011,413
Number of other retired or separated participants entitled to future benefits2009-01-012,777
Total of all active and inactive participants2009-01-016,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01185
Total participants2009-01-016,282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01101

Financial Data on MENASHA CORPORATION RETIREMENT INCOME PLAN

Measure Date Value
2018 : MENASHA CORPORATION RETIREMENT INCOME PLAN 2018 401k financial data
Total income from all sources2018-01-17$-11,032
Expenses. Total of all expenses incurred2018-01-17$834,710
Benefits paid (including direct rollovers)2018-01-17$760,974
Total plan assets at end of year2018-01-17$0
Total plan assets at beginning of year2018-01-17$845,742
Value of fidelity bond covering the plan2018-01-17$10,000,000
Expenses. Other expenses not covered elsewhere2018-01-17$72,925
Other income received2018-01-17$-11,032
Net income (gross income less expenses)2018-01-17$-845,742
Net plan assets at end of year (total assets less liabilities)2018-01-17$0
Net plan assets at beginning of year (total assets less liabilities)2018-01-17$845,742
Total contributions received or receivable from employer(s)2018-01-17$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-01-17$811
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-01-17$0
2017 : MENASHA CORPORATION RETIREMENT INCOME PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-19,456
Total unrealized appreciation/depreciation of assets2017-12-31$-19,456
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$302,748
Total income from all sources (including contributions)2017-12-31$121,189,491
Total loss/gain on sale of assets2017-12-31$6,605,230
Total of all expenses incurred2017-12-31$372,334,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$370,353,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$109,937,500
Value of total assets at end of year2017-12-31$847,490
Value of total assets at beginning of year2017-12-31$252,293,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,981,685
Total interest from all sources2017-12-31$4,935,159
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$262,343
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,130,126
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$15,066
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,418,873
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$302,748
Other income not declared elsewhere2017-12-31$-478,792
Administrative expenses (other) incurred2017-12-31$1,325,105
Total non interest bearing cash at end of year2017-12-31$14,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-251,145,372
Value of net assets at end of year (total assets less liabilities)2017-12-31$845,742
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$251,991,114
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
Investment advisory and management fees2017-12-31$394,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$29,664,409
Interest earned on other investments2017-12-31$29,456
Income. Interest from US Government securities2017-12-31$467,614
Income. Interest from corporate debt instruments2017-12-31$4,438,089
Value of interest in common/collective trusts at end of year2017-12-31$46,726
Value of interest in common/collective trusts at beginning of year2017-12-31$600,728
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$258,980,720
Asset value of US Government securities at beginning of year2017-12-31$85,723,130
Net investment gain/loss from pooled separate accounts2017-12-31$140,631
Net investment gain or loss from common/collective trusts2017-12-31$69,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$109,937,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$111,372,458
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$770,865
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$133,756,596
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
Aggregate proceeds on sale of assets2017-12-31$470,182,073
Aggregate carrying amount (costs) on sale of assets2017-12-31$463,576,843
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SCHENCK SC
Accountancy firm EIN2017-12-31391173131
2016 : MENASHA CORPORATION RETIREMENT INCOME PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-12,201,216
Total unrealized appreciation/depreciation of assets2016-12-31$-12,201,216
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$302,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,748
Total income from all sources (including contributions)2016-12-31$3,915,811
Total loss/gain on sale of assets2016-12-31$2,745,226
Total of all expenses incurred2016-12-31$16,940,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,631,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$252,293,862
Value of total assets at beginning of year2016-12-31$265,017,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,309,195
Total interest from all sources2016-12-31$4,773,973
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,009,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,009,946
Administrative expenses professional fees incurred2016-12-31$127,687
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,130,126
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,142,086
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,418,873
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,066,698
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$302,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,748
Other income not declared elsewhere2016-12-31$-484,355
Administrative expenses (other) incurred2016-12-31$1,871,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-13,024,708
Value of net assets at end of year (total assets less liabilities)2016-12-31$251,991,114
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$265,015,822
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
Investment advisory and management fees2016-12-31$310,466
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$138,628,245
Value of interest in pooled separate accounts at end of year2016-12-31$29,664,409
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,096,496
