| Plan Name | PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | AHLSTROM USA INC. |
| Employer identification number (EIN): | 133509370 |
| NAIC Classification: | 551112 |
| NAIC Description: | Offices of Other Holding Companies |
Additional information about AHLSTROM USA INC.
| Jurisdiction of Incorporation: | State of Delaware Division of Corporations |
| Incorporation Date: | 1989-02-09 |
| Company Identification Number: | 2186924 |
| Legal Registered Office Address: |
874 Walker Rd Ste C Dover United States of America (USA) 19904 |
More information about AHLSTROM USA INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2017-01-01 | FELICIA NELSON | 2017-08-10 | FELICIA NELSON | 2017-08-10 |
| 002 | 2016-01-01 | FELICIA NELSON | 2017-07-26 | FELICIA NELSON | 2017-07-26 |
| 002 | 2016-01-01 | FELICIA NELSON | 2017-07-06 | ||
| 002 | 2009-01-01 | KATHLEEN VITA | LEONARD MIRAHVER | 2010-09-21 |
| Measure | Date | Value |
|---|---|---|
| 2010 : PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST 2010 401k financial data | ||
| Total transfer of assets from this plan | 2010-12-31 | $40,757,639 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $53,715 |
| Total income from all sources (including contributions) | 2010-12-31 | $6,778,937 |
| Total of all expenses incurred | 2010-12-31 | $2,398,249 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,373,133 |
| Value of total corrective distributions | 2010-12-31 | $13,380 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,247,295 |
| Value of total assets at end of year | 2010-12-31 | $0 |
| Value of total assets at beginning of year | 2010-12-31 | $36,430,666 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $11,736 |
| Total interest from all sources | 2010-12-31 | $76,632 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $546,401 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $546,401 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $1,507,789 |
| Participant contributions at end of year | 2010-12-31 | $0 |
| Participant contributions at beginning of year | 2010-12-31 | $1,080,416 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $23,054 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $53,715 |
| Administrative expenses (other) incurred | 2010-12-31 | $11,736 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $4,380,688 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $36,376,951 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $29,480,663 |
| Interest on participant loans | 2010-12-31 | $76,632 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $5,851,560 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $3,777,636 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $130,973 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $716,452 |
| Employer contributions (assets) at end of year | 2010-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $18,027 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,373,133 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | BLUM SHAPIRO |
| Accountancy firm EIN | 2010-12-31 | 061009205 |
| 2009 : PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2009: PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |