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RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L Benefits

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

401k Sponsoring company profile

EMERSON ELECTRIC COMPANY has sponsored the creation of one or more 401k plans.

Company Name:EMERSON ELECTRIC COMPANY
Employer identification number (EIN):061026447
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01LARRY BRUNNER
0012015-10-01LARRY BRUNNER LARRY BRUNNER2017-07-17
0012014-10-01LARRY BRUNNER
0012013-10-01LARRY BRUNNER LARRY BRUNNER2015-07-14
0012012-10-01LARRY BRUNNER LARRY BRUNNER2014-07-14
0012011-10-01DAVID YARMUTH
0012009-10-01JAN BANSCH
0012008-10-01

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2022 401k membership
Market value of plan assets2022-09-3017,349,998
Acturial value of plan assets2022-09-3015,904,529
Funding target for retired participants and beneficiaries receiving payment2022-09-308,467,779
Number of terminated vested participants2022-09-3041
Fundng target for terminated vested participants2022-09-301,147,857
Active participant vested funding target2022-09-3038,249
Number of active participants2022-09-301
Total funding liabilities for active participants2022-09-3040,083
Total participant count2022-09-30200
Total funding target for all participants2022-09-309,655,719
Balance at beginning of prior year after applicable adjustments2022-09-302,515,616
Prefunding balance at beginning of prior year after applicable adjustments2022-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-09-300
Prefunding balanced used to offset prior years funding requirement2022-09-300
Amount remaining of carryover balance2022-09-302,515,616
Amount remaining of prefunding balance2022-09-300
Present value of excess contributions2022-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-09-300
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-302,967,672
Balance of prefunding at beginning of current year2022-09-300
Total employer contributions2022-09-300
Total employee contributions2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-300
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-3080,000
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-300
Carryover balance elected to use to offset funding requirement2022-09-300
Prefunding balance elected to use to offset funding requirement2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2021 401k membership
Total participants, beginning-of-year2021-10-01200
Total number of active participants reported on line 7a of the Form 55002021-10-011
Number of retired or separated participants receiving benefits2021-10-01121
Number of other retired or separated participants entitled to future benefits2021-10-0132
Total of all active and inactive participants2021-10-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-0131
Total participants2021-10-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
Market value of plan assets2021-09-3015,665,452
Acturial value of plan assets2021-09-3015,016,074
Funding target for retired participants and beneficiaries receiving payment2021-09-308,880,693
Number of terminated vested participants2021-09-3045
Fundng target for terminated vested participants2021-09-301,254,452
Active participant vested funding target2021-09-3034,642
Number of active participants2021-09-301
Total funding liabilities for active participants2021-09-3036,390
Total participant count2021-09-30214
Total funding target for all participants2021-09-3010,171,535
Balance at beginning of prior year after applicable adjustments2021-09-302,254,944
Prefunding balance at beginning of prior year after applicable adjustments2021-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-302,254,944
Amount remaining of prefunding balance2021-09-300
Present value of excess contributions2021-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-302,515,616
Balance of prefunding at beginning of current year2021-09-300
Total employer contributions2021-09-300
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-300
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-3083,000
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-300
Carryover balance elected to use to offset funding requirement2021-09-300
Prefunding balance elected to use to offset funding requirement2021-09-300
Additional cash requirement2021-09-300
Contributions allocatedtoward minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2020 401k membership
Total participants, beginning-of-year2020-10-01214
Total number of active participants reported on line 7a of the Form 55002020-10-011
Number of retired or separated participants receiving benefits2020-10-01127
Number of other retired or separated participants entitled to future benefits2020-10-0140
Total of all active and inactive participants2020-10-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-0132
Total participants2020-10-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
Market value of plan assets2020-09-3015,154,673
Acturial value of plan assets2020-09-3014,964,706
Funding target for retired participants and beneficiaries receiving payment2020-09-309,673,810
Number of terminated vested participants2020-09-3046
Fundng target for terminated vested participants2020-09-301,263,470
Active participant vested funding target2020-09-3090,044
Number of active participants2020-09-302
Total funding liabilities for active participants2020-09-3090,044
Total participant count2020-09-30225
Total funding target for all participants2020-09-3011,027,324
Balance at beginning of prior year after applicable adjustments2020-09-302,072,749
Prefunding balance at beginning of prior year after applicable adjustments2020-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-302,072,749
Amount remaining of prefunding balance2020-09-300
Present value of excess contributions2020-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-300
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-302,254,944
Balance of prefunding at beginning of current year2020-09-300
Total employer contributions2020-09-300
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-300
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-3044,000
Net shortfall amortization installment of oustanding balance2020-09-300
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-300
Carryover balance elected to use to offset funding requirement2020-09-300
Prefunding balance elected to use to offset funding requirement2020-09-300
Additional cash requirement2020-09-300
Contributions allocatedtoward minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2019 401k membership
Total participants, beginning-of-year2019-10-01225
Total number of active participants reported on line 7a of the Form 55002019-10-011
