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Plan Name | PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF PHELPS DODGE HIGH PERFORMANCE CONDUCTORS, OF NJ, INC. |
Plan identification number | 059 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | FREEPORT MINERALS CORPORATION |
Employer identification number (EIN): | 131808503 |
Additional information about FREEPORT MINERALS CORPORATION
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2014-05-02 |
Company Identification Number: | 0801983040 |
Legal Registered Office Address: |
333 N CENTRAL AVE PHOENIX United States of America (USA) 85004 |
More information about FREEPORT MINERALS CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
059 | 2016-12-01 | TIFFANY GIFFORD | |||
059 | 2015-12-01 | TIFFANY GIFFORD | |||
059 | 2014-12-01 | VICKI RIGGINS | |||
059 | 2013-12-01 | VICKI RIGGINS | |||
059 | 2012-12-01 | VICKI RIGGINS | |||
059 | 2011-12-01 | VICKI RIGGINS | |||
059 | 2010-12-01 | VICKI RIGGINS | |||
059 | 2009-12-01 | LINDA LEWIS | |||
059 | 2009-12-01 | WILLIAM RECH | |||
059 | 2008-12-01 |
Measure | Date | Value |
---|---|---|
2017: PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF PHELPS DODGE HIGH PERFORMANCE CONDUCTORS, OF NJ, INC. 2017 401k membership | ||
Market value of plan assets | 2017-11-30 | 2,374,190 |
Acturial value of plan assets | 2017-11-30 | 2,374,190 |
Funding target for retired participants and beneficiaries receiving payment | 2017-11-30 | 1,231,886 |
Number of terminated vested participants | 2017-11-30 | 93 |
Fundng target for terminated vested participants | 2017-11-30 | 1,175,768 |
Active participant vested funding target | 2017-11-30 | 24,449 |
Number of active participants | 2017-11-30 | 3 |
Total funding liabilities for active participants | 2017-11-30 | 24,449 |
Total participant count | 2017-11-30 | 220 |
Total funding target for all participants | 2017-11-30 | 2,432,103 |
Balance at beginning of prior year after applicable adjustments | 2017-11-30 | 63,081 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-11-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-11-30 | 38,372 |
Prefunding balanced used to offset prior years funding requirement | 2017-11-30 | 0 |
Amount remaining of carryover balance | 2017-11-30 | 24,709 |
Amount remaining of prefunding balance | 2017-11-30 | 0 |
Present value of excess contributions | 2017-11-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-11-30 | 0 |
Balance of carryovers at beginning of current year | 2017-11-30 | 25,944 |
Balance of prefunding at beginning of current year | 2017-11-30 | 0 |
Total employer contributions | 2017-11-30 | 31,593 |
Total employee contributions | 2017-11-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-11-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-11-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-11-30 | 29,350 |
Liquidity shortfalls end of Q1 | 2017-11-30 | 0 |
Liquidity shortfalls end of Q2 | 2017-11-30 | 0 |
Liquidity shortfalls end of Q3 | 2017-11-30 | 0 |
Liquidity shortfalls end of Q4 | 2017-11-30 | 0 |
Unpaid minimum required contributions for all prior years | 2017-11-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-11-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-11-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-11-30 | 40,700 |
Net shortfall amortization installment of oustanding balance | 2017-11-30 | 83,857 |
Waiver amortization installment | 2017-11-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-11-30 | 54,555 |
Carryover balance elected to use to offset funding requirement | 2017-11-30 | 25,944 |
Prefunding balance elected to use to offset funding requirement | 2017-11-30 | 0 |
Additional cash requirement | 2017-11-30 | 28,611 |
Contributions allocatedtoward minimum required contributions for current year | 2017-11-30 | 29,350 |
Unpaid minimum required contributions for current year | 2017-11-30 | 0 |
Unpaid minimum required contributions for all years | 2017-11-30 | 0 |
2016: PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF PHELPS DODGE HIGH PERFORMANCE CONDUCTORS, OF NJ, INC. 2016 401k membership | ||
Total participants, beginning-of-year | 2016-12-01 | 220 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-12-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-12-01 | 0 |
Total of all active and inactive participants | 2016-12-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-12-01 | 0 |
Total participants | 2016-12-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-12-01 | 0 |
2015: PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF PHELPS DODGE HIGH PERFORMANCE CONDUCTORS, OF NJ, INC. 2015 401k membership | ||
Total participants, beginning-of-year | 2015-12-01 | 223 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-12-01 | 3 |
Number of retired or separated participants receiving benefits | 2015-12-01 | 110 |
Number of other retired or separated participants entitled to future benefits | 2015-12-01 | 93 |
Total of all active and inactive participants | 2015-12-01 | 206 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-12-01 | 14 |
Total participants | 2015-12-01 | 220 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-12-01 | 0 |
2014: PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF PHELPS DODGE HIGH PERFORMANCE CONDUCTORS, OF NJ, INC. 2014 401k membership | ||
Total participants, beginning-of-year | 2014-12-01 | 226 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-12-01 | 3 |
