Logo

GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 401k Plan overview

Plan NameGERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN
Plan identification number 501

GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS TRUST has sponsored the creation of one or more 401k plans.

Company Name:GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS TRUST
Employer identification number (EIN):597268449
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01JEANETTE STUMP2024-10-03
5012022-01-01JEANETTE STUMP2023-10-11 JEANETTE STUMP2023-10-11
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01JEANETTE STUMP JEANETTE STUMP2018-10-12
5012016-01-01JEANETTE STUMP JEANETTE STUMP2017-10-16
5012015-01-01JEANETTE STUMP JEANETTE STUMP2016-10-17
5012014-01-01JEANETTE STUMP JEANETTE STUMP2015-10-15
5012014-01-01JEANETTE STUMP JEANETTE STUMP2016-11-04
5012013-01-01JEANETTE STUMP JEANETTE STUMP2014-10-15
5012012-01-01JEANETTE STUMP JEANETTE STUMP2013-10-14
5012011-01-01JEANETTE STUMP JEANETTE STUMP2012-10-15
5012009-01-01ROBERT E. LEWIS ROBERT E. LEWIS2010-10-13

Plan Statistics for GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN

401k plan membership statisitcs for GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN

Measure Date Value
2023: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01144
Total number of active participants reported on line 7a of the Form 55002023-01-0126
Number of retired or separated participants receiving benefits2023-01-01117
Number of other retired or separated participants entitled to future benefits2023-01-0122
Total of all active and inactive participants2023-01-01165
2022: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01141
Total number of active participants reported on line 7a of the Form 55002022-01-0142
Number of retired or separated participants receiving benefits2022-01-0196
Number of other retired or separated participants entitled to future benefits2022-01-016
Total of all active and inactive participants2022-01-01144
2021: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01153
Total number of active participants reported on line 7a of the Form 55002021-01-0148
Number of retired or separated participants receiving benefits2021-01-0193
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01141
2020: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01163
Total number of active participants reported on line 7a of the Form 55002020-01-0164
Number of retired or separated participants receiving benefits2020-01-0189
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01153
2019: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01162
Total number of active participants reported on line 7a of the Form 55002019-01-0183
Number of retired or separated participants receiving benefits2019-01-0180
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01163
2018: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01320
Total number of active participants reported on line 7a of the Form 55002018-01-0194
Number of retired or separated participants receiving benefits2018-01-0168
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01162
2017: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01327
Total number of active participants reported on line 7a of the Form 55002017-01-01188
Number of retired or separated participants receiving benefits2017-01-01132
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
2016: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01493
Total number of active participants reported on line 7a of the Form 55002016-01-01207
Number of retired or separated participants receiving benefits2016-01-01125
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01332
2015: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01402
Total number of active participants reported on line 7a of the Form 55002015-01-01300
Number of retired or separated participants receiving benefits2015-01-01193
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01493
2014: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01405
Total number of active participants reported on line 7a of the Form 55002014-01-01265
Number of retired or separated participants receiving benefits2014-01-01137
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01402
2013: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01407
Total number of active participants reported on line 7a of the Form 55002013-01-01283
Number of retired or separated participants receiving benefits2013-01-01122
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01405
2012: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01406
Total number of active participants reported on line 7a of the Form 55002012-01-01310
Number of retired or separated participants receiving benefits2012-01-0197
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01407
2011: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01414
Total number of active participants reported on line 7a of the Form 55002011-01-01320
Number of retired or separated participants receiving benefits2011-01-0186
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01406
2009: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01370
Total number of active participants reported on line 7a of the Form 55002009-01-01347
Number of retired or separated participants receiving benefits2009-01-0165
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01412

