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RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 401k Plan overview

Plan NameRETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC
Plan identification number 001

RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 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).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MARCEGAGLIA USA, INC. has sponsored the creation of one or more 401k plans.

Company Name:MARCEGAGLIA USA, INC.
Employer identification number (EIN):232671480
NAIC Classification:331200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-11-01
0012020-11-01
0012019-11-01
0012018-11-01
0012017-11-01
0012016-11-01ROSE LUPTAK ROSE LUPTAK2018-08-14
0012015-11-01ROSE LUPTAK ROSE LUPTAK2017-08-15
0012014-11-01MICHAEL LEHMAN MICHAEL LEHMAN2016-08-18
0012013-11-01WENDY OPASKA WENDY OPASKA2015-08-17
0012012-11-01ROBERT MINSTER
0012011-11-01ROBERT MINSTER
0012009-11-01DAVID A. CORNELIUS DAVID A. CORNELIUS2011-08-15
0012008-11-01DAVID A. CORNELIUS
0012008-11-01

Plan Statistics for RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC

401k plan membership statisitcs for RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC

Measure Date Value
2022: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2022 401k membership
Market value of plan assets2022-10-313,575,947
Acturial value of plan assets2022-10-313,261,379
Funding target for retired participants and beneficiaries receiving payment2022-10-312,671,540
Number of terminated vested participants2022-10-3147
Fundng target for terminated vested participants2022-10-31491,171
Active participant vested funding target2022-10-310
Number of active participants2022-10-310
Total funding liabilities for active participants2022-10-310
Total participant count2022-10-31158
Total funding target for all participants2022-10-313,162,711
Balance at beginning of prior year after applicable adjustments2022-10-310
Prefunding balance at beginning of prior year after applicable adjustments2022-10-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-10-310
Prefunding balanced used to offset prior years funding requirement2022-10-310
Amount remaining of carryover balance2022-10-310
Amount remaining of prefunding balance2022-10-310
Present value of excess contributions2022-10-3139
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-10-3141
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-10-310
Reductions in caryover balances due to elections or deemed elections2022-10-310
Reductions in prefunding balances due to elections or deemed elections2022-10-310
Balance of carryovers at beginning of current year2022-10-310
Balance of prefunding at beginning of current year2022-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-10-310
Contributions made to avoid restrictions adjusted to valuation date2022-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-10-310
Liquidity shortfalls end of Q12022-10-310
Liquidity shortfalls end of Q22022-10-310
Liquidity shortfalls end of Q32022-10-310
Liquidity shortfalls end of Q42022-10-310
Unpaid minimum required contributions for all prior years2022-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-10-310
Remaining amount of unpaid minimum required contributions2022-10-310
Minimum required contributions for current year target normal cost2022-10-3121,000
Net shortfall amortization installment of oustanding balance2022-10-310
Waiver amortization installment2022-10-310
Total funding amount beforereflecting carryover/prefunding balances2022-10-310
Carryover balance elected to use to offset funding requirement2022-10-310
Prefunding balance elected to use to offset funding requirement2022-10-310
Additional cash requirement2022-10-310
Contributions allocatedtoward minimum required contributions for current year2022-10-310
Unpaid minimum required contributions for current year2022-10-310
Unpaid minimum required contributions for all years2022-10-310
2021: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2021 401k membership
Total participants, beginning-of-year2021-11-01158
Total number of active participants reported on line 7a of the Form 55002021-11-010
Number of retired or separated participants receiving benefits2021-11-0181
Number of other retired or separated participants entitled to future benefits2021-11-0147
Total of all active and inactive participants2021-11-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-11-0128
Total participants2021-11-01156
Number of participants with account balances2021-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-11-010
Market value of plan assets2021-10-313,143,614
Acturial value of plan assets2021-10-313,176,354
Funding target for retired participants and beneficiaries receiving payment2021-10-312,944,103
Number of terminated vested participants2021-10-3147
Fundng target for terminated vested participants2021-10-31471,809
Active participant vested funding target2021-10-310
Number of active participants2021-10-310
Total funding liabilities for active participants2021-10-310
Total participant count2021-10-31164
Total funding target for all participants2021-10-313,415,912
Balance at beginning of prior year after applicable adjustments2021-10-310
Prefunding balance at beginning of prior year after applicable adjustments2021-10-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-10-310
Prefunding balanced used to offset prior years funding requirement2021-10-310
Amount remaining of carryover balance2021-10-310
Amount remaining of prefunding balance2021-10-310
Present value of excess contributions2021-10-3111,167
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-10-3111,763
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-10-310
Reductions in caryover balances due to elections or deemed elections2021-10-310
Reductions in prefunding balances due to elections or deemed elections2021-10-310
Balance of carryovers at beginning of current year2021-10-310
Balance of prefunding at beginning of current year2021-10-310
Total employer contributions2021-10-3169,851
Total employee contributions2021-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-10-310
Contributions made to avoid restrictions adjusted to valuation date2021-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-10-3166,436
Liquidity shortfalls end of Q12021-10-310
Liquidity shortfalls end of Q22021-10-310
Liquidity shortfalls end of Q32021-10-310
Liquidity shortfalls end of Q42021-10-310
Unpaid minimum required contributions for all prior years2021-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-10-310
Remaining amount of unpaid minimum required contributions2021-10-310
Minimum required contributions for current year target normal cost2021-10-3121,000
Net shortfall amortization installment of oustanding balance2021-10-31239,558
Waiver amortization installment2021-10-310
Total funding amount beforereflecting carryover/prefunding balances2021-10-3166,397
Carryover balance elected to use to offset funding requirement2021-10-310
Prefunding balance elected to use to offset funding requirement2021-10-310
Additional cash requirement2021-10-3166,397
Contributions allocatedtoward minimum required contributions for current year2021-10-3166,436
Unpaid minimum required contributions for current year2021-10-310
Unpaid minimum required contributions for all years2021-10-310
2020: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2020 401k membership
Total participants, beginning-of-year2020-11-01162
Total number of active participants reported on line 7a of the Form 55002020-11-010
Number of retired or separated participants receiving benefits2020-11-0183
Number of other retired or separated participants entitled to future benefits2020-11-0147
Total of all active and inactive participants2020-11-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-11-0127
Total participants2020-11-01157
Number of participants with account balances2020-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-11-010
Market value of plan assets2020-10-313,414,933
Acturial value of plan assets2020-10-313,417,592
Funding target for retired participants and beneficiaries receiving payment2020-10-313,011,158
Number of terminated vested participants2020-10-3150
Fundng target for terminated vested participants2020-10-31508,150
Active participant vested funding target2020-10-310
Number of active participants2020-10-310
Total funding liabilities for active participants2020-10-310
Total participant count2020-10-31166
Total funding target for all participants2020-10-313,519,308
Balance at beginning of prior year after applicable adjustments2020-10-310
Prefunding balance at beginning of prior year after applicable adjustments2020-10-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-10-310
Prefunding balanced used to offset prior years funding requirement2020-10-310
