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YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN 401k Plan overview

Plan NameYUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN
Plan identification number 003

YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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).
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

YUASA BATTERY, INC. has sponsored the creation of one or more 401k plans.

Company Name:YUASA BATTERY, INC.
Employer identification number (EIN):510402945
NAIC Classification:335900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01KAREN FELL
0032016-01-01KAREN FELL
0032015-01-01KAREN FELL
0032014-01-01KAREN FELL
0032013-01-01KAREN FELL
0032012-01-01KAREN FELL
0032011-01-01KAREN A. FELL PATRICK J. HOJNACKI2012-10-04
0032009-01-01KAREN A. FELL PATRICK J. HOJNACKI2010-10-14

Plan Statistics for YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN

Measure Date Value
2023: YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01281
Total number of active participants reported on line 7a of the Form 55002023-01-0165
Number of retired or separated participants receiving benefits2023-01-0196
Number of other retired or separated participants entitled to future benefits2023-01-0198
Total of all active and inactive participants2023-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0120
Total participants2023-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3110,033,581
Acturial value of plan assets2022-12-3110,033,581
Funding target for retired participants and beneficiaries receiving payment2022-12-312,656,292
Number of terminated vested participants2022-12-31118
Fundng target for terminated vested participants2022-12-312,328,385
Active participant vested funding target2022-12-311,705,050
Number of active participants2022-12-3173
Total funding liabilities for active participants2022-12-311,770,163
Total participant count2022-12-31286
Total funding target for all participants2022-12-316,754,840
Balance at beginning of prior year after applicable adjustments2022-12-312,182,808
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-312,182,808
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Balance of carryovers at beginning of current year2022-12-312,144,391
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3160,000
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-year2022-01-01286
Total number of active participants reported on line 7a of the Form 55002022-01-0167
Number of retired or separated participants receiving benefits2022-01-0192
Number of other retired or separated participants entitled to future benefits2022-01-01103
Total of all active and inactive participants2022-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0119
Total participants2022-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3110,534,514
Acturial value of plan assets2021-12-3110,534,514
Funding target for retired participants and beneficiaries receiving payment2021-12-312,506,269
Number of terminated vested participants2021-12-31109
Fundng target for terminated vested participants2021-12-312,352,899
Active participant vested funding target2021-12-312,087,919
Number of active participants2021-12-3192
Total funding liabilities for active participants2021-12-312,174,639
Total participant count2021-12-31287
Total funding target for all participants2021-12-317,033,807
Balance at beginning of prior year after applicable adjustments2021-12-311,909,217
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-311,909,217
Amount remaining of prefunding balance2021-12-310
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
Balance of carryovers at beginning of current year2021-12-312,182,808
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3180,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01287
Total number of active participants reported on line 7a of the Form 55002021-01-0173
Number of retired or separated participants receiving benefits2021-01-0185
Number of other retired or separated participants entitled to future benefits2021-01-01113
Total of all active and inactive participants2021-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0115
Total participants2021-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-319,535,880
Acturial value of plan assets2020-12-319,535,880
Funding target for retired participants and beneficiaries receiving payment2020-12-312,345,695
Number of terminated vested participants2020-12-31113
Fundng target for terminated vested participants2020-12-312,302,161
Active participant vested funding target2020-12-312,015,113
Number of active participants2020-12-3198
Total funding liabilities for active participants2020-12-312,034,256
Total participant count2020-12-31295
Total funding target for all participants2020-12-316,682,112
Balance at beginning of prior year after applicable adjustments2020-12-311,556,765
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-311,556,765
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
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 year2020-12-311,909,217
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3150,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01295
Total number of active participants reported on line 7a of the Form 55002020-01-0192
Number of retired or separated participants receiving benefits2020-01-0177
Number of other retired or separated participants entitled to future benefits2020-01-01105
Total of all active and inactive participants2020-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0113
Total participants2020-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-318,041,455
Acturial value of plan assets2019-12-318,041,455
Funding target for retired participants and beneficiaries receiving payment2019-12-312,152,077
Number of terminated vested participants2019-12-31115
Fundng target for terminated vested participants2019-12-312,205,583
Active participant vested funding target2019-12-311,997,325
Number of active participants2019-12-31102
Total funding liabilities for active participants2019-12-312,092,030
Total participant count2019-12-31297
Total funding target for all participants2019-12-316,449,690
Balance at beginning of prior year after applicable adjustments2019-12-311,660,185
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-311,660,185
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31391,671
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31414,427
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 elections2019-12-31104,084
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-311,556,765
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3135,000
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01297
Total number of active participants reported on line 7a of the Form 55002019-01-0198
Number of retired or separated participants receiving benefits2019-01-0175
Number of other retired or separated participants entitled to future benefits2019-01-01108
Total of all active and inactive participants2019-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0114
Total participants2019-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-317,891,354
Acturial value of plan assets2018-12-317,891,354
Funding target for retired participants and beneficiaries receiving payment2018-12-311,973,310
Number of terminated vested participants2018-12-31119
Fundng target for terminated vested participants2018-12-312,128,632
Active participant vested funding target2018-12-312,005,864
Number of active participants2018-12-31106
