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RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 401k Plan overview

Plan NameRETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA
Plan identification number 005

RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA Benefits

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

401k Sponsoring company profile

MERSEN USA HOLDING CORP has sponsored the creation of one or more 401k plans.

Company Name:MERSEN USA HOLDING CORP
Employer identification number (EIN):220807643
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01BARB WOLF
0052017-01-01BARB WOLF
0052016-01-01BARB WOLF
0052015-01-01BARB WOLF
0052014-01-01NANCY PLOWS
0052013-01-01NANCY PLOWS
0052012-01-01NANCY PLOWS
0052011-01-01NANCY L PLOWS NANCY L PLOWS2012-10-16
0052009-01-01NANCY L PLOWS NANCY L PLOWS2010-10-15

Plan Statistics for RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA

401k plan membership statisitcs for RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA

Measure Date Value
2022: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2022 401k membership
Market value of plan assets2022-12-3126,703,786
Acturial value of plan assets2022-12-3124,979,683
Funding target for retired participants and beneficiaries receiving payment2022-12-3110,225,176
Number of terminated vested participants2022-12-31189
Fundng target for terminated vested participants2022-12-313,303,993
Active participant vested funding target2022-12-318,137,169
Number of active participants2022-12-31286
Total funding liabilities for active participants2022-12-318,905,555
Total participant count2022-12-31852
Total funding target for all participants2022-12-3122,434,724
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31550,984
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31582,170
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31459,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31422,248
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31858,612
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31422,248
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01851
Total number of active participants reported on line 7a of the Form 55002022-01-01261
Number of retired or separated participants receiving benefits2022-01-01353
Number of other retired or separated participants entitled to future benefits2022-01-01179
Total of all active and inactive participants2022-01-01793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0143
Total participants2022-01-01836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2021 401k membership
Market value of plan assets2021-12-3124,597,355
Acturial value of plan assets2021-12-3122,463,512
Funding target for retired participants and beneficiaries receiving payment2021-12-319,899,032
Number of terminated vested participants2021-12-31179
Fundng target for terminated vested participants2021-12-312,758,098
Active participant vested funding target2021-12-317,655,343
Number of active participants2021-12-31307
Total funding liabilities for active participants2021-12-318,407,981
Total participant count2021-12-31869
Total funding target for all participants2021-12-3121,065,111
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31673,394
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31712,518
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31600,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31550,984
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31946,120
Net shortfall amortization installment of oustanding balance2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31550,984
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01868
Total number of active participants reported on line 7a of the Form 55002021-01-01286
Number of retired or separated participants receiving benefits2021-01-01347
Number of other retired or separated participants entitled to future benefits2021-01-01177
Total of all active and inactive participants2021-01-01810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0141
Total participants2021-01-01851
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2020 401k membership
Market value of plan assets2020-12-3121,951,913
Acturial value of plan assets2020-12-3120,993,043
Funding target for retired participants and beneficiaries receiving payment2020-12-319,427,721
Number of terminated vested participants2020-12-31172
Fundng target for terminated vested participants2020-12-312,584,882
Active participant vested funding target2020-12-317,479,961
Number of active participants2020-12-31337
Total funding liabilities for active participants2020-12-318,232,729
Total participant count2020-12-31889
Total funding target for all participants2020-12-3120,245,332
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31845,102
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31798,382
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31872,699
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31124,988
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31124,988
Contributions allocatedtoward minimum required contributions for current year2020-12-31798,382
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01888
Total number of active participants reported on line 7a of the Form 55002020-01-01313
Number of retired or separated participants receiving benefits2020-01-01353
Number of other retired or separated participants entitled to future benefits2020-01-01161
Total of all active and inactive participants2020-01-01827
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0141
Total participants2020-01-01868
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2019 401k membership
Market value of plan assets2019-12-3119,222,752
Acturial value of plan assets2019-12-3120,087,460
Funding target for retired participants and beneficiaries receiving payment2019-12-319,129,392
Number of terminated vested participants2019-12-31209
Fundng target for terminated vested participants2019-12-313,009,292
Active participant vested funding target2019-12-317,583,521
Number of active participants2019-12-31356
Total funding liabilities for active participants2019-12-318,397,545
Total participant count2019-12-31938
Total funding target for all participants2019-12-3120,536,229
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-311,011,246
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31921,089
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31848,170
Net shortfall amortization installment of oustanding balance2019-12-31448,769
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31921,089
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31921,089
Contributions allocatedtoward minimum required contributions for current year2019-12-31921,089
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01937
Total number of active participants reported on line 7a of the Form 55002019-01-01337
Number of retired or separated participants receiving benefits2019-01-01350
Number of other retired or separated participants entitled to future benefits2019-01-01161
Total of all active and inactive participants2019-01-01848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0140
Total participants2019-01-01888
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2018 401k membership
Market value of plan assets2018-12-3121,274,738
Acturial value of plan assets2018-12-3120,383,399
Funding target for retired participants and beneficiaries receiving payment2018-12-318,789,704
Number of terminated vested participants2018-12-31199
Fundng target for terminated vested participants2018-12-312,832,014
Active participant vested funding target2018-12-317,148,029
