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U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 401k Plan overview

Plan NameU.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES
Plan identification number 007

U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES Benefits

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

401k Sponsoring company profile

U.S. BORAX, INC. has sponsored the creation of one or more 401k plans.

Company Name:U.S. BORAX, INC.
Employer identification number (EIN):980047580
NAIC Classification:212390
NAIC Description: Other Nonmetallic Mineral Mining and Quarrying

Additional information about U.S. BORAX, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1986-03-03
Company Identification Number: 0006857006
Legal Registered Office Address: 4700 W DAYBREAK PKWY

SOUTH JORDAN
United States of America (USA)
84009

More information about U.S. BORAX, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072023-01-01
0072022-01-01
0072021-01-01
0072020-01-01KATHLEEN KARINEN2021-08-30 KATHLEEN KARINEN2021-08-30
0072019-01-01
0072018-01-01KATHLEEN PIKE KATHLEEN PIKE2019-07-03
0072017-01-01JESSICA CROW
0072016-01-01JESSICA CROW
0072015-01-01KEN HRIVNAK
0072014-01-01CORI PETERSEN
0072014-01-01JULIE BROGDON
0072014-01-01
0072013-01-01JULIE BROGDON
0072012-01-01JULIE BROGDON
0072011-01-01JULIE BROGDON
0072010-01-01KATHLEEN PIKE KATHLEEN PIKE2011-10-15
0072009-01-01KATHLEEN PIKE KATHLEEN PIKE2010-10-14

Plan Statistics for U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES

401k plan membership statisitcs for U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES

Measure Date Value
2023: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2023 401k membership
Total participants, beginning-of-year2023-01-01767
Total number of active participants reported on line 7a of the Form 55002023-01-01607
Number of retired or separated participants receiving benefits2023-01-0145
Number of other retired or separated participants entitled to future benefits2023-01-01157
Total of all active and inactive participants2023-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01809
Number of participants with account balances2023-01-01764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0111
2022: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2022 401k membership
Total participants, beginning-of-year2022-01-01742
Total number of active participants reported on line 7a of the Form 55002022-01-01617
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-01134
Total of all active and inactive participants2022-01-01764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01767
Number of participants with account balances2022-01-01767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-01-01720
Total number of active participants reported on line 7a of the Form 55002021-01-01612
Number of retired or separated participants receiving benefits2021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-01115
Total of all active and inactive participants2021-01-01739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01742
Number of participants with account balances2021-01-01742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-01-01696
Total number of active participants reported on line 7a of the Form 55002020-01-01590
Number of retired or separated participants receiving benefits2020-01-0113
Number of other retired or separated participants entitled to future benefits2020-01-01116
Total of all active and inactive participants2020-01-01719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01720
Number of participants with account balances2020-01-01720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-01-01662
Total number of active participants reported on line 7a of the Form 55002019-01-01572
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-01112
Total of all active and inactive participants2019-01-01696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01696
Number of participants with account balances2019-01-01696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-01-01610
Total number of active participants reported on line 7a of the Form 55002018-01-01543
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-01109
Total of all active and inactive participants2018-01-01662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01662
Number of participants with account balances2018-01-01662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-01763
Total number of active participants reported on line 7a of the Form 55002017-01-01499
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-01102
Total of all active and inactive participants2017-01-01610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01610
Number of participants with account balances2017-01-01610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-01-01784
Total number of active participants reported on line 7a of the Form 55002016-01-01635
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01124
Total of all active and inactive participants2016-01-01762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01763
Number of participants with account balances2016-01-01590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0159
2015: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-01810
Total number of active participants reported on line 7a of the Form 55002015-01-01667
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01113
Total of all active and inactive participants2015-01-01783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01784
Number of participants with account balances2015-01-01614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0167
2014: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-01841
Total number of active participants reported on line 7a of the Form 55002014-01-01703
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01102
Total of all active and inactive participants2014-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01810
Number of participants with account balances2014-01-01629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0164
2013: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-01801
Total number of active participants reported on line 7a of the Form 55002013-01-01747
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0190
Total of all active and inactive participants2013-01-01840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01841
Number of participants with account balances2013-01-01652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0148
2012: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-01769
Total number of active participants reported on line 7a of the Form 55002012-01-01698
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-0195
Total of all active and inactive participants2012-01-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01801
Number of participants with account balances2012-01-01652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01802
Total number of active participants reported on line 7a of the Form 55002011-01-01684
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0180
Total of all active and inactive participants2011-01-01767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01769
Number of participants with account balances2011-01-01586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-01-01762
Total number of active participants reported on line 7a of the Form 55002010-01-01711
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0189
Total of all active and inactive participants2010-01-01801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01802
Number of participants with account balances2010-01-01491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-01908
Total number of active participants reported on line 7a of the Form 55002009-01-01673
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0185
Total of all active and inactive participants2009-01-01761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01762
Number of participants with account balances2009-01-01504

