401k Plan data: BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN plan

BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 401k Plan overview

Plan Name	BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN
Plan identification number	001

BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

BOHLER-UDDEHOLM CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: BOHLER-UDDEHOLM CORPORATION

Employer identification number (EIN): 222844922

NAIC Classification: 423500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 DEBBY JEPSON
001 2009-01-01 DEBBY JEPSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2011-01-01	DEBBY JEPSON
001	2009-01-01	DEBBY JEPSON

Plan Statistics for BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN

401k plan membership statisitcs for BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN

Measure Date Value
2011: BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 300
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 76
Number of retired or separated participants receiving benefits 2011-01-01 99
Number of other retired or separated participants entitled to future benefits 2011-01-01 122
Total of all active and inactive participants 2011-01-01 297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 314
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 80
Number of retired or separated participants receiving benefits 2009-01-01 93
Number of other retired or separated participants entitled to future benefits 2009-01-01 130
Total of all active and inactive participants 2009-01-01 303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 8
Total participants 2009-01-01 311

Measure	Date	Value
2011: BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	300
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	76
Number of retired or separated participants receiving benefits	2011-01-01	99
Number of other retired or separated participants entitled to future benefits	2011-01-01	122
Total of all active and inactive participants	2011-01-01	297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	314
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	80
Number of retired or separated participants receiving benefits	2009-01-01	93
Number of other retired or separated participants entitled to future benefits	2009-01-01	130
Total of all active and inactive participants	2009-01-01	303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	8
Total participants	2009-01-01	311

Financial Data on BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN

Measure	Date	Value
2011 : BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$12,705
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$5,940
Total income from all sources (including contributions)	2011-12-31	$503,375
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$496,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$444,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$379,400
Value of total assets at end of year	2011-12-31	$6,142,860
Value of total assets at beginning of year	2011-12-31	$6,129,518
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$52,064
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$209,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$209,834
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$12,705
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$5,940
Other income not declared elsewhere	2011-12-31	$49
Administrative expenses (other) incurred	2011-12-31	$52,064
Total non interest bearing cash at end of year	2011-12-31	$10,481
Total non interest bearing cash at beginning of year	2011-12-31	$5,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$6,577
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,130,155
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$6,123,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$5,943,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,944,859
Value of interest in pooled separate accounts at end of year	2011-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$2,958
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$6,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$6,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-85,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$379,400
Employer contributions (assets) at end of year	2011-12-31	$185,900
Employer contributions (assets) at beginning of year	2011-12-31	$172,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$444,734
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BIK & CO, LLP
Accountancy firm EIN	2011-12-31	363244618
2010 : BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$5,940
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	$702,931
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$463,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$453,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$276,621
Value of total assets at end of year	2010-12-31	$6,129,518
Value of total assets at beginning of year	2010-12-31	$5,883,945
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$10,056
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$146,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$146,743
Administrative expenses professional fees incurred	2010-12-31	$9,556
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$5,940
Total non interest bearing cash at end of year	2010-12-31	$5,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$239,633
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$6,123,578
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,883,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,944,859
Value of interest in pooled separate accounts at end of year	2010-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$5,724,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$6,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$891
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$545,375
Net investment gain/loss from pooled separate accounts	2010-12-31	$-265,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$276,621
Employer contributions (assets) at end of year	2010-12-31	$172,695
Employer contributions (assets) at beginning of year	2010-12-31	$158,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$453,242
Contract administrator fees	2010-12-31	$500
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BIK & CO, LLP
Accountancy firm EIN	2010-12-31	363244618
2009 : BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN

2011: BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BOHLER-UDDEHOLM CORPORATION NON-UNION EMPLOYEES PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BOHLER-UDDEHOLM CORPORATION
Employer identification number (EIN):	222844922
NAIC Classification:	423500