Number of active participants2018-12-31400
Total funding liabilities for active participants2018-12-317,959,824
Total participant count2018-12-31969
Total funding target for all participants2018-12-3119,581,542
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-313,223,057
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-313,416,118
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31794,947
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01962
Total number of active participants reported on line 7a of the Form 55002018-01-01356
Number of retired or separated participants receiving benefits2018-01-01344
Number of other retired or separated participants entitled to future benefits2018-01-01198
Total of all active and inactive participants2018-01-01898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0139
Total participants2018-01-01937
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2017 401k membership
Market value of plan assets2017-12-3115,347,472
Acturial value of plan assets2017-12-3116,050,538
Funding target for retired participants and beneficiaries receiving payment2017-12-318,729,005
Number of terminated vested participants2017-12-31184
Fundng target for terminated vested participants2017-12-312,329,801
Active participant vested funding target2017-12-316,291,951
Number of active participants2017-12-31435
Total funding liabilities for active participants2017-12-317,024,556
Total participant count2017-12-31997
Total funding target for all participants2017-12-3118,083,362
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31130
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31138
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-314,685,397
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-314,428,299
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31773,613
Net shortfall amortization installment of oustanding balance2017-12-312,032,824
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,205,242
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-311,205,242
Contributions allocatedtoward minimum required contributions for current year2017-12-314,428,299
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01995
Total number of active participants reported on line 7a of the Form 55002017-01-01393
Number of retired or separated participants receiving benefits2017-01-01343
Number of other retired or separated participants entitled to future benefits2017-01-01191
Total of all active and inactive participants2017-01-01927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0135
Total participants2017-01-01962
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2016 401k membership
Market value of plan assets2016-12-3116,030,198
Acturial value of plan assets2016-12-3116,721,881
Funding target for retired participants and beneficiaries receiving payment2016-12-318,685,250
Number of terminated vested participants2016-12-31267
Fundng target for terminated vested participants2016-12-313,098,623
Active participant vested funding target2016-12-315,408,860
Number of active participants2016-12-31459
Total funding liabilities for active participants2016-12-316,141,105
Total participant count2016-12-311,105
Total funding target for all participants2016-12-3117,924,978
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3116
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3117
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-311,293,418
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,227,846
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31736,266
Net shortfall amortization installment of oustanding balance2016-12-311,203,097
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-311,227,716
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-311,227,716
Contributions allocatedtoward minimum required contributions for current year2016-12-311,227,846
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,103
Total number of active participants reported on line 7a of the Form 55002016-01-01428
Number of retired or separated participants receiving benefits2016-01-01352
Number of other retired or separated participants entitled to future benefits2016-01-01174
Total of all active and inactive participants2016-01-01954
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0134
Total participants2016-01-01988
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2015 401k membership
Total participants, beginning-of-year2015-01-011,079
Total number of active participants reported on line 7a of the Form 55002015-01-01431
Number of retired or separated participants receiving benefits2015-01-01355
Number of other retired or separated participants entitled to future benefits2015-01-01258
Total of all active and inactive participants2015-01-011,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0131
Total participants2015-01-011,075
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2014 401k membership
Total participants, beginning-of-year2014-01-011,081
Total number of active participants reported on line 7a of the Form 55002014-01-01461
Number of retired or separated participants receiving benefits2014-01-01353
Number of other retired or separated participants entitled to future benefits2014-01-01238
Total of all active and inactive participants2014-01-011,052
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0127
Total participants2014-01-011,079
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2013 401k membership
Total participants, beginning-of-year2013-01-011,123
Total number of active participants reported on line 7a of the Form 55002013-01-01464
Number of retired or separated participants receiving benefits2013-01-01332
Number of other retired or separated participants entitled to future benefits2013-01-01260
Total of all active and inactive participants2013-01-011,056
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0125
Total participants2013-01-011,081
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0132
2012: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2012 401k membership
Total participants, beginning-of-year2012-01-011,070
Total number of active participants reported on line 7a of the Form 55002012-01-01521
Number of retired or separated participants receiving benefits2012-01-01327
Number of other retired or separated participants entitled to future benefits2012-01-01218
Total of all active and inactive participants2012-01-011,066
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0124
Total participants2012-01-011,090
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0134
2011: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2011 401k membership
Total participants, beginning-of-year2011-01-011,028
Total number of active participants reported on line 7a of the Form 55002011-01-01511
Number of retired or separated participants receiving benefits2011-01-01316
Number of other retired or separated participants entitled to future benefits2011-01-01222
Total of all active and inactive participants2011-01-011,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0121
Total participants2011-01-011,070
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2009: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2009 401k membership
Total participants, beginning-of-year2009-01-011,065
Total number of active participants reported on line 7a of the Form 55002009-01-01464
Number of retired or separated participants receiving benefits2009-01-01293
Number of other retired or separated participants entitled to future benefits2009-01-01240
Total of all active and inactive participants2009-01-01997
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0113
Total participants2009-01-011,010