Financial Data on U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES

Measure Date Value
2023 : U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets from this plan2023-12-31$1,128,388
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$15,327,323
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$4,874,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,826,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$6,215,833
Value of total assets at end of year2023-12-31$71,652,923
Value of total assets at beginning of year2023-12-31$62,328,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$48,465
Total interest from all sources2023-12-31$168,087
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$301,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$301,540
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$20,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31Yes
Amount of non-exempt transactions with any party-in-interest2023-12-31$1
Contributions received from participants2023-12-31$3,557,727
Participant contributions at end of year2023-12-31$2,615,356
Participant contributions at beginning of year2023-12-31$1,982,942
Participant contributions at end of year2023-12-31$126,636
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$336,273
Other income not declared elsewhere2023-12-31$456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$10,452,501
Value of net assets at end of year (total assets less liabilities)2023-12-31$71,652,923
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$62,328,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$14,212,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$12,516,891
Value of interest in pooled separate accounts at end of year2023-12-31$5,407,000
Value of interest in pooled separate accounts at beginning of year2023-12-31$3,559,739
Interest on participant loans2023-12-31$168,087
Value of interest in common/collective trusts at end of year2023-12-31$49,199,942
Value of interest in common/collective trusts at beginning of year2023-12-31$44,269,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,617,763
Net investment gain/loss from pooled separate accounts2023-12-31$1,878,905
Net investment gain or loss from common/collective trusts2023-12-31$5,144,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,321,833
Employer contributions (assets) at end of year2023-12-31$91,236
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,826,357
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BDO USA, P.C.
Accountancy firm EIN2023-12-31135381590
2022 : U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$606,060
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,897,796
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,885,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,834,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,532,182
Value of total assets at end of year2022-12-31$62,328,810
Value of total assets at beginning of year2022-12-31$72,718,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,161
Total interest from all sources2022-12-31$107,336
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$162,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$162,486
Administrative expenses professional fees incurred2022-12-31$45,162
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31Yes
Amount of non-exempt transactions with any party-in-interest2022-12-31$1
Contributions received from participants2022-12-31$3,448,403
Participant contributions at end of year2022-12-31$1,982,942
Participant contributions at beginning of year2022-12-31$1,945,684
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$48,161
Other income not declared elsewhere2022-12-31$4,294
Administrative expenses (other) incurred2022-12-31$2,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,783,400
Value of net assets at end of year (total assets less liabilities)2022-12-31$62,328,810
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$72,718,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,516,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,268,015
Value of interest in pooled separate accounts at end of year2022-12-31$3,559,739
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,154,111
Income. Interest from loans (other than to participants)2022-12-31$107,336
Value of interest in common/collective trusts at end of year2022-12-31$44,269,238
Value of interest in common/collective trusts at beginning of year2022-12-31$48,350,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,507,675
Net investment gain/loss from pooled separate accounts2022-12-31$-2,529,630
Net investment gain or loss from common/collective trusts2022-12-31$-4,666,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,035,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,834,443
Contract administrator fees2022-12-31$3,650
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, P.A.
Accountancy firm EIN2022-12-31135381590
2021 : U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$831,123
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$13,282,941
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,746,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,671,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,225,698
Value of total assets at end of year2021-12-31$72,718,270
Value of total assets at beginning of year2021-12-31$68,013,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$74,787
Total interest from all sources2021-12-31$114,938
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$163,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$163,615
Administrative expenses professional fees incurred2021-12-31$49,775
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,377,784
Participant contributions at end of year2021-12-31$1,945,684
Participant contributions at beginning of year2021-12-31$1,885,277
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$136,199
Other income not declared elsewhere2021-12-31$191