Number of retired or separated participants receiving benefits2019-10-01134
Number of other retired or separated participants entitled to future benefits2019-10-0144
Total of all active and inactive participants2019-10-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-0135
Total participants2019-10-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
Market value of plan assets2019-09-3014,993,090
Acturial value of plan assets2019-09-3014,781,664
Funding target for retired participants and beneficiaries receiving payment2019-09-309,346,802
Number of terminated vested participants2019-09-3049
Fundng target for terminated vested participants2019-09-301,438,560
Active participant vested funding target2019-09-30157,066
Number of active participants2019-09-303
Total funding liabilities for active participants2019-09-30157,066
Total participant count2019-09-30239
Total funding target for all participants2019-09-3010,942,428
Balance at beginning of prior year after applicable adjustments2019-09-301,965,250
Prefunding balance at beginning of prior year after applicable adjustments2019-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-301,965,250
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-300
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-302,072,749
Balance of prefunding at beginning of current year2019-09-300
Total employer contributions2019-09-300
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-300
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-3046,000
Net shortfall amortization installment of oustanding balance2019-09-300
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-300
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-300
Contributions allocatedtoward minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2018 401k membership
Total participants, beginning-of-year2018-10-01239
Total number of active participants reported on line 7a of the Form 55002018-10-012
Number of retired or separated participants receiving benefits2018-10-01145
Number of other retired or separated participants entitled to future benefits2018-10-0144
Total of all active and inactive participants2018-10-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-0134
Total participants2018-10-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
Market value of plan assets2018-09-3015,333,741
Acturial value of plan assets2018-09-3014,425,470
Funding target for retired participants and beneficiaries receiving payment2018-09-309,519,022
Number of terminated vested participants2018-09-3049
Fundng target for terminated vested participants2018-09-301,274,976
Active participant vested funding target2018-09-30459,019
Number of active participants2018-09-306
Total funding liabilities for active participants2018-09-30464,239
Total participant count2018-09-30255
Total funding target for all participants2018-09-3011,258,237
Balance at beginning of prior year after applicable adjustments2018-09-301,734,554
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-301,734,554
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-300
Reductions in caryover balances due to elections or deemed elections2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-301,965,250
Balance of prefunding at beginning of current year2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-300
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-3059,512
Net shortfall amortization installment of oustanding balance2018-09-300
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-300
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-300
Contributions allocatedtoward minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2017 401k membership
Total participants, beginning-of-year2017-10-01255
Total number of active participants reported on line 7a of the Form 55002017-10-013
Number of retired or separated participants receiving benefits2017-10-01152
Number of other retired or separated participants entitled to future benefits2017-10-0147
Total of all active and inactive participants2017-10-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-0137
Total participants2017-10-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
Market value of plan assets2017-09-3014,659,867
Acturial value of plan assets2017-09-3014,569,820
Funding target for retired participants and beneficiaries receiving payment2017-09-309,755,911
Number of terminated vested participants2017-09-3053
Fundng target for terminated vested participants2017-09-301,210,482
Active participant vested funding target2017-09-30527,007
Number of active participants2017-09-307
Total funding liabilities for active participants2017-09-30532,323
Total participant count2017-09-30264
Total funding target for all participants2017-09-3011,498,716
Balance at beginning of prior year after applicable adjustments2017-09-301,530,399
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-301,530,399
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-300
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-301,734,554
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-300
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-300
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-3061,167
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-300
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-300
Contributions allocatedtoward minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2016: RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2016 401k membership
Total participants, beginning-of-year2016-10-01264
Total number of active participants reported on line 7a of the Form 55002016-10-016
Number of retired or separated participants receiving benefits2016-10-01165
Number of other retired or separated participants entitled to future benefits2016-10-0147
Total of all active and inactive participants2016-10-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-0137
Total participants2016-10-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2015 401k membership
Total participants, beginning-of-year2015-10-01281
Total number of active participants reported on line 7a of the Form 55002015-10-017
Number of retired or separated participants receiving benefits2015-10-01171
Number of other retired or separated participants entitled to future benefits2015-10-0153
Total of all active and inactive participants2015-10-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-0133
Total participants2015-10-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2014 401k membership
Total participants, beginning-of-year2014-10-01295
Total number of active participants reported on line 7a of the Form 55002014-10-019
Number of retired or separated participants receiving benefits2014-10-01179
Number of other retired or separated participants entitled to future benefits2014-10-0157
