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BADGER FOUNDRY COMPANY PENSION PLAN 401k Plan overview

Plan NameBADGER FOUNDRY COMPANY PENSION PLAN
Plan identification number 001

BADGER FOUNDRY COMPANY PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BADGER FOUNDRY COMPANY has sponsored the creation of one or more 401k plans.

Company Name:BADGER FOUNDRY COMPANY
Employer identification number (EIN):410687192
NAIC Classification:331500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BADGER FOUNDRY COMPANY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TODD STADTLER
0012016-01-01TODD STADTLER
0012015-01-01TODD STADTLER
0012014-01-01TODD STADTLER
0012013-01-01TODD STADTLER
0012012-01-01TODD STADTLER DAN MOTL2013-07-22
0012011-01-01TODD STADTLER
0012010-01-01TODD STADTLER
0012009-01-01DAN MOTL

Plan Statistics for BADGER FOUNDRY COMPANY PENSION PLAN

401k plan membership statisitcs for BADGER FOUNDRY COMPANY PENSION PLAN

Measure Date Value
2023: BADGER FOUNDRY COMPANY PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01195
Total number of active participants reported on line 7a of the Form 55002023-01-0147
Number of retired or separated participants receiving benefits2023-01-0188
Number of other retired or separated participants entitled to future benefits2023-01-0143
Total of all active and inactive participants2023-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0115
Total participants2023-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: BADGER FOUNDRY COMPANY PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-318,190,563
Acturial value of plan assets2022-12-318,190,563
Funding target for retired participants and beneficiaries receiving payment2022-12-314,299,935
Number of terminated vested participants2022-12-3151
Fundng target for terminated vested participants2022-12-311,157,622
Active participant vested funding target2022-12-311,907,143
Number of active participants2022-12-3164
Total funding liabilities for active participants2022-12-311,948,216
Total participant count2022-12-31201
Total funding target for all participants2022-12-317,405,773
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31129,353
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-31129,353
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-319,839
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3111,725
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-3111,725
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3111,725
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31105,448
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01200
Total number of active participants reported on line 7a of the Form 55002022-01-0154
Number of retired or separated participants receiving benefits2022-01-0183
Number of other retired or separated participants entitled to future benefits2022-01-0146
Total of all active and inactive participants2022-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0112
Total participants2022-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: BADGER FOUNDRY COMPANY PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-317,204,974
Acturial value of plan assets2021-12-317,204,974
Funding target for retired participants and beneficiaries receiving payment2021-12-313,758,171
Number of terminated vested participants2021-12-3157
Fundng target for terminated vested participants2021-12-311,276,759
Active participant vested funding target2021-12-312,594,994
Number of active participants2021-12-3182
Total funding liabilities for active participants2021-12-312,674,079
Total participant count2021-12-31215
Total funding target for all participants2021-12-317,709,009
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31247,821
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-31118,971
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31128,850
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31129,353
Total employer contributions2021-12-31100,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3198,754
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31116,690
Net shortfall amortization installment of oustanding balance2021-12-31633,388
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31218,268
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-31129,353
Additional cash requirement2021-12-3188,915
Contributions allocatedtoward minimum required contributions for current year2021-12-3198,754
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01214
Total number of active participants reported on line 7a of the Form 55002021-01-0164
Number of retired or separated participants receiving benefits2021-01-0175
Number of other retired or separated participants entitled to future benefits2021-01-0150
Total of all active and inactive participants2021-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0111
Total participants2021-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: BADGER FOUNDRY COMPANY PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-317,567,357
Acturial value of plan assets2020-12-317,567,357
Funding target for retired participants and beneficiaries receiving payment2020-12-313,539,441
Number of terminated vested participants2020-12-3176
Fundng target for terminated vested participants2020-12-311,050,490
Active participant vested funding target2020-12-312,676,578
Number of active participants2020-12-3180
Total funding liabilities for active participants2020-12-312,719,685
Total participant count2020-12-31232