Number of retired or separated participants receiving benefits | 2014-12-01 | 101 |
Number of other retired or separated participants entitled to future benefits | 2014-12-01 | 105 |
Total of all active and inactive participants | 2014-12-01 | 209 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-12-01 | 14 |
Total participants | 2014-12-01 | 223 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-12-01 | 0 |
2013: PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF PHELPS DODGE HIGH PERFORMANCE CONDUCTORS, OF NJ, INC. 2013 401k membership | ||
Total participants, beginning-of-year | 2013-12-01 | 231 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-12-01 | 3 |
Number of retired or separated participants receiving benefits | 2013-12-01 | 99 |
Number of other retired or separated participants entitled to future benefits | 2013-12-01 | 110 |
Total of all active and inactive participants | 2013-12-01 | 212 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-12-01 | 14 |
Total participants | 2013-12-01 | 226 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-12-01 | 0 |
2012: PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF PHELPS DODGE HIGH PERFORMANCE CONDUCTORS, OF NJ, INC. 2012 401k membership | ||
Total participants, beginning-of-year | 2012-12-01 | 235 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-12-01 | 3 |
Number of retired or separated participants receiving benefits | 2012-12-01 | 102 |
Number of other retired or separated participants entitled to future benefits | 2012-12-01 | 114 |
Total of all active and inactive participants | 2012-12-01 | 219 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-12-01 | 12 |
Total participants | 2012-12-01 | 231 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-12-01 | 0 |
2011: PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF PHELPS DODGE HIGH PERFORMANCE CONDUCTORS, OF NJ, INC. 2011 401k membership | ||
Total participants, beginning-of-year | 2011-12-01 | 238 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-12-01 | 4 |
Number of retired or separated participants receiving benefits | 2011-12-01 | 99 |
Number of other retired or separated participants entitled to future benefits | 2011-12-01 | 123 |
Total of all active and inactive participants | 2011-12-01 | 226 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-12-01 | 9 |
Total participants | 2011-12-01 | 235 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-12-01 | 0 |
2010: PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF PHELPS DODGE HIGH PERFORMANCE CONDUCTORS, OF NJ, INC. 2010 401k membership | ||
Total participants, beginning-of-year | 2010-12-01 | 239 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-12-01 | 4 |
Number of retired or separated participants receiving benefits | 2010-12-01 | 91 |
Number of other retired or separated participants entitled to future benefits | 2010-12-01 | 132 |
Total of all active and inactive participants | 2010-12-01 | 227 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-12-01 | 11 |
Total participants | 2010-12-01 | 238 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-12-01 | 0 |
2009: PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF PHELPS DODGE HIGH PERFORMANCE CONDUCTORS, OF NJ, INC. 2009 401k membership | ||
Total participants, beginning-of-year | 2009-12-01 | 240 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-12-01 | 5 |
Number of retired or separated participants receiving benefits | 2009-12-01 | 86 |
Number of other retired or separated participants entitled to future benefits | 2009-12-01 | 137 |
Total of all active and inactive participants | 2009-12-01 | 228 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-12-01 | 11 |
Total participants | 2009-12-01 | 239 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-12-01 | 0 |
Measure | Date | Value |
---|---|---|
2017 : PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF PHELPS DODGE HIGH PERFORMANCE CONDUCTORS, OF NJ, INC. 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-11-30 | $0 |
Total transfer of assets from this plan | 2017-11-30 | $2,615,451 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-11-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-11-30 | $4,149 |
Total income from all sources (including contributions) | 2017-11-30 | $442,828 |
Total loss/gain on sale of assets | 2017-11-30 | $0 |
Total of all expenses incurred | 2017-11-30 | $200,358 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-11-30 | $133,902 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-11-30 | $31,593 |
Value of total assets at end of year | 2017-11-30 | $0 |
Value of total assets at beginning of year | 2017-11-30 | $2,377,130 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-11-30 | $66,456 |
Total interest from all sources | 2017-11-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-11-30 | No |
Administrative expenses professional fees incurred | 2017-11-30 | $28,714 |
Was this plan covered by a fidelity bond | 2017-11-30 | Yes |
Value of fidelity bond cover | 2017-11-30 | $30,000,000 |
If this is an individual account plan, was there a blackout period | 2017-11-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-11-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-11-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-11-30 | $4,149 |
Administrative expenses (other) incurred | 2017-11-30 | $29,794 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-11-30 | No |
