VEBA COMMITTEE, USW/CRUCIBLE RETIREES HEALTH AND WELFARE TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan USW/BRIGGS & STRATTON RETIREES HEALTH CARE PLAN
401k plan membership statisitcs for USW/BRIGGS & STRATTON RETIREES HEALTH CARE PLAN
| Measure | Date | Value |
|---|
| 2022 : USW/BRIGGS & STRATTON RETIREES HEALTH CARE PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $44,118 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $5,018 |
| Total income from all sources (including contributions) | 2022-12-31 | $3,028,018 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $267,077 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $230,091 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,973,695 |
| Value of total assets at end of year | 2022-12-31 | $4,800,057 |
| Value of total assets at beginning of year | 2022-12-31 | $2,000,016 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $36,986 |
| Total interest from all sources | 2022-12-31 | $54,323 |
| 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 year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $24,583 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Administrative expenses (other) incurred | 2022-12-31 | $2,359 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $3,627 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $5,018 |
| Total non interest bearing cash at end of year | 2022-12-31 | $156,256 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $2,760,941 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,755,939 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,994,998 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $1,044 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $4,643,035 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $2,000,016 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $2,000,016 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $54,323 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $2,973,695 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $230,091 |
| Contract administrator fees | 2022-12-31 | $9,000 |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $40,491 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $766 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $0 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | MCELHANEY & ASSOCIATES, LLC |
| Accountancy firm EIN | 2022-12-31 | 383806684 |
