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TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameTECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN
Plan identification number 001

TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TECO-WESTINGHOUSE MOTOR COMPANY has sponsored the creation of one or more 401k plans.

Company Name:TECO-WESTINGHOUSE MOTOR COMPANY
Employer identification number (EIN):742482708
NAIC Classification:335900

Additional information about TECO-WESTINGHOUSE MOTOR COMPANY

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1988-01-27
Company Identification Number: 0007540506
Legal Registered Office Address: 5100 N INTERSTATE 35 STE A

ROUND ROCK
United States of America (USA)
78681

More information about TECO-WESTINGHOUSE MOTOR COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JODI TREHAN
0012016-01-01RICK SPANSEL
0012015-01-01LORI SCHRAYER
0012015-01-01
0012014-01-01LORI SCHRAYER
0012013-01-01LORI SCHRAYER
0012012-01-01JOSIE HERNANDEZ
0012011-01-01JOSIE HERNANDEZ
0012010-01-01JOSIE HERNANDEZ
0012009-01-01JOSIE HERNANDEZ

Plan Statistics for TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01335
Total number of active participants reported on line 7a of the Form 55002022-01-01252
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0199
Total of all active and inactive participants2022-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01358
Number of participants with account balances2022-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01359
Total number of active participants reported on line 7a of the Form 55002021-01-01237
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0193
Total of all active and inactive participants2021-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01335
Number of participants with account balances2021-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01402
Total number of active participants reported on line 7a of the Form 55002020-01-01242
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01117
Total of all active and inactive participants2020-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01359
Number of participants with account balances2020-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01381
Total number of active participants reported on line 7a of the Form 55002019-01-01314
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0187
Total of all active and inactive participants2019-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01402
Number of participants with account balances2019-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01378
Total number of active participants reported on line 7a of the Form 55002018-01-01308
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0172
Total of all active and inactive participants2018-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01381
Number of participants with account balances2018-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01377
Total number of active participants reported on line 7a of the Form 55002017-01-01303
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0170
Total of all active and inactive participants2017-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01378
Number of participants with account balances2017-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01421
Total number of active participants reported on line 7a of the Form 55002016-01-01301
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0173
Total of all active and inactive participants2016-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01377
Number of participants with account balances2016-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01430
Total number of active participants reported on line 7a of the Form 55002015-01-01337
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0180
Total of all active and inactive participants2015-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01421
Number of participants with account balances2015-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01430
Total number of active participants reported on line 7a of the Form 55002014-01-01352
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0173
Total of all active and inactive participants2014-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01430
Number of participants with account balances2014-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01426
Total number of active participants reported on line 7a of the Form 55002013-01-01359
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0165
Total of all active and inactive participants2013-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01430
Number of participants with account balances2013-01-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01404
Total number of active participants reported on line 7a of the Form 55002012-01-01351
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-0168
Total of all active and inactive participants2012-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01426
Number of participants with account balances2012-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01398
Total number of active participants reported on line 7a of the Form 55002011-01-01329
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-0167
Total of all active and inactive participants2011-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01404
Number of participants with account balances2011-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01432
Total number of active participants reported on line 7a of the Form 55002010-01-01328
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0165
Total of all active and inactive participants2010-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-01398
Number of participants with account balances2010-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01466
Total number of active participants reported on line 7a of the Form 55002009-01-01335
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0194
Total of all active and inactive participants2009-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01432
Number of participants with account balances2009-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN

Measure Date Value
2022 : TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-101,355
Total unrealized appreciation/depreciation of assets2022-12-31$-101,355
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$565
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,124
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,890,293
Total loss/gain on sale of assets2022-12-31$1,646
Total of all expenses incurred2022-12-31$2,509,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,418,431
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,108,536
Value of total assets at end of year2022-12-31$41,754,024
Value of total assets at beginning of year2022-12-31$49,156,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$91,054
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$45,046
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$820,903
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$820,461
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$5,588
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,428,695
Participant contributions at end of year2022-12-31$921,969
Participant contributions at beginning of year2022-12-31$970,562
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$60,320
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$4,122