Value of net income/loss | 2017-11-30 | $242,470 |
Value of net assets at end of year (total assets less liabilities) | 2017-11-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-11-30 | $2,372,981 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-11-30 | No |
Investment advisory and management fees | 2017-11-30 | $7,446 |
Value of interest in master investment trust accounts at end of year | 2017-11-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2017-11-30 | $2,377,130 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-11-30 | No |
Contributions received in cash from employer | 2017-11-30 | $31,593 |
Employer contributions (assets) at end of year | 2017-11-30 | $0 |
Employer contributions (assets) at beginning of year | 2017-11-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-11-30 | $133,902 |
Contract administrator fees | 2017-11-30 | $502 |
Did the plan have assets held for investment | 2017-11-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-11-30 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-11-30 | Disclaimer |
Accountancy firm name | 2017-11-30 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2017-11-30 | 410746749 |
2016 : PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF PHELPS DODGE HIGH PERFORMANCE CONDUCTORS, OF NJ, INC. 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-11-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-11-30 | $4,149 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-11-30 | $2,940 |
Total income from all sources (including contributions) | 2016-11-30 | $126,930 |
Total loss/gain on sale of assets | 2016-11-30 | $0 |
Total of all expenses incurred | 2016-11-30 | $170,700 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-11-30 | $124,903 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-11-30 | $0 |
Value of total assets at end of year | 2016-11-30 | $2,377,130 |
Value of total assets at beginning of year | 2016-11-30 | $2,419,691 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-11-30 | $45,797 |
Total interest from all sources | 2016-11-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-11-30 | No |
Administrative expenses professional fees incurred | 2016-11-30 | $12,834 |
Was this plan covered by a fidelity bond | 2016-11-30 | Yes |
Value of fidelity bond cover | 2016-11-30 | $30,000,000 |
If this is an individual account plan, was there a blackout period | 2016-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-11-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-11-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-11-30 | $4,149 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-11-30 | $2,940 |
Administrative expenses (other) incurred | 2016-11-30 | $22,434 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-11-30 | No |
Value of net income/loss | 2016-11-30 | $-43,770 |
Value of net assets at end of year (total assets less liabilities) | 2016-11-30 | $2,372,981 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-11-30 | $2,416,751 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-11-30 | No |
Investment advisory and management fees | 2016-11-30 | $9,841 |
Value of interest in master investment trust accounts at end of year | 2016-11-30 | $2,377,130 |
Value of interest in master investment trust accounts at beginning of year | 2016-11-30 | $2,419,691 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-11-30 | No |
Employer contributions (assets) at end of year | 2016-11-30 | $0 |
Employer contributions (assets) at beginning of year | 2016-11-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-11-30 | $124,903 |
Contract administrator fees | 2016-11-30 | $688 |
Did the plan have assets held for investment | 2016-11-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-11-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-11-30 | Disclaimer |
Accountancy firm name | 2016-11-30 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2016-11-30 | 410746749 |
2015 : PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF PHELPS DODGE HIGH PERFORMANCE CONDUCTORS, OF NJ, INC. 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-11-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-11-30 | $2,940 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-11-30 | $3,134 |
Total income from all sources (including contributions) | 2015-11-30 | $15,692 |
Total loss/gain on sale of assets | 2015-11-30 | $0 |
Total of all expenses incurred | 2015-11-30 | $162,809 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-11-30 | $121,446 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-11-30 | $0 |
Value of total assets at end of year | 2015-11-30 | $2,419,691 |
Value of total assets at beginning of year | 2015-11-30 | $2,567,002 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-11-30 | $41,363 |
Total interest from all sources | 2015-11-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-11-30 | No |
Administrative expenses professional fees incurred | 2015-11-30 | $14,945 |
Was this plan covered by a fidelity bond | 2015-11-30 | Yes |
Value of fidelity bond cover | 2015-11-30 | $35,000,000 |
If this is an individual account plan, was there a blackout period | 2015-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-11-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-11-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-11-30 | $2,940 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-11-30 | $3,134 |