Total funding liabilities for active participants2018-12-312,095,201
Total participant count2018-12-31299
Total funding target for all participants2018-12-316,197,143
Balance at beginning of prior year after applicable adjustments2018-12-311,973,596
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-3138,008
Amount remaining of carryover balance2018-12-311,935,588
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31406,720
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31431,945
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-31434,895
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-311,660,185
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31400,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31391,671
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 cost2018-12-3134,026
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31391,671
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01299
Total number of active participants reported on line 7a of the Form 55002018-01-01102
Number of retired or separated participants receiving benefits2018-01-0173
Number of other retired or separated participants entitled to future benefits2018-01-01111
Total of all active and inactive participants2018-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0111
Total participants2018-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-317,106,577
Acturial value of plan assets2017-12-317,106,577
Funding target for retired participants and beneficiaries receiving payment2017-12-311,790,715
Number of terminated vested participants2017-12-31134
Fundng target for terminated vested participants2017-12-312,155,659
Active participant vested funding target2017-12-311,622,823
Number of active participants2017-12-3195
Total funding liabilities for active participants2017-12-311,717,996
Total participant count2017-12-31299
Total funding target for all participants2017-12-315,664,370
Balance at beginning of prior year after applicable adjustments2017-12-311,945,703
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-3137,372
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-311,908,331
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31289,905
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31306,891
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-311,973,596
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31415,880
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 date2017-12-31406,720
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3135,025
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3135,025
Carryover balance elected to use to offset funding requirement2017-12-3135,025
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31406,720
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01299
Total number of active participants reported on line 7a of the Form 55002017-01-01106
Number of retired or separated participants receiving benefits2017-01-01115
Number of other retired or separated participants entitled to future benefits2017-01-0167
Total of all active and inactive participants2017-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0111
Total participants2017-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-316,786,600
Acturial value of plan assets2016-12-316,786,600
Funding target for retired participants and beneficiaries receiving payment2016-12-311,580,471
Number of terminated vested participants2016-12-31136
Fundng target for terminated vested participants2016-12-312,092,845
Active participant vested funding target2016-12-311,599,173
Number of active participants2016-12-3199
Total funding liabilities for active participants2016-12-311,677,772
Total participant count2016-12-31298
Total funding target for all participants2016-12-315,351,088
Balance at beginning of prior year after applicable adjustments2016-12-311,960,304
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-3134,628
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-311,925,676
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-314
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-314
Balance of carryovers at beginning of current year2016-12-311,945,703
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31297,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31290,541
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-3138,008
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3138,008
Carryover balance elected to use to offset funding requirement2016-12-3137,372
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31636
Contributions allocatedtoward minimum required contributions for current year2016-12-31290,541
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01298
Total number of active participants reported on line 7a of the Form 55002016-01-0195
Number of retired or separated participants receiving benefits2016-01-0163
Number of other retired or separated participants entitled to future benefits2016-01-01134
Total of all active and inactive participants2016-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-01299
2015: YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01299
Total number of active participants reported on line 7a of the Form 55002015-01-0199
Number of retired or separated participants receiving benefits2015-01-0156
Number of other retired or separated participants entitled to future benefits2015-01-01136
Total of all active and inactive participants2015-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01303
Total number of active participants reported on line 7a of the Form 55002014-01-01102
Number of retired or separated participants receiving benefits2014-01-0154
Number of other retired or separated participants entitled to future benefits2014-01-01137
Total of all active and inactive participants2014-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01308
Total number of active participants reported on line 7a of the Form 55002013-01-01107
Number of retired or separated participants receiving benefits2013-01-0151
Number of other retired or separated participants entitled to future benefits2013-01-01139
Total of all active and inactive participants2013-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-01303
2012: YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01312
Total number of active participants reported on line 7a of the Form 55002012-01-01110
Number of retired or separated participants receiving benefits2012-01-0151
Number of other retired or separated participants entitled to future benefits2012-01-01140
Total of all active and inactive participants2012-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-01308
2011: YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01312
Total number of active participants reported on line 7a of the Form 55002011-01-01117
Number of retired or separated participants receiving benefits2011-01-0150
Number of other retired or separated participants entitled to future benefits2011-01-01139
Total of all active and inactive participants2011-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01295
Total number of active participants reported on line 7a of the Form 55002009-01-01189
Number of retired or separated participants receiving benefits2009-01-0117
Number of other retired or separated participants entitled to future benefits2009-01-01103
Total of all active and inactive participants2009-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01311
Number of participants with account balances2009-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0188