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$95
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$95
Other income not declared elsewhere2022-12-31$1,745
Administrative expenses (other) incurred2022-12-31$91,054
Liabilities. Value of operating payables at end of year2022-12-31$470
Liabilities. Value of operating payables at beginning of year2022-12-31$583
Total non interest bearing cash at end of year2022-12-31$470
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-7,399,778
Value of net assets at end of year (total assets less liabilities)2022-12-31$41,753,459
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$49,153,237
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$32,979,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$40,506,863
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$44,851
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$7,431,075
Value of interest in common/collective trusts at beginning of year2022-12-31$6,960,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$13,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$31,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$31,031
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$195
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$190,918
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,595,516
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-171,298
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31Yes
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$619,521
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,418,431
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$401,579
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$492,441
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,446
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$32,914
Aggregate carrying amount (costs) on sale of assets2022-12-31$31,268
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ARMANINO LLP
Accountancy firm EIN2022-12-31946214841
2021 : TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-1,661
Total unrealized appreciation/depreciation of assets2021-12-31$-1,661
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,124
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$42,948
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,509,452
Total loss/gain on sale of assets2021-12-31$2,182
Total of all expenses incurred2021-12-31$7,240,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,138,381
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,064,816
Value of total assets at end of year2021-12-31$49,156,361
Value of total assets at beginning of year2021-12-31$48,926,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$101,742
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$50,839
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$923,871
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$923,523
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,455,088
Participant contributions at end of year2021-12-31$970,562
Participant contributions at beginning of year2021-12-31$949,217
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$57,813
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,238
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$4,122
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$47,643
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$95
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$95
Other income not declared elsewhere2021-12-31$27,011
Administrative expenses (other) incurred2021-12-31$101,742
Liabilities. Value of operating payables at end of year2021-12-31$583
Liabilities. Value of operating payables at beginning of year2021-12-31$295
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$269,329
Value of net assets at end of year (total assets less liabilities)2021-12-31$49,153,237
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$48,883,908
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$40,506,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$38,768,118
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$50,837
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$6,960,424
Value of interest in common/collective trusts at beginning of year2021-12-31$6,667,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$31,031
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,980
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$190,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,126,799
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,091,596
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$350,798
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$607,490
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$23,382
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,138,381
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$492,441
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$282,560
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,446
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$42,558
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$98,157
Aggregate carrying amount (costs) on sale of assets2021-12-31$95,975
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ARMANINO LLP
Accountancy firm EIN2021-12-31946214841
2020 : TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,021
Total unrealized appreciation/depreciation of assets2020-12-31$1,021
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$42,948
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,132,373
Total loss/gain on sale of assets2020-12-31$8,569
Total of all expenses incurred2020-12-31$7,435,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,306,788
Expenses. Certain deemed distributions of participant loans2020-12-31$1,140
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,512,575
Value of total assets at end of year2020-12-31$48,926,856
Value of total assets at beginning of year2020-12-31$49,186,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$127,238
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$55,729
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$740,193
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$739,904
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,729,431
Participant contributions at end of year2020-12-31$949,217
Participant contributions at beginning of year2020-12-31$1,152,749
Participant contributions at end of year2020-12-31$57,813
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$325,730
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$47,643
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$95
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$-98,655
Administrative expenses (other) incurred2020-12-31$127,238
Liabilities. Value of operating payables at end of year2020-12-31$295
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$-302,793
Value of net assets at end of year (total assets less liabilities)2020-12-31$48,883,908
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$49,186,701
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$38,768,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$40,921,829
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$55,434
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$6,667,344
Value of interest in common/collective trusts at beginning of year2020-12-31$2,873,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,980
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$295
