401k Plan data: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES plan

LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 401k Plan overview

Plan Name	LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES
Plan identification number	003

LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES Benefits

401k Plan Type

Defined 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).
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LUVATA APPLETON, LLC has sponsored the creation of one or more 401k plans.

Company Name: LUVATA APPLETON, LLC

Employer identification number (EIN): 391714255

NAIC Classification: 331400

Additional information about LUVATA APPLETON, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2279870

More information about LUVATA APPLETON, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-01-01 STEPHEN BONGERS 2020-10-13 STEPHEN BONGERS 2020-10-13
003 2018-01-01 STEPHEN BONGERS 2019-10-04 STEPHEN BONGERS 2019-10-04
003 2017-01-01 STEPHEN BONGERS 2018-10-08 STEPHEN BONGERS 2018-10-08
003 2016-01-01 STEPHEN BONGERS 2017-10-12 STEPHEN BONGERS 2017-10-12
003 2015-01-01 STEPHEN BONGERS 2016-10-11 STEPHEN BONGERS 2016-10-11
003 2014-01-01 STEPHEN BONGERS STEPHEN BONGERS 2015-10-13
003 2013-01-01 STEPHEN BONGERS STEPHEN BONGERS 2014-10-13
003 2012-01-01 STEPHEN BONGERS STEPHEN BONGERS 2013-09-17
003 2011-01-01 STEPHEN BONGERS
003 2010-01-01 STEPHEN BONGERS
003 2009-01-01 STEPHEN BONGERS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2019-01-01	STEPHEN BONGERS	2020-10-13	STEPHEN BONGERS	2020-10-13
003	2018-01-01	STEPHEN BONGERS	2019-10-04	STEPHEN BONGERS	2019-10-04
003	2017-01-01	STEPHEN BONGERS	2018-10-08	STEPHEN BONGERS	2018-10-08
003	2016-01-01	STEPHEN BONGERS	2017-10-12	STEPHEN BONGERS	2017-10-12
003	2015-01-01	STEPHEN BONGERS	2016-10-11	STEPHEN BONGERS	2016-10-11
003	2014-01-01	STEPHEN BONGERS		STEPHEN BONGERS	2015-10-13
003	2013-01-01	STEPHEN BONGERS		STEPHEN BONGERS	2014-10-13
003	2012-01-01	STEPHEN BONGERS		STEPHEN BONGERS	2013-09-17
003	2011-01-01	STEPHEN BONGERS
003	2010-01-01	STEPHEN BONGERS
003	2009-01-01	STEPHEN BONGERS

Plan Statistics for LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES

401k plan membership statisitcs for LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES

