401k Plan data: SANDVIK SPECIAL METALS, LLC THRIFT PLAN plan

SANDVIK SPECIAL METALS, LLC THRIFT PLAN 401k Plan overview

Plan Name	SANDVIK SPECIAL METALS, LLC THRIFT PLAN
Plan identification number	003

SANDVIK SPECIAL METALS, LLC THRIFT PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

ALLEIMA SPECIAL METALS LLC has sponsored the creation of one or more 401k plans.

Company Name: ALLEIMA SPECIAL METALS LLC

Employer identification number (EIN): 910817881

NAIC Classification: 331400

Additional information about ALLEIMA SPECIAL METALS LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 0641717

More information about ALLEIMA SPECIAL METALS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANDVIK SPECIAL METALS, LLC THRIFT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-01-01 DAVID M MORTENSEN 2022-06-27 DAVID M MORTENSEN 2022-06-27
003 2020-01-01 DAVID MORTENSEN 2021-09-13 DAVID MORTENSEN 2021-09-13
003 2019-01-01 DAVID M. MORTENSEN 2020-06-05 DAVID M. MORTENSEN 2020-06-05
003 2018-01-01 DAVID M. MORTENSEN 2019-08-07 DAVID M. MORTENSEN 2019-08-07
003 2017-01-01 DAVID M. MORTENSEN 2018-07-10 DAVID M. MORTENSEN 2018-07-10
003 2016-01-01 DAVID M MORTENSEN 2017-06-29 SANDVIK SPECIAL METALS LLC 2017-06-29
003 2015-01-01 DAVID M MORTENSEN DAVID M MORTENSEN 2016-06-13
003 2014-01-01 DAVID M. MORTENSEN
003 2013-01-01 DAVID M. MORTENSEN
003 2012-01-01 DAVID MORTENSEN DAVID MORTENSEN 2013-07-12
003 2011-01-01 DAVID M. MORTENSEN
003 2010-01-01 DAVID M. MORTENSEN
003 2009-01-01 DAVID M. MORTENSEN DAVID M. MORTENSEN 2010-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2021-01-01	DAVID M MORTENSEN	2022-06-27	DAVID M MORTENSEN	2022-06-27
003	2020-01-01	DAVID MORTENSEN	2021-09-13	DAVID MORTENSEN	2021-09-13
003	2019-01-01	DAVID M. MORTENSEN	2020-06-05	DAVID M. MORTENSEN	2020-06-05
003	2018-01-01	DAVID M. MORTENSEN	2019-08-07	DAVID M. MORTENSEN	2019-08-07
003	2017-01-01	DAVID M. MORTENSEN	2018-07-10	DAVID M. MORTENSEN	2018-07-10
003	2016-01-01	DAVID M MORTENSEN	2017-06-29	SANDVIK SPECIAL METALS LLC	2017-06-29
003	2015-01-01	DAVID M MORTENSEN		DAVID M MORTENSEN	2016-06-13
003	2014-01-01	DAVID M. MORTENSEN
003	2013-01-01	DAVID M. MORTENSEN
003	2012-01-01	DAVID MORTENSEN		DAVID MORTENSEN	2013-07-12
003	2011-01-01	DAVID M. MORTENSEN
003	2010-01-01	DAVID M. MORTENSEN
003	2009-01-01	DAVID M. MORTENSEN		DAVID M. MORTENSEN	2010-10-11

Plan Statistics for SANDVIK SPECIAL METALS, LLC THRIFT PLAN

401k plan membership statisitcs for SANDVIK SPECIAL METALS, LLC THRIFT PLAN

Measure Date Value
2015: SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 45
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 18
Total of all active and inactive participants 2015-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 64
Number of participants with account balances 2015-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 54
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 11
Total of all active and inactive participants 2014-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 66
Number of participants with account balances 2014-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 63
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 12
Total of all active and inactive participants 2013-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 75
Number of participants with account balances 2013-01-01 64
2012: SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 53
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 14
Total of all active and inactive participants 2012-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 67
Number of participants with account balances 2012-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 51
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 14
Total of all active and inactive participants 2011-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 65
Number of participants with account balances 2011-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 50
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 23
Total of all active and inactive participants 2010-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 73
Number of participants with account balances 2010-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 54
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 30
Total of all active and inactive participants 2009-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 84
Number of participants with account balances 2009-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	45
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	18
Total of all active and inactive participants	2015-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	64
Number of participants with account balances	2015-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	54
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	11
Total of all active and inactive participants	2014-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	66
Number of participants with account balances	2014-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	63
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	12
Total of all active and inactive participants	2013-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	75
Number of participants with account balances	2013-01-01	64
2012: SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	53
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	14
Total of all active and inactive participants	2012-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	67
Number of participants with account balances	2012-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	51
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	14
Total of all active and inactive participants	2011-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	65
Number of participants with account balances	2011-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	50
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	23
Total of all active and inactive participants	2010-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	73
Number of participants with account balances	2010-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	54
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	30
Total of all active and inactive participants	2009-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	84
Number of participants with account balances	2009-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SANDVIK SPECIAL METALS, LLC THRIFT PLAN