Financial Data on GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN

Measure Date Value
2023 : GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$2,748,858
Total unrealized appreciation/depreciation of assets2023-12-31$2,748,858
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$29,133
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$24,605
Total income from all sources (including contributions)2023-12-31$5,180,791
Total loss/gain on sale of assets2023-12-31$1,090,257
Total of all expenses incurred2023-12-31$1,495,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,318,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$353,788
Value of total assets at end of year2023-12-31$37,219,752
Value of total assets at beginning of year2023-12-31$33,530,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$177,177
Total interest from all sources2023-12-31$53,783
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$895,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$546,184
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$194,615
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$24,616
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$6,153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$29,133
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$24,605
Administrative expenses (other) incurred2023-12-31$29,615
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$3,685,043
Value of net assets at end of year (total assets less liabilities)2023-12-31$37,190,619
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$33,505,576
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
Investment advisory and management fees2023-12-31$89,545
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$21,629,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$18,519,338
Income. Interest from US Government securities2023-12-31$53,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$1,329,594
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$1,004,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$1,004,248
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$1,318,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$38,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$159,173
Employer contributions (assets) at beginning of year2023-12-31$1,631,494
Income. Dividends from common stock2023-12-31$349,200
Contract administrator fees2023-12-31$18,873
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$14,235,952
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$12,368,948
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
Aggregate proceeds on sale of assets2023-12-31$9,317,546
Aggregate carrying amount (costs) on sale of assets2023-12-31$8,227,289
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2023-12-31470900880
2022 : GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-7,523,217
Total unrealized appreciation/depreciation of assets2022-12-31$-7,523,217
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$24,605
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$55,299
Total income from all sources (including contributions)2022-12-31$-4,330,254
Total loss/gain on sale of assets2022-12-31$586,314
Total of all expenses incurred2022-12-31$1,376,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,199,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,945,603
Value of total assets at end of year2022-12-31$33,530,181
Value of total assets at beginning of year2022-12-31$39,267,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$177,791
Total interest from all sources2022-12-31$9,878
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$668,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$407,723
Administrative expenses professional fees incurred2022-12-31$71,331
Was this plan covered by a fidelity bond2022-12-31No
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$180,073
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$6,153
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$6,998
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$24,605
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$55,299
Administrative expenses (other) incurred2022-12-31$619
Total non interest bearing cash at beginning of year2022-12-31$76,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,707,079
Value of net assets at end of year (total assets less liabilities)2022-12-31$33,505,576
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$39,212,655
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
Investment advisory and management fees2022-12-31$85,540
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,519,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$23,209,249
Income. Interest from US Government securities2022-12-31$9,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,004,248
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,199,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-17,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,765,530
Employer contributions (assets) at end of year2022-12-31$1,631,494
Employer contributions (assets) at beginning of year2022-12-31$354,425
Income. Dividends from common stock2022-12-31$260,675
Contract administrator fees2022-12-31$20,301
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$12,368,948
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$15,621,055
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
Aggregate proceeds on sale of assets2022-12-31$3,371,178
Aggregate carrying amount (costs) on sale of assets2022-12-31$2,784,864
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2022-12-31470900880
2021 : GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,029,691
Total unrealized appreciation/depreciation of assets2021-12-31$2,029,691
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$55,299
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$49,176
Total income from all sources (including contributions)2021-12-31$5,139,310
Total loss/gain on sale of assets2021-12-31$2,099,119
Total of all expenses incurred2021-12-31$1,186,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,001,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$782,789
Value of total assets at end of year2021-12-31$39,267,955
Value of total assets at beginning of year2021-12-31$35,309,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$185,399
Total interest from all sources2021-12-31$80
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$551,044
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$384,972
Administrative expenses professional fees incurred2021-12-31$65,230
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$285,215
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$6,999
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$7,686
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$55,299
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$49,176
Administrative expenses (other) incurred2021-12-31$1,662
Total non interest bearing cash at end of year2021-12-31$76,227
Total non interest bearing cash at beginning of year2021-12-31$38,269
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$3,952,448
Value of net assets at end of year (total assets less liabilities)2021-12-31$39,212,656
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$35,260,208
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
Investment advisory and management fees2021-12-31$96,631
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$23,209,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,539,940
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$80
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,001,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-323,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$497,574
Employer contributions (assets) at end of year2021-12-31$354,425
Employer contributions (assets) at beginning of year2021-12-31$14,285
Income. Dividends from common stock2021-12-31$166,072
Contract administrator fees2021-12-31$21,876
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$15,621,055
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$13,709,204