Measure Date Value
2019: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2019 401k membership
Market value of plan assets 2019-12-31 7,790,436
Acturial value of plan assets 2019-12-31 8,247,495
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 2,876,236
Number of terminated vested participants 2019-12-31 21
Fundng target for terminated vested participants 2019-12-31 1,300,277
Active participant vested funding target 2019-12-31 2,107,407
Number of active participants 2019-12-31 31
Total funding liabilities for active participants 2019-12-31 2,107,407
Total participant count 2019-12-31 91
Total funding target for all participants 2019-12-31 6,283,920
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 2,063,137
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 2,063,137
Present value of excess contributions 2019-12-31 209,888
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 221,978
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 221,978
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 258,009
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 1,896,303
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 0
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2018 401k membership
Market value of plan assets 2018-12-31 8,252,668
Acturial value of plan assets 2018-12-31 7,800,752
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 2,981,390
Number of terminated vested participants 2018-12-31 20
Fundng target for terminated vested participants 2018-12-31 1,030,830
Active participant vested funding target 2018-12-31 2,082,482
Number of active participants 2018-12-31 34
Total funding liabilities for active participants 2018-12-31 2,082,482
Total participant count 2018-12-31 94
Total funding target for all participants 2018-12-31 6,094,702
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 1,264,061
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 1,264,061
Present value of excess contributions 2018-12-31 553,832
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 586,840
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 586,840
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 2,063,137
Total employer contributions 2018-12-31 300,000
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 280,832
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 70,944
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 70,944
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 70,944
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 280,832
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2017 401k membership
Market value of plan assets 2017-12-31 6,842,409
Acturial value of plan assets 2017-12-31 6,984,062
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 2,824,390
Number of terminated vested participants 2017-12-31 19
Fundng target for terminated vested participants 2017-12-31 890,676
Active participant vested funding target 2017-12-31 1,933,952
Number of active participants 2017-12-31 37
Total funding liabilities for active participants 2017-12-31 1,933,952
Total participant count 2017-12-31 95
Total funding target for all participants 2017-12-31 5,649,018
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 990,482
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 990,482
Present value of excess contributions 2017-12-31 552,074
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 586,027
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 586,027
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 389,309
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 1,264,061
Total employer contributions 2017-12-31 600,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 553,832
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 70,983
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 553,832
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2016 401k membership
Market value of plan assets 2016-12-31 6,071,306
Acturial value of plan assets 2016-12-31 6,412,943
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 2,663,586
Number of terminated vested participants 2016-12-31 17
Fundng target for terminated vested participants 2016-12-31 656,994
Active participant vested funding target 2016-12-31 2,028,107
Number of active participants 2016-12-31 41
Total funding liabilities for active participants 2016-12-31 2,028,107
Total participant count 2016-12-31 95
Total funding target for all participants 2016-12-31 5,348,687
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 650,284
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 650,284
Present value of excess contributions 2016-12-31 544,334
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 578,899
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 578,899
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 223,289
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 990,482
Total employer contributions 2016-12-31 600,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 552,074
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 73,774
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 552,074
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2014: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2014 401k membership
Total participants, beginning-of-year 2014-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 45
Number of retired or separated participants receiving benefits 2014-01-01 24
Number of other retired or separated participants entitled to future benefits 2014-01-01 18
Total of all active and inactive participants 2014-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 8
Total participants 2014-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2013 401k membership
Total participants, beginning-of-year 2013-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 47
Number of retired or separated participants receiving benefits 2013-01-01 28
Number of other retired or separated participants entitled to future benefits 2013-01-01 24
Total of all active and inactive participants 2013-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 6
Total participants 2013-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2012 401k membership
Total participants, beginning-of-year 2012-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 49
Number of retired or separated participants receiving benefits 2012-01-01 30
Number of other retired or separated participants entitled to future benefits 2012-01-01 24
Total of all active and inactive participants 2012-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 4
Total participants 2012-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2011 401k membership
Total participants, beginning-of-year 2011-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 48
Number of retired or separated participants receiving benefits 2011-01-01 30
Number of other retired or separated participants entitled to future benefits 2011-01-01 48
Total of all active and inactive participants 2011-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 4
Total participants 2011-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2010 401k membership
Total participants, beginning-of-year 2010-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 52
Number of retired or separated participants receiving benefits 2010-01-01 27
Number of other retired or separated participants entitled to future benefits 2010-01-01 48
Total of all active and inactive participants 2010-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 4
Total participants 2010-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2009 401k membership
Total participants, beginning-of-year 2009-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 55
Number of retired or separated participants receiving benefits 2009-01-01 28
Number of other retired or separated participants entitled to future benefits 2009-01-01 46
Total of all active and inactive participants 2009-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 3