Measure	Date	Value
2015 : SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$317,130
Expenses. Total of all expenses incurred	2015-12-31	$275,649
Benefits paid (including direct rollovers)	2015-12-31	$274,949
Total plan assets at end of year	2015-12-31	$9,165,474
Total plan assets at beginning of year	2015-12-31	$9,123,993
Value of fidelity bond covering the plan	2015-12-31	$2,655,600
Total contributions received or receivable from participants	2015-12-31	$219,795
Other income received	2015-12-31	$30,773
Net income (gross income less expenses)	2015-12-31	$41,481
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$9,165,474
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$9,123,993
Assets. Value of participant loans	2015-12-31	$148,145
Total contributions received or receivable from employer(s)	2015-12-31	$66,562
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$700
2014 : SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,007,581
Expenses. Total of all expenses incurred	2014-12-31	$704,274
Benefits paid (including direct rollovers)	2014-12-31	$703,274
Total plan assets at end of year	2014-12-31	$9,123,993
Total plan assets at beginning of year	2014-12-31	$8,820,686
Value of fidelity bond covering the plan	2014-12-31	$2,655,600
Total contributions received or receivable from participants	2014-12-31	$238,743
Other income received	2014-12-31	$692,960
Net income (gross income less expenses)	2014-12-31	$303,307
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$9,123,993
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$8,820,686
Assets. Value of participant loans	2014-12-31	$170,330
Total contributions received or receivable from employer(s)	2014-12-31	$75,878
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,000
2013 : SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,039,238
Expenses. Total of all expenses incurred	2013-12-31	$1,010,419
Benefits paid (including direct rollovers)	2013-12-31	$1,008,719
Total plan assets at end of year	2013-12-31	$8,820,686
Total plan assets at beginning of year	2013-12-31	$7,791,867
Value of fidelity bond covering the plan	2013-12-31	$2,655,600
Total contributions received or receivable from participants	2013-12-31	$213,343
Other income received	2013-12-31	$1,756,557
Net income (gross income less expenses)	2013-12-31	$1,028,819
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$8,820,686
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$7,791,867
Assets. Value of participant loans	2013-12-31	$166,716
Total contributions received or receivable from employer(s)	2013-12-31	$69,338
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,700
2012 : SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,135,231
Expenses. Total of all expenses incurred	2012-12-31	$138,883
Benefits paid (including direct rollovers)	2012-12-31	$138,033
Total plan assets at end of year	2012-12-31	$7,791,867
Total plan assets at beginning of year	2012-12-31	$6,795,519
Value of fidelity bond covering the plan	2012-12-31	$2,655,600
Total contributions received or receivable from participants	2012-12-31	$233,117
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$832,341
Net income (gross income less expenses)	2012-12-31	$996,348
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$7,791,867
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,795,519
Assets. Value of participant loans	2012-12-31	$146,447
Total contributions received or receivable from employer(s)	2012-12-31	$69,773
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$850
2011 : SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$139,719
Expenses. Total of all expenses incurred	2011-12-31	$94,155
Benefits paid (including direct rollovers)	2011-12-31	$93,305
Total plan assets at end of year	2011-12-31	$6,795,519
Total plan assets at beginning of year	2011-12-31	$6,749,955
Value of fidelity bond covering the plan	2011-12-31	$2,655,600
Total contributions received or receivable from participants	2011-12-31	$214,376
Expenses. Other expenses not covered elsewhere	2011-12-31	$850
Other income received	2011-12-31	$-138,856
Net income (gross income less expenses)	2011-12-31	$45,564
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,795,519
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,749,955
Assets. Value of participant loans	2011-12-31	$155,310
Total contributions received or receivable from employer(s)	2011-12-31	$64,199
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,100,805
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,167,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,166,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$269,937
Value of total assets at end of year	2010-12-31	$6,749,955
Value of total assets at beginning of year	2010-12-31	$6,816,179
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$926
Total interest from all sources	2010-12-31	$5,065
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$78,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$78,915
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,655,600
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$209,403
Participant contributions at end of year	2010-12-31	$125,687
Participant contributions at end of year	2010-12-31	$8,121
Participant contributions at beginning of year	2010-12-31	$7,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-66,224
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$6,749,955
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,816,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$926
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,434,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,265,494
Interest on participant loans	2010-12-31	$3,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,178,812
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,540,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,540,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$746,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$60,534
Employer contributions (assets) at end of year	2010-12-31	$2,456
Employer contributions (assets) at beginning of year	2010-12-31	$2,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,166,103
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	LARSONALLEN
Accountancy firm EIN	2010-12-31	410746749
2009 : SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SANDVIK SPECIAL METALS, LLC THRIFT PLAN

2015: SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SANDVIK SPECIAL METALS, LLC THRIFT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9713

Policy instance

Insurance contract or identification number	ZH9713
Number of Individuals Covered	64
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $22,611
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $22,611
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9713

Policy instance

Insurance contract or identification number	ZH9713
Number of Individuals Covered	66
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $21,809
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $21,809
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9713

Policy instance

Insurance contract or identification number	ZH9713
Number of Individuals Covered	75
Insurance policy start date	2013-03-14
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $15,332
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $15,332
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

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Company Name:	ALLEIMA SPECIAL METALS LLC
Employer identification number (EIN):	910817881
NAIC Classification:	331400

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	0641717