Administrative expenses (other) incurred | 2015-11-30 | $15,800 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-11-30 | No |
Value of net income/loss | 2015-11-30 | $-147,117 |
Value of net assets at end of year (total assets less liabilities) | 2015-11-30 | $2,416,751 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-11-30 | $2,563,868 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-11-30 | No |
Investment advisory and management fees | 2015-11-30 | $9,463 |
Value of interest in master investment trust accounts at end of year | 2015-11-30 | $2,419,691 |
Value of interest in master investment trust accounts at beginning of year | 2015-11-30 | $2,567,002 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-11-30 | No |
Employer contributions (assets) at end of year | 2015-11-30 | $0 |
Employer contributions (assets) at beginning of year | 2015-11-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-11-30 | $121,446 |
Contract administrator fees | 2015-11-30 | $1,155 |
Did the plan have assets held for investment | 2015-11-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-11-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-11-30 | Disclaimer |
Accountancy firm name | 2015-11-30 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2015-11-30 | 410746749 |
2014 : PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF PHELPS DODGE HIGH PERFORMANCE CONDUCTORS, OF NJ, INC. 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-11-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-11-30 | $3,134 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-11-30 | $2,953 |
Total income from all sources (including contributions) | 2014-11-30 | $304,103 |
Total loss/gain on sale of assets | 2014-11-30 | $0 |
Total of all expenses incurred | 2014-11-30 | $164,820 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-11-30 | $119,541 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-11-30 | $0 |
Value of total assets at end of year | 2014-11-30 | $2,567,002 |
Value of total assets at beginning of year | 2014-11-30 | $2,427,538 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-11-30 | $45,279 |
Total interest from all sources | 2014-11-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-11-30 | No |
Administrative expenses professional fees incurred | 2014-11-30 | $22,933 |
Was this plan covered by a fidelity bond | 2014-11-30 | Yes |
Value of fidelity bond cover | 2014-11-30 | $35,000,000 |
If this is an individual account plan, was there a blackout period | 2014-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-11-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-11-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-11-30 | $3,134 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-11-30 | $2,953 |
Administrative expenses (other) incurred | 2014-11-30 | $12,624 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-11-30 | No |
Value of net income/loss | 2014-11-30 | $139,283 |
Value of net assets at end of year (total assets less liabilities) | 2014-11-30 | $2,563,868 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-11-30 | $2,424,585 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-11-30 | No |
Investment advisory and management fees | 2014-11-30 | $8,833 |
Value of interest in master investment trust accounts at end of year | 2014-11-30 | $2,567,002 |
Value of interest in master investment trust accounts at beginning of year | 2014-11-30 | $2,427,538 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-11-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-11-30 | $119,541 |
Contract administrator fees | 2014-11-30 | $889 |
Did the plan have assets held for investment | 2014-11-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-11-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-11-30 | Disclaimer |
Accountancy firm name | 2014-11-30 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2014-11-30 | 410746749 |
2013 : PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF PHELPS DODGE HIGH PERFORMANCE CONDUCTORS, OF NJ, INC. 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-11-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-11-30 | $2,953 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-11-30 | $4,121 |
Total income from all sources (including contributions) | 2013-11-30 | $221,234 |
Total loss/gain on sale of assets | 2013-11-30 | $0 |
Total of all expenses incurred | 2013-11-30 | $171,487 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-11-30 | $125,465 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-11-30 | $0 |
Value of total assets at end of year | 2013-11-30 | $2,427,538 |
Value of total assets at beginning of year | 2013-11-30 | $2,378,959 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-11-30 | $46,022 |
Total interest from all sources | 2013-11-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-11-30 | No |
Administrative expenses professional fees incurred | 2013-11-30 | $25,002 |
Was this plan covered by a fidelity bond | 2013-11-30 | Yes |
Value of fidelity bond cover | 2013-11-30 | $35,000,000 |
If this is an individual account plan, was there a blackout period | 2013-11-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-11-30 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-11-30 | $2,953 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-11-30 | $4,121 |
Administrative expenses (other) incurred | 2013-11-30 | $12,117 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-11-30 | No |