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
Aggregate proceeds on sale of assets2021-12-31$7,810,607
Aggregate carrying amount (costs) on sale of assets2021-12-31$5,711,488
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SCHNEIDER DOWNS & CO. INC.
Accountancy firm EIN2021-12-31251408703
2020 : GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,432,176
Total unrealized appreciation/depreciation of assets2020-12-31$2,432,176
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$49,176
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,468
Total income from all sources (including contributions)2020-12-31$5,048,224
Total loss/gain on sale of assets2020-12-31$-95,815
Total of all expenses incurred2020-12-31$980,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$789,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$407,107
Value of total assets at end of year2020-12-31$35,309,384
Value of total assets at beginning of year2020-12-31$31,197,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$191,174
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$539,237
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$366,215
Administrative expenses professional fees incurred2020-12-31$66,093
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$242,174
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$7,686
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$6,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$49,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$4,468
Administrative expenses (other) incurred2020-12-31$2,083
Total non interest bearing cash at end of year2020-12-31$38,269
Total non interest bearing cash at beginning of year2020-12-31$21,098
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$4,067,591
Value of net assets at end of year (total assets less liabilities)2020-12-31$35,260,208
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,192,617
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
Investment advisory and management fees2020-12-31$102,646
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$21,539,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,811,224
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$789,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,765,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$164,933
Employer contributions (assets) at end of year2020-12-31$14,285
Employer contributions (assets) at beginning of year2020-12-31$12,687
Income. Dividends from common stock2020-12-31$173,022
Contract administrator fees2020-12-31$20,352
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$13,709,204
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$12,345,762
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
Aggregate proceeds on sale of assets2020-12-31$1,564,567
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,660,382
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2020-12-31251408703
2019 : GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,961,262
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,961,262
Total unrealized appreciation/depreciation of assets2019-12-31$2,961,262
Total unrealized appreciation/depreciation of assets2019-12-31$2,961,262
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,468
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,468
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,818,574
Total income from all sources (including contributions)2019-12-31$5,818,574
Total loss/gain on sale of assets2019-12-31$133,044
Total loss/gain on sale of assets2019-12-31$133,044
Total of all expenses incurred2019-12-31$990,584
Total of all expenses incurred2019-12-31$990,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$826,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$826,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$380,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$380,439
Value of total assets at end of year2019-12-31$31,197,085
Value of total assets at end of year2019-12-31$31,197,085
Value of total assets at beginning of year2019-12-31$26,364,627
Value of total assets at beginning of year2019-12-31$26,364,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$163,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$163,934
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$604,373
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$604,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$426,285
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$426,285
Administrative expenses professional fees incurred2019-12-31$86,940
Administrative expenses professional fees incurred2019-12-31$86,940
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$235,867
Contributions received from participants2019-12-31$235,867
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$6,314
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$6,314
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$6,991
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$6,991
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,468
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,468
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$989
Administrative expenses (other) incurred2019-12-31$989
Total non interest bearing cash at end of year2019-12-31$21,098
Total non interest bearing cash at end of year2019-12-31$21,098
Total non interest bearing cash at beginning of year2019-12-31$16,188
Total non interest bearing cash at beginning of year2019-12-31$16,188
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
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$4,827,990
Value of net income/loss2019-12-31$4,827,990
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,192,617
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,192,617
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,364,627
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,364,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$57,873
Investment advisory and management fees2019-12-31$57,873
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,811,224
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,811,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,742,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,742,846
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$826,650
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$826,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,739,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,739,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$144,572
Contributions received in cash from employer2019-12-31$144,572
Employer contributions (assets) at end of year2019-12-31$12,687
Employer contributions (assets) at end of year2019-12-31$12,687
Employer contributions (assets) at beginning of year2019-12-31$12,792
Employer contributions (assets) at beginning of year2019-12-31$12,792
Income. Dividends from common stock2019-12-31$178,088
Income. Dividends from common stock2019-12-31$178,088
Contract administrator fees2019-12-31$18,132
Contract administrator fees2019-12-31$18,132
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$12,345,762
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$12,345,762
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$9,585,810
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$9,585,810
Did the plan have assets held for investment2019-12-31Yes
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
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
Aggregate proceeds on sale of assets2019-12-31$817,528
Aggregate proceeds on sale of assets2019-12-31$817,528
Aggregate carrying amount (costs) on sale of assets2019-12-31$684,484
Aggregate carrying amount (costs) on sale of assets2019-12-31$684,484
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm name2019-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2019-12-31251408703
Accountancy firm EIN2019-12-31251408703
2018 : GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-236,605
Total unrealized appreciation/depreciation of assets2018-12-31$-236,605
