401k Plan data: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. plan

RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 401k Plan overview

Plan Name	RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC.
Plan identification number	003

RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily flat dollar (includes dollars per year of service) Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation). Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SUPERIOR ESSEX INC. has sponsored the creation of one or more 401k plans.

Company Name: SUPERIOR ESSEX INC.

Employer identification number (EIN): 200282396

NAIC Classification: 332900

Additional information about SUPERIOR ESSEX INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3702620

More information about SUPERIOR ESSEX INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2019-01-01
003 2018-01-01

Plan Statistics for RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC.

401k plan membership statisitcs for RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC.

Measure Date Value
2022: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2022 401k membership
Market value of plan assets 2022-12-31 39,073,539
Acturial value of plan assets 2022-12-31 36,331,122
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 19,864,045
Number of terminated vested participants 2022-12-31 374
Fundng target for terminated vested participants 2022-12-31 7,738,449
Active participant vested funding target 2022-12-31 3,777,404
Number of active participants 2022-12-31 200
Total funding liabilities for active participants 2022-12-31 3,777,404
Total participant count 2022-12-31 1,610
Total funding target for all participants 2022-12-31 31,379,898
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 3,676
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 3,676
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 4,222
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 430,000
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total participants, beginning-of-year 2022-01-01 1,575
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 175
Number of retired or separated participants receiving benefits 2022-01-01 890
Number of other retired or separated participants entitled to future benefits 2022-01-01 330
Total of all active and inactive participants 2022-01-01 1,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 143
Total participants 2022-01-01 1,538
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2021 401k membership
Market value of plan assets 2021-12-31 36,227,131
Acturial value of plan assets 2021-12-31 33,451,333
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 19,150,066
Number of terminated vested participants 2021-12-31 409
Fundng target for terminated vested participants 2021-12-31 8,320,529
Active participant vested funding target 2021-12-31 4,044,584
Number of active participants 2021-12-31 217
Total funding liabilities for active participants 2021-12-31 4,044,584
Total participant count 2021-12-31 1,641
Total funding target for all participants 2021-12-31 31,515,179
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 435,754
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 432,480
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 3,274
Present value of excess contributions 2021-12-31 175,337
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 196,851
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 3,676
Total employer contributions 2021-12-31 0
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 440,000
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 1,627
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 197
Number of retired or separated participants receiving benefits 2021-01-01 895
Number of other retired or separated participants entitled to future benefits 2021-01-01 360
Total of all active and inactive participants 2021-01-01 1,452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 134
Total participants 2021-01-01 1,586
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2020 401k membership
Market value of plan assets 2020-12-31 34,272,761
Acturial value of plan assets 2020-12-31 32,670,387
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 19,303,544
Number of terminated vested participants 2020-12-31 446
Fundng target for terminated vested participants 2020-12-31 9,150,177
Active participant vested funding target 2020-12-31 4,488,506
Number of active participants 2020-12-31 235
Total funding liabilities for active participants 2020-12-31 4,488,506
Total participant count 2020-12-31 1,687
Total funding target for all participants 2020-12-31 32,942,227
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 413,249
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 435,854
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 435,754
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 435,754
Total employer contributions 2020-12-31 240,268
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 223,390
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 340,000
Net shortfall amortization installment of oustanding balance 2020-12-31 707,594
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 480,533
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 432,480
Additional cash requirement 2020-12-31 48,053
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 223,390
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 1,664
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 218
Number of retired or separated participants receiving benefits 2020-01-01 893
Number of other retired or separated participants entitled to future benefits 2020-01-01 397
Total of all active and inactive participants 2020-01-01 1,508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 114
Total participants 2020-01-01 1,622
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2019 401k membership
Market value of plan assets 2019-12-31 29,391,843
Acturial value of plan assets 2019-12-31 31,029,536
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 18,588,027
Number of terminated vested participants 2019-12-31 468
Fundng target for terminated vested participants 2019-12-31 9,154,811
Active participant vested funding target 2019-12-31 4,577,407
Number of active participants 2019-12-31 257
Total funding liabilities for active participants 2019-12-31 4,622,632
Total participant count 2019-12-31 1,733
Total funding target for all participants 2019-12-31 32,365,470
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 1,268,576
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 1,160,322
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 530,000
Net shortfall amortization installment of oustanding balance 2019-12-31 1,335,934
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 747,073
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 747,073
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 1,160,322
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 1,591
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 244
Number of retired or separated participants receiving benefits 2019-01-01 881
Number of other retired or separated participants entitled to future benefits 2019-01-01 430
Total of all active and inactive participants 2019-01-01 1,555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 113
Total participants 2019-01-01 1,668
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2018 401k membership
Market value of plan assets 2018-12-31 32,707,631
Acturial value of plan assets 2018-12-31 31,020,466
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 17,000,117
Number of terminated vested participants 2018-12-31 510
Fundng target for terminated vested participants 2018-12-31 9,559,929
Active participant vested funding target 2018-12-31 4,407,911
Number of active participants 2018-12-31 266
Total funding liabilities for active participants 2018-12-31 4,460,420
Total participant count 2018-12-31 1,753
Total funding target for all participants 2018-12-31 31,020,466
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 1,182,938
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 1,252,140
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 359,529
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 350,000
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 350,000
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 350,000
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 350,000
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 350,000
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 1,753
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 257
Number of retired or separated participants receiving benefits 2018-01-01 859
Number of other retired or separated participants entitled to future benefits 2018-01-01 450
Total of all active and inactive participants 2018-01-01 1,566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 167
Total participants 2018-01-01 1,733
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2022 401k membership
Market value of plan assets	2022-12-31	39,073,539
Acturial value of plan assets	2022-12-31	36,331,122
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	19,864,045
Number of terminated vested participants	2022-12-31	374
Fundng target for terminated vested participants	2022-12-31	7,738,449
Active participant vested funding target	2022-12-31	3,777,404
Number of active participants	2022-12-31	200
Total funding liabilities for active participants	2022-12-31	3,777,404
Total participant count	2022-12-31	1,610
Total funding target for all participants	2022-12-31	31,379,898
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	3,676
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	3,676
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	4,222
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	430,000
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total participants, beginning-of-year	2022-01-01	1,575
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	175
Number of retired or separated participants receiving benefits	2022-01-01	890
Number of other retired or separated participants entitled to future benefits	2022-01-01	330
Total of all active and inactive participants	2022-01-01	1,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	143
Total participants	2022-01-01	1,538
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2021 401k membership
Market value of plan assets	2021-12-31	36,227,131
Acturial value of plan assets	2021-12-31	33,451,333
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	19,150,066
Number of terminated vested participants	2021-12-31	409
Fundng target for terminated vested participants	2021-12-31	8,320,529
Active participant vested funding target	2021-12-31	4,044,584
Number of active participants	2021-12-31	217
Total funding liabilities for active participants	2021-12-31	4,044,584
Total participant count	2021-12-31	1,641
Total funding target for all participants	2021-12-31	31,515,179
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	435,754
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	432,480
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	3,274
Present value of excess contributions	2021-12-31	175,337