Financial Data on YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN

Measure Date Value
2023 : YUASA BATTERY, INC. HOURLY EMPLOYEES' 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$10,619
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$13,930
Total income from all sources (including contributions)2023-12-31$673,198
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$346,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$291,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$7,470,126
Value of total assets at beginning of year2023-12-31$7,146,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$54,414
Total interest from all sources2023-12-31$39,940
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$274,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$274,732
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
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$15,790
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$88
Other income not declared elsewhere2023-12-31$15,643
Administrative expenses (other) incurred2023-12-31$26,880
Liabilities. Value of operating payables at end of year2023-12-31$10,619
Liabilities. Value of operating payables at beginning of year2023-12-31$13,930
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$326,906
Value of net assets at end of year (total assets less liabilities)2023-12-31$7,459,507
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$7,132,601
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$5,426,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$7,100,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$2,027,445
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$45,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$45,856
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$39,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$342,883
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$291,878
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 name2023-12-31RKL LLP
Accountancy firm EIN2023-12-31232108173
2022 : YUASA BATTERY, INC. HOURLY EMPLOYEES' 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$13,930
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,533,127
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$367,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$293,879
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$7,146,531
Value of total assets at beginning of year2022-12-31$10,033,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$73,974
Total interest from all sources2022-12-31$349
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$374,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$374,132
Administrative expenses professional fees incurred2022-12-31$48,806
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$88
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1
Other income not declared elsewhere2022-12-31$-23
Administrative expenses (other) incurred2022-12-31$25,168
Liabilities. Value of operating payables at end of year2022-12-31$13,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,900,980
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,132,601
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,033,581
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$7,100,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,960,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$45,856
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$73,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$73,469
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,907,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$293,879
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 name2022-12-31RKL LLP
Accountancy firm EIN2022-12-31232108173
2021 : YUASA BATTERY, INC. HOURLY EMPLOYEES' 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$13,382
Total income from all sources (including contributions)2021-12-31$-182,372
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$318,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$257,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$10,033,581
Value of total assets at beginning of year2021-12-31$10,547,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$60,959
Total interest from all sources2021-12-31$8
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$380,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$380,893
Administrative expenses professional fees incurred2021-12-31$36,277
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$24,682
Liabilities. Value of operating payables at beginning of year2021-12-31$13,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-500,933
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,033,581
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,534,514
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$9,960,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,505,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$73,469
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$42,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$42,102
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-563,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$257,602
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 name2021-12-31RKL LLP
Accountancy firm EIN2021-12-31232108173
2020 : YUASA BATTERY, INC. HOURLY EMPLOYEES' 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$13,382
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$14,537
Total income from all sources (including contributions)2020-12-31$1,342,567
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$343,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$253,368
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$10,547,896
Value of total assets at beginning of year2020-12-31$9,550,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$90,565
Total interest from all sources2020-12-31$135
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$380,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$380,096
Administrative expenses professional fees incurred2020-12-31$90,565
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
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$9
Other income not declared elsewhere2020-12-31$-39
Liabilities. Value of operating payables at end of year2020-12-31$13,382
Liabilities. Value of operating payables at beginning of year2020-12-31$14,537
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$998,634
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,534,514
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,535,880
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$10,505,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,530,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$42,102
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$19,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$19,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$962,375
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$253,368
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31RKL LLP
Accountancy firm EIN2020-12-31232108173
2019 : YUASA BATTERY, INC. HOURLY EMPLOYEES' 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$14,537
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,042
Total income from all sources (including contributions)2019-12-31$1,788,731
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$294,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$215,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$9,550,417
Value of total assets at beginning of year2019-12-31$8,054,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$78,375
Total interest from all sources2019-12-31$747
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$361,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$361,485
Administrative expenses professional fees incurred2019-12-31$78,375
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$9
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$31
Other income not declared elsewhere2019-12-31$1,101
Liabilities. Value of operating payables at end of year2019-12-31$14,537
Liabilities. Value of operating payables at beginning of year2019-12-31$13,042
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$1,494,425
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,535,880
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,041,455
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$9,530,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,021,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$19,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$33,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$33,060
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,425,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$215,931
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 name2019-12-31RKL LLP
Accountancy firm EIN2019-12-31232108173
2018 : YUASA BATTERY, INC. HOURLY EMPLOYEES' 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$13,042
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$402,961
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$252,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$215,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$400,000
Value of total assets at end of year2018-12-31$8,054,497
Value of total assets at beginning of year2018-12-31$7,891,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$37,648
Total interest from all sources2018-12-31$28,314
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$123,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$123,289
Administrative expenses professional fees incurred2018-12-31$37,648
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$31
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$20
Other income not declared elsewhere2018-12-31$10,540
Liabilities. Value of operating payables at end of year2018-12-31$13,042
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$150,101
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,041,455
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,891,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,021,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,108,296
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest earned on other investments2018-12-31$26,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$33,060
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$39,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$39,069
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,743,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-159,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$215,212
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 name2018-12-31RKL LLP
Accountancy firm EIN2018-12-31232108173
2017 : YUASA BATTERY, INC. HOURLY EMPLOYEES' 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$1,013,028
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$228,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$189,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$415,880
Value of total assets at end of year2017-12-31$7,891,354
Value of total assets at beginning of year2017-12-31$7,106,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,387
Total interest from all sources2017-12-31$47,184
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$28,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$28,638
Administrative expenses professional fees incurred2017-12-31$14,515
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$20
Other income not declared elsewhere2017-12-31$438
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$784,777
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,891,354
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,106,577
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$23,872
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,108,296
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,233,057
Interest earned on other investments2017-12-31$46,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$39,069
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,743,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,873,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$200,852
Net investment gain/loss from pooled separate accounts2017-12-31$320,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$415,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$189,864
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 name2017-12-31RKL LLP
Accountancy firm EIN2017-12-31232108173
2016 : YUASA BATTERY, INC. HOURLY EMPLOYEES' 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$534,640
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$211,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$176,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$300,000
Value of total assets at end of year2016-12-31$7,106,577
Value of total assets at beginning of year2016-12-31$6,783,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$35,025
Total interest from all sources2016-12-31$58,953
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
Administrative expenses professional fees incurred2016-12-31$15,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
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$322,910
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,106,577
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,783,667
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$20,025
Value of interest in pooled separate accounts at end of year2016-12-31$2,233,057
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,767,341
Interest earned on other investments2016-12-31$58,953
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,873,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,016,326
Net investment gain or loss from common/collective trusts2016-12-31$175,687
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$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$176,705
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 name2016-12-31RKL LLP
Accountancy firm EIN2016-12-31232108173
2015 : YUASA BATTERY, INC. HOURLY EMPLOYEES' 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$369,707
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$198,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$160,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$300,000
Value of total assets at end of year2015-12-31$6,783,667
Value of total assets at beginning of year2015-12-31$6,612,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$38,008
Total interest from all sources2015-12-31$86,574
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
Administrative expenses professional fees incurred2015-12-31$15,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
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$171,132
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,783,667
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,612,535
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$23,008
Value of interest in pooled separate accounts at end of year2015-12-31$1,767,341
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,493,708
Interest earned on other investments2015-12-31$86,574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,016,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,118,827
Net investment gain/loss from pooled separate accounts2015-12-31$-16,867
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$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$160,567
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 name2015-12-31REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2015-12-31232108173
2014 : YUASA BATTERY, INC. HOURLY EMPLOYEES' 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$410,687
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$201,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$164,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$240,000
Value of total assets at end of year2014-12-31$6,612,535
Value of total assets at beginning of year2014-12-31$6,403,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$37,372
Total interest from all sources2014-12-31$109,614
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$15,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
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$209,292
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,612,535
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,403,243
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$22,372
Value of interest in pooled separate accounts at end of year2014-12-31$1,493,708
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,199,859
Interest earned on other investments2014-12-31$109,614