Administrative expenses (other) incurred2021-12-31$8,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,536,248
Value of net assets at end of year (total assets less liabilities)2021-12-31$72,718,270
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$68,013,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,268,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,748,575
Value of interest in pooled separate accounts at end of year2021-12-31$7,154,111
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$114,938
Value of interest in common/collective trusts at end of year2021-12-31$48,350,460
Value of interest in common/collective trusts at beginning of year2021-12-31$43,379,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,643,427
Net investment gain/loss from pooled separate accounts2021-12-31$-129,567
Net investment gain or loss from common/collective trusts2021-12-31$4,264,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,711,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,671,906
Contract administrator fees2021-12-31$16,467
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2020 401k financial data
Total transfer of assets from this plan2020-12-31$499,588
Total income from all sources (including contributions)2020-12-31$13,136,246
Total of all expenses incurred2020-12-31$4,036,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,000,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,955,814
Value of total assets at end of year2020-12-31$68,013,145
Value of total assets at beginning of year2020-12-31$59,413,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$36,666
Total interest from all sources2020-12-31$129,005
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$180,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$180,870
Administrative expenses professional fees incurred2020-12-31$26,301
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,142,080
Participant contributions at end of year2020-12-31$1,885,277
Participant contributions at beginning of year2020-12-31$2,003,820
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$377,344
Other income not declared elsewhere2020-12-31$2,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,099,509
Value of net assets at end of year (total assets less liabilities)2020-12-31$68,013,145
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$59,413,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$6,939
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,748,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,169,227
Interest on participant loans2020-12-31$129,005
Value of interest in common/collective trusts at end of year2020-12-31$43,379,293
Value of interest in common/collective trusts at beginning of year2020-12-31$37,240,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,008,584
Net investment gain or loss from common/collective trusts2020-12-31$3,859,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,436,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,000,071
Contract administrator fees2020-12-31$3,426
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2019 401k financial data
Total transfer of assets from this plan2019-12-31$422,501
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$36,545
Total income from all sources (including contributions)2019-12-31$13,706,796
Total loss/gain on sale of assets2019-12-31$193,236
Total of all expenses incurred2019-12-31$4,518,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,457,271
Expenses. Certain deemed distributions of participant loans2019-12-31$30,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,388,895
Value of total assets at end of year2019-12-31$59,413,224
Value of total assets at beginning of year2019-12-31$50,683,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,868
Total interest from all sources2019-12-31$128,008
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$536,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$316,024
Administrative expenses professional fees incurred2019-12-31$23,239
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,074,901
Participant contributions at end of year2019-12-31$2,003,820
Participant contributions at beginning of year2019-12-31$2,019,411
Participant contributions at beginning of year2019-12-31$99,525
Other income not declared elsewhere2019-12-31$38,667
Liabilities. Value of operating payables at beginning of year2019-12-31$36,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,188,695
Value of net assets at end of year (total assets less liabilities)2019-12-31$59,413,224
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$50,647,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$2,969
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,169,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,952,454
Interest on participant loans2019-12-31$128,008
Value of interest in common/collective trusts at end of year2019-12-31$37,240,177
Value of interest in common/collective trusts at beginning of year2019-12-31$22,395,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,099,090
Net investment gain or loss from common/collective trusts2019-12-31$4,322,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at beginning of year2019-12-31$2,172,500
Contributions received in cash from employer2019-12-31$1,313,994
Employer contributions (assets) at beginning of year2019-12-31$43,811
Income. Dividends from common stock2019-12-31$220,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,457,271
Contract administrator fees2019-12-31$3,660
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,365,736
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,172,500
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ACM LLP
Accountancy firm EIN2019-12-31010724563
2018 : U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-249,975
Total unrealized appreciation/depreciation of assets2018-12-31$-249,975
Total transfer of assets from this plan2018-12-31$136,027
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$36,545
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,554,144
Total loss/gain on sale of assets2018-12-31$44,527
Total of all expenses incurred2018-12-31$2,760,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,607,277
Expenses. Certain deemed distributions of participant loans2018-12-31$8,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,038,782
Value of total assets at end of year2018-12-31$50,683,575
Value of total assets at beginning of year2018-12-31$50,989,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$145,087
Total interest from all sources2018-12-31$112,874
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$429,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$346,159
Administrative expenses professional fees incurred2018-12-31$126,414
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,753,996
Participant contributions at end of year2018-12-31$2,019,411
Participant contributions at beginning of year2018-12-31$1,698,890
Participant contributions at end of year2018-12-31$99,525
Participant contributions at beginning of year2018-12-31$102,394
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$121,088
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$36,545
Other income not declared elsewhere2018-12-31$10,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-206,314
Value of net assets at end of year (total assets less liabilities)2018-12-31$50,647,030
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$50,989,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,952,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,125,878
Interest on participant loans2018-12-31$112,874
Value of interest in common/collective trusts at end of year2018-12-31$22,395,874
Value of interest in common/collective trusts at beginning of year2018-12-31$20,495,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,601,612
Net investment gain or loss from common/collective trusts2018-12-31$-229,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$2,172,500
Assets. Invements in employer securities at beginning of year2018-12-31$2,525,318
Contributions received in cash from employer2018-12-31$1,163,698
Employer contributions (assets) at end of year2018-12-31$43,811
Employer contributions (assets) at beginning of year2018-12-31$41,647
Income. Dividends from common stock2018-12-31$83,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,607,277
Contract administrator fees2018-12-31$18,673
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$239,870
Aggregate carrying amount (costs) on sale of assets2018-12-31$195,343
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ACM LLP
Accountancy firm EIN2018-12-31010724563
2017 : U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$392,978
Total unrealized appreciation/depreciation of assets2017-12-31$392,978
Total transfer of assets from this plan2017-12-31$309,631
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$23,517
Total income from all sources (including contributions)2017-12-31$9,843,977
Total loss/gain on sale of assets2017-12-31$-671
Total of all expenses incurred2017-12-31$4,445,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,489,275
Expenses. Certain deemed distributions of participant loans2017-12-31$909,899
Value of total corrective distributions2017-12-31$22,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,309,402
Value of total assets at end of year2017-12-31$50,989,371
Value of total assets at beginning of year2017-12-31$45,924,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,788
Total interest from all sources2017-12-31$79,340
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$373,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$263,463
Administrative expenses professional fees incurred2017-12-31$20,698
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,314,270
Participant contributions at end of year2017-12-31$1,698,890
Participant contributions at beginning of year2017-12-31$1,351,538
Participant contributions at end of year2017-12-31$102,394
Participant contributions at beginning of year2017-12-31$85,184
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$90,738
Liabilities. Value of operating payables at beginning of year2017-12-31$23,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,398,026
Value of net assets at end of year (total assets less liabilities)2017-12-31$50,989,371
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$45,900,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$26,125,878
Interest on participant loans2017-12-31$79,340
Value of interest in master investment trust accounts at beginning of year2017-12-31$44,454,439
Value of interest in common/collective trusts at end of year2017-12-31$20,495,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,239,013
Net investment gain or loss from common/collective trusts2017-12-31$1,467,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$904,394
Employer contributions (assets) at end of year2017-12-31$41,647
Employer contributions (assets) at beginning of year2017-12-31$33,332
Income. Dividends from common stock2017-12-31$110,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,489,275
Contract administrator fees2017-12-31$3,090
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$2,525,318
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$93,968
Aggregate carrying amount (costs) on sale of assets2017-12-31$94,639
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2017-12-31010724563
2016 : U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2016 401k financial data
Total transfer of assets from this plan2016-12-31$132,075
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$23,517
Total income from all sources (including contributions)2016-12-31$5,735,003
Total of all expenses incurred2016-12-31$3,735,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,723,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,909,451
Value of total assets at end of year2016-12-31$45,924,493