Total funding target for all participants2020-12-317,309,616
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-314,036
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-314,036
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31234,715
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31247,821
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31247,821
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31247,821
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31128,891
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31118,971
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-31118,971
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01231
Total number of active participants reported on line 7a of the Form 55002020-01-0182
Number of retired or separated participants receiving benefits2020-01-0165
Number of other retired or separated participants entitled to future benefits2020-01-0156
Total of all active and inactive participants2020-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0111
Total participants2020-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: BADGER FOUNDRY COMPANY PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-317,223,527
Acturial value of plan assets2019-12-317,223,527
Funding target for retired participants and beneficiaries receiving payment2019-12-313,497,383
Number of terminated vested participants2019-12-3167
Fundng target for terminated vested participants2019-12-311,018,406
Active participant vested funding target2019-12-312,571,892
Number of active participants2019-12-31118
Total funding liabilities for active participants2019-12-312,627,527
Total participant count2019-12-31261
Total funding target for all participants2019-12-317,143,316
Balance at beginning of prior year after applicable adjustments2019-12-31820
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3167,176
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-31820
Prefunding balanced used to offset prior years funding requirement2019-12-3163,393
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-313,783
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-314,036
Total employer contributions2019-12-31332,106
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31308,439
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31153,935
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3177,760
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-314,036
Additional cash requirement2019-12-3173,724
Contributions allocatedtoward minimum required contributions for current year2019-12-31308,439
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01260
Total number of active participants reported on line 7a of the Form 55002019-01-0180
Number of retired or separated participants receiving benefits2019-01-0167
Number of other retired or separated participants entitled to future benefits2019-01-0174
Total of all active and inactive participants2019-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0110
Total participants2019-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: BADGER FOUNDRY COMPANY PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-317,077,057
Acturial value of plan assets2018-12-317,077,057
Funding target for retired participants and beneficiaries receiving payment2018-12-313,392,773
Number of terminated vested participants2018-12-3171
Fundng target for terminated vested participants2018-12-31974,424
Active participant vested funding target2018-12-312,655,387
Number of active participants2018-12-31101
Total funding liabilities for active participants2018-12-312,684,967
Total participant count2018-12-31246
Total funding target for all participants2018-12-317,052,164
Balance at beginning of prior year after applicable adjustments2018-12-31767
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3162,828
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31767
Amount remaining of prefunding balance2018-12-3162,828
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-31820
Balance of prefunding at beginning of current year2018-12-3167,176
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3164,213
Net shortfall amortization installment of oustanding balance2018-12-3144,919
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3164,213
Carryover balance elected to use to offset funding requirement2018-12-31820
Prefunding balance elected to use to offset funding requirement2018-12-3163,393
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01245
Total number of active participants reported on line 7a of the Form 55002018-01-01118
Number of retired or separated participants receiving benefits2018-01-0168
Number of other retired or separated participants entitled to future benefits2018-01-0167
Total of all active and inactive participants2018-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-01261
2017: BADGER FOUNDRY COMPANY PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-316,896,453
Acturial value of plan assets2017-12-316,896,453
Funding target for retired participants and beneficiaries receiving payment2017-12-312,893,841
Number of terminated vested participants2017-12-3176
Fundng target for terminated vested participants2017-12-31946,086
Active participant vested funding target2017-12-312,677,084
Number of active participants2017-12-3186
Total funding liabilities for active participants2017-12-312,711,652
Total participant count2017-12-31229
Total funding target for all participants2017-12-316,551,579
Balance at beginning of prior year after applicable adjustments2017-12-31710