Financial Data on RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA

Measure Date Value
2022 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 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$0
Total income from all sources (including contributions)2022-12-31$-3,693,650
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,482,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,039,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$600,000
Value of total assets at end of year2022-12-31$20,945,518
Value of total assets at beginning of year2022-12-31$26,121,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$443,410
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$794,037
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$794,037
Administrative expenses professional fees incurred2022-12-31$14,700
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other income not declared elsewhere2022-12-31$74,328
Administrative expenses (other) incurred2022-12-31$266,456
Total non interest bearing cash at end of year2022-12-31$84,319
Total non interest bearing cash at beginning of year2022-12-31$79,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,176,099
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,945,518
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,121,617
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$16,122
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,302,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,808,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,558,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,233,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,162,015
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
Contributions received in cash from employer2022-12-31$600,000
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,039,039
Contract administrator fees2022-12-31$146,132
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 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$4,508,611
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,539,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$999,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,445,102
Value of total assets at end of year2021-12-31$26,721,617
Value of total assets at beginning of year2021-12-31$23,752,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$540,348
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$336,803
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$336,803
Administrative expenses professional fees incurred2021-12-31$13,492
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$81,062
Administrative expenses (other) incurred2021-12-31$353,224
Total non interest bearing cash at end of year2021-12-31$79,019
Total non interest bearing cash at beginning of year2021-12-31$77,507
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$2,968,972
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,721,617
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,752,645
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$17,593
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$22,808,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,228,018
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,233,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,447,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,645,644
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
Contributions received in cash from employer2021-12-31$1,445,102
Employer contributions (assets) at end of year2021-12-31$600,000
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$999,291
Contract administrator fees2021-12-31$156,039
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$4,261,039
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,487,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$993,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,011,246
Value of total assets at end of year2020-12-31$23,752,645
Value of total assets at beginning of year2020-12-31$20,978,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$494,105
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$237,476
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$237,476
Administrative expenses professional fees incurred2020-12-31$15,593
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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
Other income not declared elsewhere2020-12-31$68,910
Administrative expenses (other) incurred2020-12-31$306,534
Total non interest bearing cash at end of year2020-12-31$77,507
Total non interest bearing cash at beginning of year2020-12-31$73,930
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$2,773,679
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,752,645
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,978,966
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
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$14,179
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,228,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,827,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,447,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,077,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,943,407
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$1,011,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$993,255
Contract administrator fees2020-12-31$157,799
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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
Total income from all sources (including contributions)2019-12-31$3,605,138
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,848,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,468,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$20,978,966
Value of total assets at beginning of year2019-12-31$19,222,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$380,284
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$776,258
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$776,258
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Other income not declared elsewhere2019-12-31$67,649
Administrative expenses (other) incurred2019-12-31$231,271
Total non interest bearing cash at end of year2019-12-31$73,930
Total non interest bearing cash at beginning of year2019-12-31$69,603
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
Value of net income/loss2019-12-31$1,756,213
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,978,966
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,222,753
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$14,267
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,827,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,476,848
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,077,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,676,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,761,231
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,468,641
Contract administrator fees2019-12-31$134,746
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
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 name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-814,015
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,255,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$885,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$19,222,753
Value of total assets at beginning of year2018-12-31$21,292,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$370,133
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,033,326
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$1,033,326
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Other income not declared elsewhere2018-12-31$68,845
Administrative expenses (other) incurred2018-12-31$193,892
Total non interest bearing cash at end of year2018-12-31$69,603
Total non interest bearing cash at beginning of year2018-12-31$67,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,069,359
