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PENSION PLAN FOR UNITED AUTO,AEROSPACE & AGRICULTU IMPLEMENT WORKERS OF AMERICA, LOCAL 1118 OF ROOTS BLOWER DIVISION, CONNERSVILLE, INDIANA 401k Plan overview

Plan NamePENSION PLAN FOR UNITED AUTO,AEROSPACE & AGRICULTU IMPLEMENT WORKERS OF AMERICA, LOCAL 1118 OF ROOTS BLOWER DIVISION, CONNERSVILLE, INDIANA
Plan identification number 016

PENSION PLAN FOR UNITED AUTO,AEROSPACE & AGRICULTU IMPLEMENT WORKERS OF AMERICA, LOCAL 1118 OF ROOTS BLOWER DIVISION, CONNERSVILLE, INDIANA Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DRESSER, LLC. ATTN DAN WEBBER has sponsored the creation of one or more 401k plans.

Company Name:DRESSER, LLC. ATTN DAN WEBBER
Employer identification number (EIN):752795365
NAIC Classification:333200

Additional information about DRESSER, LLC. ATTN DAN WEBBER

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1999-06-01
Company Identification Number: P99000050860
Legal Registered Office Address: 700 West Granada Blvd.

ORMOND BEACH

32174

More information about DRESSER, LLC. ATTN DAN WEBBER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR UNITED AUTO,AEROSPACE & AGRICULTU IMPLEMENT WORKERS OF AMERICA, LOCAL 1118 OF ROOTS BLOWER DIVISION, CONNERSVILLE, INDIANA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0162015-05-01CHRISTOPHER HIX
0162014-05-01MARY L WAGNER
0162013-05-01MARY L WAGNER
0162012-05-01MARY L WAGNER
0162011-05-01MARY L WAGNER
0162009-05-01MARY L. WAGNER

Plan Statistics for PENSION PLAN FOR UNITED AUTO,AEROSPACE & AGRICULTU IMPLEMENT WORKERS OF AMERICA, LOCAL 1118 OF ROOTS BLOWER DIVISION, CONNERSVILLE, INDIANA

401k plan membership statisitcs for PENSION PLAN FOR UNITED AUTO,AEROSPACE & AGRICULTU IMPLEMENT WORKERS OF AMERICA, LOCAL 1118 OF ROOTS BLOWER DIVISION, CONNERSVILLE, INDIANA