Total transfer of assets from this plan2018-12-31$15,789,698
Total income from all sources (including contributions)2018-12-31$1,857,121
Total loss/gain on sale of assets2018-12-31$2,358,220
Total of all expenses incurred2018-12-31$1,548,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,384,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$684,164
Value of total assets at end of year2018-12-31$26,364,627
Value of total assets at beginning of year2018-12-31$41,845,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$164,554
Total interest from all sources2018-12-31$13,989
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$777,653
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$498,807
Administrative expenses professional fees incurred2018-12-31$49,579
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$385,544
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$6,991
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$7,915
Administrative expenses (other) incurred2018-12-31$1,972
Total non interest bearing cash at end of year2018-12-31$16,188
Total non interest bearing cash at beginning of year2018-12-31$88,653
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$308,473
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,364,627
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$41,845,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$83,567
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,742,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,896,052
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$13,989
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,384,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,740,300
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$298,620
Employer contributions (assets) at end of year2018-12-31$12,792
Employer contributions (assets) at beginning of year2018-12-31$18,738
Income. Dividends from common stock2018-12-31$278,846
Contract administrator fees2018-12-31$29,436
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$9,585,810
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$16,834,494
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
Aggregate proceeds on sale of assets2018-12-31$9,225,107
Aggregate carrying amount (costs) on sale of assets2018-12-31$6,866,887
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 name2018-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2018-12-31251408703
2017 : GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,954,918
Total unrealized appreciation/depreciation of assets2017-12-31$2,954,918
Total income from all sources (including contributions)2017-12-31$6,646,541
Total loss/gain on sale of assets2017-12-31$807,880
Total of all expenses incurred2017-12-31$1,726,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,505,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$766,668
Value of total assets at end of year2017-12-31$41,845,852
Value of total assets at beginning of year2017-12-31$36,925,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$220,995
Total interest from all sources2017-12-31$4,229
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$786,283
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$463,677
Administrative expenses professional fees incurred2017-12-31$85,973
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$436,767
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$7,915
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$6,399
Administrative expenses (other) incurred2017-12-31$1,786
Total non interest bearing cash at end of year2017-12-31$88,653
Total non interest bearing cash at beginning of year2017-12-31$50,177
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$4,920,440
Value of net assets at end of year (total assets less liabilities)2017-12-31$41,845,852
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$36,925,412
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$102,366
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$24,896,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,477,179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,229
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,505,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,326,563
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$329,901
Employer contributions (assets) at end of year2017-12-31$18,738
Employer contributions (assets) at beginning of year2017-12-31$19,366
Income. Dividends from common stock2017-12-31$322,606
Contract administrator fees2017-12-31$30,870
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$16,834,494
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$14,372,291
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$7,625,705
Aggregate carrying amount (costs) on sale of assets2017-12-31$6,817,825
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 name2017-12-31SCHNEIDER DOWNS & CO., INC
Accountancy firm EIN2017-12-31251408703
2016 : GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$977,604
Total unrealized appreciation/depreciation of assets2016-12-31$977,604
Total income from all sources (including contributions)2016-12-31$3,106,004
Total loss/gain on sale of assets2016-12-31$317,022
Total of all expenses incurred2016-12-31$1,567,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,400,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$735,551
Value of total assets at end of year2016-12-31$36,925,412
Value of total assets at beginning of year2016-12-31$35,387,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$167,637
Total interest from all sources2016-12-31$633
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$727,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$456,644
Administrative expenses professional fees incurred2016-12-31$47,866
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$396,536
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$6,399
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$5,152
Administrative expenses (other) incurred2016-12-31$734
Total non interest bearing cash at end of year2016-12-31$50,177
Total non interest bearing cash at beginning of year2016-12-31$459,468
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$1,538,156
Value of net assets at end of year (total assets less liabilities)2016-12-31$36,925,412
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,387,256
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$93,165
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,477,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,514,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$633
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,400,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$348,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$339,015
Employer contributions (assets) at end of year2016-12-31$19,366
Employer contributions (assets) at beginning of year2016-12-31$31,683
Income. Dividends from common stock2016-12-31$270,373
Contract administrator fees2016-12-31$25,872
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$14,372,291
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$13,376,300
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$4,737,383
Aggregate carrying amount (costs) on sale of assets2016-12-31$4,420,361
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 name2016-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2016-12-31251408703
2015 : GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$352,349
Total unrealized appreciation/depreciation of assets2015-12-31$352,349
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$14,840
Total income from all sources (including contributions)2015-12-31$1,635,141
Total loss/gain on sale of assets2015-12-31$706,895
Total of all expenses incurred2015-12-31$1,213,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,035,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$881,827
Value of total assets at end of year2015-12-31$35,387,256
Value of total assets at beginning of year2015-12-31$34,980,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$178,220
Total interest from all sources2015-12-31$168