Amount remaining of carryover balance2020-10-310
Amount remaining of prefunding balance2020-10-310
Present value of excess contributions2020-10-3132,146
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-10-3133,924
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-10-310
Reductions in caryover balances due to elections or deemed elections2020-10-310
Reductions in prefunding balances due to elections or deemed elections2020-10-310
Balance of carryovers at beginning of current year2020-10-310
Balance of prefunding at beginning of current year2020-10-310
Total employer contributions2020-10-3153,048
Total employee contributions2020-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-10-310
Contributions made to avoid restrictions adjusted to valuation date2020-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-10-3151,623
Liquidity shortfalls end of Q12020-10-310
Liquidity shortfalls end of Q22020-10-310
Liquidity shortfalls end of Q32020-10-310
Liquidity shortfalls end of Q42020-10-310
Unpaid minimum required contributions for all prior years2020-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-10-310
Remaining amount of unpaid minimum required contributions2020-10-310
Minimum required contributions for current year target normal cost2020-10-3120,000
Net shortfall amortization installment of oustanding balance2020-10-31101,716
Waiver amortization installment2020-10-310
Total funding amount beforereflecting carryover/prefunding balances2020-10-3140,456
Carryover balance elected to use to offset funding requirement2020-10-310
Prefunding balance elected to use to offset funding requirement2020-10-310
Additional cash requirement2020-10-3140,456
Contributions allocatedtoward minimum required contributions for current year2020-10-3151,623
Unpaid minimum required contributions for current year2020-10-310
Unpaid minimum required contributions for all years2020-10-310
2019: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2019 401k membership
Total participants, beginning-of-year2019-11-01166
Total number of active participants reported on line 7a of the Form 55002019-11-010
Number of retired or separated participants receiving benefits2019-11-0190
Number of other retired or separated participants entitled to future benefits2019-11-0147
Total of all active and inactive participants2019-11-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-11-0127
Total participants2019-11-01164
Number of participants with account balances2019-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-11-010
Market value of plan assets2019-10-313,305,663
Acturial value of plan assets2019-10-313,485,475
Funding target for retired participants and beneficiaries receiving payment2019-10-313,181,624
Number of terminated vested participants2019-10-3152
Fundng target for terminated vested participants2019-10-31506,292
Active participant vested funding target2019-10-310
Number of active participants2019-10-310
Total funding liabilities for active participants2019-10-310
Total participant count2019-10-31171
Total funding target for all participants2019-10-313,687,916
Balance at beginning of prior year after applicable adjustments2019-10-310
Prefunding balance at beginning of prior year after applicable adjustments2019-10-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-10-310
Prefunding balanced used to offset prior years funding requirement2019-10-310
Amount remaining of carryover balance2019-10-310
Amount remaining of prefunding balance2019-10-310
Present value of excess contributions2019-10-3199,753
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-10-31105,459
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-10-310
Reductions in caryover balances due to elections or deemed elections2019-10-310
Reductions in prefunding balances due to elections or deemed elections2019-10-310
Balance of carryovers at beginning of current year2019-10-310
Balance of prefunding at beginning of current year2019-10-310
Total employer contributions2019-10-3192,032
Total employee contributions2019-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-10-310
Contributions made to avoid restrictions adjusted to valuation date2019-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-10-3185,194
Unpaid minimum required contributions for all prior years2019-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-10-310
Remaining amount of unpaid minimum required contributions2019-10-310
Minimum required contributions for current year target normal cost2019-10-3120,000
Net shortfall amortization installment of oustanding balance2019-10-31202,441
Waiver amortization installment2019-10-310
Total funding amount beforereflecting carryover/prefunding balances2019-10-3153,048
Carryover balance elected to use to offset funding requirement2019-10-310
Prefunding balance elected to use to offset funding requirement2019-10-310
Additional cash requirement2019-10-3153,048
Contributions allocatedtoward minimum required contributions for current year2019-10-3185,194
Unpaid minimum required contributions for current year2019-10-310
Unpaid minimum required contributions for all years2019-10-310
2018: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2018 401k membership
Total participants, beginning-of-year2018-11-01171
Total number of active participants reported on line 7a of the Form 55002018-11-010
Number of retired or separated participants receiving benefits2018-11-0191
Number of other retired or separated participants entitled to future benefits2018-11-0150
Total of all active and inactive participants2018-11-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-11-0125
Total participants2018-11-01166
Number of participants with account balances2018-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-11-010
Market value of plan assets2018-10-313,729,379
Acturial value of plan assets2018-10-313,599,491
Funding target for retired participants and beneficiaries receiving payment2018-10-312,979,901
Number of terminated vested participants2018-10-3156
Fundng target for terminated vested participants2018-10-31604,345
Active participant vested funding target2018-10-310
Number of active participants2018-10-310
Total funding liabilities for active participants2018-10-310
Total participant count2018-10-31172
Total funding target for all participants2018-10-313,584,246
Balance at beginning of prior year after applicable adjustments2018-10-310
Prefunding balance at beginning of prior year after applicable adjustments2018-10-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-10-310
Prefunding balanced used to offset prior years funding requirement2018-10-310
Amount remaining of carryover balance2018-10-310
Amount remaining of prefunding balance2018-10-310
Present value of excess contributions2018-10-31109,809
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-10-31116,310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-10-310
Reductions in caryover balances due to elections or deemed elections2018-10-310
Reductions in prefunding balances due to elections or deemed elections2018-10-310
Balance of carryovers at beginning of current year2018-10-310
Balance of prefunding at beginning of current year2018-10-310
Total employer contributions2018-10-31113,262
Total employee contributions2018-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-10-310
Contributions made to avoid restrictions adjusted to valuation date2018-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-10-31104,508
Unpaid minimum required contributions for all prior years2018-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-10-310
Remaining amount of unpaid minimum required contributions2018-10-310
Minimum required contributions for current year target normal cost2018-10-3120,000
Net shortfall amortization installment of oustanding balance2018-10-310
Waiver amortization installment2018-10-310
Total funding amount beforereflecting carryover/prefunding balances2018-10-314,755
Carryover balance elected to use to offset funding requirement2018-10-310
Prefunding balance elected to use to offset funding requirement2018-10-310
Additional cash requirement2018-10-314,755
Contributions allocatedtoward minimum required contributions for current year2018-10-31104,508
Unpaid minimum required contributions for current year2018-10-310
Unpaid minimum required contributions for all years2018-10-310
2017: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2017 401k membership
Total participants, beginning-of-year2017-11-01172
Total number of active participants reported on line 7a of the Form 55002017-11-010
Number of retired or separated participants receiving benefits2017-11-0194
Number of other retired or separated participants entitled to future benefits2017-11-0152