Total participants 2009-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2019 401k membership
Market value of plan assets	2019-12-31	7,790,436
Acturial value of plan assets	2019-12-31	8,247,495
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	2,876,236
Number of terminated vested participants	2019-12-31	21
Fundng target for terminated vested participants	2019-12-31	1,300,277
Active participant vested funding target	2019-12-31	2,107,407
Number of active participants	2019-12-31	31
Total funding liabilities for active participants	2019-12-31	2,107,407
Total participant count	2019-12-31	91
Total funding target for all participants	2019-12-31	6,283,920
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	2,063,137
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	2,063,137
Present value of excess contributions	2019-12-31	209,888
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	221,978
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	221,978
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	258,009
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	1,896,303
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	0
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2018 401k membership
Market value of plan assets	2018-12-31	8,252,668
Acturial value of plan assets	2018-12-31	7,800,752
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	2,981,390
Number of terminated vested participants	2018-12-31	20
Fundng target for terminated vested participants	2018-12-31	1,030,830
Active participant vested funding target	2018-12-31	2,082,482
Number of active participants	2018-12-31	34
Total funding liabilities for active participants	2018-12-31	2,082,482
Total participant count	2018-12-31	94
Total funding target for all participants	2018-12-31	6,094,702
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	1,264,061
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	1,264,061
Present value of excess contributions	2018-12-31	553,832
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	586,840
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	586,840
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	2,063,137
Total employer contributions	2018-12-31	300,000
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	280,832
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	70,944
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	70,944
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	70,944
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	280,832
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2017 401k membership
Market value of plan assets	2017-12-31	6,842,409
Acturial value of plan assets	2017-12-31	6,984,062
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	2,824,390
Number of terminated vested participants	2017-12-31	19
Fundng target for terminated vested participants	2017-12-31	890,676
Active participant vested funding target	2017-12-31	1,933,952
Number of active participants	2017-12-31	37
Total funding liabilities for active participants	2017-12-31	1,933,952
Total participant count	2017-12-31	95
Total funding target for all participants	2017-12-31	5,649,018
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	990,482
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	990,482
Present value of excess contributions	2017-12-31	552,074
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	586,027
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	586,027
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	389,309
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	1,264,061
Total employer contributions	2017-12-31	600,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	553,832
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	70,983
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	553,832
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2016 401k membership
Market value of plan assets	2016-12-31	6,071,306
Acturial value of plan assets	2016-12-31	6,412,943
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	2,663,586
Number of terminated vested participants	2016-12-31	17
Fundng target for terminated vested participants	2016-12-31	656,994
Active participant vested funding target	2016-12-31	2,028,107
Number of active participants	2016-12-31	41
Total funding liabilities for active participants	2016-12-31	2,028,107
Total participant count	2016-12-31	95
Total funding target for all participants	2016-12-31	5,348,687
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	650,284
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	650,284
Present value of excess contributions	2016-12-31	544,334
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	578,899
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	578,899
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	223,289
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	990,482
Total employer contributions	2016-12-31	600,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	552,074
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	73,774
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	552,074
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2014: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2014 401k membership
Total participants, beginning-of-year	2014-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	45
Number of retired or separated participants receiving benefits	2014-01-01	24
Number of other retired or separated participants entitled to future benefits	2014-01-01	18
Total of all active and inactive participants	2014-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	8
Total participants	2014-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2013 401k membership
Total participants, beginning-of-year	2013-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	47
Number of retired or separated participants receiving benefits	2013-01-01	28
Number of other retired or separated participants entitled to future benefits	2013-01-01	24
Total of all active and inactive participants	2013-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	6
Total participants	2013-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2012 401k membership
Total participants, beginning-of-year	2012-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	49
Number of retired or separated participants receiving benefits	2012-01-01	30
Number of other retired or separated participants entitled to future benefits	2012-01-01	24
Total of all active and inactive participants	2012-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	4
Total participants	2012-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2011 401k membership
Total participants, beginning-of-year	2011-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	48
Number of retired or separated participants receiving benefits	2011-01-01	30
Number of other retired or separated participants entitled to future benefits	2011-01-01	48
Total of all active and inactive participants	2011-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	4
Total participants	2011-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2010 401k membership
Total participants, beginning-of-year	2010-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	52
Number of retired or separated participants receiving benefits	2010-01-01	27
Number of other retired or separated participants entitled to future benefits	2010-01-01	48
Total of all active and inactive participants	2010-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	4
Total participants	2010-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2009 401k membership
Total participants, beginning-of-year	2009-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	55
Number of retired or separated participants receiving benefits	2009-01-01	28
Number of other retired or separated participants entitled to future benefits	2009-01-01	46
Total of all active and inactive participants	2009-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	3
Total participants	2009-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES

Measure	Date	Value
2014 : LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,176,141
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$569,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$569,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$798,000
Value of total assets at end of year	2014-12-31	$5,864,281
Value of total assets at beginning of year	2014-12-31	$5,257,355
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$28
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$235,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$235,595
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$53,389
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$3,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$606,926
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,864,281
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,257,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,207,297
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$4,993,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$74,595
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$142,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$798,000
Employer contributions (assets) at end of year	2014-12-31	$529,000
Employer contributions (assets) at beginning of year	2014-12-31	$260,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$569,215
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SZYMKOWIAK AND ASSOCIATES CPAS PC
Accountancy firm EIN	2014-12-31	161600045
2013 : LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,103,130
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$198,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$198,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$440,000
Value of total assets at end of year	2013-12-31	$5,257,355
Value of total assets at beginning of year	2013-12-31	$4,352,406
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$3,627
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$8,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$904,949
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,257,355
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,352,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$4,993,728
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$4,343,943
Net investment gain/loss from pooled separate accounts	2013-12-31	$663,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$440,000
Employer contributions (assets) at end of year	2013-12-31	$260,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$198,181
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SZYMKOWIAK AND ASSOCIATES CPAS PC
Accountancy firm EIN	2013-12-31	161600045
2012 : LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$770,729
Total of all expenses incurred	2012-12-31	$783,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$782,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$222,000
Value of total assets at end of year	2012-12-31	$4,352,406
Value of total assets at beginning of year	2012-12-31	$4,365,374
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$900
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$8,463
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$3,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-12,968
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,352,406
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,365,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$4,343,943
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$4,133,747
Net investment gain/loss from pooled separate accounts	2012-12-31	$548,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$222,000
Employer contributions (assets) at beginning of year	2012-12-31	$228,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$782,797
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	SZYMKOWIAK AND ASSOCIATES CPAS PC
Accountancy firm EIN	2012-12-31	161600045
2011 : LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$396,673
Total of all expenses incurred	2011-12-31	$189,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$189,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$420,000
Value of total assets at end of year	2011-12-31	$4,365,374
Value of total assets at beginning of year	2011-12-31	$4,158,417
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$450
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$3,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$206,957
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,365,374
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,158,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$4,133,747
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$3,912,417
Net investment gain/loss from pooled separate accounts	2011-12-31	$-23,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$420,000
Employer contributions (assets) at end of year	2011-12-31	$228,000
Employer contributions (assets) at beginning of year	2011-12-31	$246,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$189,266
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	SZYMKOWIAK AND ASSOCIATES CPAS PC
Accountancy firm EIN	2011-12-31	161600045
2010 : LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$862,812
Total of all expenses incurred	2010-12-31	$170,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$170,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$411,000
Value of total assets at end of year	2010-12-31	$4,158,417
Value of total assets at beginning of year	2010-12-31	$3,466,104
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$200
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$25,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$692,313
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,158,417
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,466,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$3,912,417
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$3,354,343
Net investment gain/loss from pooled separate accounts	2010-12-31	$451,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$411,000
Employer contributions (assets) at end of year	2010-12-31	$246,000
Employer contributions (assets) at beginning of year	2010-12-31	$86,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$170,299
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	SZYMKOWIAK AND ASSOCIATES CPAS PC
Accountancy firm EIN	2010-12-31	161600045
2009 : LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES

2014: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SA 12789

Policy instance

Insurance contract or identification number	SA 12789
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-07-15
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SA 12789

Policy instance

Insurance contract or identification number	SA 12789
Number of Individuals Covered	105
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SA 12789

Policy instance

Insurance contract or identification number	SA 12789
Number of Individuals Covered	107
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SA 12789

Policy instance

Insurance contract or identification number	SA 12789
Number of Individuals Covered	130
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SA 12789

Policy instance

Insurance contract or identification number	SA 12789
Number of Individuals Covered	131
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

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Company Name:	LUVATA APPLETON, LLC
Employer identification number (EIN):	391714255
NAIC Classification:	331400

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2279870