Interest earned on other investments2016-12-31$54,328
Income. Interest from US Government securities2016-12-31$543,358
Income. Interest from corporate debt instruments2016-12-31$4,176,287
Value of interest in common/collective trusts at end of year2016-12-31$600,728
Value of interest in common/collective trusts at beginning of year2016-12-31$2,849,531
Asset value of US Government securities at end of year2016-12-31$85,723,130
Asset value of US Government securities at beginning of year2016-12-31$3,903,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,001,803
Net investment gain/loss from pooled separate accounts2016-12-31$50,112
Net investment gain or loss from common/collective trusts2016-12-31$20,322
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
Employer contributions (assets) at beginning of year2016-12-31$8,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,631,324
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$133,756,596
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$106,331,263
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
Aggregate proceeds on sale of assets2016-12-31$123,770,604
Aggregate carrying amount (costs) on sale of assets2016-12-31$121,025,378
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SCHENCK SC
Accountancy firm EIN2016-12-31391173131
2015 : MENASHA CORPORATION RETIREMENT INCOME PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-3,354,422
Total unrealized appreciation/depreciation of assets2015-12-31$-3,354,422
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$124,711
Total income from all sources (including contributions)2015-12-31$8,778,035
Total loss/gain on sale of assets2015-12-31$1,665,487
Total of all expenses incurred2015-12-31$19,078,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$16,949,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,000,000
Value of total assets at end of year2015-12-31$265,017,570
Value of total assets at beginning of year2015-12-31$275,441,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,128,704
Total interest from all sources2015-12-31$4,459,353
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,735,543
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$1,431,325
Administrative expenses professional fees incurred2015-12-31$128,100
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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$2,142,086
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,303,088
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,066,698
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,287,596
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$124,711
Other income not declared elsewhere2015-12-31$-446,737
Administrative expenses (other) incurred2015-12-31$1,320,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-10,300,637
Value of net assets at end of year (total assets less liabilities)2015-12-31$265,015,822
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$275,316,459
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
Investment advisory and management fees2015-12-31$679,738
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$138,628,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$43,641,469
Value of interest in pooled separate accounts at end of year2015-12-31$2,096,496
Value of interest in pooled separate accounts at beginning of year2015-12-31$35,977,816
Interest earned on other investments2015-12-31$157,812
Income. Interest from US Government securities2015-12-31$100,164
Income. Interest from corporate debt instruments2015-12-31$4,201,374
Value of interest in common/collective trusts at end of year2015-12-31$2,849,531
Value of interest in common/collective trusts at beginning of year2015-12-31$3,114,234
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3
Asset value of US Government securities at end of year2015-12-31$3,903,251
Asset value of US Government securities at beginning of year2015-12-31$1,514,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,420,153
Net investment gain/loss from pooled separate accounts2015-12-31$1,136,395
Net investment gain or loss from common/collective trusts2015-12-31$2,569
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$8,000,000
Employer contributions (assets) at end of year2015-12-31$8,000,000
Employer contributions (assets) at beginning of year2015-12-31$8,000,000
Income. Dividends from common stock2015-12-31$304,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$16,949,968
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$106,331,263
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$114,148,742
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$64,453,571
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
Aggregate proceeds on sale of assets2015-12-31$154,363,596
Aggregate carrying amount (costs) on sale of assets2015-12-31$152,698,109
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 name2015-12-31SCHENCK SC
Accountancy firm EIN2015-12-31391173131
2014 : MENASHA CORPORATION RETIREMENT INCOME PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$9,019,826
Total unrealized appreciation/depreciation of assets2014-12-31$9,019,826
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$124,711
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$153,588
Total income from all sources (including contributions)2014-12-31$22,593,229
Total loss/gain on sale of assets2014-12-31$249,679
Total of all expenses incurred2014-12-31$27,467,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$25,360,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,000,000
Value of total assets at end of year2014-12-31$275,441,170
Value of total assets at beginning of year2014-12-31$280,343,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,106,134
Total interest from all sources2014-12-31$4,515,806
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,488,454
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$935,449
Administrative expenses professional fees incurred2014-12-31$162,838
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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$3,303,088
