401k Plan data: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM

UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 401k Plan overview

Plan Name	UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN
Plan identification number	004

UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HALE PRODUCTS, INC. A UNIT OF IDEX CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: HALE PRODUCTS, INC. A UNIT OF IDEX CORPORATION

Employer identification number (EIN): 230666140

NAIC Classification: 333900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2018-01-01 ALICJA MAJSTEREK ALICJA MAJSTEREK 2018-07-06
004 2017-01-01 ALICJA MAJSTEREK ALICJA MAJSTEREK 2018-07-06
004 2016-01-01 ALICJA MAJSTEREK ALICJA MAJSTEREK 2017-05-05
004 2015-01-01 ALICJA MAJSTEREK, IDEX CORP ALICJA MAJSTEREK, IDEX CORP 2016-07-12
004 2014-01-01 ALICJA MAJSTEREK, IDEX CORP ALICJA MAJSTEREK, IDEX CORP 2015-06-12
004 2013-01-01 ALICJA MAJSTEREK, IDEX CORP ALICJA MAJSTEREK, IDEX CORP 2014-07-09
004 2012-01-01 ALICJA J. MAJSTEREK IDEX CORP ALICJA J. MAJSTEREK IDEX CORP 2013-10-10
004 2011-01-01 ALICJA J. MAJSTEREK ALICJA J. MAJSTEREK 2012-07-10
004 2009-01-01
004 2009-01-01 WILLIAM J. BUHOLZER WILLIAM J. BUHOLZER 2010-10-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
004	2018-01-01	ALICJA MAJSTEREK	ALICJA MAJSTEREK	2018-07-06
004	2017-01-01	ALICJA MAJSTEREK	ALICJA MAJSTEREK	2018-07-06
004	2016-01-01	ALICJA MAJSTEREK	ALICJA MAJSTEREK	2017-05-05
004	2015-01-01	ALICJA MAJSTEREK, IDEX CORP	ALICJA MAJSTEREK, IDEX CORP	2016-07-12
004	2014-01-01	ALICJA MAJSTEREK, IDEX CORP	ALICJA MAJSTEREK, IDEX CORP	2015-06-12
004	2013-01-01	ALICJA MAJSTEREK, IDEX CORP	ALICJA MAJSTEREK, IDEX CORP	2014-07-09
004	2012-01-01	ALICJA J. MAJSTEREK IDEX CORP	ALICJA J. MAJSTEREK IDEX CORP	2013-10-10
004	2011-01-01	ALICJA J. MAJSTEREK	ALICJA J. MAJSTEREK	2012-07-10
004	2009-01-01
004	2009-01-01	WILLIAM J. BUHOLZER	WILLIAM J. BUHOLZER	2010-10-12

Plan Statistics for UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN

401k plan membership statisitcs for UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN

Measure Date Value
2018: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 6
Total of all active and inactive participants 2016-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 19
Total of all active and inactive participants 2012-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 30
Number of participants with account balances 2012-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 34
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 38
Number of participants with account balances 2011-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 40
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 41
Number of participants with account balances 2009-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	6
Total of all active and inactive participants	2016-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	19
Total of all active and inactive participants	2012-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	30
Number of participants with account balances	2012-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	34
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	38
Number of participants with account balances	2011-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	40
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	41
Number of participants with account balances	2009-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN

Measure	Date	Value
2018 : UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-01-09	$5,332
Expenses. Total of all expenses incurred	2018-01-09	$214,796
Benefits paid (including direct rollovers)	2018-01-09	$214,696
Total plan assets at end of year	2018-01-09	$0
Total plan assets at beginning of year	2018-01-09	$209,464
Value of fidelity bond covering the plan	2018-01-09	$20,000,000
Other income received	2018-01-09	$5,332
Net income (gross income less expenses)	2018-01-09	$-209,464
Net plan assets at end of year (total assets less liabilities)	2018-01-09	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-01-09	$209,464
Expenses. Administrative service providers (salaries,fees and commissions)	2018-01-09	$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-01-09	$0
2017 : UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$39,760
Expenses. Total of all expenses incurred	2017-12-31	$76,008
Benefits paid (including direct rollovers)	2017-12-31	$75,763
Total plan assets at end of year	2017-12-31	$209,464
Total plan assets at beginning of year	2017-12-31	$245,712
Value of fidelity bond covering the plan	2017-12-31	$20,000,000
Other income received	2017-12-31	$39,760
Net income (gross income less expenses)	2017-12-31	$-36,248
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$209,464
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$245,712
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$245
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$5,046
Expenses. Total of all expenses incurred	2016-12-31	$4,000
Benefits paid (including direct rollovers)	2016-12-31	$3,970
Total plan assets at end of year	2016-12-31	$245,712
Total plan assets at beginning of year	2016-12-31	$244,666
Value of fidelity bond covering the plan	2016-12-31	$20,000,000
Other income received	2016-12-31	$5,046
Net income (gross income less expenses)	2016-12-31	$1,046
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$245,712
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$244,666
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$30
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$4,100
Expenses. Total of all expenses incurred	2015-12-31	$36,879
Benefits paid (including direct rollovers)	2015-12-31	$35,821
Total plan assets at end of year	2015-12-31	$244,666
Total plan assets at beginning of year	2015-12-31	$277,445
Value of fidelity bond covering the plan	2015-12-31	$20,000,000
Other income received	2015-12-31	$3,132
Net income (gross income less expenses)	2015-12-31	$-32,779
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$244,666
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$277,445
Total contributions received or receivable from employer(s)	2015-12-31	$968
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,058
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$13,290
Expenses. Total of all expenses incurred	2014-12-31	$137,970
Benefits paid (including direct rollovers)	2014-12-31	$137,657
Total plan assets at end of year	2014-12-31	$277,445
Total plan assets at beginning of year	2014-12-31	$402,125
Value of fidelity bond covering the plan	2014-12-31	$20,000,000
Other income received	2014-12-31	$13,290
Net income (gross income less expenses)	2014-12-31	$-124,680
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$277,445
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$402,125
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$313
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$138,090
Expenses. Total of all expenses incurred	2013-12-31	$2,324,848
Benefits paid (including direct rollovers)	2013-12-31	$2,323,718
Total plan assets at end of year	2013-12-31	$402,125
Total plan assets at beginning of year	2013-12-31	$2,588,883
Value of fidelity bond covering the plan	2013-12-31	$20,000,000
Total contributions received or receivable from participants	2013-12-31	$1,832
Other income received	2013-12-31	$135,946
Net income (gross income less expenses)	2013-12-31	$-2,186,758
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$402,125
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,588,883
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$312
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,130
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$316,031
Expenses. Total of all expenses incurred	2012-12-31	$295,845
Benefits paid (including direct rollovers)	2012-12-31	$293,233
Total plan assets at end of year	2012-12-31	$2,588,883
Total plan assets at beginning of year	2012-12-31	$2,568,697
Value of fidelity bond covering the plan	2012-12-31	$20,000,000
Total contributions received or receivable from participants	2012-12-31	$94,558
Other income received	2012-12-31	$213,384
Net income (gross income less expenses)	2012-12-31	$20,186
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,588,883
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,568,697
Assets. Value of participant loans	2012-12-31	$86,496
Total contributions received or receivable from employer(s)	2012-12-31	$8,089
Value of certain deemed distributions of participant loans	2012-12-31	$2,193
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$419
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$122,555
Expenses. Total of all expenses incurred	2011-12-31	$216,720
Benefits paid (including direct rollovers)	2011-12-31	$205,923
Total plan assets at end of year	2011-12-31	$2,568,697
Total plan assets at beginning of year	2011-12-31	$2,662,862
Value of fidelity bond covering the plan	2011-12-31	$20,000,000
Total contributions received or receivable from participants	2011-12-31	$107,121
Other income received	2011-12-31	$5,322
Net income (gross income less expenses)	2011-12-31	$-94,165
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,568,697
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,662,862
Assets. Value of participant loans	2011-12-31	$103,606
Total contributions received or receivable from employer(s)	2011-12-31	$10,112
Value of certain deemed distributions of participant loans	2011-12-31	$10,660
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$137
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$366,071
Expenses. Total of all expenses incurred	2010-12-31	$258,806
Benefits paid (including direct rollovers)	2010-12-31	$258,435
Total plan assets at end of year	2010-12-31	$2,662,862
Total plan assets at beginning of year	2010-12-31	$2,555,597
Value of fidelity bond covering the plan	2010-12-31	$20,000,000
Total contributions received or receivable from participants	2010-12-31	$112,085
Other income received	2010-12-31	$243,151
Net income (gross income less expenses)	2010-12-31	$107,265
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,662,862
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,555,597
Assets. Value of participant loans	2010-12-31	$76,942
Total contributions received or receivable from employer(s)	2010-12-31	$10,835
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$371
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) 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 UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN

2018: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) 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	Yes
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: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) 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	Yes
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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number	038444
Policy instance	1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number	038444
Policy instance	1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number	38444-071
Policy instance	1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number	38444-071
Policy instance	1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number	38444-071
Policy instance	1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number	38444-071
Policy instance	1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number	38444-071
Policy instance	1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number	38444-071
Policy instance	1

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Company Name:	HALE PRODUCTS, INC. A UNIT OF IDEX CORPORATION
Employer identification number (EIN):	230666140
NAIC Classification:	333900