Measure Date Value
2015: PENSION PLAN FOR UNITED AUTO,AEROSPACE & AGRICULTU IMPLEMENT WORKERS OF AMERICA, LOCAL 1118 OF ROOTS BLOWER DIVISION, CONNERSVILLE, INDIANA 2015 401k membership
Total participants, beginning-of-year2015-05-01477
Total number of active participants reported on line 7a of the Form 55002015-05-010
Number of retired or separated participants receiving benefits2015-05-010
Number of other retired or separated participants entitled to future benefits2015-05-010
Total of all active and inactive participants2015-05-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-05-010
Total participants2015-05-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-05-010
2014: PENSION PLAN FOR UNITED AUTO,AEROSPACE & AGRICULTU IMPLEMENT WORKERS OF AMERICA, LOCAL 1118 OF ROOTS BLOWER DIVISION, CONNERSVILLE, INDIANA 2014 401k membership
Total participants, beginning-of-year2014-05-01476
Total number of active participants reported on line 7a of the Form 55002014-05-0177
Number of retired or separated participants receiving benefits2014-05-01223
Number of other retired or separated participants entitled to future benefits2014-05-01106
Total of all active and inactive participants2014-05-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-05-0171
Total participants2014-05-01477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-05-010
2013: PENSION PLAN FOR UNITED AUTO,AEROSPACE & AGRICULTU IMPLEMENT WORKERS OF AMERICA, LOCAL 1118 OF ROOTS BLOWER DIVISION, CONNERSVILLE, INDIANA 2013 401k membership
Total participants, beginning-of-year2013-05-01486
Total number of active participants reported on line 7a of the Form 55002013-05-0184
Number of retired or separated participants receiving benefits2013-05-01211
Number of other retired or separated participants entitled to future benefits2013-05-01111
Total of all active and inactive participants2013-05-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-0170
Total participants2013-05-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-05-010
2012: PENSION PLAN FOR UNITED AUTO,AEROSPACE & AGRICULTU IMPLEMENT WORKERS OF AMERICA, LOCAL 1118 OF ROOTS BLOWER DIVISION, CONNERSVILLE, INDIANA 2012 401k membership
Total participants, beginning-of-year2012-05-01499
Total number of active participants reported on line 7a of the Form 55002012-05-0190
Number of retired or separated participants receiving benefits2012-05-01208
Number of other retired or separated participants entitled to future benefits2012-05-01116
Total of all active and inactive participants2012-05-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-0172
Total participants2012-05-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-05-010
2011: PENSION PLAN FOR UNITED AUTO,AEROSPACE & AGRICULTU IMPLEMENT WORKERS OF AMERICA, LOCAL 1118 OF ROOTS BLOWER DIVISION, CONNERSVILLE, INDIANA 2011 401k membership
Total participants, beginning-of-year2011-05-01503
Total number of active participants reported on line 7a of the Form 55002011-05-0194
Number of retired or separated participants receiving benefits2011-05-01209
Number of other retired or separated participants entitled to future benefits2011-05-01127
Total of all active and inactive participants2011-05-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-0169
Total participants2011-05-01499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-011
2009: PENSION PLAN FOR UNITED AUTO,AEROSPACE & AGRICULTU IMPLEMENT WORKERS OF AMERICA, LOCAL 1118 OF ROOTS BLOWER DIVISION, CONNERSVILLE, INDIANA 2009 401k membership
Total participants, beginning-of-year2009-05-01523
Total number of active participants reported on line 7a of the Form 55002009-05-01105
Number of retired or separated participants receiving benefits2009-05-01206
Number of other retired or separated participants entitled to future benefits2009-05-01140
Total of all active and inactive participants2009-05-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-0159
Total participants2009-05-01510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-013

Financial Data on PENSION PLAN FOR UNITED AUTO,AEROSPACE & AGRICULTU IMPLEMENT WORKERS OF AMERICA, LOCAL 1118 OF ROOTS BLOWER DIVISION, CONNERSVILLE, INDIANA