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	196,851
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	3,676
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	440,000
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	1,627
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	197
Number of retired or separated participants receiving benefits	2021-01-01	895
Number of other retired or separated participants entitled to future benefits	2021-01-01	360
Total of all active and inactive participants	2021-01-01	1,452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	134
Total participants	2021-01-01	1,586
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2020 401k membership
Market value of plan assets	2020-12-31	34,272,761
Acturial value of plan assets	2020-12-31	32,670,387
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	19,303,544
Number of terminated vested participants	2020-12-31	446
Fundng target for terminated vested participants	2020-12-31	9,150,177
Active participant vested funding target	2020-12-31	4,488,506
Number of active participants	2020-12-31	235
Total funding liabilities for active participants	2020-12-31	4,488,506
Total participant count	2020-12-31	1,687
Total funding target for all participants	2020-12-31	32,942,227
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	413,249
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	435,854
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	435,754
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	435,754
Total employer contributions	2020-12-31	240,268
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	223,390
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	340,000
Net shortfall amortization installment of oustanding balance	2020-12-31	707,594
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	480,533
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	432,480
Additional cash requirement	2020-12-31	48,053
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	223,390
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	1,664
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	218
Number of retired or separated participants receiving benefits	2020-01-01	893
Number of other retired or separated participants entitled to future benefits	2020-01-01	397
Total of all active and inactive participants	2020-01-01	1,508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	114
Total participants	2020-01-01	1,622
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2019 401k membership
Market value of plan assets	2019-12-31	29,391,843
Acturial value of plan assets	2019-12-31	31,029,536
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	18,588,027
Number of terminated vested participants	2019-12-31	468
Fundng target for terminated vested participants	2019-12-31	9,154,811
Active participant vested funding target	2019-12-31	4,577,407
Number of active participants	2019-12-31	257
Total funding liabilities for active participants	2019-12-31	4,622,632
Total participant count	2019-12-31	1,733
Total funding target for all participants	2019-12-31	32,365,470
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	1,268,576
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	1,160,322
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	530,000
Net shortfall amortization installment of oustanding balance	2019-12-31	1,335,934
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	747,073
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	747,073
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	1,160,322
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	1,591
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	244
Number of retired or separated participants receiving benefits	2019-01-01	881
Number of other retired or separated participants entitled to future benefits	2019-01-01	430
Total of all active and inactive participants	2019-01-01	1,555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	113
Total participants	2019-01-01	1,668
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2018 401k membership
Market value of plan assets	2018-12-31	32,707,631
Acturial value of plan assets	2018-12-31	31,020,466
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	17,000,117
Number of terminated vested participants	2018-12-31	510
Fundng target for terminated vested participants	2018-12-31	9,559,929
Active participant vested funding target	2018-12-31	4,407,911
Number of active participants	2018-12-31	266
Total funding liabilities for active participants	2018-12-31	4,460,420
Total participant count	2018-12-31	1,753
Total funding target for all participants	2018-12-31	31,020,466
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	1,182,938
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	1,252,140
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	359,529
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	350,000
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	350,000
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	350,000
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	350,000
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	350,000
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	1,753
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	257
Number of retired or separated participants receiving benefits	2018-01-01	859
Number of other retired or separated participants entitled to future benefits	2018-01-01	450
Total of all active and inactive participants	2018-01-01	1,566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	167
Total participants	2018-01-01	1,733
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC.