Total of all active and inactive participants2014-10-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-0136
Total participants2014-10-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2013 401k membership
Total participants, beginning-of-year2013-10-01308
Total number of active participants reported on line 7a of the Form 55002013-10-0114
Number of retired or separated participants receiving benefits2013-10-01188
Number of other retired or separated participants entitled to future benefits2013-10-0154
Total of all active and inactive participants2013-10-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-0139
Total participants2013-10-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2012 401k membership
Total participants, beginning-of-year2012-10-01328
Total number of active participants reported on line 7a of the Form 55002012-10-0114
Number of retired or separated participants receiving benefits2012-10-01191
Number of other retired or separated participants entitled to future benefits2012-10-0161
Total of all active and inactive participants2012-10-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-0142
Total participants2012-10-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2011 401k membership
Total participants, beginning-of-year2011-10-01344
Total number of active participants reported on line 7a of the Form 55002011-10-0122
Number of retired or separated participants receiving benefits2011-10-01202
Number of other retired or separated participants entitled to future benefits2011-10-0159
Total of all active and inactive participants2011-10-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-0145
Total participants2011-10-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2009: RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2009 401k membership
Total participants, beginning-of-year2009-10-01391
Total number of active participants reported on line 7a of the Form 55002009-10-0129
Number of retired or separated participants receiving benefits2009-10-01224
Number of other retired or separated participants entitled to future benefits2009-10-0169
Total of all active and inactive participants2009-10-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-0143
Total participants2009-10-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-015

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L

Measure Date Value
2022 : RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-3,612,292
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$995,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$936,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$0
Value of total assets at end of year2022-09-30$12,742,617
Value of total assets at beginning of year2022-09-30$17,349,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$58,769
Total interest from all sources2022-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Administrative expenses professional fees incurred2022-09-30$38,324
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$25,000,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Administrative expenses (other) incurred2022-09-30$20,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-4,607,381
Value of net assets at end of year (total assets less liabilities)2022-09-30$12,742,617
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$17,349,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in master investment trust accounts at end of year2022-09-30$12,742,617
Value of interest in master investment trust accounts at beginning of year2022-09-30$17,349,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$936,320
Did the plan have assets held for investment2022-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30GRANT THORNTON LLP
Accountancy firm EIN2022-09-30366055558
2021 : RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$2,721,388
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$1,036,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$991,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$0
Value of total assets at end of year2021-09-30$17,349,998
Value of total assets at beginning of year2021-09-30$15,665,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$45,482
Total interest from all sources2021-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Administrative expenses professional fees incurred2021-09-30$24,412
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$25,000,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Administrative expenses (other) incurred2021-09-30$21,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$1,684,545
Value of net assets at end of year (total assets less liabilities)2021-09-30$17,349,998
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$15,665,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in master investment trust accounts at end of year2021-09-30$17,349,998
Value of interest in master investment trust accounts at beginning of year2021-09-30$15,665,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$991,361
Did the plan have assets held for investment2021-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30GRANT THORNTON LLP
Accountancy firm EIN2021-09-30366055558
2020 : RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$1,684,676
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$1,173,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$1,013,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$0
Value of total assets at end of year2020-09-30$15,665,453
Value of total assets at beginning of year2020-09-30$15,154,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$160,611
Total interest from all sources2020-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Administrative expenses professional fees incurred2020-09-30$61,874
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$25,000,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Administrative expenses (other) incurred2020-09-30$98,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$510,780
Value of net assets at end of year (total assets less liabilities)2020-09-30$15,665,453
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$15,154,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in master investment trust accounts at end of year2020-09-30$15,665,453
Value of interest in master investment trust accounts at beginning of year2020-09-30$15,154,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$1,013,285
Did the plan have assets held for investment2020-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30GRANT THORNTON LLP
Accountancy firm EIN2020-09-30366055558
2019 : RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$1,117,013
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$1,107,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$1,073,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$0