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,126,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,913,231
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,787,261
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$125,680
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$783,144
Employer contributions (assets) at end of year2020-12-31$23,382
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,306,788
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$282,560
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$42,558
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$80,244
Aggregate carrying amount (costs) on sale of assets2020-12-31$71,675
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HOLTZMAN PARTNERS LLP
Accountancy firm EIN2020-12-31743121060
2019 : TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$41,128
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$41,128
Total unrealized appreciation/depreciation of assets2019-12-31$41,128
Total unrealized appreciation/depreciation of assets2019-12-31$41,128
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total 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$10,529,884
Total income from all sources (including contributions)2019-12-31$10,529,884
Total loss/gain on sale of assets2019-12-31$-18
Total loss/gain on sale of assets2019-12-31$-18
Total of all expenses incurred2019-12-31$4,707,071
Total of all expenses incurred2019-12-31$4,707,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,575,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,575,554
Expenses. Certain deemed distributions of participant loans2019-12-31$6,337
Expenses. Certain deemed distributions of participant loans2019-12-31$6,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,879,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,879,330
Value of total assets at end of year2019-12-31$49,186,701
Value of total assets at end of year2019-12-31$49,186,701
Value of total assets at beginning of year2019-12-31$43,363,888
Value of total assets at beginning of year2019-12-31$43,363,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$125,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$125,180
Total interest from all sources2019-12-31$62,900
Total interest from all sources2019-12-31$62,900
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$890,651
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$890,651
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$890,379
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$890,379
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$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,968,963
Participant contributions at end of year2019-12-31$1,152,749
Participant contributions at end of year2019-12-31$1,152,749
Participant contributions at beginning of year2019-12-31$1,293,290
Participant contributions at beginning of year2019-12-31$1,293,290
Assets. Other investments not covered elsewhere at end of year2019-12-31$325,730
Assets. Other investments not covered elsewhere at end of year2019-12-31$325,730
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$305,102
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$305,102
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$47,852
Other income not declared elsewhere2019-12-31$-1,960
Other income not declared elsewhere2019-12-31$-1,960
Administrative expenses (other) incurred2019-12-31$125,180
Administrative expenses (other) incurred2019-12-31$125,180
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$5,822,813
Value of net income/loss2019-12-31$5,822,813
Value of net assets at end of year (total assets less liabilities)2019-12-31$49,186,701
Value of net assets at end of year (total assets less liabilities)2019-12-31$49,186,701
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,363,888
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,363,888
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$40,921,829
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$40,921,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$34,400,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$34,400,934
Interest on participant loans2019-12-31$62,900
Interest on participant loans2019-12-31$62,900
Value of interest in common/collective trusts at end of year2019-12-31$2,873,162
Value of interest in common/collective trusts at end of year2019-12-31$2,873,162
Value of interest in common/collective trusts at beginning of year2019-12-31$2,080,818
Value of interest in common/collective trusts at beginning of year2019-12-31$2,080,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,913,231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,913,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,283,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,283,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,534,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,534,118
Net investment gain or loss from common/collective trusts2019-12-31$123,735
Net investment gain or loss from common/collective trusts2019-12-31$123,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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$862,515
Contributions received in cash from employer2019-12-31$862,515
Income. Dividends from common stock2019-12-31$272
Income. Dividends from common stock2019-12-31$272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,575,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,575,554
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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
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$24,567
Aggregate proceeds on sale of assets2019-12-31$24,567
Aggregate carrying amount (costs) on sale of assets2019-12-31$24,585
Aggregate carrying amount (costs) on sale of assets2019-12-31$24,585
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 name2019-12-31HOLTZMAN PARTNERS LLP
Accountancy firm name2019-12-31HOLTZMAN PARTNERS LLP
Accountancy firm EIN2019-12-31743121060
Accountancy firm EIN2019-12-31743121060
2018 : TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,533,585
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,836,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,725,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,591,443
Value of total assets at end of year2018-12-31$43,363,888
Value of total assets at beginning of year2018-12-31$45,666,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$110,440
Total interest from all sources2018-12-31$136,257
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,158,972
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$1,158,972
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,808,863
Participant contributions at end of year2018-12-31$1,293,290
Participant contributions at beginning of year2018-12-31$1,353,395
Assets. Other investments not covered elsewhere at end of year2018-12-31$305,102
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$729,507
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,076
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,686
Other income not declared elsewhere2018-12-31$68,976
Administrative expenses (other) incurred2018-12-31$110,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,302,457
Value of net assets at end of year (total assets less liabilities)2018-12-31$43,363,888
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$45,666,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$34,400,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$36,009,684