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,222,753
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,292,112
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
Investment advisory and management fees2018-12-31$14,478
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,476,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,814,672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,676,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,537,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,916,186
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$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$872,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$885,211
Contract administrator fees2018-12-31$161,763
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,251,037
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,317,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$900,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,685,397
Value of total assets at end of year2017-12-31$21,292,112
Value of total assets at beginning of year2017-12-31$15,359,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$417,879
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$563,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$563,390
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other income not declared elsewhere2017-12-31$51,043
Administrative expenses (other) incurred2017-12-31$273,464
Total non interest bearing cash at end of year2017-12-31$67,131
Total non interest bearing cash at beginning of year2017-12-31$68,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,933,103
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,292,112
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,359,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$10,185
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,814,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,083,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,537,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,683,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,951,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,685,397
Employer contributions (assets) at end of year2017-12-31$872,491
Employer contributions (assets) at beginning of year2017-12-31$523,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$900,055
Contract administrator fees2017-12-31$134,230
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,773,926
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,452,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,156,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,293,418
Value of total assets at end of year2016-12-31$15,359,009
Value of total assets at beginning of year2016-12-31$16,037,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$295,879
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$313,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$313,765
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other income not declared elsewhere2016-12-31$72,901
Administrative expenses (other) incurred2016-12-31$232,300
Total non interest bearing cash at end of year2016-12-31$68,548
Total non interest bearing cash at beginning of year2016-12-31$68,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-678,268
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,359,009
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,037,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,083,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,102,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,683,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,481,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$93,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,293,418
Employer contributions (assets) at end of year2016-12-31$523,492
Employer contributions (assets) at beginning of year2016-12-31$384,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,156,315
Contract administrator fees2016-12-31$63,579
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EISNERAMPER LLP
Accountancy firm EIN2016-12-31262842766
2015 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,073,250
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,123,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$872,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,077,552
Value of total assets at end of year2015-12-31$16,037,277
Value of total assets at beginning of year2015-12-31$16,087,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$250,848
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,709,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,709,077
Administrative expenses professional fees incurred2015-12-31$85,400
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$81,364
Administrative expenses (other) incurred2015-12-31$165,448
Total non interest bearing cash at end of year2015-12-31$68,310
Total non interest bearing cash at beginning of year2015-12-31$66,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-49,878
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,037,277
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,087,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,102,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,059,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,481,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,501,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,794,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,077,552
Employer contributions (assets) at end of year2015-12-31$384,618
Employer contributions (assets) at beginning of year2015-12-31$459,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$872,280
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EISNERAMPER LLP
Accountancy firm EIN2015-12-31262842766
2014 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,329,132
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,103,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$875,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,286,092
Value of total assets at end of year2014-12-31$16,087,155
Value of total assets at beginning of year2014-12-31$14,861,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$227,732
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$943,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$943,202
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other income not declared elsewhere2014-12-31$76,366
Administrative expenses (other) incurred2014-12-31$117,523
Total non interest bearing cash at end of year2014-12-31$66,213
Total non interest bearing cash at beginning of year2014-12-31$58,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,225,768
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,087,155
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,861,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,059,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,081,250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,501,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,290,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$23,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,286,092
Employer contributions (assets) at end of year2014-12-31$459,706
Employer contributions (assets) at beginning of year2014-12-31$430,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$875,632
Contract administrator fees2014-12-31$110,209
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EISNERAMPER LLP
Accountancy firm EIN2014-12-31262842766
2013 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,041,705
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$955,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$787,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,222,278
Value of total assets at end of year2013-12-31$14,861,387
Value of total assets at beginning of year2013-12-31$12,775,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$168,366