Value of total assets at beginning of year2016-12-31$44,033,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,546
Total interest from all sources2016-12-31$53,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$12,211
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,075,120
Participant contributions at end of year2016-12-31$1,351,538
Participant contributions at beginning of year2016-12-31$1,122,241
Participant contributions at end of year2016-12-31$85,184
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$65,575
Administrative expenses (other) incurred2016-12-31$335
Liabilities. Value of operating payables at end of year2016-12-31$23,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,999,189
Value of net assets at end of year (total assets less liabilities)2016-12-31$45,900,976
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$44,033,862
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
Interest on participant loans2016-12-31$53,100
Value of interest in master investment trust accounts at end of year2016-12-31$44,454,439
Value of interest in master investment trust accounts at beginning of year2016-12-31$42,911,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$768,756
Employer contributions (assets) at end of year2016-12-31$33,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,723,268
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2016-12-31010724563
2015 : U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2015 401k financial data
Total transfer of assets from this plan2015-12-31$39,595
Total income from all sources (including contributions)2015-12-31$2,457,946
Total of all expenses incurred2015-12-31$3,758,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,733,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,062,195
Value of total assets at end of year2015-12-31$44,033,862
Value of total assets at beginning of year2015-12-31$45,373,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,992
Total interest from all sources2015-12-31$52,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$9,518
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,242,235
Participant contributions at end of year2015-12-31$1,122,241
Participant contributions at beginning of year2015-12-31$1,179,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,300,069
Value of net assets at end of year (total assets less liabilities)2015-12-31$44,033,862
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$45,373,526
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$8,436
Interest on participant loans2015-12-31$52,459
Value of interest in master investment trust accounts at end of year2015-12-31$42,911,621
Value of interest in master investment trust accounts at beginning of year2015-12-31$44,194,236
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$819,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,733,023
Contract administrator fees2015-12-31$7,038
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2015-12-31010724563
2014 : U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2014 401k financial data
Total transfer of assets from this plan2014-12-31$16,201
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,463,232
Total of all expenses incurred2014-12-31$2,712,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,660,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,815,681
Value of total assets at end of year2014-12-31$45,373,526
Value of total assets at beginning of year2014-12-31$43,638,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$51,856
Total interest from all sources2014-12-31$42,681
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$2,000,000
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$2,024,486
Participant contributions at end of year2014-12-31$1,179,290
Participant contributions at beginning of year2014-12-31$1,201,149
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$8,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,751,057
Value of net assets at end of year (total assets less liabilities)2014-12-31$45,373,526
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$43,638,670
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
Interest on participant loans2014-12-31$42,681
Value of interest in master investment trust accounts at end of year2014-12-31$44,194,236
Value of interest in master investment trust accounts at beginning of year2014-12-31$42,437,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$783,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,660,319
Contract administrator fees2014-12-31$51,856
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2014-12-31010724563
2013 : U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$24,951
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,906,078
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,850,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,850,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,819,577
Value of total assets at end of year2013-12-31$45,243,996
Value of total assets at beginning of year2013-12-31$39,213,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$92
Total interest from all sources2013-12-31$45,198
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,937,865
Participant contributions at end of year2013-12-31$2,806,475
Participant contributions at beginning of year2013-12-31$2,797,676
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$72,697
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$6,055,129
Value of net assets at end of year (total assets less liabilities)2013-12-31$45,243,996
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$39,213,818
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
Interest on participant loans2013-12-31$45,198
Value of interest in master investment trust accounts at end of year2013-12-31$42,437,521
Value of interest in master investment trust accounts at beginning of year2013-12-31$36,416,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$809,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,850,949