Measure	Date	Value
2022 : RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-7,047,896
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,321,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,939,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$0
Value of total assets at end of year	2022-12-31	$29,704,153
Value of total assets at beginning of year	2022-12-31	$39,073,539
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$381,902
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$718,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$718,871
Administrative expenses professional fees incurred	2022-12-31	$11,071
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Other income not declared elsewhere	2022-12-31	$-5,877
Administrative expenses (other) incurred	2022-12-31	$213,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-9,369,386
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$29,704,153
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$39,073,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$9,769
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$29,321,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$38,480,284
Value of interest in pooled separate accounts at end of year	2022-12-31	$382,291
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$593,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-7,767,294
Net investment gain/loss from pooled separate accounts	2022-12-31	$6,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,939,588
Contract administrator fees	2022-12-31	$147,646
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SEJONG LLP
Accountancy firm EIN	2022-12-31	010754454
2021 : RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,189,394
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,348,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,881,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$0
Value of total assets at end of year	2021-12-31	$39,073,539
Value of total assets at beginning of year	2021-12-31	$36,232,147
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$466,343
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$703,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$703,216
Administrative expenses professional fees incurred	2021-12-31	$20,899
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Other income not declared elsewhere	2021-12-31	$303
Administrative expenses (other) incurred	2021-12-31	$250,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,841,392
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$39,073,539
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$36,232,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$40,240
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$38,480,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$35,290,856
Value of interest in pooled separate accounts at end of year	2021-12-31	$593,255
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$701,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,486,213
Net investment gain/loss from pooled separate accounts	2021-12-31	$-338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Employer contributions (assets) at beginning of year	2021-12-31	$240,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,881,659
Contract administrator fees	2021-12-31	$154,678
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SEJONG LLP
Accountancy firm EIN	2021-12-31	010754454
2020 : RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,208,440
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,293,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,821,428
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$240,268
Value of total assets at end of year	2020-12-31	$36,232,147
Value of total assets at beginning of year	2020-12-31	$34,317,545
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$472,410
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$717,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$717,096
Administrative expenses professional fees incurred	2020-12-31	$314,126
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$0
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$125
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,914,602
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$36,232,147
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$34,317,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$15,134
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$35,290,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$31,227,694
Value of interest in pooled separate accounts at end of year	2020-12-31	$701,023
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,821,275
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,243,506
Net investment gain/loss from pooled separate accounts	2020-12-31	$7,445
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$240,268
Employer contributions (assets) at end of year	2020-12-31	$240,268
Employer contributions (assets) at beginning of year	2020-12-31	$1,268,576
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,821,428
Contract administrator fees	2020-12-31	$143,150
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	SEJONG LLP
Accountancy firm EIN	2020-12-31	010754454
2019 : RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$7,243,518
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,320,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,758,619
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,268,576
Value of total assets at end of year	2019-12-31	$34,317,545
Value of total assets at beginning of year	2019-12-31	$29,394,207
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$561,561
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$864,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$864,547
Administrative expenses professional fees incurred	2019-12-31	$24,750
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$1,437
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$505,903
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$4,923,338
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$34,317,545
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$29,394,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$31,227,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$29,368,121
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,821,275
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,109,500
Net investment gain/loss from pooled separate accounts	2019-12-31	$895
Net investment gain or loss from common/collective trusts	2019-12-31	$0
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,268,576
Employer contributions (assets) at end of year	2019-12-31	$1,268,576
Employer contributions (assets) at beginning of year	2019-12-31	$24,649
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,758,619
Contract administrator fees	2019-12-31	$30,908
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2019-12-31	133891517
2018 : RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$141
Total income from all sources (including contributions)	2018-12-31	$-1,339,735
Total of all expenses incurred	2018-12-31	$2,027,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,690,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$359,529
Value of total assets at end of year	2018-12-31	$29,394,207
Value of total assets at beginning of year	2018-12-31	$32,761,790
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$336,882
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$793,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$793,893
Administrative expenses professional fees incurred	2018-12-31	$21,187
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$1,437
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$2,427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$141
Other income not declared elsewhere	2018-12-31	$774
Administrative expenses (other) incurred	2018-12-31	$315,695
Total non interest bearing cash at beginning of year	2018-12-31	$393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-3,367,442
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$29,394,207
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$32,761,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$29,368,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$31,168,366
Assets. Value of investments in 103.12 investment entities at end of year	2018-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-12-31	$2,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,491,698
Net gain/loss from 103.12 investment entities	2018-12-31	$-2,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$359,529
Employer contributions (assets) at end of year	2018-12-31	$24,649
Employer contributions (assets) at beginning of year	2018-12-31	$1,587,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,690,825
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2018-12-31	133891517

Form 5500 Responses for RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC.

2022: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

818287

Policy instance

Insurance contract or identification number	818287
Number of Individuals Covered	1538
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

818287

Policy instance

Insurance contract or identification number	818287
Number of Individuals Covered	1586
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

818287

Policy instance

Insurance contract or identification number	818287
Number of Individuals Covered	1622
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

818287

Policy instance

Insurance contract or identification number	818287
Number of Individuals Covered	1688
Insurance policy start date	2019-12-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SUPERIOR ESSEX INC.
Employer identification number (EIN):	200282396
NAIC Classification:	332900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3702620