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,175,678
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,287,596
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,316,694
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$124,711
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$153,588
Other income not declared elsewhere2014-12-31$-462,621
Administrative expenses (other) incurred2014-12-31$1,119,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-4,873,866
Value of net assets at end of year (total assets less liabilities)2014-12-31$275,316,459
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$280,190,325
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
Investment advisory and management fees2014-12-31$823,531
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$43,641,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$51,074,212
Value of interest in pooled separate accounts at end of year2014-12-31$35,977,816
Value of interest in pooled separate accounts at beginning of year2014-12-31$39,169,696
Interest earned on other investments2014-12-31$175,414
Income. Interest from US Government securities2014-12-31$130,643
Income. Interest from corporate debt instruments2014-12-31$4,209,749
Value of interest in common/collective trusts at end of year2014-12-31$3,114,234
Value of interest in common/collective trusts at beginning of year2014-12-31$1,682,654
Asset value of US Government securities at end of year2014-12-31$1,514,654
Asset value of US Government securities at beginning of year2014-12-31$8,102,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-4,078,193
Net investment gain/loss from pooled separate accounts2014-12-31$3,859,738
Net investment gain or loss from common/collective trusts2014-12-31$540
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$8,000,000
Employer contributions (assets) at end of year2014-12-31$8,000,000
Employer contributions (assets) at beginning of year2014-12-31$8,000,000
Income. Dividends from common stock2014-12-31$553,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$25,360,961
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$114,148,742
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$95,898,267
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$64,453,571
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$73,924,637
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
Aggregate proceeds on sale of assets2014-12-31$138,628,763
Aggregate carrying amount (costs) on sale of assets2014-12-31$138,379,084
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 name2014-12-31SCHENCK SC
Accountancy firm EIN2014-12-31391173131
2013 : MENASHA CORPORATION RETIREMENT INCOME PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$12,784,151
Total unrealized appreciation/depreciation of assets2013-12-31$12,784,151
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$153,588
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$192,613
Total income from all sources (including contributions)2013-12-31$46,462,080
Total loss/gain on sale of assets2013-12-31$3,104,023
Total of all expenses incurred2013-12-31$15,788,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$13,677,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,000,000
Value of total assets at end of year2013-12-31$280,343,913
Value of total assets at beginning of year2013-12-31$249,709,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,111,391
Total interest from all sources2013-12-31$3,977,606
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,645,395
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$1,052,218
Administrative expenses professional fees incurred2013-12-31$125,759
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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$1,175,678
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,316,694
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,228,975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$153,588
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$192,613
Other income not declared elsewhere2013-12-31$-620,236
Administrative expenses (other) incurred2013-12-31$1,239,094
Total non interest bearing cash at beginning of year2013-12-31$15,789
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$30,673,676
Value of net assets at end of year (total assets less liabilities)2013-12-31$280,190,325
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$249,516,649
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
Investment advisory and management fees2013-12-31$746,538
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$51,074,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$41,585,124
Value of interest in pooled separate accounts at end of year2013-12-31$39,169,696
Value of interest in pooled separate accounts at beginning of year2013-12-31$31,864,150
Interest earned on other investments2013-12-31$5,639
Income. Interest from US Government securities2013-12-31$257,211
Income. Interest from corporate debt instruments2013-12-31$3,714,756
Value of interest in common/collective trusts at end of year2013-12-31$1,682,654
Value of interest in common/collective trusts at beginning of year2013-12-31$2,285,867
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$8,102,075
Asset value of US Government securities at beginning of year2013-12-31$17,459,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,287,870
Net investment gain/loss from pooled separate accounts2013-12-31$11,282,233
Net investment gain or loss from common/collective trusts2013-12-31$1,038
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$8,000,000
Employer contributions (assets) at end of year2013-12-31$8,000,000
Employer contributions (assets) at beginning of year2013-12-31$8,000,000
Income. Dividends from common stock2013-12-31$593,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$13,677,013
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$95,898,267
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$89,214,600
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$73,924,637
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$58,053,594