Measure Date Value
2015 : PENSION PLAN FOR UNITED AUTO,AEROSPACE & AGRICULTU IMPLEMENT WORKERS OF AMERICA, LOCAL 1118 OF ROOTS BLOWER DIVISION, CONNERSVILLE, INDIANA 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$27,178,377
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$14,019
Total income from all sources (including contributions)2015-12-31$-605,340
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,462,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,317,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$0
Value of total assets at beginning of year2015-12-31$29,260,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$145,451
Total interest from all sources2015-12-31$186,030
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$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$14,019
Administrative expenses (other) incurred2015-12-31$60,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,068,222
Value of net assets at end of year (total assets less liabilities)2015-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$29,246,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$85,158
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$29,260,618
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$186,030
Net investment gain or loss from common/collective trusts2015-12-31$-791,370
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,317,431
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31Yes
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 name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
Total unrealized appreciation/depreciation of assets2015-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$14,019
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$0
Total income from all sources (including contributions)2015-04-30$2,355,277
Total loss/gain on sale of assets2015-04-30$0
Total of all expenses incurred2015-04-30$2,030,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$1,857,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$0
Value of total assets at end of year2015-04-30$29,260,618
Value of total assets at beginning of year2015-04-30$28,921,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$172,992
Total interest from all sources2015-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Administrative expenses professional fees incurred2015-04-30$119,252
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-04-30$0
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-04-30$14,019
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-04-30$0
Administrative expenses (other) incurred2015-04-30$53,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$325,033
Value of net assets at end of year (total assets less liabilities)2015-04-30$29,246,599
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$28,921,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Value of interest in master investment trust accounts at end of year2015-04-30$29,260,618
Value of interest in master investment trust accounts at beginning of year2015-04-30$28,921,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30No
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$1,857,252
Did the plan have assets held for investment2015-04-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30Yes
Opinion of an independent qualified public accountant for this plan2015-04-30Disclaimer
Accountancy firm name2015-04-30KPMG LLP
Accountancy firm EIN2015-04-30135565207
2014 : PENSION PLAN FOR UNITED AUTO,AEROSPACE & AGRICULTU IMPLEMENT WORKERS OF AMERICA, LOCAL 1118 OF ROOTS BLOWER DIVISION, CONNERSVILLE, INDIANA 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$0
Total income from all sources (including contributions)2014-04-30$2,440,988
Total loss/gain on sale of assets2014-04-30$0
Total of all expenses incurred2014-04-30$2,047,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$1,815,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$0
Value of total assets at end of year2014-04-30$28,921,566
Value of total assets at beginning of year2014-04-30$28,528,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$232,162
Total interest from all sources2014-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Administrative expenses professional fees incurred2014-04-30$72,323
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-04-30$0
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Administrative expenses (other) incurred2014-04-30$61,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$393,068
Value of net assets at end of year (total assets less liabilities)2014-04-30$28,921,566
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$28,528,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Investment advisory and management fees2014-04-30$98,012
Value of interest in master investment trust accounts at end of year2014-04-30$28,921,566
Value of interest in master investment trust accounts at beginning of year2014-04-30$28,528,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30No
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$1,815,758
Did the plan have assets held for investment2014-04-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30Yes
Opinion of an independent qualified public accountant for this plan2014-04-30Disclaimer
Accountancy firm name2014-04-30KPMG LLP
Accountancy firm EIN2014-04-30135565207
2013 : PENSION PLAN FOR UNITED AUTO,AEROSPACE & AGRICULTU IMPLEMENT WORKERS OF AMERICA, LOCAL 1118 OF ROOTS BLOWER DIVISION, CONNERSVILLE, INDIANA 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Total income from all sources (including contributions)2013-04-30$4,060,180
Total loss/gain on sale of assets2013-04-30$0
Total of all expenses incurred2013-04-30$2,026,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$1,780,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$320,000
Value of total assets at end of year2013-04-30$28,528,498
Value of total assets at beginning of year2013-04-30$26,494,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$246,257
Total interest from all sources2013-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Administrative expenses professional fees incurred2013-04-30$98,143
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-04-30$0
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Administrative expenses (other) incurred2013-04-30$56,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$2,033,695
Value of net assets at end of year (total assets less liabilities)2013-04-30$28,528,498
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$26,494,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Investment advisory and management fees2013-04-30$91,799
Value of interest in master investment trust accounts at end of year2013-04-30$28,528,498
Value of interest in master investment trust accounts at beginning of year2013-04-30$25,594,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30No
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$320,000
Employer contributions (assets) at end of year2013-04-30$0
Employer contributions (assets) at beginning of year2013-04-30$900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$1,780,228
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30Yes
Opinion of an independent qualified public accountant for this plan2013-04-30Disclaimer
Accountancy firm name2013-04-30KPMG LLP
Accountancy firm EIN2013-04-30135565207
2012 : PENSION PLAN FOR UNITED AUTO,AEROSPACE & AGRICULTU IMPLEMENT WORKERS OF AMERICA, LOCAL 1118 OF ROOTS BLOWER DIVISION, CONNERSVILLE, INDIANA 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total income from all sources (including contributions)2012-04-30$3,221,056
Total loss/gain on sale of assets2012-04-30$0
Total of all expenses incurred2012-04-30$1,930,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$1,734,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$1,680,000
Value of total assets at end of year2012-04-30$26,494,803
Value of total assets at beginning of year2012-04-30$25,204,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$196,596
Total interest from all sources2012-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Administrative expenses professional fees incurred2012-04-30$58,871
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-04-30$0
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Administrative expenses (other) incurred2012-04-30$55,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$1,290,142
Value of net assets at end of year (total assets less liabilities)2012-04-30$26,494,803
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$25,204,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Investment advisory and management fees2012-04-30$82,297
Value of interest in master investment trust accounts at end of year2012-04-30$25,594,803
Value of interest in master investment trust accounts at beginning of year2012-04-30$24,816,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30No
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$1,680,000
Employer contributions (assets) at end of year2012-04-30$900,000
Employer contributions (assets) at beginning of year2012-04-30$388,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$1,734,318
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30Yes
Opinion of an independent qualified public accountant for this plan2012-04-30Disclaimer
Accountancy firm name2012-04-30KPMG LLP
Accountancy firm EIN2012-04-30135565207
2011 : PENSION PLAN FOR UNITED AUTO,AEROSPACE & AGRICULTU IMPLEMENT WORKERS OF AMERICA, LOCAL 1118 OF ROOTS BLOWER DIVISION, CONNERSVILLE, INDIANA 2011 401k financial data
Total income from all sources (including contributions)2011-04-30$4,323,790
Total of all expenses incurred2011-04-30$2,038,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$1,707,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$1,074,172
Value of total assets at end of year2011-04-30$25,204,661
Value of total assets at beginning of year2011-04-30$22,919,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$331,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Administrative expenses professional fees incurred2011-04-30$132,529
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$10,000,000
If this is an individual account plan, was there a blackout period2011-04-30No
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Other income not declared elsewhere2011-04-30$1,839
Administrative expenses (other) incurred2011-04-30$55,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$2,284,974
Value of net assets at end of year (total assets less liabilities)2011-04-30$25,204,661
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$22,919,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Investment advisory and management fees2011-04-30$143,829
Value of interest in master investment trust accounts at end of year2011-04-30$24,816,118
Value of interest in master investment trust accounts at beginning of year2011-04-30$22,711,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30No
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$1,074,172
Employer contributions (assets) at end of year2011-04-30$388,543
Employer contributions (assets) at beginning of year2011-04-30$207,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$1,707,129
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-04-30No
Did the plan have assets held for investment2011-04-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30Yes
Opinion of an independent qualified public accountant for this plan2011-04-30Disclaimer
Accountancy firm name2011-04-30HUSELTON, MORGAN & MAULTSBY, P.C.
Accountancy firm EIN2011-04-30752409112