Value of interest in pooled separate accounts at beginning of year2018-12-31$42,720
Interest on participant loans2018-12-31$64,231
Interest earned on other investments2018-12-31$72,026
Value of interest in common/collective trusts at end of year2018-12-31$2,080,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,283,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,529,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,442,804
Net investment gain/loss from pooled separate accounts2018-12-31$80
Net investment gain or loss from common/collective trusts2018-12-31$20,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$780,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,725,602
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MAXWELL, LOCKE & RITTER, LLP
Accountancy firm EIN2018-12-31742900215
2017 : TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$8,219,373
Total of all expenses incurred2017-12-31$6,863,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,820,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,901,893
Value of total assets at end of year2017-12-31$45,666,345
Value of total assets at beginning of year2017-12-31$44,310,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$43,223
Total interest from all sources2017-12-31$186,884
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$731,806
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$731,806
Administrative expenses professional fees incurred2017-12-31$17,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,746,748
Participant contributions at end of year2017-12-31$1,353,395
Participant contributions at beginning of year2017-12-31$1,183,963
Assets. Other investments not covered elsewhere at end of year2017-12-31$729,507
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$540,205
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$411,724
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,686
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$682
Other income not declared elsewhere2017-12-31$179,058
Administrative expenses (other) incurred2017-12-31$11,124
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$1,355,913
Value of net assets at end of year (total assets less liabilities)2017-12-31$45,666,345
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$44,310,432
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$14,599
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$36,009,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$33,373,143
Value of interest in pooled separate accounts at end of year2017-12-31$42,720
Value of interest in pooled separate accounts at beginning of year2017-12-31$56,266
Interest on participant loans2017-12-31$54,764
Interest earned on other investments2017-12-31$132,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,529,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$9,156,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,633,247
Net investment gain/loss from pooled separate accounts2017-12-31$1,586,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$743,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,820,237
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAXWELL, LOCKE & RITTER LLP
Accountancy firm EIN2017-12-31742900215
2016 : TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$5,650,376
Total of all expenses incurred2016-12-31$4,321,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,277,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,726,595
Value of total assets at end of year2016-12-31$44,310,432
Value of total assets at beginning of year2016-12-31$42,981,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$43,380
Total interest from all sources2016-12-31$186,672
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$520,582
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$520,582
Administrative expenses professional fees incurred2016-12-31$33,500
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,866,681
Participant contributions at end of year2016-12-31$1,183,963
Participant contributions at beginning of year2016-12-31$1,338,347
Assets. Other investments not covered elsewhere at end of year2016-12-31$540,205
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$502,934
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$62,241
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$682
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$603
Other income not declared elsewhere2016-12-31$72,555
Administrative expenses (other) incurred2016-12-31$9,880
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$1,329,288
Value of net assets at end of year (total assets less liabilities)2016-12-31$44,310,432
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$42,981,144
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$33,373,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$32,139,205
Value of interest in pooled separate accounts at end of year2016-12-31$56,266
Value of interest in pooled separate accounts at beginning of year2016-12-31$55,966
Interest on participant loans2016-12-31$50,125
Interest earned on other investments2016-12-31$136,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$9,156,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,944,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,143,304
Net investment gain/loss from pooled separate accounts2016-12-31$668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$797,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,277,708
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAWELL, LOCKE & RITTER LLP
Accountancy firm EIN2016-12-31742900215
2015 : TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$3,816,147
Total of all expenses incurred2015-12-31$4,832,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,812,472
Expenses. Certain deemed distributions of participant loans2015-12-31$7,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,173,061
Value of total assets at end of year2015-12-31$42,981,144
Value of total assets at beginning of year2015-12-31$43,997,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,415
Total interest from all sources2015-12-31$172,461
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$835,536
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$835,536
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,191,527
Participant contributions at end of year2015-12-31$1,338,347
Participant contributions at beginning of year2015-12-31$1,257,359
Assets. Other investments not covered elsewhere at end of year2015-12-31$502,934
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$263,180
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$33,905
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$603
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$474
Other income not declared elsewhere2015-12-31$-31,487
Administrative expenses (other) incurred2015-12-31$12,415
Total non interest bearing cash at beginning of year2015-12-31$29,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,016,044
Value of net assets at end of year (total assets less liabilities)2015-12-31$42,981,144
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$43,997,188
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$32,139,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$33,414,324
Value of interest in pooled separate accounts at end of year2015-12-31$55,966
Value of interest in pooled separate accounts at beginning of year2015-12-31$56,265
Interest on participant loans2015-12-31$51,240
Interest earned on other investments2015-12-31$121,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,944,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$8,975,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-334,068
Net investment gain/loss from pooled separate accounts2015-12-31$644
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$947,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,812,472
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MAXWELL, LOCKE & RITTER LLP
Accountancy firm EIN2015-12-31742900215
2014 : TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$5,263,057
Total of all expenses incurred2014-12-31$4,025,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,002,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,447,540
Value of total assets at end of year2014-12-31$43,997,188
Value of total assets at beginning of year2014-12-31$42,759,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,587
Total interest from all sources2014-12-31$164,568
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$727,167
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$727,167
Administrative expenses professional fees incurred2014-12-31$16,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,217,584
Participant contributions at end of year2014-12-31$1,257,359
Participant contributions at beginning of year2014-12-31$1,097,882
Assets. Other investments not covered elsewhere at end of year2014-12-31$263,180
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$559,259
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$279,269
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$474
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$179
Other income not declared elsewhere2014-12-31$58,721
Administrative expenses (other) incurred2014-12-31$7,587
Total non interest bearing cash at end of year2014-12-31$29,724
Total non interest bearing cash at beginning of year2014-12-31$20,566
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$1,237,293
Value of net assets at end of year (total assets less liabilities)2014-12-31$43,997,188
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$42,759,895
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$33,414,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$32,691,460
Value of interest in pooled separate accounts at end of year2014-12-31$56,265
Value of interest in pooled separate accounts at beginning of year2014-12-31$56,172
Interest on participant loans2014-12-31$47,168
Interest earned on other investments2014-12-31$117,400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,975,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,334,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$864,388
Net investment gain/loss from pooled separate accounts2014-12-31$673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$950,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,002,177
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MAXWELL, LOCKE & RITTER LLP
Accountancy firm EIN2014-12-31742900215
2013 : TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$8,059,318
Total of all expenses incurred2013-12-31$4,182,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,158,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,165,420
Value of total assets at end of year2013-12-31$42,759,895
Value of total assets at beginning of year2013-12-31$38,883,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$24,340
Total interest from all sources2013-12-31$192,884
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$532,197
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$532,197
Administrative expenses professional fees incurred2013-12-31$15,500
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,178,658
Participant contributions at end of year2013-12-31$1,097,882
Participant contributions at beginning of year2013-12-31$956,476
Assets. Other investments not covered elsewhere at end of year2013-12-31$559,259
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$338,960
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$37,070
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$179
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$77
Other income not declared elsewhere2013-12-31$108,089
Administrative expenses (other) incurred2013-12-31$8,840
Total non interest bearing cash at end of year2013-12-31$20,566
Total non interest bearing cash at beginning of year2013-12-31$74,543
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$3,876,407
Value of net assets at end of year (total assets less liabilities)2013-12-31$42,759,895
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$38,883,488
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$32,691,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$27,381,387
Value of interest in pooled separate accounts at end of year2013-12-31$56,172
Value of interest in pooled separate accounts at beginning of year2013-12-31$107,510
Interest on participant loans2013-12-31$43,715
Interest earned on other investments2013-12-31$149,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,334,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$10,024,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,059,720
Net investment gain/loss from pooled separate accounts2013-12-31$1,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$949,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,158,571
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MAXWELL, LOCKE & RITTER LLP
Accountancy firm EIN2013-12-31742900215
2012 : TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$6,201,159
Total of all expenses incurred2012-12-31$1,680,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,657,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,043,682
Value of total assets at end of year2012-12-31$38,883,488
Value of total assets at beginning of year2012-12-31$34,362,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,156
Total interest from all sources2012-12-31$217,307
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$644,246
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$644,246
Administrative expenses professional fees incurred2012-12-31$16,500
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,029,504
Participant contributions at end of year2012-12-31$956,476
Participant contributions at beginning of year2012-12-31$900,587
Assets. Other investments not covered elsewhere at end of year2012-12-31$338,960
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$336,903
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$137,537
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$77
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$107
Other income not declared elsewhere2012-12-31$32,230
Administrative expenses (other) incurred2012-12-31$6,656
Total non interest bearing cash at end of year2012-12-31$74,543
Total non interest bearing cash at beginning of year2012-12-31$58,500
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$4,520,727
Value of net assets at end of year (total assets less liabilities)2012-12-31$38,883,488
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$34,362,761
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$27,381,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$24,641,632
Value of interest in pooled separate accounts at end of year2012-12-31$107,510
Value of interest in pooled separate accounts at beginning of year2012-12-31$107,984
Interest on participant loans2012-12-31$38,307