Contract administrator fees2013-12-31$92
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$64,805
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,133,123
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,236,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,236,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,598,333
Value of total assets at end of year2012-12-31$39,213,818
Value of total assets at beginning of year2012-12-31$35,382,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,305
Total interest from all sources2012-12-31$48,101
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$20,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,926,577
Participant contributions at end of year2012-12-31$2,797,676
Participant contributions at beginning of year2012-12-31$2,593,210
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$24,021
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$3,896,199
Value of net assets at end of year (total assets less liabilities)2012-12-31$39,213,818
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$35,382,424
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
Interest on participant loans2012-12-31$48,101
Value of interest in master investment trust accounts at end of year2012-12-31$36,416,142
Value of interest in master investment trust accounts at beginning of year2012-12-31$32,765,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$671,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,236,924
Contract administrator fees2012-12-31$5,305
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$107,698
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,427,963
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,240,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,240,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,252,509
Value of total assets at end of year2011-12-31$33,644,370
Value of total assets at beginning of year2011-12-31$37,564,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$479
Total interest from all sources2011-12-31$104,147
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$20,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,750,571
Participant contributions at end of year2011-12-31$988,586
Participant contributions at beginning of year2011-12-31$2,599,143
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,951
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$24,021
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,812,804
Value of net assets at end of year (total assets less liabilities)2011-12-31$33,644,370
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$37,564,872
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
Interest on participant loans2011-12-31$104,147
Value of interest in master investment trust accounts at end of year2011-12-31$32,631,763
Value of interest in master investment trust accounts at beginning of year2011-12-31$27,990,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,975,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$499,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,240,288
Contract administrator fees2011-12-31$479
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2011-12-31010724563
2010 : U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2010 401k financial data
Total transfer of assets from this plan2010-12-31$920
Total income from all sources (including contributions)2010-12-31$5,699,144
Total of all expenses incurred2010-12-31$5,384,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,384,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,390,116
Value of total assets at end of year2010-12-31$37,564,872
Value of total assets at beginning of year2010-12-31$37,251,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,192,183
Participant contributions at end of year2010-12-31$2,599,143
Participant contributions at beginning of year2010-12-31$2,940,902
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$314,486
Value of net assets at end of year (total assets less liabilities)2010-12-31$37,564,872
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$37,251,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,395,496
Value of interest in master investment trust accounts at end of year2010-12-31$27,990,289
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$7,589,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$760,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$760,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,975,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$9,451,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$3,113,303
Contributions received in cash from employer2010-12-31$197,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,384,658
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31TANNER LLC
Accountancy firm EIN2010-12-31202253063

Form 5500 Responses for U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES

2023: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: U.S. BORAX INC. 401K SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED HOURLY EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number556241-02
Policy instance 1
Insurance contract or identification number556241-02
Number of Individuals Covered175
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074404
Policy instance 1
Insurance contract or identification number074404
Number of Individuals Covered767
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074404
Policy instance 1
Insurance contract or identification number074404
Number of Individuals Covered742
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00980TR
Policy instance 1
Insurance contract or identification numberMDA00980TR
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STATE STREET GLOBAL ADVISORS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number99-058
Policy instance 2
Insurance contract or identification number99-058
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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