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3158,196
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31710
Amount remaining of prefunding balance2017-12-3158,196
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-31767
Balance of prefunding at beginning of current year2017-12-3162,828
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3154,594
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01229
Total number of active participants reported on line 7a of the Form 55002017-01-01100
Number of retired or separated participants receiving benefits2017-01-0166
Number of other retired or separated participants entitled to future benefits2017-01-0171
Total of all active and inactive participants2017-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-01245
2016: BADGER FOUNDRY COMPANY PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-316,648,290
Acturial value of plan assets2016-12-316,648,290
Funding target for retired participants and beneficiaries receiving payment2016-12-312,812,982
Number of terminated vested participants2016-12-3170
Fundng target for terminated vested participants2016-12-31821,759
Active participant vested funding target2016-12-312,597,855
Number of active participants2016-12-3199
Total funding liabilities for active participants2016-12-312,629,140
Total participant count2016-12-31235
Total funding target for all participants2016-12-316,263,881
Balance at beginning of prior year after applicable adjustments2016-12-31626
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3151,346
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 balance2016-12-31626
Amount remaining of prefunding balance2016-12-3151,346
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-31710
Balance of prefunding at beginning of current year2016-12-3158,196
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 cost2016-12-3154,221
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-year2016-01-01235
Total number of active participants reported on line 7a of the Form 55002016-01-0186
Number of retired or separated participants receiving benefits2016-01-0159
Number of other retired or separated participants entitled to future benefits2016-01-0176
Total of all active and inactive participants2016-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-01229
2015: BADGER FOUNDRY COMPANY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01236
Total number of active participants reported on line 7a of the Form 55002015-01-0199
Number of retired or separated participants receiving benefits2015-01-0157
Number of other retired or separated participants entitled to future benefits2015-01-0170
Total of all active and inactive participants2015-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-01235
2014: BADGER FOUNDRY COMPANY PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01242
Total number of active participants reported on line 7a of the Form 55002014-01-01112
Number of retired or separated participants receiving benefits2014-01-0150
Number of other retired or separated participants entitled to future benefits2014-01-0167
Total of all active and inactive participants2014-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: BADGER FOUNDRY COMPANY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01259
Total number of active participants reported on line 7a of the Form 55002013-01-01104
Number of retired or separated participants receiving benefits2013-01-0145
Number of other retired or separated participants entitled to future benefits2013-01-0186
Total of all active and inactive participants2013-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: BADGER FOUNDRY COMPANY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01252
Total number of active participants reported on line 7a of the Form 55002012-01-01117
Number of retired or separated participants receiving benefits2012-01-0144
Number of other retired or separated participants entitled to future benefits2012-01-0191
Total of all active and inactive participants2012-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: BADGER FOUNDRY COMPANY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01234
Total number of active participants reported on line 7a of the Form 55002011-01-01165
Number of retired or separated participants receiving benefits2011-01-0143
Number of other retired or separated participants entitled to future benefits2011-01-0138
Total of all active and inactive participants2011-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: BADGER FOUNDRY COMPANY PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01229
Total number of active participants reported on line 7a of the Form 55002010-01-01146
Number of retired or separated participants receiving benefits2010-01-0141
Number of other retired or separated participants entitled to future benefits2010-01-0139
Total of all active and inactive participants2010-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-015
Total participants2010-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: BADGER FOUNDRY COMPANY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01232
Total number of active participants reported on line 7a of the Form 55002009-01-0195
Number of retired or separated participants receiving benefits2009-01-0136
Number of other retired or separated participants entitled to future benefits2009-01-0193
Total of all active and inactive participants2009-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on BADGER FOUNDRY COMPANY PENSION PLAN