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$687,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$428,062
Administrative expenses professional fees incurred2015-12-31$64,226
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$296,342
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$5,152
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5,152
Other income not declared elsewhere2015-12-31$-663,815
Administrative expenses (other) incurred2015-12-31$762
Total non interest bearing cash at end of year2015-12-31$459,468
Total non interest bearing cash at beginning of year2015-12-31$249,268
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$421,892
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,387,256
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,965,364
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$89,520
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$21,514,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,940,897
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$168
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,035,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-330,017
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$585,485
Employer contributions (assets) at end of year2015-12-31$31,683
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from common stock2015-12-31$259,672
Contract administrator fees2015-12-31$23,712
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$13,376,300
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$13,784,887
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$14,840
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$3,596,365
Aggregate carrying amount (costs) on sale of assets2015-12-31$2,889,470
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 name2015-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2015-12-31251408703
2014 : GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,184,538
Total unrealized appreciation/depreciation of assets2014-12-31$1,184,538
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,840
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$3,168,073
Total loss/gain on sale of assets2014-12-31$95,502
Total of all expenses incurred2014-12-31$880,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$737,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$822,192
Value of total assets at end of year2014-12-31$34,980,204
Value of total assets at beginning of year2014-12-31$32,692,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$142,937
Total interest from all sources2014-12-31$189
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$666,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$439,029
Administrative expenses professional fees incurred2014-12-31$55,545
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$243,765
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5,152
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$4,658
Other income not declared elsewhere2014-12-31$24,426
Administrative expenses (other) incurred2014-12-31$978
Total non interest bearing cash at end of year2014-12-31$249,268
Total non interest bearing cash at beginning of year2014-12-31$92,183
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$2,287,814
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,980,204
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,692,390
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$86,414
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$20,940,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,798,367
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$189
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$737,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$374,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$578,427
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$12,644
Income. Dividends from common stock2014-12-31$227,914
Contract administrator fees2014-12-31$13,896
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$13,784,887
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$12,784,538
Liabilities. Value of benefit claims payable at end of year2014-12-31$14,840
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$3,541,035
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,445,533
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 name2014-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2014-12-31251408703
2013 : GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,973,246
Total unrealized appreciation/depreciation of assets2013-12-31$2,973,246
Total income from all sources (including contributions)2013-12-31$6,242,907
Total loss/gain on sale of assets2013-12-31$9,184
Total of all expenses incurred2013-12-31$834,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$681,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,903,971
Value of total assets at end of year2013-12-31$32,692,390
Value of total assets at beginning of year2013-12-31$27,283,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$152,549
Total interest from all sources2013-12-31$139
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$571,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$373,489
Administrative expenses professional fees incurred2013-12-31$75,295
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$216,009
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$4,658
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,659
Other income not declared elsewhere2013-12-31$21,045
Administrative expenses (other) incurred2013-12-31$1,463
Total non interest bearing cash at end of year2013-12-31$92,183
Total non interest bearing cash at beginning of year2013-12-31$38,416
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$5,408,772
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,692,390
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$27,283,618
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$75,791
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,798,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,128,068
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$139
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$681,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$763,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,687,962
Employer contributions (assets) at end of year2013-12-31$12,644
Employer contributions (assets) at beginning of year2013-12-31$12,369
Income. Dividends from common stock2013-12-31$197,883
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$12,784,538
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$9,101,106
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$2,721,755
Aggregate carrying amount (costs) on sale of assets2013-12-31$2,712,571
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 name2013-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2013-12-31251408703
2012 : GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,076,595
Total unrealized appreciation/depreciation of assets2012-12-31$1,076,595
Total income from all sources (including contributions)2012-12-31$6,263,739
Total loss/gain on sale of assets2012-12-31$62,081
Total of all expenses incurred2012-12-31$659,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$529,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,581,915
Value of total assets at end of year2012-12-31$27,283,618
Value of total assets at beginning of year2012-12-31$21,679,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$129,871
Total interest from all sources2012-12-31$117
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$624,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$441,138
Administrative expenses professional fees incurred2012-12-31$36,636
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$189,029
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,659
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,659
Other income not declared elsewhere2012-12-31$7,323
Administrative expenses (other) incurred2012-12-31$6,269
Total non interest bearing cash at end of year2012-12-31$38,416