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$110,403,173
Aggregate carrying amount (costs) on sale of assets2013-12-31$107,299,150
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 name2013-12-31SCHENCK SC
Accountancy firm EIN2013-12-31391173131
2012 : MENASHA CORPORATION RETIREMENT INCOME PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$10,290,160
Total unrealized appreciation/depreciation of assets2012-12-31$10,290,160
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$192,613
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$136,675
Total income from all sources (including contributions)2012-12-31$44,823,206
Total loss/gain on sale of assets2012-12-31$3,501,068
Total of all expenses incurred2012-12-31$24,492,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$22,701,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$16,000,000
Value of total assets at end of year2012-12-31$249,709,262
Value of total assets at beginning of year2012-12-31$229,323,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,791,389
Total interest from all sources2012-12-31$3,700,577
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,673,497
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$1,023,501
Administrative expenses professional fees incurred2012-12-31$90,100
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,228,975
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,104,782
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$192,613
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$136,675
Other income not declared elsewhere2012-12-31$-117,300
Administrative expenses (other) incurred2012-12-31$905,190
Total non interest bearing cash at end of year2012-12-31$15,789
Total non interest bearing cash at beginning of year2012-12-31$731
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$20,330,283
Value of net assets at end of year (total assets less liabilities)2012-12-31$249,516,649
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$229,186,366
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
Investment advisory and management fees2012-12-31$796,099
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$41,585,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,064,656
Value of interest in pooled separate accounts at end of year2012-12-31$31,864,150
Value of interest in pooled separate accounts at beginning of year2012-12-31$35,482,197
Income. Interest from US Government securities2012-12-31$343,684
Income. Interest from corporate debt instruments2012-12-31$3,356,893
Value of interest in common/collective trusts at end of year2012-12-31$2,285,867
Value of interest in common/collective trusts at beginning of year2012-12-31$21,707,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,463
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$533
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$17,459,700
Asset value of US Government securities at beginning of year2012-12-31$20,927,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,074,747
Net investment gain/loss from pooled separate accounts2012-12-31$5,612,686
Net investment gain or loss from common/collective trusts2012-12-31$-1,912,229
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$16,000,000
Employer contributions (assets) at end of year2012-12-31$8,000,000
Income. Dividends from common stock2012-12-31$649,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$22,701,534
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$89,214,600
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$73,843,953
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$58,053,594
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$59,191,032
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$115,950,861
Aggregate carrying amount (costs) on sale of assets2012-12-31$112,449,793
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SCHENCK SC
Accountancy firm EIN2012-12-31391173131
2011 : MENASHA CORPORATION RETIREMENT INCOME PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-7,179,205
Total unrealized appreciation/depreciation of assets2011-12-31$-7,179,205
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$136,675
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$265,198
Total income from all sources (including contributions)2011-12-31$17,966,385
Total loss/gain on sale of assets2011-12-31$12,210,699
Total of all expenses incurred2011-12-31$13,585,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,860,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$17,000,000
Value of total assets at end of year2011-12-31$229,323,041
Value of total assets at beginning of year2011-12-31$225,070,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,725,434
Total interest from all sources2011-12-31$2,904,591
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$562,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$170,491
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,104,782
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$240,168
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$136,675
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$265,198
Other income not declared elsewhere2011-12-31$-106,852
Administrative expenses (other) incurred2011-12-31$626,987
Total non interest bearing cash at end of year2011-12-31$731
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$4,380,715
Value of net assets at end of year (total assets less liabilities)2011-12-31$229,186,366
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$224,805,651
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
Investment advisory and management fees2011-12-31$927,956
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,064,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$64,174,736
Value of interest in pooled separate accounts at end of year2011-12-31$35,482,197
Value of interest in pooled separate accounts at beginning of year2011-12-31$62,027,385
Income. Interest from US Government securities2011-12-31$542,512
Income. Interest from corporate debt instruments2011-12-31$2,362,079