Measure Date Value
2023 : BADGER FOUNDRY COMPANY PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$-562,927
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$440,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$440,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$240,000
Value of total assets at end of year2023-12-31$6,967,460
Value of total assets at beginning of year2023-12-31$7,970,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$0
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-1,003,447
Value of net assets at end of year (total assets less liabilities)2023-12-31$6,967,460
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$7,970,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$0
Value of interest in pooled separate accounts at end of year2023-12-31$6,727,460
Value of interest in pooled separate accounts at beginning of year2023-12-31$7,970,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Net investment gain/loss from pooled separate accounts2023-12-31$-802,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$240,000
Employer contributions (assets) at end of year2023-12-31$240,000
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$440,520
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WIPFLI, LLP
Accountancy firm EIN2023-12-31390758449
2022 : BADGER FOUNDRY COMPANY PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$294,308
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$513,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$408,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$7,970,907
Value of total assets at beginning of year2022-12-31$8,190,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$105,448
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$105,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-219,656
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,970,907
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,190,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$7,970,907
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,190,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$294,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$408,516
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI, LLP
Accountancy firm EIN2022-12-31390758449
2021 : BADGER FOUNDRY COMPANY PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,457,904
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$472,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$355,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$100,000
Value of total assets at end of year2021-12-31$8,190,563
Value of total assets at beginning of year2021-12-31$7,204,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$116,690
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$116,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$985,589
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,190,563
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,204,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest in pooled separate accounts at end of year2021-12-31$8,190,563
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,204,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$1,357,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$100,000
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$355,625
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI, LLP
Accountancy firm EIN2021-12-31390758449
2020 : BADGER FOUNDRY COMPANY PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$28,400
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$397,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$330,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$7,204,974
Value of total assets at beginning of year2020-12-31$7,574,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$66,721
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$66,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-369,246
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,204,974
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,574,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$7,204,974
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,274,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$28,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$330,925
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WIPFLI, LLP
Accountancy firm EIN2020-12-31390758449
2019 : BADGER FOUNDRY COMPANY PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$741,189
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$390,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$315,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$332,106
Value of total assets at end of year2019-12-31$7,574,220
Value of total assets at beginning of year2019-12-31$7,223,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$75,331
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$75,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$350,693
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,574,220
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,223,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$7,274,220
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,223,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$409,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$332,106
Employer contributions (assets) at end of year2019-12-31$300,000
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$315,165
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$50
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI, LLP
Accountancy firm EIN2019-12-31390758449
2018 : BADGER FOUNDRY COMPANY PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$545,018
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$398,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$316,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$7,223,527
Value of total assets at beginning of year2018-12-31$7,077,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$81,860
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$146,470
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,223,527
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,077,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$81,860
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$7,223,527
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,077,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$545,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$316,688
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI, LLP
Accountancy firm EIN2018-12-31390758449
2017 : BADGER FOUNDRY COMPANY PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$528,934
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$348,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$287,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$7,077,057
Value of total assets at beginning of year2017-12-31$6,896,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$60,850
Total interest from all sources2017-12-31$0
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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
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$180,604
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,077,057
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,896,453
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$60,850
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
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$7,077,057
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,896,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$528,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$287,480
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI, LLP
Accountancy firm EIN2017-12-31390758449
2016 : BADGER FOUNDRY COMPANY PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$569,543
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$321,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$270,224
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$6,896,453
Value of total assets at beginning of year2016-12-31$6,648,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$51,156
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Contributions received from participants2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$248,163
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,896,453
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,648,290
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$51,156
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$0
Value of interest in pooled separate accounts at end of year2016-12-31$6,896,453
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,648,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$569,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$270,224
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI, LLP
Accountancy firm EIN2016-12-31390758449
2015 : BADGER FOUNDRY COMPANY PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$797,579
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$248,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$248,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$6,648,290
Value of total assets at beginning of year2015-12-31$6,099,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$40
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$548,878
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,648,290
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,099,412
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$40
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$6,648,290
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,099,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$797,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$248,661
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WIPFLI, LLP
Accountancy firm EIN2015-12-31390758449
2014 : BADGER FOUNDRY COMPANY PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$630,309
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$212,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$212,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$-60,216
Value of total assets at end of year2014-12-31$6,099,412
Value of total assets at beginning of year2014-12-31$5,681,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$65
Total interest from all sources2014-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6
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$6
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$42
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$418,174
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,099,412
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,681,238
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$65
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$47,840
Value of interest in pooled separate accounts at end of year2014-12-31$6,099,412
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,530,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$42,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$42,923
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1
Net investment gain/loss from pooled separate accounts2014-12-31$690,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$-60,216
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$60,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$212,070
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WIPFLI, LLP
Accountancy firm EIN2014-12-31390758449