Value of total assets at end of year2019-09-30$15,154,673
Value of total assets at beginning of year2019-09-30$15,144,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$33,836
Total interest from all sources2019-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Administrative expenses professional fees incurred2019-09-30$13,035
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$25,000,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Administrative expenses (other) incurred2019-09-30$20,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$9,801
Value of net assets at end of year (total assets less liabilities)2019-09-30$15,154,673
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$15,144,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in master investment trust accounts at end of year2019-09-30$15,154,673
Value of interest in master investment trust accounts at beginning of year2019-09-30$15,144,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$1,073,376
Did the plan have assets held for investment2019-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30GRANT THORNTON LLP
Accountancy firm EIN2019-09-30366055558
2018 : RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$958,669
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$1,147,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$1,095,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$0
Value of total assets at end of year2018-09-30$15,144,872
Value of total assets at beginning of year2018-09-30$15,333,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$51,767
Total interest from all sources2018-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Administrative expenses professional fees incurred2018-09-30$31,057
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$25,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Administrative expenses (other) incurred2018-09-30$20,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$-188,870
Value of net assets at end of year (total assets less liabilities)2018-09-30$15,144,872
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$15,333,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in master investment trust accounts at end of year2018-09-30$15,144,872
Value of interest in master investment trust accounts at beginning of year2018-09-30$15,333,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$1,095,772
Did the plan have assets held for investment2018-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30GRANT THORNTON LLP
Accountancy firm EIN2018-09-30366055558
2017 : RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$1,870,299
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$1,196,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$1,153,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$0
Value of total assets at end of year2017-09-30$15,333,742
Value of total assets at beginning of year2017-09-30$14,659,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$42,455
Total interest from all sources2017-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Administrative expenses professional fees incurred2017-09-30$22,445
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$25,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Administrative expenses (other) incurred2017-09-30$20,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$673,875
Value of net assets at end of year (total assets less liabilities)2017-09-30$15,333,742
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$14,659,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in master investment trust accounts at end of year2017-09-30$15,333,742
Value of interest in master investment trust accounts at beginning of year2017-09-30$14,659,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$1,153,969
Did the plan have assets held for investment2017-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30GRANT THORNTON LLP
Accountancy firm EIN2017-09-30366055558
2016 : RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$1,752,684
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$1,225,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$1,185,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$0
Value of total assets at end of year2016-09-30$14,659,867
Value of total assets at beginning of year2016-09-30$14,132,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$39,703
Total interest from all sources2016-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Administrative expenses professional fees incurred2016-09-30$20,608
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$25,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Administrative expenses (other) incurred2016-09-30$19,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$527,259
Value of net assets at end of year (total assets less liabilities)2016-09-30$14,659,867
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$14,132,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in master investment trust accounts at end of year2016-09-30$14,659,867
Value of interest in master investment trust accounts at beginning of year2016-09-30$13,532,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Employer contributions (assets) at beginning of year2016-09-30$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$1,185,722
Did the plan have assets held for investment2016-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30GRANT THORNTON LLP
Accountancy firm EIN2016-09-30366055558
2015 : RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$177,032
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$1,276,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$1,229,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$600,000
Value of total assets at end of year2015-09-30$14,132,608
Value of total assets at beginning of year2015-09-30$15,232,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$46,718
Total interest from all sources2015-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Administrative expenses professional fees incurred2015-09-30$29,182
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$25,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Administrative expenses (other) incurred2015-09-30$17,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-1,099,600
Value of net assets at end of year (total assets less liabilities)2015-09-30$14,132,608
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$15,232,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in master investment trust accounts at end of year2015-09-30$13,532,608
Value of interest in master investment trust accounts at beginning of year2015-09-30$15,232,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$600,000