Total of all active and inactive participants2017-11-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-0125
Total participants2017-11-01171
Number of participants with account balances2017-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-010
Market value of plan assets2017-10-313,537,744
Acturial value of plan assets2017-10-313,651,036
Funding target for retired participants and beneficiaries receiving payment2017-10-313,028,324
Number of terminated vested participants2017-10-3158
Fundng target for terminated vested participants2017-10-31606,734
Active participant vested funding target2017-10-310
Number of active participants2017-10-310
Total funding liabilities for active participants2017-10-310
Total participant count2017-10-31175
Total funding target for all participants2017-10-313,635,058
Balance at beginning of prior year after applicable adjustments2017-10-310
Prefunding balance at beginning of prior year after applicable adjustments2017-10-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-10-310
Prefunding balanced used to offset prior years funding requirement2017-10-310
Amount remaining of carryover balance2017-10-310
Amount remaining of prefunding balance2017-10-310
Present value of excess contributions2017-10-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-10-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-10-310
Reductions in caryover balances due to elections or deemed elections2017-10-310
Reductions in prefunding balances due to elections or deemed elections2017-10-310
Balance of carryovers at beginning of current year2017-10-310
Balance of prefunding at beginning of current year2017-10-310
Total employer contributions2017-10-31122,633
Total employee contributions2017-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-10-310
Contributions made to avoid restrictions adjusted to valuation date2017-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-10-31113,831
Unpaid minimum required contributions for all prior years2017-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-10-310
Remaining amount of unpaid minimum required contributions2017-10-310
Minimum required contributions for current year target normal cost2017-10-3120,000
Net shortfall amortization installment of oustanding balance2017-10-310
Waiver amortization installment2017-10-310
Total funding amount beforereflecting carryover/prefunding balances2017-10-314,022
Carryover balance elected to use to offset funding requirement2017-10-310
Prefunding balance elected to use to offset funding requirement2017-10-310
Additional cash requirement2017-10-314,022
Contributions allocatedtoward minimum required contributions for current year2017-10-31113,831
Unpaid minimum required contributions for current year2017-10-310
Unpaid minimum required contributions for all years2017-10-310
2016: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2016 401k membership
Total participants, beginning-of-year2016-11-01175
Total number of active participants reported on line 7a of the Form 55002016-11-010
Number of retired or separated participants receiving benefits2016-11-0192
Number of other retired or separated participants entitled to future benefits2016-11-0156
Total of all active and inactive participants2016-11-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-0123
Total participants2016-11-01171
Number of participants with account balances2016-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-010
2015: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2015 401k membership
Total participants, beginning-of-year2015-11-01178
Total number of active participants reported on line 7a of the Form 55002015-11-010
Number of retired or separated participants receiving benefits2015-11-0193
Number of other retired or separated participants entitled to future benefits2015-11-0158
Total of all active and inactive participants2015-11-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-0124
Total participants2015-11-01175
Number of participants with account balances2015-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-010
2014: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2014 401k membership
Total participants, beginning-of-year2014-11-01185
Total number of active participants reported on line 7a of the Form 55002014-11-011
Number of retired or separated participants receiving benefits2014-11-0192
Number of other retired or separated participants entitled to future benefits2014-11-0161
Total of all active and inactive participants2014-11-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-0125
Total participants2014-11-01179
Number of participants with account balances2014-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-010
2013: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2013 401k membership
Total participants, beginning-of-year2013-11-01187
Total number of active participants reported on line 7a of the Form 55002013-11-011
Number of retired or separated participants receiving benefits2013-11-0196
Number of other retired or separated participants entitled to future benefits2013-11-0163
Total of all active and inactive participants2013-11-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-0122
Total participants2013-11-01182
Number of participants with account balances2013-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-010
2012: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2012 401k membership
Total participants, beginning-of-year2012-11-01193
Total number of active participants reported on line 7a of the Form 55002012-11-010
Number of retired or separated participants receiving benefits2012-11-0195
Number of other retired or separated participants entitled to future benefits2012-11-0168
Total of all active and inactive participants2012-11-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-0121
Total participants2012-11-01184
Number of participants with account balances2012-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-010
2011: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2011 401k membership
Total participants, beginning-of-year2011-11-01198
Total number of active participants reported on line 7a of the Form 55002011-11-010
Number of retired or separated participants receiving benefits2011-11-01100
Number of other retired or separated participants entitled to future benefits2011-11-0172
Total of all active and inactive participants2011-11-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-0121
Total participants2011-11-01193
Number of participants with account balances2011-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-010
2009: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2009 401k membership
Total participants, beginning-of-year2009-11-01199
Total number of active participants reported on line 7a of the Form 55002009-11-010
Number of retired or separated participants receiving benefits2009-11-01102
Number of other retired or separated participants entitled to future benefits2009-11-0174
Total of all active and inactive participants2009-11-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-0122
Total participants2009-11-01198
Number of participants with account balances2009-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-010
2008: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2008 401k membership
Total participants, beginning-of-year2008-11-01200
Total number of active participants reported on line 7a of the Form 55002008-11-010
Number of retired or separated participants receiving benefits2008-11-01101
Number of other retired or separated participants entitled to future benefits2008-11-0177
Total of all active and inactive participants2008-11-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-11-0121
Total participants2008-11-01199
Number of participants with account balances2008-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-11-010

Financial Data on RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC

Measure Date Value
2022 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total income from all sources (including contributions)2022-10-31$-110,404
Total loss/gain on sale of assets2022-10-31$0
Total of all expenses incurred2022-10-31$313,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-31$292,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-31$0
Value of total assets at end of year2022-10-31$3,152,627
Value of total assets at beginning of year2022-10-31$3,576,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$20,760
Total interest from all sources2022-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-31No
Was this plan covered by a fidelity bond2022-10-31Yes
Value of fidelity bond cover2022-10-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Value of net income/loss2022-10-31$-423,977
Value of net assets at end of year (total assets less liabilities)2022-10-31$3,152,627