2013 : BADGER FOUNDRY COMPANY PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$632,745
Total unrealized appreciation/depreciation of assets2013-12-31$632,745
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$710,727
Total loss/gain on sale of assets2013-12-31$13,225
Total of all expenses incurred2013-12-31$239,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$207,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$60,216
Value of total assets at end of year2013-12-31$5,681,238
Value of total assets at beginning of year2013-12-31$5,209,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$32,024
Total interest from all sources2013-12-31$3,642
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$671
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$671
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$42
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,530
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$471,489
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,681,238
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,209,749
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$32,024
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$47,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$48,479
Value of interest in pooled separate accounts at end of year2013-12-31$5,530,217
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,880,167
Income. Interest from corporate debt instruments2013-12-31$3,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$42,923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$52,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$52,517
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$60,216
Employer contributions (assets) at end of year2013-12-31$60,216
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$207,214
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$225,056
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$13,225
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 name2013-12-31WIPFLI, LLP
Accountancy firm EIN2013-12-31390758449
2012 : BADGER FOUNDRY COMPANY PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$495,912
Total unrealized appreciation/depreciation of assets2012-12-31$495,912
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$583,468
Total loss/gain on sale of assets2012-12-31$517
Total of all expenses incurred2012-12-31$211,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$189,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$5,209,749
Value of total assets at beginning of year2012-12-31$4,837,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,656
Total interest from all sources2012-12-31$16,902
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$16,320
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$16,320
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,530
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$10,594
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$371,908
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,209,749
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,837,841
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$21,656
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$48,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$996,368
Value of interest in pooled separate accounts at end of year2012-12-31$4,880,167
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,492,846
Income. Interest from corporate debt instruments2012-12-31$16,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$52,517
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$11,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$11,623
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$53,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$189,904
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$225,056
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$326,410
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$517
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 name2012-12-31WIPFLI, LLP
Accountancy firm EIN2012-12-31390758449
2011 : BADGER FOUNDRY COMPANY PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$192,846
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-8,919
Total unrealized appreciation/depreciation of assets2011-12-31$183,927
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$301,616
Total loss/gain on sale of assets2011-12-31$29,475
Total of all expenses incurred2011-12-31$195,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$173,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$4,837,841
Value of total assets at beginning of year2011-12-31$4,731,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,685
Total interest from all sources2011-12-31$85,703
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$81,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$75,504
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$751,587
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$10,594
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$43,772
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$106,267
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,837,841
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,731,574
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$21,685
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$996,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$706,979
Value of interest in pooled separate accounts at end of year2011-12-31$3,492,846
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest earned on other investments2011-12-31$-29,177
Income. Interest from corporate debt instruments2011-12-31$114,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$11,623
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$247,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$247,795
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-78,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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
Income. Dividends from common stock2011-12-31$5,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$173,664
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$326,410
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$2,859,337
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$122,104
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$3,311,087
Aggregate carrying amount (costs) on sale of assets2011-12-31$3,281,612
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 name2011-12-31WIPFLI, LLP
Accountancy firm EIN2011-12-31390758449
2010 : BADGER FOUNDRY COMPANY PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$158,935
Total unrealized appreciation/depreciation of assets2010-12-31$158,935
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$537,545
Total loss/gain on sale of assets2010-12-31$45,509
Total of all expenses incurred2010-12-31$187,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$166,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$4,731,574
Value of total assets at beginning of year2010-12-31$4,381,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,158
Total interest from all sources2010-12-31$243,822
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$54,187
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$52,325
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2010-12-31$751,587
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$612,571
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$43,772
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$350,270
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,731,574
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,381,304
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$21,158
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$706,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,016,887
Interest earned on other investments2010-12-31$84,435
Income. Interest from US Government securities2010-12-31$4,000
Income. Interest from corporate debt instruments2010-12-31$154,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$247,795
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$254,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$254,343
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,168
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$99,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$35,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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
Income. Dividends from common stock2010-12-31$1,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$166,117
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$2,859,337
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$2,397,743
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$122,104
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$1,315,935
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,270,426
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 name2010-12-31WIPFLI, LLP
Accountancy firm EIN2010-12-31390758449
2009 : BADGER FOUNDRY COMPANY PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BADGER FOUNDRY COMPANY PENSION PLAN

2023: BADGER FOUNDRY COMPANY PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BADGER FOUNDRY COMPANY PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BADGER FOUNDRY COMPANY PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BADGER FOUNDRY COMPANY PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BADGER FOUNDRY COMPANY PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BADGER FOUNDRY COMPANY PENSION 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 filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BADGER FOUNDRY COMPANY PENSION 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 planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BADGER FOUNDRY COMPANY PENSION 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 planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BADGER FOUNDRY COMPANY PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BADGER FOUNDRY COMPANY PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BADGER FOUNDRY COMPANY PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BADGER FOUNDRY COMPANY PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BADGER FOUNDRY COMPANY PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BADGER FOUNDRY COMPANY PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BADGER FOUNDRY COMPANY PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617421
Policy instance 1
Insurance contract or identification number617421
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617421
Policy instance 1
Insurance contract or identification number617421
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617421
Policy instance 1
Insurance contract or identification number617421
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617421
Policy instance 1
Insurance contract or identification number617421
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617421
Policy instance 1
Insurance contract or identification number617421
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617421
Policy instance 1
Insurance contract or identification number617421
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617421
Policy instance 1
Insurance contract or identification number617421
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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

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