Employer contributions (assets) at end of year2015-09-30$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$1,229,914
Did the plan have assets held for investment2015-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30GRANT THORNTON LLP
Accountancy firm EIN2015-09-30366055558
2014 : RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$1,650,996
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$1,313,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$1,277,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$0
Value of total assets at end of year2014-09-30$15,232,208
Value of total assets at beginning of year2014-09-30$14,894,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$36,009
Total interest from all sources2014-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Administrative expenses professional fees incurred2014-09-30$19,995
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$25,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Administrative expenses (other) incurred2014-09-30$16,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$337,545
Value of net assets at end of year (total assets less liabilities)2014-09-30$15,232,208
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$14,894,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in master investment trust accounts at end of year2014-09-30$15,232,208
Value of interest in master investment trust accounts at beginning of year2014-09-30$14,894,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$1,277,442
Did the plan have assets held for investment2014-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30GRANT THORNTON LLP
Accountancy firm EIN2014-09-30366055558
2013 : RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$1,729,163
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$1,296,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$1,254,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$0
Value of total assets at end of year2013-09-30$14,894,663
Value of total assets at beginning of year2013-09-30$14,462,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$41,873
Total interest from all sources2013-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Administrative expenses professional fees incurred2013-09-30$25,090
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$25,000,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Administrative expenses (other) incurred2013-09-30$16,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$432,550
Value of net assets at end of year (total assets less liabilities)2013-09-30$14,894,663
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$14,462,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in master investment trust accounts at end of year2013-09-30$14,894,663
Value of interest in master investment trust accounts at beginning of year2013-09-30$14,392,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Employer contributions (assets) at beginning of year2013-09-30$70,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$1,254,740
Did the plan have assets held for investment2013-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30GRANT THORNTON LLP
Accountancy firm EIN2013-09-30366055558
2012 : RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2012 401k financial data
Total income from all sources (including contributions)2012-09-30$2,417,649
Total of all expenses incurred2012-09-30$1,335,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$1,292,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$70,000
Value of total assets at end of year2012-09-30$14,462,113
Value of total assets at beginning of year2012-09-30$13,380,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$43,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Administrative expenses professional fees incurred2012-09-30$22,918
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$25,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Administrative expenses (other) incurred2012-09-30$20,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$1,081,867
Value of net assets at end of year (total assets less liabilities)2012-09-30$14,462,113
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$13,380,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in master investment trust accounts at end of year2012-09-30$14,392,113
Value of interest in master investment trust accounts at beginning of year2012-09-30$12,700,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$70,000
Employer contributions (assets) at end of year2012-09-30$70,000
Employer contributions (assets) at beginning of year2012-09-30$680,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$1,292,207
Did the plan have assets held for investment2012-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30GRANT THORNTON LLP
Accountancy firm EIN2012-09-30366055558
2011 : RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2011 401k financial data
Total income from all sources (including contributions)2011-09-30$891,214
Total of all expenses incurred2011-09-30$1,373,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$1,340,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$680,000
Value of total assets at end of year2011-09-30$13,380,246
Value of total assets at beginning of year2011-09-30$13,862,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$33,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Administrative expenses professional fees incurred2011-09-30$18,300
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$25,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Administrative expenses (other) incurred2011-09-30$14,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-482,531
Value of net assets at end of year (total assets less liabilities)2011-09-30$13,380,246
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$13,862,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in master investment trust accounts at end of year2011-09-30$12,700,246
Value of interest in master investment trust accounts at beginning of year2011-09-30$13,742,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$680,000
Employer contributions (assets) at end of year2011-09-30$680,000
Employer contributions (assets) at beginning of year2011-09-30$120,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$1,340,521
Did the plan have assets held for investment2011-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30GRANT THORNTON LLP
Accountancy firm EIN2011-09-30366055558
2010 : RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L

2021: RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: RETIREMENT PLAN FOR EMPLOYEES OF BRISTOL BABCOCK INC UNITED STEELWORKS OF AMERICA LOCAL 895L 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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