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$203,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$203,595
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other income not declared elsewhere2013-12-31$29,343
Administrative expenses (other) incurred2013-12-31$82,086
Total non interest bearing cash at end of year2013-12-31$58,774
Total non interest bearing cash at beginning of year2013-12-31$55,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,085,861
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,861,387
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,775,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,081,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,323,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,290,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,586,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,222,278
Employer contributions (assets) at end of year2013-12-31$430,375
Employer contributions (assets) at beginning of year2013-12-31$396,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$787,478
Contract administrator fees2013-12-31$86,280
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EISNERAMPER LLP
Accountancy firm EIN2013-12-31262842766
2012 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,236,309
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$842,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$718,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,107,896
Value of total assets at end of year2012-12-31$12,775,526
Value of total assets at beginning of year2012-12-31$11,381,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$124,113
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$355,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$355,329
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$67,825
Total non interest bearing cash at end of year2012-12-31$55,824
Total non interest bearing cash at beginning of year2012-12-31$53,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,393,745
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,775,526
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,381,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,323,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,753,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$773,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,107,896
Employer contributions (assets) at end of year2012-12-31$396,401
Employer contributions (assets) at beginning of year2012-12-31$574,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$718,451
Contract administrator fees2012-12-31$56,288
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EISNERAMPER LLP
Accountancy firm EIN2012-12-31262842766
2011 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,798,086
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$773,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$638,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,350,069
Value of total assets at end of year2011-12-31$11,381,781
Value of total assets at beginning of year2011-12-31$10,357,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$135,068
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$0
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$59,757
Total non interest bearing cash at end of year2011-12-31$53,857
Total non interest bearing cash at beginning of year2011-12-31$48,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,024,279
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,381,781
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,357,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,753,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,726,102
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$448,017
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,350,069
Employer contributions (assets) at end of year2011-12-31$574,827
Employer contributions (assets) at beginning of year2011-12-31$582,625
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$638,739
Contract administrator fees2011-12-31$75,311
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31EISNERAMPER LLP
Accountancy firm EIN2011-12-31262842766
2010 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,160,939
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$760,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$647,402
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,105,387
Value of total assets at end of year2010-12-31$10,357,502
Value of total assets at beginning of year2010-12-31$8,957,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$113,416
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$212,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$212,022
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$56,894
Total non interest bearing cash at end of year2010-12-31$48,775
Total non interest bearing cash at beginning of year2010-12-31$46,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,400,121
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,357,502
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,957,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,726,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,703,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$843,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,105,387
Employer contributions (assets) at end of year2010-12-31$582,625
Employer contributions (assets) at beginning of year2010-12-31$206,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$647,402
Contract administrator fees2010-12-31$56,522
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EISNERAMPER LLP
Accountancy firm EIN2010-12-31262842766

Form 5500 Responses for RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA

2022: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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 planNo
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 PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 planNo
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 PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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 planNo
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 PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
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 PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA36019
Policy instance 1
Insurance contract or identification numberGA36019
Number of Individuals Covered836
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA36019
Policy instance 1
Insurance contract or identification numberGA36019
Number of Individuals Covered851
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA36019
Policy instance 1
Insurance contract or identification numberGA36019
Number of Individuals Covered868
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA36019
Policy instance 1
Insurance contract or identification numberGA36019
Number of Individuals Covered888
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA36019
Policy instance 1
Insurance contract or identification numberGA36019
Number of Individuals Covered937
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA36019
Policy instance 1
Insurance contract or identification numberGA36019
Number of Individuals Covered962
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA36019
Policy instance 1
Insurance contract or identification numberGA36019
Number of Individuals Covered1075
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA36019
Policy instance 1
Insurance contract or identification numberGA36019
Number of Individuals Covered1079
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA36019
Policy instance 1
Insurance contract or identification numberGA36019
Number of Individuals Covered1056
Insurance policy start date2013-08-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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