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$3,576,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Value of interest in pooled separate accounts at end of year2022-10-31$3,152,627
Value of interest in pooled separate accounts at beginning of year2022-10-31$3,537,095
Net investment gain/loss from pooled separate accounts2022-10-31$-110,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31Yes
Was there a failure to transmit to the plan any participant contributions2022-10-31No
Has the plan failed to provide any benefit when due under the plan2022-10-31No
Employer contributions (assets) at beginning of year2022-10-31$39,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-31$292,813
Contract administrator fees2022-10-31$20,760
Did the plan have assets held for investment2022-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-31No
Opinion of an independent qualified public accountant for this plan2022-10-31Disclaimer
Accountancy firm name2022-10-31URISH POPECK
Accountancy firm EIN2022-10-31251306171
2021 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$0
Total income from all sources (including contributions)2021-10-31$762,095
Total loss/gain on sale of assets2021-10-31$0
Total of all expenses incurred2021-10-31$329,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-10-31$308,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-10-31$69,851
Value of total assets at end of year2021-10-31$3,576,604
Value of total assets at beginning of year2021-10-31$3,143,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-10-31$20,760
Total interest from all sources2021-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-10-31No
Was this plan covered by a fidelity bond2021-10-31Yes
Value of fidelity bond cover2021-10-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-10-31$0
Were there any nonexempt tranactions with any party-in-interest2021-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Value of net income/loss2021-10-31$432,990
Value of net assets at end of year (total assets less liabilities)2021-10-31$3,576,604
Value of net assets at beginning of year (total assets less liabilities)2021-10-31$3,143,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-10-31No
Were any leases to which the plan was party in default or uncollectible2021-10-31No
Value of interest in pooled separate accounts at end of year2021-10-31$3,537,095
Value of interest in pooled separate accounts at beginning of year2021-10-31$3,143,614
Net investment gain/loss from pooled separate accounts2021-10-31$692,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-10-31Yes
Was there a failure to transmit to the plan any participant contributions2021-10-31No
Has the plan failed to provide any benefit when due under the plan2021-10-31No
Contributions received in cash from employer2021-10-31$69,851
Employer contributions (assets) at end of year2021-10-31$39,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-10-31$308,345
Contract administrator fees2021-10-31$20,760
Did the plan have assets held for investment2021-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-10-31No
Opinion of an independent qualified public accountant for this plan2021-10-31Disclaimer
Accountancy firm name2021-10-31URISH POPECK & CO., LLC
Accountancy firm EIN2021-10-31251306171
2020 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-10-31$0
Total unrealized appreciation/depreciation of assets2020-10-31$0
Total transfer of assets to this plan2020-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$0
Total income from all sources (including contributions)2020-10-31$70,825
Total loss/gain on sale of assets2020-10-31$0
Total of all expenses incurred2020-10-31$344,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-10-31$323,511
Value of total corrective distributions2020-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-10-31$53,048
Value of total assets at end of year2020-10-31$3,143,614
Value of total assets at beginning of year2020-10-31$3,417,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-10-31$20,760
Total income from rents2020-10-31$0
Total interest from all sources2020-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-10-31$0
Administrative expenses professional fees incurred2020-10-31$0
Was this plan covered by a fidelity bond2020-10-31Yes
Value of fidelity bond cover2020-10-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-10-31No
Amount of non-exempt transactions with any party-in-interest2020-10-31$0
Contributions received from participants2020-10-31$0
Participant contributions at end of year2020-10-31$0
Participant contributions at beginning of year2020-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-10-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-10-31$0
Other income not declared elsewhere2020-10-31$0
Administrative expenses (other) incurred2020-10-31$0
Liabilities. Value of operating payables at beginning of year2020-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Value of net income/loss2020-10-31$-273,446
Value of net assets at end of year (total assets less liabilities)2020-10-31$3,143,614
Value of net assets at beginning of year (total assets less liabilities)2020-10-31$3,417,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-10-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-10-31$0
Were any leases to which the plan was party in default or uncollectible2020-10-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-10-31$0
Investment advisory and management fees2020-10-31$5,000
Value of interest in pooled separate accounts at end of year2020-10-31$3,143,614
Value of interest in pooled separate accounts at beginning of year2020-10-31$3,325,028
Income. Interest from loans (other than to participants)2020-10-31$0
Interest earned on other investments2020-10-31$0
Income. Interest from US Government securities2020-10-31$0
Income. Interest from corporate debt instruments2020-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-10-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-10-31$0
Net investment gain/loss from pooled separate accounts2020-10-31$17,777
Net investment gain or loss from common/collective trusts2020-10-31$0
Net gain/loss from 103.12 investment entities2020-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-10-31Yes
Was there a failure to transmit to the plan any participant contributions2020-10-31No
Has the plan failed to provide any benefit when due under the plan2020-10-31No
Contributions received in cash from employer2020-10-31$53,048
Employer contributions (assets) at end of year2020-10-31$0
Employer contributions (assets) at beginning of year2020-10-31$92,032
Income. Dividends from preferred stock2020-10-31$0
Income. Dividends from common stock2020-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-10-31$323,511
Contract administrator fees2020-10-31$15,760
Liabilities. Value of benefit claims payable at beginning of year2020-10-31$0
Did the plan have assets held for investment2020-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-10-31No
Aggregate proceeds on sale of assets2020-10-31$0
Aggregate carrying amount (costs) on sale of assets2020-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-10-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-10-31Yes
Opinion of an independent qualified public accountant for this plan2020-10-31Disclaimer
Accountancy firm name2020-10-31URISH POPECK & CO., LLC
Accountancy firm EIN2020-10-31251306171
2019 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-10-31$0
Total unrealized appreciation/depreciation of assets2019-10-31$0
Total transfer of assets to this plan2019-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$0
Total income from all sources (including contributions)2019-10-31$456,038
Total loss/gain on sale of assets2019-10-31$0
Total of all expenses incurred2019-10-31$347,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-10-31$328,347
Value of total corrective distributions2019-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-10-31$92,032
Value of total assets at end of year2019-10-31$3,417,060
Value of total assets at beginning of year2019-10-31$3,308,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-10-31$19,070
Total income from rents2019-10-31$0
Total interest from all sources2019-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-10-31$0
Administrative expenses professional fees incurred2019-10-31$0
Was this plan covered by a fidelity bond2019-10-31Yes
Value of fidelity bond cover2019-10-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-10-31$0
Were there any nonexempt tranactions with any party-in-interest2019-10-31No
Amount of non-exempt transactions with any party-in-interest2019-10-31$0
Contributions received from participants2019-10-31$0
Participant contributions at end of year2019-10-31$0
