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LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 401k Plan overview

Plan NameLUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST
Plan identification number 501

LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental

401k Sponsoring company profile

LUFKIN INDUSTRIES, LLC. has sponsored the creation of one or more 401k plans.

Company Name:LUFKIN INDUSTRIES, LLC.
Employer identification number (EIN):750404410
NAIC Classification:333200

Additional information about LUFKIN INDUSTRIES, LLC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2009-02-27
Company Identification Number: F178252
Legal Registered Office Address: 4701 COX ROAD, SUITE 285

GLEN ALLEN
United States of America (USA)
23060

More information about LUFKIN INDUSTRIES, LLC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012018-01-01
5012017-01-01ANITA BERRY
5012016-01-01ANITA BERRY MELODY HAYES2017-10-02
5012015-01-01ANITA BERRY MELODY HAYES2016-10-14
5012014-01-01MELODY HAYES
5012013-01-01MARIA KHOURY
5012012-01-01MARIA KHOURY
5012011-01-01CHRIS BOONE
5012009-01-01CHRIS BOONE
5012009-01-01CHRIS BOONE

Plan Statistics for LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST

401k plan membership statisitcs for LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST

Measure Date Value
2018: LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01129
Total number of active participants reported on line 7a of the Form 55002018-01-0198
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0199
2017: LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01137
Total number of active participants reported on line 7a of the Form 55002017-01-01126
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01135
2016: LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01390
Total number of active participants reported on line 7a of the Form 55002016-01-01122
Number of retired or separated participants receiving benefits2016-01-0128
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01150
2015: LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-011,062
Total number of active participants reported on line 7a of the Form 55002015-01-01390
Number of retired or separated participants receiving benefits2015-01-0119
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01426
2014: LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-016,267
Total number of active participants reported on line 7a of the Form 55002014-01-012,675
Total of all active and inactive participants2014-01-012,675
Total participants2014-01-010
2013: LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-016,052
Total number of active participants reported on line 7a of the Form 55002013-01-016,267
Total of all active and inactive participants2013-01-016,267
Total participants2013-01-010
2012: LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-015,535
Total number of active participants reported on line 7a of the Form 55002012-01-016,052
Total of all active and inactive participants2012-01-016,052
Total participants2012-01-010
2011: LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-014,785
Total number of active participants reported on line 7a of the Form 55002011-01-015,535
Total of all active and inactive participants2011-01-015,535
Total participants2011-01-015,535
2009: LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-014,654
Total number of active participants reported on line 7a of the Form 55002009-01-014,246
Total of all active and inactive participants2009-01-014,246
Total participants2009-01-014,246