Total non interest bearing cash at beginning of year2012-12-31$35,962
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$5,604,325
Value of net assets at end of year (total assets less liabilities)2012-12-31$27,283,618
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,679,293
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$86,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$18,128,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,808,445
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$117
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$529,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$911,311
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$3,392,886
Employer contributions (assets) at end of year2012-12-31$12,369
Employer contributions (assets) at beginning of year2012-12-31$16,639
Income. Dividends from common stock2012-12-31$183,259
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$9,101,106
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$7,814,588
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$5,898,485
Aggregate carrying amount (costs) on sale of assets2012-12-31$5,836,404
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 name2012-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2012-12-31251408703
2011 : GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$69,626
Total unrealized appreciation/depreciation of assets2011-12-31$69,626
Total income from all sources (including contributions)2011-12-31$2,008,048
Total loss/gain on sale of assets2011-12-31$8,567
Total of all expenses incurred2011-12-31$753,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$587,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,467,816
Value of total assets at end of year2011-12-31$21,679,293
Value of total assets at beginning of year2011-12-31$20,424,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$166,325
Total interest from all sources2011-12-31$17
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$589,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$446,663
Administrative expenses professional fees incurred2011-12-31$36,701
Was this plan covered by a fidelity bond2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$171,766
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,659
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,659
Other income not declared elsewhere2011-12-31$10,129
Administrative expenses (other) incurred2011-12-31$6,041
Total non interest bearing cash at end of year2011-12-31$35,962
Total non interest bearing cash at beginning of year2011-12-31$19,625
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$1,254,464
Value of net assets at end of year (total assets less liabilities)2011-12-31$21,679,293
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,424,829
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$123,583
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,808,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,250,218
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$17
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$587,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-137,735
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$1,296,050
Employer contributions (assets) at end of year2011-12-31$16,639
Employer contributions (assets) at beginning of year2011-12-31$16,139
Income. Dividends from common stock2011-12-31$142,965
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$7,814,588
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$7,135,188
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$2,648,535
Aggregate carrying amount (costs) on sale of assets2011-12-31$2,639,968
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 name2011-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2011-12-31251408703
2010 : GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$618,738
Total unrealized appreciation/depreciation of assets2010-12-31$618,738
Total income from all sources (including contributions)2010-12-31$3,683,558
Total loss/gain on sale of assets2010-12-31$-24,858
Total of all expenses incurred2010-12-31$574,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$476,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,759,632
Value of total assets at end of year2010-12-31$20,424,829
Value of total assets at beginning of year2010-12-31$17,315,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$98,031
Total interest from all sources2010-12-31$101
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$96,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$11,326
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$151,315
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,659
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$8,269
Other income not declared elsewhere2010-12-31$378,573
Administrative expenses (other) incurred2010-12-31$3,309
Total non interest bearing cash at end of year2010-12-31$19,625
Total non interest bearing cash at beginning of year2010-12-31$32,458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,108,845
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,424,829
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,315,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$83,396
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,250,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,609,506
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$101
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$476,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$854,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,608,317
Employer contributions (assets) at end of year2010-12-31$16,139
Employer contributions (assets) at beginning of year2010-12-31$32,917
Income. Dividends from common stock2010-12-31$96,405
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$7,135,188
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$4,632,834
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$4,210,482
Aggregate carrying amount (costs) on sale of assets2010-12-31$4,235,340
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 name2010-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2010-12-31251408703

Form 5500 Responses for GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN

2023: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2022: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2021: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number130508
Policy instance 1
Insurance contract or identification number130508
Number of Individuals Covered151
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $511,397
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number130508
Policy instance 1
Insurance contract or identification number130508
Number of Individuals Covered131
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $490,425
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number130508
Policy instance 1
Insurance contract or identification number130508
Number of Individuals Covered119
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $162,116
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number130508
Policy instance 1
Insurance contract or identification number130508
Number of Individuals Covered105
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $177,714
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number130508
Policy instance 1
Insurance contract or identification number130508
Number of Individuals Covered89
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $138,120
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number130508
Policy instance 1
Insurance contract or identification number130508
Number of Individuals Covered194
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
Welfare Benefit Premiums Paid to CarrierUSD $282,283
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number130508
Policy instance 1
Insurance contract or identification number130508
Number of Individuals Covered320
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
Welfare Benefit Premiums Paid to CarrierUSD $290,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1