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Plan Name | RETIREMENT INCOME AGREEMENT BETWEEN THE BOSCH REXROTH CORPORATION PNEUMATICS DIVISION AND THE INTL BROTHERHOOD OF TEAMSTERS, LOCAL 651 |
Plan identification number | 005 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | BOSCH REXROTH CORPORATION |
Employer identification number (EIN): | 231687400 |
NAIC Classification: | 333200 |
Additional information about BOSCH REXROTH CORPORATION
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1980-03-24 |
Company Identification Number: | 0004746406 |
Legal Registered Office Address: |
1 TOWER LN STE 3100 OAKBROOK TER United States of America (USA) 60181 |
More information about BOSCH REXROTH CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
005 | 2011-01-01 | GARY D. GRABARCZYK | |||
005 | 2010-01-01 | GARY D. GRABARCZYK, FOR BEN COMM | GARY D. GRABARCZYK, FOR BEN COMM | 2011-10-14 | |
005 | 2009-01-01 | GARY D. GRABARCZYK, FOR BEN COMM | GARY D. GRABARCZYK, FOR BEN COMM | 2010-10-07 |
Measure | Date | Value |
---|---|---|
2011: RETIREMENT INCOME AGREEMENT BETWEEN THE BOSCH REXROTH CORPORATION PNEUMATICS DIVISION AND THE INTL BROTHERHOOD OF TEAMSTERS, LOCAL 651 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 235 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 138 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 70 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 40 |
Total of all active and inactive participants | 2011-01-01 | 248 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 251 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: RETIREMENT INCOME AGREEMENT BETWEEN THE BOSCH REXROTH CORPORATION PNEUMATICS DIVISION AND THE INTL BROTHERHOOD OF TEAMSTERS, LOCAL 651 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 215 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 130 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 62 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 34 |
Total of all active and inactive participants | 2010-01-01 | 226 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 9 |
Total participants | 2010-01-01 | 235 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 2 |
2009: RETIREMENT INCOME AGREEMENT BETWEEN THE BOSCH REXROTH CORPORATION PNEUMATICS DIVISION AND THE INTL BROTHERHOOD OF TEAMSTERS, LOCAL 651 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 265 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 110 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 58 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 37 |
Total of all active and inactive participants | 2009-01-01 | 205 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 10 |
Total participants | 2009-01-01 | 215 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 46 |
Measure | Date | Value |
---|---|---|
2011 : RETIREMENT INCOME AGREEMENT BETWEEN THE BOSCH REXROTH CORPORATION PNEUMATICS DIVISION AND THE INTL BROTHERHOOD OF TEAMSTERS, LOCAL 651 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 | $28,728 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $29,420 |
Total income from all sources (including contributions) | 2011-12-31 | $890,615 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $418,152 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $303,907 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $802,000 |
Value of total assets at end of year | 2011-12-31 | $8,803,209 |
Value of total assets at beginning of year | 2011-12-31 | $8,331,438 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $114,245 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $92,429 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $15,000,000 |
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 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $28,728 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $29,420 |
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 | $472,463 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $8,774,481 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,302,018 |
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 |
Investment advisory and management fees | 2011-12-31 | $21,816 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $8,530,209 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $7,481,438 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
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 | $802,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $273,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $850,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $303,907 |
Did the plan have assets held for investment | 2011-12-31 | No |
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 | PRICEWATERHOUSECOOPERS, LLP |
Accountancy firm EIN | 2011-12-31 | 134008324 |
2010 : RETIREMENT INCOME AGREEMENT BETWEEN THE BOSCH REXROTH CORPORATION PNEUMATICS DIVISION AND THE INTL BROTHERHOOD OF TEAMSTERS, LOCAL 651 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 | $29,420 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $42,331 |
Total income from all sources (including contributions) | 2010-12-31 | $2,125,884 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $404,401 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $307,046 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,247,000 |
Value of total assets at end of year | 2010-12-31 | $8,331,438 |
Value of total assets at beginning of year | 2010-12-31 | $6,622,866 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $97,355 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $64,302 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $15,000,000 |
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 |
Administrative expenses (other) incurred | 2010-12-31 | $15,067 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $29,420 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $42,331 |
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 | $1,721,483 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $8,302,018 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,580,535 |
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 |
Investment advisory and management fees | 2010-12-31 | $17,986 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $7,481,438 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $5,607,866 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
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 | $1,247,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $850,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,015,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $307,046 |
Did the plan have assets held for investment | 2010-12-31 | No |
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 | PRICEWATERHOUSECOOPERS, LLP |
Accountancy firm EIN | 2010-12-31 | 134008324 |
2009 : RETIREMENT INCOME AGREEMENT BETWEEN THE BOSCH REXROTH CORPORATION PNEUMATICS DIVISION AND THE INTL BROTHERHOOD OF TEAMSTERS, LOCAL 651 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 |
2011: RETIREMENT INCOME AGREEMENT BETWEEN THE BOSCH REXROTH CORPORATION PNEUMATICS DIVISION AND THE INTL BROTHERHOOD OF TEAMSTERS, LOCAL 651 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: RETIREMENT INCOME AGREEMENT BETWEEN THE BOSCH REXROTH CORPORATION PNEUMATICS DIVISION AND THE INTL BROTHERHOOD OF TEAMSTERS, LOCAL 651 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: RETIREMENT INCOME AGREEMENT BETWEEN THE BOSCH REXROTH CORPORATION PNEUMATICS DIVISION AND THE INTL BROTHERHOOD OF TEAMSTERS, LOCAL 651 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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |