401k Plan data: EVONIK PENSION PLAN FOR SEIU F&O UNION EMPLOYEES plan

EVONIK PENSION PLAN FOR SEIU F&O UNION EMPLOYEES 401k Plan overview

Plan Name	EVONIK PENSION PLAN FOR SEIU F&O UNION EMPLOYEES
Plan identification number	019

EVONIK PENSION PLAN FOR SEIU F&O UNION EMPLOYEES Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EVONIK CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: EVONIK CORPORATION

Employer identification number (EIN): 630673043

NAIC Classification: 325100

Additional information about EVONIK CORPORATION

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services

Incorporation Date:

Company Identification Number: 0100056320

More information about EVONIK CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVONIK PENSION PLAN FOR SEIU F&O UNION EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
019 2016-01-01 RANDY CHERKIS
019 2015-01-01 RANDY CHERKIS
019 2014-01-01 RANDY CHERKIS
019 2013-01-01 RANDY CHERKIS

Plan id#	Filing Submission Date	Name of Administrator
019	2016-01-01	RANDY CHERKIS
019	2015-01-01	RANDY CHERKIS
019	2014-01-01	RANDY CHERKIS
019	2013-01-01	RANDY CHERKIS

Plan Statistics for EVONIK PENSION PLAN FOR SEIU F&O UNION EMPLOYEES

401k plan membership statisitcs for EVONIK PENSION PLAN FOR SEIU F&O UNION EMPLOYEES

Measure Date Value
2016: EVONIK PENSION PLAN FOR SEIU F&O UNION EMPLOYEES 2016 401k membership
Market value of plan assets 2016-12-31 1,355,464
Acturial value of plan assets 2016-12-31 1,308,583
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 545,270
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 224,334
Active participant vested funding target 2016-12-31 423,438
Number of active participants 2016-12-31 4
Total funding liabilities for active participants 2016-12-31 424,983
Total participant count 2016-12-31 10
Total funding target for all participants 2016-12-31 1,194,587
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 134,988
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 143,641
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 0
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 89,578
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: EVONIK PENSION PLAN FOR SEIU F&O UNION EMPLOYEES 2015 401k membership
Total participants, beginning-of-year 2015-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EVONIK PENSION PLAN FOR SEIU F&O UNION EMPLOYEES 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 4
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: EVONIK PENSION PLAN FOR SEIU F&O UNION EMPLOYEES 2013 401k membership
Total participants, beginning-of-year 2013-01-01 361
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2016: EVONIK PENSION PLAN FOR SEIU F&O UNION EMPLOYEES 2016 401k membership
Market value of plan assets	2016-12-31	1,355,464
Acturial value of plan assets	2016-12-31	1,308,583
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	545,270
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	224,334
Active participant vested funding target	2016-12-31	423,438
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	424,983
Total participant count	2016-12-31	10
Total funding target for all participants	2016-12-31	1,194,587
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	134,988
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	143,641
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	89,578
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: EVONIK PENSION PLAN FOR SEIU F&O UNION EMPLOYEES 2015 401k membership
Total participants, beginning-of-year	2015-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EVONIK PENSION PLAN FOR SEIU F&O UNION EMPLOYEES 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	4
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: EVONIK PENSION PLAN FOR SEIU F&O UNION EMPLOYEES 2013 401k membership
Total participants, beginning-of-year	2013-01-01	361
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on EVONIK PENSION PLAN FOR SEIU F&O UNION EMPLOYEES

Measure	Date	Value
2016 : EVONIK PENSION PLAN FOR SEIU F&O UNION EMPLOYEES 2016 401k financial data
Transfers to/from the plan	2016-12-31	$-1,319,626
Total income from all sources	2016-12-31	$231,598
Expenses. Total of all expenses incurred	2016-12-31	$124,232
Benefits paid (including direct rollovers)	2016-12-31	$58,456
Total plan assets at end of year	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$1,212,260
Value of fidelity bond covering the plan	2016-12-31	$500,000
Other income received	2016-12-31	$81,598
Net income (gross income less expenses)	2016-12-31	$107,366
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,212,260
Total contributions received or receivable from employer(s)	2016-12-31	$150,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$65,776
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : EVONIK PENSION PLAN FOR SEIU F&O UNION EMPLOYEES 2015 401k financial data
Total income from all sources	2015-12-31	$88,836
Expenses. Total of all expenses incurred	2015-12-31	$98,994
Benefits paid (including direct rollovers)	2015-12-31	$50,076
Total plan assets at end of year	2015-12-31	$1,212,260
Total plan assets at beginning of year	2015-12-31	$1,222,418
Value of fidelity bond covering the plan	2015-12-31	$500,000
Other income received	2015-12-31	$77,590
Net income (gross income less expenses)	2015-12-31	$-10,158
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,212,260
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,222,418
Total contributions received or receivable from employer(s)	2015-12-31	$11,246
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$48,918
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : EVONIK PENSION PLAN FOR SEIU F&O UNION EMPLOYEES 2014 401k financial data
Transfers to/from the plan	2014-12-31	$-37,684
Total income from all sources	2014-12-31	$609,031
Expenses. Total of all expenses incurred	2014-12-31	$135,871
Benefits paid (including direct rollovers)	2014-12-31	$135,871
Total plan assets at end of year	2014-12-31	$1,222,418
Total plan assets at beginning of year	2014-12-31	$786,942
Value of fidelity bond covering the plan	2014-12-31	$500,000
Other income received	2014-12-31	$441,089
Net income (gross income less expenses)	2014-12-31	$473,160
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,222,418
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$786,942
Total contributions received or receivable from employer(s)	2014-12-31	$167,942
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : EVONIK PENSION PLAN FOR SEIU F&O UNION EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$30,651,923
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$9,342
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,035,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,035,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$696,826
Value of total assets at end of year	2013-12-31	$786,942
Value of total assets at beginning of year	2013-12-31	$33,464,524
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-2,025,659
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$786,942
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$33,464,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in master investment trust accounts at end of year	2013-12-31	$428,942
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$32,964,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$696,826
Employer contributions (assets) at end of year	2013-12-31	$358,000
Employer contributions (assets) at beginning of year	2013-12-31	$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,035,001
Did the plan have assets held for investment	2013-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SOBEL & CO., LLC CPAS
Accountancy firm EIN	2013-12-31	221430039

Form 5500 Responses for EVONIK PENSION PLAN FOR SEIU F&O UNION EMPLOYEES

2016: EVONIK PENSION PLAN FOR SEIU F&O UNION EMPLOYEES 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EVONIK PENSION PLAN FOR SEIU F&O UNION EMPLOYEES 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EVONIK PENSION PLAN FOR SEIU F&O UNION EMPLOYEES 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EVONIK PENSION PLAN FOR SEIU F&O UNION EMPLOYEES 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EVONIK CORPORATION
Employer identification number (EIN):	630673043
NAIC Classification:	325100

Jurisdiction of Incorporation:	New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number:	0100056320