Value of net income/loss | 2013-11-30 | $49,747 |
Value of net assets at end of year (total assets less liabilities) | 2013-11-30 | $2,424,585 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-11-30 | $2,374,838 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-11-30 | No |
Investment advisory and management fees | 2013-11-30 | $8,007 |
Value of interest in master investment trust accounts at end of year | 2013-11-30 | $2,427,538 |
Value of interest in master investment trust accounts at beginning of year | 2013-11-30 | $2,378,959 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-11-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-11-30 | $125,465 |
Contract administrator fees | 2013-11-30 | $896 |
Did the plan have assets held for investment | 2013-11-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-11-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-11-30 | Disclaimer |
Accountancy firm name | 2013-11-30 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2013-11-30 | 410746749 |
2012 : PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF PHELPS DODGE HIGH PERFORMANCE CONDUCTORS, OF NJ, INC. 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-11-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-11-30 | $4,121 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-11-30 | $2,775 |
Total income from all sources (including contributions) | 2012-11-30 | $289,641 |
Total loss/gain on sale of assets | 2012-11-30 | $0 |
Total of all expenses incurred | 2012-11-30 | $169,726 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-11-30 | $115,613 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-11-30 | $0 |
Value of total assets at end of year | 2012-11-30 | $2,378,959 |
Value of total assets at beginning of year | 2012-11-30 | $2,257,698 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-11-30 | $54,113 |
Total interest from all sources | 2012-11-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-11-30 | No |
Administrative expenses professional fees incurred | 2012-11-30 | $33,777 |
Was this plan covered by a fidelity bond | 2012-11-30 | Yes |
Value of fidelity bond cover | 2012-11-30 | $35,000,000 |
If this is an individual account plan, was there a blackout period | 2012-11-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-11-30 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-11-30 | $4,121 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-11-30 | $2,775 |
Administrative expenses (other) incurred | 2012-11-30 | $11,539 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-11-30 | No |
Value of net income/loss | 2012-11-30 | $119,915 |
Value of net assets at end of year (total assets less liabilities) | 2012-11-30 | $2,374,838 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-11-30 | $2,254,923 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-11-30 | No |
Investment advisory and management fees | 2012-11-30 | $7,773 |
Value of interest in master investment trust accounts at end of year | 2012-11-30 | $2,378,959 |
Value of interest in master investment trust accounts at beginning of year | 2012-11-30 | $2,257,698 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-11-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-11-30 | $115,613 |
Contract administrator fees | 2012-11-30 | $1,024 |
Did the plan have assets held for investment | 2012-11-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-11-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-11-30 | Disclaimer |
Accountancy firm name | 2012-11-30 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2012-11-30 | 410746749 |
2011 : PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF PHELPS DODGE HIGH PERFORMANCE CONDUCTORS, OF NJ, INC. 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-11-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-11-30 | $2,775 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-11-30 | $1,981 |
Total income from all sources (including contributions) | 2011-11-30 | $245,686 |
Total loss/gain on sale of assets | 2011-11-30 | $0 |
Total of all expenses incurred | 2011-11-30 | $138,400 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-11-30 | $111,919 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-11-30 | $0 |
Value of total assets at end of year | 2011-11-30 | $2,257,698 |
Value of total assets at beginning of year | 2011-11-30 | $2,149,618 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-11-30 | $26,481 |
Total interest from all sources | 2011-11-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-11-30 | No |
Administrative expenses professional fees incurred | 2011-11-30 | $5,995 |
Was this plan covered by a fidelity bond | 2011-11-30 | Yes |
Value of fidelity bond cover | 2011-11-30 | $35,000,000 |
If this is an individual account plan, was there a blackout period | 2011-11-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-11-30 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-11-30 | $2,775 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-11-30 | $1,981 |
Administrative expenses (other) incurred | 2011-11-30 | $10,174 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-11-30 | No |
Value of net income/loss | 2011-11-30 | $107,286 |
Value of net assets at end of year (total assets less liabilities) | 2011-11-30 | $2,254,923 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-11-30 | $2,147,637 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-11-30 | No |