Value of interest in common/collective trusts at end of year2011-12-31$21,707,369
Value of interest in common/collective trusts at beginning of year2011-12-31$24,984,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$533
Asset value of US Government securities at end of year2011-12-31$20,927,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,162,401
Net investment gain/loss from pooled separate accounts2011-12-31$75,515
Net investment gain or loss from common/collective trusts2011-12-31$-3,337,974
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$17,000,000
Income. Dividends from common stock2011-12-31$562,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$11,860,236
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$73,843,953
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$59,191,032
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$73,643,704
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$158,080,842
Aggregate carrying amount (costs) on sale of assets2011-12-31$145,870,143
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 name2011-12-31SCHENCK SC
Accountancy firm EIN2011-12-31391173131
2010 : MENASHA CORPORATION RETIREMENT INCOME PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$9,791,760
Total unrealized appreciation/depreciation of assets2010-12-31$9,791,760
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$265,198
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$58,951,467
Total loss/gain on sale of assets2010-12-31$936,913
Total of all expenses incurred2010-12-31$13,035,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$11,365,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$33,000,000
Value of total assets at end of year2010-12-31$225,070,849
Value of total assets at beginning of year2010-12-31$178,889,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,669,856
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,231,232
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$2,451,068
Administrative expenses professional fees incurred2010-12-31$199,884
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$240,168
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$265,198
Other income not declared elsewhere2010-12-31$4,682
Administrative expenses (other) incurred2010-12-31$373,187
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$45,915,871
Value of net assets at end of year (total assets less liabilities)2010-12-31$224,805,651
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$178,889,780
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
Investment advisory and management fees2010-12-31$868,392
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$64,174,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$55,786,937
Value of interest in pooled separate accounts at end of year2010-12-31$62,027,385
Value of interest in pooled separate accounts at beginning of year2010-12-31$39,522,335
Value of interest in common/collective trusts at end of year2010-12-31$24,984,856
Value of interest in common/collective trusts at beginning of year2010-12-31$17,662,620
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$836,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$836,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,031,995
Net investment gain/loss from pooled separate accounts2010-12-31$4,982,265
Net investment gain or loss from common/collective trusts2010-12-31$2,972,620
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$33,000,000
Income. Dividends from common stock2010-12-31$780,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,365,740
Contract administrator fees2010-12-31$228,393
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$73,643,704
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$65,081,765
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$35,608,800
Aggregate carrying amount (costs) on sale of assets2010-12-31$34,671,887
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 name2010-12-31SCHENCK SC
Accountancy firm EIN2010-12-31391173131
2009 : MENASHA CORPORATION RETIREMENT INCOME 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 MENASHA CORPORATION RETIREMENT INCOME PLAN

2018: MENASHA CORPORATION RETIREMENT INCOME PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MENASHA CORPORATION RETIREMENT INCOME PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MENASHA CORPORATION RETIREMENT INCOME PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MENASHA CORPORATION RETIREMENT INCOME 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MENASHA CORPORATION RETIREMENT INCOME 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MENASHA CORPORATION RETIREMENT INCOME 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MENASHA CORPORATION RETIREMENT INCOME 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MENASHA CORPORATION RETIREMENT INCOME PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MENASHA CORPORATION RETIREMENT INCOME 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17080
Policy instance 1
Insurance contract or identification numberIN-17080
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17080
Policy instance 1
Insurance contract or identification numberIN-17080
Number of Individuals Covered4984
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17080
Policy instance 1
Insurance contract or identification numberIN-17080
Number of Individuals Covered5141
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17080
Policy instance 1
Insurance contract or identification numberIN-17080
Number of Individuals Covered5481
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17080
Policy instance 1
Insurance contract or identification numberIN-17080
Number of Individuals Covered5614
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17080
Policy instance 1
Insurance contract or identification numberIN-17080
Number of Individuals Covered6378
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17080
Policy instance 1
Insurance contract or identification numberIN-17080
Number of Individuals Covered6334
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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