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

Plan NameRETIREMENT 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 TypeDefined 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 SignedName of Company SponsorDate Sponsor Signed
0032024-01-01KENNETH KIMBRO
0032023-01-01
0032023-01-01KEN KIMBRO
0032022-01-01
0032022-01-01KENNETH KIMBRO
0032021-01-01
0032021-01-01KENNETH KIMBRO
0032020-01-01
0032019-01-01
0032019-01-01
0032018-01-01

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

Measure Date Value
2023 : RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$5,087,591
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,371,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,955,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$32,420,405
Value of total assets at beginning of year2023-12-31$29,704,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$415,539
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$810,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$810,003
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Administrative expenses (other) incurred2023-12-31$236,896
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,716,252
Value of net assets at end of year (total assets less liabilities)2023-12-31$32,420,405
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$29,704,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$31,173
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$31,991,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$29,321,862
Value of interest in pooled separate accounts at end of year2023-12-31$428,651
Value of interest in pooled separate accounts at beginning of year2023-12-31$382,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,259,889
Net investment gain/loss from pooled separate accounts2023-12-31$17,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,955,800
Contract administrator fees2023-12-31$147,470
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31SEJONG LLP
Accountancy firm EIN2023-12-31010754454
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$5,087,591
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$2,371,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,955,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$0
Value of total assets at end of year2023-01-01$32,420,405
Value of total assets at beginning of year2023-01-01$29,704,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$415,539
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$810,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$810,003
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$5,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Administrative expenses (other) incurred2023-01-01$236,896
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$2,716,252
Value of net assets at end of year (total assets less liabilities)2023-01-01$32,420,405
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$29,704,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$31,173
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$31,991,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$29,321,862
Value of interest in pooled separate accounts at end of year2023-01-01$428,651
Value of interest in pooled separate accounts at beginning of year2023-01-01$382,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$4,259,889
Net investment gain/loss from pooled separate accounts2023-01-01$17,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,955,800
Contract administrator fees2023-01-01$147,470
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01SEJONG LLP
Accountancy firm EIN2023-01-01010754454
2022 : RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,321,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$29,704,153
Value of total assets at beginning of year2022-12-31$39,073,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$381,902
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$718,871
Administrative expenses professional fees incurred2022-12-31$11,071
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other income not declared elsewhere2022-12-31$-5,877
Administrative expenses (other) incurred2022-12-31$213,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$9,769
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$29,321,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$38,480,284
Value of interest in pooled separate accounts at end of year2022-12-31$382,291
Value of interest in pooled separate accounts at beginning of year2022-12-31$593,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,767,294
Net investment gain/loss from pooled separate accounts2022-12-31$6,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,939,588
Contract administrator fees2022-12-31$147,646
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SEJONG LLP
Accountancy firm EIN2022-12-31010754454
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-7,047,896
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$2,321,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,939,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$0
Value of total assets at end of year2022-01-01$29,704,153
Value of total assets at beginning of year2022-01-01$39,073,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$381,902
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$718,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$718,871
Administrative expenses professional fees incurred2022-01-01$11,071
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Other income not declared elsewhere2022-01-01$-5,877
Administrative expenses (other) incurred2022-01-01$213,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-9,369,386
Value of net assets at end of year (total assets less liabilities)2022-01-01$29,704,153
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$39,073,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$9,769
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$29,321,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$38,480,284
Value of interest in pooled separate accounts at end of year2022-01-01$382,291
Value of interest in pooled separate accounts at beginning of year2022-01-01$593,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-7,767,294
Net investment gain/loss from pooled separate accounts2022-01-01$6,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,939,588
Contract administrator fees2022-01-01$147,646
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01SEJONG LLP
Accountancy firm EIN2022-01-01010754454
2021 : RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,348,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$39,073,539
Value of total assets at beginning of year2021-12-31$36,232,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$466,343
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$703,216
Administrative expenses professional fees incurred2021-12-31$20,899
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other income not declared elsewhere2021-12-31$303
Administrative expenses (other) incurred2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$40,240
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$38,480,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$35,290,856
Value of interest in pooled separate accounts at end of year2021-12-31$593,255
Value of interest in pooled separate accounts at beginning of year2021-12-31$701,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,486,213
Net investment gain/loss from pooled separate accounts2021-12-31$-338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at beginning of year2021-12-31$240,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,881,659
Contract administrator fees2021-12-31$154,678
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SEJONG LLP
Accountancy firm EIN2021-12-31010754454
2020 : RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,293,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,821,428
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$240,268
Value of total assets at end of year2020-12-31$36,232,147
Value of total assets at beginning of year2020-12-31$34,317,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$472,410
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$717,096
Administrative expenses professional fees incurred2020-12-31$314,126
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$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 year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$125
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
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 year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$15,134
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$35,290,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$31,227,694
Value of interest in pooled separate accounts at end of year2020-12-31$701,023
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,821,275
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$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 benefits2020-12-31$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 accounts2020-12-31$7,445
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$240,268
Employer contributions (assets) at end of year2020-12-31$240,268
Employer contributions (assets) at beginning of year2020-12-31$1,268,576
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,821,428
Contract administrator fees2020-12-31$143,150
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SEJONG LLP
Accountancy firm EIN2020-12-31010754454
2019 : RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$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 paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,243,518
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,320,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,758,619
Value of total corrective distributions2019-12-31$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 year2019-12-31$34,317,545
Value of total assets at beginning of year2019-12-31$29,394,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$561,561
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$864,547
Administrative expenses professional fees incurred2019-12-31$24,750
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$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 year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,437
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$505,903
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
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 year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$31,227,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$29,368,121
Value of interest in pooled separate accounts at end of year2019-12-31$1,821,275
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$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 benefits2019-12-31$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 accounts2019-12-31$895
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,268,576
Employer contributions (assets) at end of year2019-12-31$1,268,576
Employer contributions (assets) at beginning of year2019-12-31$24,649
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,758,619
Contract administrator fees2019-12-31$30,908
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2019-12-31133891517
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 incurred2018-12-31$2,027,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$29,394,207
Value of total assets at beginning of year2018-12-31$32,761,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$793,893
Administrative expenses professional fees incurred2018-12-31$21,187
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,437
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$141
Other income not declared elsewhere2018-12-31$774
Administrative expenses (other) incurred2018-12-31$315,695
Total non interest bearing cash at beginning of year2018-12-31$393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$29,368,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$31,168,366
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$2,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,491,698
Net gain/loss from 103.12 investment entities2018-12-31$-2,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$359,529
Employer contributions (assets) at end of year2018-12-31$24,649
Employer contributions (assets) at beginning of year2018-12-31$1,587,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,690,825
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2018-12-31133891517

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

2023: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number818287
Policy instance 1
Insurance contract or identification number818287
Number of Individuals Covered1485
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number818287
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number818287
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number818287
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number818287
Policy instance 1

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