Investment advisory and management fees | 2011-11-30 | $9,101 |
Value of interest in master investment trust accounts at end of year | 2011-11-30 | $2,257,698 |
Value of interest in master investment trust accounts at beginning of year | 2011-11-30 | $2,149,618 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-11-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-11-30 | $111,919 |
Contract administrator fees | 2011-11-30 | $1,211 |
Did the plan have assets held for investment | 2011-11-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-11-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-11-30 | Disclaimer |
Accountancy firm name | 2011-11-30 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2011-11-30 | 410746749 |
2016: PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF PHELPS DODGE HIGH PERFORMANCE CONDUCTORS, OF NJ, INC. 2016 form 5500 responses | ||
---|---|---|
2016-12-01 | Type of plan entity | Single employer plan |
2016-12-01 | Submission has been amended | No |
2016-12-01 | This submission is the final filing | Yes |
2016-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-12-01 | Plan is a collectively bargained plan | Yes |
2016-12-01 | Plan funding arrangement – Trust | Yes |
2016-12-01 | Plan benefit arrangement - Trust | Yes |
2015: PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF PHELPS DODGE HIGH PERFORMANCE CONDUCTORS, OF NJ, INC. 2015 form 5500 responses | ||
2015-12-01 | Type of plan entity | Single employer plan |
2015-12-01 | Submission has been amended | No |
2015-12-01 | This submission is the final filing | No |
2015-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-12-01 | Plan is a collectively bargained plan | Yes |
2015-12-01 | Plan funding arrangement – Trust | Yes |
2015-12-01 | Plan benefit arrangement - Trust | Yes |
2014: PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF PHELPS DODGE HIGH PERFORMANCE CONDUCTORS, OF NJ, INC. 2014 form 5500 responses | ||
2014-12-01 | Type of plan entity | Single employer plan |
2014-12-01 | Submission has been amended | No |
2014-12-01 | This submission is the final filing | No |
2014-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-12-01 | Plan is a collectively bargained plan | Yes |
2014-12-01 | Plan funding arrangement – Trust | Yes |
2014-12-01 | Plan benefit arrangement - Trust | Yes |
2013: PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF PHELPS DODGE HIGH PERFORMANCE CONDUCTORS, OF NJ, INC. 2013 form 5500 responses | ||
2013-12-01 | Type of plan entity | Single employer plan |
2013-12-01 | Submission has been amended | No |
2013-12-01 | This submission is the final filing | No |
2013-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-12-01 | Plan is a collectively bargained plan | Yes |
2013-12-01 | Plan funding arrangement – Trust | Yes |
2013-12-01 | Plan benefit arrangement - Trust | Yes |
2012: PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF PHELPS DODGE HIGH PERFORMANCE CONDUCTORS, OF NJ, INC. 2012 form 5500 responses | ||
2012-12-01 | Type of plan entity | Single employer plan |
2012-12-01 | Submission has been amended | No |
2012-12-01 | This submission is the final filing | No |
2012-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-12-01 | Plan is a collectively bargained plan | Yes |
2012-12-01 | Plan funding arrangement – Trust | Yes |
2012-12-01 | Plan benefit arrangement - Trust | Yes |
2011: PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF PHELPS DODGE HIGH PERFORMANCE CONDUCTORS, OF NJ, INC. 2011 form 5500 responses | ||
2011-12-01 | Type of plan entity | Single employer plan |
2011-12-01 | Submission has been amended | No |
2011-12-01 | This submission is the final filing | No |
2011-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-12-01 | Plan is a collectively bargained plan | Yes |
2011-12-01 | Plan funding arrangement – Trust | Yes |
2011-12-01 | Plan benefit arrangement - Trust | Yes |
2010: PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF PHELPS DODGE HIGH PERFORMANCE CONDUCTORS, OF NJ, INC. 2010 form 5500 responses | ||
2010-12-01 | Type of plan entity | Single employer plan |
2010-12-01 | Submission has been amended | No |
2010-12-01 | This submission is the final filing | No |
2010-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-12-01 | Plan is a collectively bargained plan | Yes |
2010-12-01 | Plan funding arrangement – Trust | Yes |
2010-12-01 | Plan benefit arrangement - Trust | Yes |
2009: PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF PHELPS DODGE HIGH PERFORMANCE CONDUCTORS, OF NJ, INC. 2009 form 5500 responses | ||
2009-12-01 | Type of plan entity | Single employer plan |
2009-12-01 | Submission has been amended | Yes |
2009-12-01 | This submission is the final filing | No |
2009-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-12-01 | Plan is a collectively bargained plan | Yes |
2009-12-01 | Plan funding arrangement – Trust | Yes |
2009-12-01 | Plan benefit arrangement - Trust | Yes |
2008: PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF PHELPS DODGE HIGH PERFORMANCE CONDUCTORS, OF NJ, INC. 2008 form 5500 responses | ||
2008-12-01 | Type of plan entity | Single employer plan |
2008-12-01 | Submission has been amended | No |
2008-12-01 | This submission is the final filing | No |
2008-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-12-01 | Plan is a collectively bargained plan | No |