Financial Data on LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST

Measure Date Value
2016 : LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,845,711
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,729,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,729,081
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,845,470
Value of total assets at end of year2016-12-31$145,097
Value of total assets at beginning of year2016-12-31$28,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$241
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,323,896
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$12
Total non interest bearing cash at end of year2016-12-31$145,097
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$116,618
Value of net assets at end of year (total assets less liabilities)2016-12-31$145,097
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$28,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$0
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$28,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$28,479
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$241
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,521,574
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,729,081
Contract administrator fees2016-12-31$0
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31AXLEY & RODE, LLP
Accountancy firm EIN2016-12-31750767305
2015 : LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$8,614,961
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,335,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,904,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,614,907
Value of total assets at end of year2015-12-31$28,479
Value of total assets at beginning of year2015-12-31$749,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$431,484
Total interest from all sources2015-12-31$54
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,409,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-720,830
Value of net assets at end of year (total assets less liabilities)2015-12-31$28,479
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$749,309
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 bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$28,479
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$749,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$749,309
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$54
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$355,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,205,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,548,910
Contract administrator fees2015-12-31$431,484
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 name2015-12-31AXLEY & RODE, LLP
Accountancy firm EIN2015-12-31750767305
2014 : LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$13,019,315
Total of all expenses incurred2014-12-31$13,238,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,573,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$13,019,231
Value of total assets at end of year2014-12-31$749,309
Value of total assets at beginning of year2014-12-31$968,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$665,281
Total interest from all sources2014-12-31$84
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,494,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-219,526
Value of net assets at end of year (total assets less liabilities)2014-12-31$749,309
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$968,835
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 common/collective trusts at end of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$749,309
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$968,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$968,835
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$84
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$469,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$7,524,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,104,318
Contract administrator fees2014-12-31$665,281
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 name2014-12-31AXLEY & RODE, LLP
Accountancy firm EIN2014-12-31750767305
2013 : LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$23,304,623
Total of all expenses incurred2013-12-31$24,820,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$23,525,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$23,304,310
Value of total assets at end of year2013-12-31$968,835
Value of total assets at beginning of year2013-12-31$2,484,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,294,665
Total interest from all sources2013-12-31$313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$10,055,144
Total non interest bearing cash at beginning of year2013-12-31$4,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-1,515,566
Value of net assets at end of year (total assets less liabilities)2013-12-31$968,835
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,484,401
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 common/collective trusts at end of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$968,835
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,480,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,480,085
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$313
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$917,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$13,249,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$22,607,967
Contract administrator fees2013-12-31$1,294,665
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 name2013-12-31AXLEY & RODE, LLP
Accountancy firm EIN2013-12-31750767305
2012 : LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$22,475,742
Total of all expenses incurred2012-12-31$22,910,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$21,689,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$22,475,275
Value of total assets at end of year2012-12-31$2,484,401
Value of total assets at beginning of year2012-12-31$2,919,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,221,324
Total interest from all sources2012-12-31$467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$10,264,778
Total non interest bearing cash at end of year2012-12-31$4,316
Total non interest bearing cash at beginning of year2012-12-31$4,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-435,162
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,484,401
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,919,563
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 common/collective trusts at end of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,480,085
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,915,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,915,298
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$467
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$871,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$12,210,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$20,818,330
Contract administrator fees2012-12-31$1,221,324
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 name2012-12-31AXLEY & RODE, LLP
Accountancy firm EIN2012-12-31750767305
2011 : LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$19,826,525
Total of all expenses incurred2011-12-31$17,896,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,882,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$19,826,072
Value of total assets at end of year2011-12-31$2,919,563
Value of total assets at beginning of year2011-12-31$989,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,014,082
Total interest from all sources2011-12-31$453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$8,005,610
Total non interest bearing cash at end of year2011-12-31$4,265
Total non interest bearing cash at beginning of year2011-12-31$3,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,929,862
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,919,563
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$989,701
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 bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,915,298
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$986,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$986,065
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$453
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$613,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$11,820,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$16,268,753
Contract administrator fees2011-12-31$1,014,082
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 name2011-12-31AXLEY & RODE, LLP
Accountancy firm EIN2011-12-31750767305
2010 : LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$16,017,019
Total of all expenses incurred2010-12-31$16,411,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$15,448,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$16,016,584
Value of total assets at end of year2010-12-31$989,701
Value of total assets at beginning of year2010-12-31$1,384,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$962,818
Total interest from all sources2010-12-31$435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$14,650
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$6,690,340
Administrative expenses (other) incurred2010-12-31$2,027
Total non interest bearing cash at end of year2010-12-31$3,636
Total non interest bearing cash at beginning of year2010-12-31$4,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-394,381
Value of net assets at end of year (total assets less liabilities)2010-12-31$989,701
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,384,082
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 bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$986,065
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,379,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,379,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$435
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$326,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$9,326,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$15,121,706
Contract administrator fees2010-12-31$946,141
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 name2010-12-31AXLEY & RODE, LLP
Accountancy firm EIN2010-12-31750767305

Form 5500 Responses for LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST

2018: LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 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 planYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
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: LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 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: LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 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: LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 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: LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 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
2009: LUFKIN INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30378
Policy instance 1
Insurance contract or identification numberHCL30378
Number of Individuals Covered390
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,216
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $355,397
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,216
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES LLC
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number60572
Policy instance 1
Insurance contract or identification number60572
Number of Individuals Covered2675
Total amount of commissions paid to insurance brokerUSD $72,235
Total amount of fees paid to insurance companyUSD $6,008
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $72,235
Insurance broker organization code?3
Amount paid for insurance broker fees6008
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS
Insurance broker nameLOCKTON COMPANIES, LLC
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number60572
Policy instance 1
Insurance contract or identification number60572
Number of Individuals Covered6267
Total amount of commissions paid to insurance brokerUSD $174,049
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $174,049
Insurance broker organization code?3
Insurance broker nameLOCTON COMPANIES LLC
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number60572
Policy instance 1
Insurance contract or identification number60572
Number of Individuals Covered6052
Total amount of commissions paid to insurance brokerUSD $186,517
Total amount of fees paid to insurance companyUSD $10,000
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $890,589
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10000
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $47,558
Insurance broker nameFRIESEN-STRAIN INS ASSOC, INC
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number60572
Policy instance 1
Insurance contract or identification number60572
Number of Individuals Covered5535
Total amount of commissions paid to insurance brokerUSD $135,715
Total amount of fees paid to insurance companyUSD $10,000
Welfare Benefit Premiums Paid to CarrierUSD $640,662
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number60572
Policy instance 1
Insurance contract or identification number60572
Number of Individuals Covered4785
Total amount of fees paid to insurance companyUSD $10,000
Welfare Benefit Premiums Paid to CarrierUSD $333,343
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Amount paid for insurance broker fees10000
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS
Insurance broker nameFRIESEN-STRAIN INS ASSOC, INC

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