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,118,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,203,384
Net investment gain/loss from pooled separate accounts2014-12-31$61,073
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$240,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$164,023
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 name2014-12-31REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2014-12-31232108173
2013 : YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$551,983
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$185,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$151,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$240,000
Value of total assets at end of year2013-12-31$6,403,243
Value of total assets at beginning of year2013-12-31$6,036,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$34,629
Total interest from all sources2013-12-31$111,925
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$15,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
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$366,298
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,403,243
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,036,945
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$19,629
Value of interest in pooled separate accounts at end of year2013-12-31$1,199,859
Value of interest in pooled separate accounts at beginning of year2013-12-31$764,786
Interest earned on other investments2013-12-31$111,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,203,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,272,159
Net investment gain/loss from pooled separate accounts2013-12-31$200,058
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$240,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$151,056
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
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 name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$399,201
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$194,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$157,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$240,000
Value of total assets at end of year2012-12-31$6,036,945
Value of total assets at beginning of year2012-12-31$5,831,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$36,445
Total interest from all sources2012-12-31$132,074
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$15,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
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$205,084
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,036,945
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,831,861
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$21,445
Value of interest in pooled separate accounts at end of year2012-12-31$764,786
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest earned on other investments2012-12-31$132,074
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,272,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,831,861
Net investment gain/loss from pooled separate accounts2012-12-31$27,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$240,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$157,672
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
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 name2012-12-31PARENTEBEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$409,632
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$181,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$142,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$240,000
Value of total assets at end of year2011-12-31$5,831,861
Value of total assets at beginning of year2011-12-31$5,603,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$38,386
Total interest from all sources2011-12-31$169,632
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$15,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
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$228,503
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,831,861
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,603,358
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$23,386
Interest earned on other investments2011-12-31$169,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,831,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,603,358
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
Contributions received in cash from employer2011-12-31$240,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$142,743
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
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 name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984
2010 : YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,250,830
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$237,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$226,964
Expenses. Certain deemed distributions of participant loans2010-12-31$8,956
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$612,567
Value of total assets at end of year2010-12-31$7,359,052
Value of total assets at beginning of year2010-12-31$6,345,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,563
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$9,009
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$225,765
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$225,765
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
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
Contributions received from participants2010-12-31$321,385
Participant contributions at end of year2010-12-31$190,331
Participant contributions at beginning of year2010-12-31$157,191
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$-32,487
Administrative expenses (other) incurred2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$1,013,347
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,359,052
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,345,705
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,984,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,524,064
Interest on participant loans2010-12-31$9,009
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$1,183,722
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$664,450
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
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$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$364,355
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$71,621
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$291,182
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$226,964
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$1,563
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PARENTEBEARD LLC
Accountancy firm EIN2010-12-31232932984
2009 : YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN

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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number454089-D2
Policy instance 1
Insurance contract or identification number454089-D2
Number of Individuals Covered297
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number454089-D2
Policy instance 1
Insurance contract or identification number454089-D2
Number of Individuals Covered299
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number454089-D2
Policy instance 1
Insurance contract or identification number454089-D2
Number of Individuals Covered298
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number454089-D2
Policy instance 1
Insurance contract or identification number454089-D2
Number of Individuals Covered299
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number454089-D2
Policy instance 1
Insurance contract or identification number454089-D2
Number of Individuals Covered303
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number454089-D1
Policy instance 1
Insurance contract or identification number454089-D1
Number of Individuals Covered308
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number454089-D1
Policy instance 1
Insurance contract or identification number454089-D1
Number of Individuals Covered312
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number513544-01
Policy instance 1
Insurance contract or identification number513544-01
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-01-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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