Interest earned on other investments2012-12-31$179,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$10,024,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,317,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,262,009
Net investment gain/loss from pooled separate accounts2012-12-31$1,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$876,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,657,276
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MAXWELL, LOCKE & RITTER LLP
Accountancy firm EIN2012-12-31742900215
2011 : TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$3,210,910
Total of all expenses incurred2011-12-31$2,452,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,429,367
Expenses. Certain deemed distributions of participant loans2011-12-31$1,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,917,906
Value of total assets at end of year2011-12-31$34,362,761
Value of total assets at beginning of year2011-12-31$33,604,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,224
Total interest from all sources2011-12-31$268,236
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$422,998
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$422,998
Administrative expenses professional fees incurred2011-12-31$15,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,941,900
Participant contributions at end of year2011-12-31$900,587
Participant contributions at beginning of year2011-12-31$903,755
Assets. Other investments not covered elsewhere at end of year2011-12-31$336,903
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$337,488
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$113,704
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$107
Other income not declared elsewhere2011-12-31$-37,533
Administrative expenses (other) incurred2011-12-31$6,224
Total non interest bearing cash at end of year2011-12-31$58,500
Total non interest bearing cash at beginning of year2011-12-31$41,324
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$758,632
Value of net assets at end of year (total assets less liabilities)2011-12-31$34,362,761
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$33,604,129
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$24,641,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$24,004,286
Value of interest in pooled separate accounts at end of year2011-12-31$107,984
Value of interest in pooled separate accounts at beginning of year2011-12-31$167,798
Interest on participant loans2011-12-31$42,615
Interest earned on other investments2011-12-31$225,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,317,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,149,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-363,709
Net investment gain/loss from pooled separate accounts2011-12-31$3,012
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$862,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,429,367
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MAXWELL, LOCKE & RITTER, LLP
Accountancy firm EIN2011-12-31742900215
2010 : TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$5,733,015
Total of all expenses incurred2010-12-31$1,663,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,640,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,584,520
Value of total assets at end of year2010-12-31$33,604,129
Value of total assets at beginning of year2010-12-31$29,534,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,066
Total interest from all sources2010-12-31$289,221
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$416,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$416,088
Administrative expenses professional fees incurred2010-12-31$15,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,763,191
Participant contributions at end of year2010-12-31$903,755
Participant contributions at beginning of year2010-12-31$851,421
Assets. Other investments not covered elsewhere at end of year2010-12-31$337,488
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$347,698
Other income not declared elsewhere2010-12-31$35,676
Administrative expenses (other) incurred2010-12-31$8,066
Total non interest bearing cash at end of year2010-12-31$41,324
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$4,069,321
Value of net assets at end of year (total assets less liabilities)2010-12-31$33,604,129
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$29,534,808
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$24,004,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$20,970,385
Value of interest in pooled separate accounts at end of year2010-12-31$167,798
Value of interest in pooled separate accounts at beginning of year2010-12-31$212,510
Interest on participant loans2010-12-31$46,286
Interest earned on other investments2010-12-31$242,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,149,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,152,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,402,658
Net investment gain/loss from pooled separate accounts2010-12-31$4,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$821,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,640,628
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
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
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 name2010-12-31MAXWELL, LOCKE & RITTER LLP
Accountancy firm EIN2010-12-31742900215
2009 : TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN

2022: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60739
Policy instance 1
Insurance contract or identification numberJK60739
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60739
Policy instance 1
Insurance contract or identification numberJK60739
Number of Individuals Covered0
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60739
Policy instance 1
Insurance contract or identification numberJK60739
Number of Individuals Covered127
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60739
Policy instance 1
Insurance contract or identification numberJK60739
Number of Individuals Covered382
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60739
Policy instance 1
Insurance contract or identification numberJK60739
Number of Individuals Covered375
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60739
Policy instance 1
Insurance contract or identification numberJK60739
Number of Individuals Covered375
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60739
Policy instance 1
Insurance contract or identification numberJK60739
Number of Individuals Covered412
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60739
Policy instance 1
Insurance contract or identification numberJK60739
Number of Individuals Covered414
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60739
Policy instance 1
Insurance contract or identification numberJK60739
Number of Individuals Covered420
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60739
Policy instance 1
Insurance contract or identification numberJK60739
Number of Individuals Covered410
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60739
Policy instance 1
Insurance contract or identification numberJK60739
Number of Individuals Covered390
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60739
Policy instance 1
Insurance contract or identification numberJK60739
Number of Individuals Covered384
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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