Form 5500 Responses for PENSION PLAN FOR UNITED AUTO,AEROSPACE & AGRICULTU IMPLEMENT WORKERS OF AMERICA, LOCAL 1118 OF ROOTS BLOWER DIVISION, CONNERSVILLE, INDIANA

2015: PENSION PLAN FOR UNITED AUTO,AEROSPACE & AGRICULTU IMPLEMENT WORKERS OF AMERICA, LOCAL 1118 OF ROOTS BLOWER DIVISION, CONNERSVILLE, INDIANA 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingYes
2015-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-05-01Plan is a collectively bargained planYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR UNITED AUTO,AEROSPACE & AGRICULTU IMPLEMENT WORKERS OF AMERICA, LOCAL 1118 OF ROOTS BLOWER DIVISION, CONNERSVILLE, INDIANA 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR UNITED AUTO,AEROSPACE & AGRICULTU IMPLEMENT WORKERS OF AMERICA, LOCAL 1118 OF ROOTS BLOWER DIVISION, CONNERSVILLE, INDIANA 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR UNITED AUTO,AEROSPACE & AGRICULTU IMPLEMENT WORKERS OF AMERICA, LOCAL 1118 OF ROOTS BLOWER DIVISION, CONNERSVILLE, INDIANA 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR UNITED AUTO,AEROSPACE & AGRICULTU IMPLEMENT WORKERS OF AMERICA, LOCAL 1118 OF ROOTS BLOWER DIVISION, CONNERSVILLE, INDIANA 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR UNITED AUTO,AEROSPACE & AGRICULTU IMPLEMENT WORKERS OF AMERICA, LOCAL 1118 OF ROOTS BLOWER DIVISION, CONNERSVILLE, INDIANA 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01This submission is the final filingNo
2009-05-01Plan is a collectively bargained planYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement - TrustYes

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