Participant contributions at beginning of year2019-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-10-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-10-31$0
Other income not declared elsewhere2019-10-31$0
Administrative expenses (other) incurred2019-10-31$0
Liabilities. Value of operating payables at beginning of year2019-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Value of net income/loss2019-10-31$108,621
Value of net assets at end of year (total assets less liabilities)2019-10-31$3,417,060
Value of net assets at beginning of year (total assets less liabilities)2019-10-31$3,308,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-10-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-10-31$0
Were any leases to which the plan was party in default or uncollectible2019-10-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-10-31$0
Investment advisory and management fees2019-10-31$5,000
Value of interest in pooled separate accounts at end of year2019-10-31$3,325,028
Value of interest in pooled separate accounts at beginning of year2019-10-31$3,195,177
Income. Interest from loans (other than to participants)2019-10-31$0
Interest earned on other investments2019-10-31$0
Income. Interest from US Government securities2019-10-31$0
Income. Interest from corporate debt instruments2019-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-10-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-10-31$0
Net investment gain/loss from pooled separate accounts2019-10-31$364,006
Net investment gain or loss from common/collective trusts2019-10-31$0
Net gain/loss from 103.12 investment entities2019-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-10-31Yes
Was there a failure to transmit to the plan any participant contributions2019-10-31No
Has the plan failed to provide any benefit when due under the plan2019-10-31No
Contributions received in cash from employer2019-10-31$92,032
Employer contributions (assets) at end of year2019-10-31$92,032
Employer contributions (assets) at beginning of year2019-10-31$113,262
Income. Dividends from preferred stock2019-10-31$0
Income. Dividends from common stock2019-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-10-31$328,347
Contract administrator fees2019-10-31$14,070
Liabilities. Value of benefit claims payable at beginning of year2019-10-31$0
Did the plan have assets held for investment2019-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-10-31No
Aggregate proceeds on sale of assets2019-10-31$0
Aggregate carrying amount (costs) on sale of assets2019-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-10-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-10-31Yes
Opinion of an independent qualified public accountant for this plan2019-10-31Disclaimer
Accountancy firm name2019-10-31URISH POPECK & CO., LLC
Accountancy firm EIN2019-10-31251306171
2018 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-10-31$0
Total unrealized appreciation/depreciation of assets2018-10-31$0
Total transfer of assets to this plan2018-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total income from all sources (including contributions)2018-10-31$-68,205
Total loss/gain on sale of assets2018-10-31$0
Total of all expenses incurred2018-10-31$354,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$335,729
Value of total corrective distributions2018-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-31$113,262
Value of total assets at end of year2018-10-31$3,308,439
Value of total assets at beginning of year2018-10-31$3,731,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$19,070
Total income from rents2018-10-31$0
Total interest from all sources2018-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-10-31$0
Administrative expenses professional fees incurred2018-10-31$0
Was this plan covered by a fidelity bond2018-10-31Yes
Value of fidelity bond cover2018-10-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-10-31$0
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Amount of non-exempt transactions with any party-in-interest2018-10-31$0
Contributions received from participants2018-10-31$0
Participant contributions at end of year2018-10-31$0
Participant contributions at beginning of year2018-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-10-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-10-31$0
Other income not declared elsewhere2018-10-31$0
Administrative expenses (other) incurred2018-10-31$0
Liabilities. Value of operating payables at beginning of year2018-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Value of net income/loss2018-10-31$-423,004
Value of net assets at end of year (total assets less liabilities)2018-10-31$3,308,439
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$3,731,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-10-31$0
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-10-31$0
Investment advisory and management fees2018-10-31$5,000
Value of interest in pooled separate accounts at end of year2018-10-31$3,195,177
Value of interest in pooled separate accounts at beginning of year2018-10-31$3,608,810
Income. Interest from loans (other than to participants)2018-10-31$0
Interest earned on other investments2018-10-31$0
Income. Interest from US Government securities2018-10-31$0
Income. Interest from corporate debt instruments2018-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-10-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-10-31$0
Net investment gain/loss from pooled separate accounts2018-10-31$-181,467
Net investment gain or loss from common/collective trusts2018-10-31$0
Net gain/loss from 103.12 investment entities2018-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31Yes
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Contributions received in cash from employer2018-10-31$113,262
Employer contributions (assets) at end of year2018-10-31$113,262
Employer contributions (assets) at beginning of year2018-10-31$122,633
Income. Dividends from preferred stock2018-10-31$0
Income. Dividends from common stock2018-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-31$335,729
Contract administrator fees2018-10-31$14,070
Liabilities. Value of benefit claims payable at beginning of year2018-10-31$0
Did the plan have assets held for investment2018-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31No
Aggregate proceeds on sale of assets2018-10-31$0
Aggregate carrying amount (costs) on sale of assets2018-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-10-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31No
Opinion of an independent qualified public accountant for this plan2018-10-31Qualified
Accountancy firm name2018-10-31URISH POPECK
Accountancy firm EIN2018-10-31251306171
2017 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-10-31$0
Total unrealized appreciation/depreciation of assets2017-10-31$0
Total transfer of assets to this plan2017-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total income from all sources (including contributions)2017-10-31$541,824
Total loss/gain on sale of assets2017-10-31$0
Total of all expenses incurred2017-10-31$348,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-31$329,055
Value of total corrective distributions2017-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-31$122,633
Value of total assets at end of year2017-10-31$3,731,443
Value of total assets at beginning of year2017-10-31$3,537,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-31$19,070
Total income from rents2017-10-31$0
Total interest from all sources2017-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-10-31$0
Administrative expenses professional fees incurred2017-10-31$0
Was this plan covered by a fidelity bond2017-10-31Yes
Value of fidelity bond cover2017-10-31$500,000
If this is an individual account plan, was there a blackout period2017-10-31No
Were there any nonexempt tranactions with any party-in-interest2017-10-31No
Amount of non-exempt transactions with any party-in-interest2017-10-31$0
Contributions received from participants2017-10-31$0
Participant contributions at end of year2017-10-31$0
Participant contributions at beginning of year2017-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-10-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-10-31$0
Other income not declared elsewhere2017-10-31$0
Administrative expenses (other) incurred2017-10-31$0
Liabilities. Value of operating payables at beginning of year2017-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Value of net income/loss2017-10-31$193,699
Value of net assets at end of year (total assets less liabilities)2017-10-31$3,731,443
Value of net assets at beginning of year (total assets less liabilities)2017-10-31$3,537,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-10-31$0
Were any leases to which the plan was party in default or uncollectible2017-10-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-10-31$0
Investment advisory and management fees2017-10-31$5,000
Value of interest in pooled separate accounts at end of year2017-10-31$3,608,810
Value of interest in pooled separate accounts at beginning of year2017-10-31$3,537,744
Income. Interest from loans (other than to participants)2017-10-31$0
Interest earned on other investments2017-10-31$0
Income. Interest from US Government securities2017-10-31$0
Income. Interest from corporate debt instruments2017-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-10-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-10-31$0
Net investment gain/loss from pooled separate accounts2017-10-31$419,191
Net investment gain or loss from common/collective trusts2017-10-31$0
Net gain/loss from 103.12 investment entities2017-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-31Yes
Was there a failure to transmit to the plan any participant contributions2017-10-31No
Has the plan failed to provide any benefit when due under the plan2017-10-31No
Contributions received in cash from employer2017-10-31$122,633
Employer contributions (assets) at end of year2017-10-31$122,633
Employer contributions (assets) at beginning of year2017-10-31$0
Income. Dividends from preferred stock2017-10-31$0
Income. Dividends from common stock2017-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-10-31$329,055
Contract administrator fees2017-10-31$14,070
Liabilities. Value of benefit claims payable at beginning of year2017-10-31$0
Did the plan have assets held for investment2017-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-31No
Aggregate proceeds on sale of assets2017-10-31$0
Aggregate carrying amount (costs) on sale of assets2017-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-10-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-31Yes
Opinion of an independent qualified public accountant for this plan2017-10-31Disclaimer
Accountancy firm name2017-10-31URISH POPECK & CO., LLC
Accountancy firm EIN2017-10-31251306171
2016 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-10-31$0
Total unrealized appreciation/depreciation of assets2016-10-31$0
Total transfer of assets to this plan2016-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total income from all sources (including contributions)2016-10-31$162,564
Total loss/gain on sale of assets2016-10-31$0
Total of all expenses incurred2016-10-31$348,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-31$331,366
Value of total corrective distributions2016-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-31$0
Value of total assets at end of year2016-10-31$3,537,744
Value of total assets at beginning of year2016-10-31$3,723,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-31$17,317
Total income from rents2016-10-31$0
Total interest from all sources2016-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-10-31$0
Administrative expenses professional fees incurred2016-10-31$0
Was this plan covered by a fidelity bond2016-10-31Yes
Value of fidelity bond cover2016-10-31$500,000
If this is an individual account plan, was there a blackout period2016-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-31$0
Were there any nonexempt tranactions with any party-in-interest2016-10-31No
Amount of non-exempt transactions with any party-in-interest2016-10-31$0
Contributions received from participants2016-10-31$0
Participant contributions at end of year2016-10-31$0
Participant contributions at beginning of year2016-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-10-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-10-31$0
Other income not declared elsewhere2016-10-31$0
Administrative expenses (other) incurred2016-10-31$0
Liabilities. Value of operating payables at beginning of year2016-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Value of net income/loss2016-10-31$-186,119
Value of net assets at end of year (total assets less liabilities)2016-10-31$3,537,744
Value of net assets at beginning of year (total assets less liabilities)2016-10-31$3,723,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-10-31$0
Were any leases to which the plan was party in default or uncollectible2016-10-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-10-31$0
Investment advisory and management fees2016-10-31$5,000
Value of interest in pooled separate accounts at end of year2016-10-31$3,537,744
Value of interest in pooled separate accounts at beginning of year2016-10-31$3,492,874
Income. Interest from loans (other than to participants)2016-10-31$0
Interest earned on other investments2016-10-31$0
Income. Interest from US Government securities2016-10-31$0
Income. Interest from corporate debt instruments2016-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-10-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-10-31$0
Net investment gain/loss from pooled separate accounts2016-10-31$162,564
Net investment gain or loss from common/collective trusts2016-10-31$0
Net gain/loss from 103.12 investment entities2016-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-31Yes
Was there a failure to transmit to the plan any participant contributions2016-10-31No
Has the plan failed to provide any benefit when due under the plan2016-10-31No
Contributions received in cash from employer2016-10-31$0
Employer contributions (assets) at end of year2016-10-31$0
Employer contributions (assets) at beginning of year2016-10-31$230,989
Income. Dividends from preferred stock2016-10-31$0
Income. Dividends from common stock2016-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-31$331,366
Contract administrator fees2016-10-31$12,317
Liabilities. Value of benefit claims payable at beginning of year2016-10-31$0
Did the plan have assets held for investment2016-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-31No
Aggregate proceeds on sale of assets2016-10-31$0
Aggregate carrying amount (costs) on sale of assets2016-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-10-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-31Yes
Opinion of an independent qualified public accountant for this plan2016-10-31Disclaimer
Accountancy firm name2016-10-31URISH POPECK & CO., LLC
Accountancy firm EIN2016-10-31251306171
2015 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-10-31$0
Total unrealized appreciation/depreciation of assets2015-10-31$0
Total transfer of assets to this plan2015-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total income from all sources (including contributions)2015-10-31$510,237
Total loss/gain on sale of assets2015-10-31$0
Total of all expenses incurred2015-10-31$366,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-31$341,667
Value of total corrective distributions2015-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-31$480,700
Value of total assets at end of year2015-10-31$3,723,863
Value of total assets at beginning of year2015-10-31$3,580,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-31$24,735
Total income from rents2015-10-31$0
Total interest from all sources2015-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-10-31$0
Administrative expenses professional fees incurred2015-10-31$0
Was this plan covered by a fidelity bond2015-10-31Yes
Value of fidelity bond cover2015-10-31$500,000
If this is an individual account plan, was there a blackout period2015-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$0
Were there any nonexempt tranactions with any party-in-interest2015-10-31No
Amount of non-exempt transactions with any party-in-interest2015-10-31$0
Contributions received from participants2015-10-31$0
Participant contributions at end of year2015-10-31$0
Participant contributions at beginning of year2015-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-10-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-10-31$0
Other income not declared elsewhere2015-10-31$0
Administrative expenses (other) incurred2015-10-31$0
Liabilities. Value of operating payables at beginning of year2015-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Value of net income/loss2015-10-31$143,835
Value of net assets at end of year (total assets less liabilities)2015-10-31$3,723,863
Value of net assets at beginning of year (total assets less liabilities)2015-10-31$3,580,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-10-31$0
Were any leases to which the plan was party in default or uncollectible2015-10-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-10-31$0
Investment advisory and management fees2015-10-31$0
Value of interest in pooled separate accounts at end of year2015-10-31$3,492,874
Value of interest in pooled separate accounts at beginning of year2015-10-31$3,455,511
Income. Interest from loans (other than to participants)2015-10-31$0
Interest earned on other investments2015-10-31$0
Income. Interest from US Government securities2015-10-31$0
Income. Interest from corporate debt instruments2015-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-10-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-10-31$0
Net investment gain/loss from pooled separate accounts2015-10-31$29,537
Net investment gain or loss from common/collective trusts2015-10-31$0
Net gain/loss from 103.12 investment entities2015-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-31Yes
Was there a failure to transmit to the plan any participant contributions2015-10-31No
Has the plan failed to provide any benefit when due under the plan2015-10-31No
Contributions received in cash from employer2015-10-31$480,700
Employer contributions (assets) at end of year2015-10-31$230,989
Employer contributions (assets) at beginning of year2015-10-31$124,517
Income. Dividends from preferred stock2015-10-31$0
Income. Dividends from common stock2015-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-31$341,667
Contract administrator fees2015-10-31$24,735
Liabilities. Value of benefit claims payable at beginning of year2015-10-31$0
Did the plan have assets held for investment2015-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-31No
Aggregate proceeds on sale of assets2015-10-31$0
Aggregate carrying amount (costs) on sale of assets2015-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-10-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-31Yes
Opinion of an independent qualified public accountant for this plan2015-10-31Disclaimer
Accountancy firm name2015-10-31URISH POPECK & CO., LLC
Accountancy firm EIN2015-10-31251306171
2014 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-10-31$0
Total unrealized appreciation/depreciation of assets2014-10-31$0
Total transfer of assets to this plan2014-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total income from all sources (including contributions)2014-10-31$589,155
Total loss/gain on sale of assets2014-10-31$0
Total of all expenses incurred2014-10-31$363,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-31$349,039
Value of total corrective distributions2014-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-31$349,256
Value of total assets at end of year2014-10-31$3,580,028
Value of total assets at beginning of year2014-10-31$3,354,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-31$14,492
Total income from rents2014-10-31$0
Total interest from all sources2014-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-10-31$0
Administrative expenses professional fees incurred2014-10-31$0
Was this plan covered by a fidelity bond2014-10-31Yes
Value of fidelity bond cover2014-10-31$500,000
If this is an individual account plan, was there a blackout period2014-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$0
Were there any nonexempt tranactions with any party-in-interest2014-10-31No
Amount of non-exempt transactions with any party-in-interest2014-10-31$0
Contributions received from participants2014-10-31$0
Participant contributions at end of year2014-10-31$0
Participant contributions at beginning of year2014-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-10-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-10-31$0
Other income not declared elsewhere2014-10-31$0
Administrative expenses (other) incurred2014-10-31$0
Liabilities. Value of operating payables at beginning of year2014-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Value of net income/loss2014-10-31$225,624
Value of net assets at end of year (total assets less liabilities)2014-10-31$3,580,028
Value of net assets at beginning of year (total assets less liabilities)2014-10-31$3,354,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-10-31$0
Were any leases to which the plan was party in default or uncollectible2014-10-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-10-31$0
Investment advisory and management fees2014-10-31$6,250
Value of interest in pooled separate accounts at end of year2014-10-31$3,455,511
Value of interest in pooled separate accounts at beginning of year2014-10-31$3,259,093
Income. Interest from loans (other than to participants)2014-10-31$0
Interest earned on other investments2014-10-31$0
Income. Interest from US Government securities2014-10-31$0
Income. Interest from corporate debt instruments2014-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-10-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-10-31$0
Net investment gain/loss from pooled separate accounts2014-10-31$239,899
Net investment gain or loss from common/collective trusts2014-10-31$0
Net gain/loss from 103.12 investment entities2014-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-31Yes
Was there a failure to transmit to the plan any participant contributions2014-10-31No
Has the plan failed to provide any benefit when due under the plan2014-10-31No
Contributions received in cash from employer2014-10-31$349,256
Employer contributions (assets) at end of year2014-10-31$124,517
Employer contributions (assets) at beginning of year2014-10-31$95,311
Income. Dividends from preferred stock2014-10-31$0
Income. Dividends from common stock2014-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-31$349,039
Contract administrator fees2014-10-31$8,242
Liabilities. Value of benefit claims payable at beginning of year2014-10-31$0
Did the plan have assets held for investment2014-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-31No
Aggregate proceeds on sale of assets2014-10-31$0
Aggregate carrying amount (costs) on sale of assets2014-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-10-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-31Yes
Opinion of an independent qualified public accountant for this plan2014-10-31Disclaimer
Accountancy firm name2014-10-31URISH POPECK & CO., LLC
Accountancy firm EIN2014-10-31251306171
2013 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-10-31$0
Total unrealized appreciation/depreciation of assets2013-10-31$0
Total transfer of assets to this plan2013-10-31$0
Total transfer of assets from this plan2013-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Expenses. Interest paid2013-10-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-10-31$0
Total income from all sources (including contributions)2013-10-31$813,658
Total loss/gain on sale of assets2013-10-31$0
Total of all expenses incurred2013-10-31$404,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-10-31$391,973
Expenses. Certain deemed distributions of participant loans2013-10-31$0
Value of total corrective distributions2013-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-10-31$382,439
Value of total assets at end of year2013-10-31$3,354,404
Value of total assets at beginning of year2013-10-31$2,945,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-10-31$12,742
Total income from rents2013-10-31$0
Total interest from all sources2013-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-10-31No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-10-31$0
Total dividends received from registered investment company shares (eg mutual funds)2013-10-31$0
Assets. Real estate other than employer real property at end of year2013-10-31$0
Assets. Real estate other than employer real property at beginning of year2013-10-31$0
Administrative expenses professional fees incurred2013-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-10-31$0
Was this plan covered by a fidelity bond2013-10-31Yes
Value of fidelity bond cover2013-10-31$300,000
If this is an individual account plan, was there a blackout period2013-10-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-10-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-31$0
Were there any nonexempt tranactions with any party-in-interest2013-10-31No
Amount of non-exempt transactions with any party-in-interest2013-10-31$0
Contributions received from participants2013-10-31$0
Participant contributions at end of year2013-10-31$0
Participant contributions at beginning of year2013-10-31$0
Participant contributions at end of year2013-10-31$0
Participant contributions at beginning of year2013-10-31$0
Assets. Other investments not covered elsewhere at end of year2013-10-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-10-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-10-31$0
Assets. Loans (other than to participants) at end of year2013-10-31$0
Assets. Loans (other than to participants) at beginning of year2013-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-10-31$0
Other income not declared elsewhere2013-10-31$0
Administrative expenses (other) incurred2013-10-31$0
Liabilities. Value of operating payables at end of year2013-10-31$0
Liabilities. Value of operating payables at beginning of year2013-10-31$0
Total non interest bearing cash at end of year2013-10-31$0
Total non interest bearing cash at beginning of year2013-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Income. Non cash contributions2013-10-31$0
Value of net income/loss2013-10-31$408,943
Value of net assets at end of year (total assets less liabilities)2013-10-31$3,354,404
Value of net assets at beginning of year (total assets less liabilities)2013-10-31$2,945,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-10-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-10-31$0
Were any leases to which the plan was party in default or uncollectible2013-10-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-10-31$0
Assets. partnership/joint venture interests at end of year2013-10-31$0
Assets. partnership/joint venture interests at beginning of year2013-10-31$0
Investment advisory and management fees2013-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-10-31$0
Value of interest in pooled separate accounts at end of year2013-10-31$3,259,093
Value of interest in pooled separate accounts at beginning of year2013-10-31$2,787,301
Interest on participant loans2013-10-31$0
Income. Interest from loans (other than to participants)2013-10-31$0
Interest earned on other investments2013-10-31$0
Income. Interest from US Government securities2013-10-31$0
Income. Interest from corporate debt instruments2013-10-31$0
Value of interest in master investment trust accounts at end of year2013-10-31$0
Value of interest in master investment trust accounts at beginning of year2013-10-31$0
Value of interest in common/collective trusts at end of year2013-10-31$0
Value of interest in common/collective trusts at beginning of year2013-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-10-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-10-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-10-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-10-31$0
Asset value of US Government securities at end of year2013-10-31$0
Asset value of US Government securities at beginning of year2013-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-10-31$0
Net investment gain/loss from pooled separate accounts2013-10-31$431,219
Net investment gain or loss from common/collective trusts2013-10-31$0
Net gain/loss from 103.12 investment entities2013-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-10-31Yes
Was there a failure to transmit to the plan any participant contributions2013-10-31No
Has the plan failed to provide any benefit when due under the plan2013-10-31No
Assets. Invements in employer securities at end of year2013-10-31$0
Assets. Invements in employer securities at beginning of year2013-10-31$0
Assets. Value of employer real property at end of year2013-10-31$0
Assets. Value of employer real property at beginning of year2013-10-31$0
Contributions received in cash from employer2013-10-31$382,439
Employer contributions (assets) at end of year2013-10-31$95,311
Employer contributions (assets) at beginning of year2013-10-31$158,160
Income. Dividends from preferred stock2013-10-31$0
Income. Dividends from common stock2013-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-10-31$391,973
Asset. Corporate debt instrument preferred debt at end of year2013-10-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-10-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-10-31$0
Contract administrator fees2013-10-31$12,742
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-10-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-10-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-10-31$0
Liabilities. Value of benefit claims payable at end of year2013-10-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-10-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-10-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-10-31$0
Did the plan have assets held for investment2013-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-10-31No
Aggregate proceeds on sale of assets2013-10-31$0
Aggregate carrying amount (costs) on sale of assets2013-10-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-10-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-10-31Yes
Opinion of an independent qualified public accountant for this plan2013-10-31Disclaimer
Accountancy firm name2013-10-31URISH POPECK & CO., LLC
Accountancy firm EIN2013-10-31251306171
2012 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-10-31$0
Total unrealized appreciation/depreciation of assets2012-10-31$0
Total transfer of assets to this plan2012-10-31$0
Total transfer of assets from this plan2012-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$33,092
Expenses. Interest paid2012-10-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-10-31$0
Total income from all sources (including contributions)2012-10-31$652,937
Total loss/gain on sale of assets2012-10-31$0
Total of all expenses incurred2012-10-31$376,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-10-31$363,425
Expenses. Certain deemed distributions of participant loans2012-10-31$0
Value of total corrective distributions2012-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-10-31$398,610
Value of total assets at end of year2012-10-31$2,945,461
Value of total assets at beginning of year2012-10-31$2,668,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-10-31$12,742
Total income from rents2012-10-31$0
Total interest from all sources2012-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-10-31No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-10-31$0
Total dividends received from registered investment company shares (eg mutual funds)2012-10-31$0
Assets. Real estate other than employer real property at end of year2012-10-31$0
Assets. Real estate other than employer real property at beginning of year2012-10-31$0
Administrative expenses professional fees incurred2012-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-10-31$0
Was this plan covered by a fidelity bond2012-10-31Yes
Value of fidelity bond cover2012-10-31$300,000
If this is an individual account plan, was there a blackout period2012-10-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-10-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-10-31$0
Were there any nonexempt tranactions with any party-in-interest2012-10-31No
Amount of non-exempt transactions with any party-in-interest2012-10-31$0
Contributions received from participants2012-10-31$0
Participant contributions at end of year2012-10-31$0
Participant contributions at beginning of year2012-10-31$0
Participant contributions at end of year2012-10-31$0
Participant contributions at beginning of year2012-10-31$0
Assets. Other investments not covered elsewhere at end of year2012-10-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-10-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-10-31$0
Assets. Loans (other than to participants) at end of year2012-10-31$0
Assets. Loans (other than to participants) at beginning of year2012-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-10-31$0
Other income not declared elsewhere2012-10-31$0
Administrative expenses (other) incurred2012-10-31$0
Liabilities. Value of operating payables at end of year2012-10-31$0
Liabilities. Value of operating payables at beginning of year2012-10-31$0
Total non interest bearing cash at end of year2012-10-31$0
Total non interest bearing cash at beginning of year2012-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Income. Non cash contributions2012-10-31$0
Value of net income/loss2012-10-31$276,770
Value of net assets at end of year (total assets less liabilities)2012-10-31$2,945,461
Value of net assets at beginning of year (total assets less liabilities)2012-10-31$2,635,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-10-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-10-31$0
Were any leases to which the plan was party in default or uncollectible2012-10-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-10-31$0
Assets. partnership/joint venture interests at end of year2012-10-31$0
Assets. partnership/joint venture interests at beginning of year2012-10-31$0
Investment advisory and management fees2012-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-10-31$0
Value of interest in pooled separate accounts at end of year2012-10-31$2,787,301
Value of interest in pooled separate accounts at beginning of year2012-10-31$2,516,217
Interest on participant loans2012-10-31$0
Income. Interest from loans (other than to participants)2012-10-31$0
Interest earned on other investments2012-10-31$0
Income. Interest from US Government securities2012-10-31$0
Income. Interest from corporate debt instruments2012-10-31$0
Value of interest in master investment trust accounts at end of year2012-10-31$0
Value of interest in master investment trust accounts at beginning of year2012-10-31$0
Value of interest in common/collective trusts at end of year2012-10-31$0
Value of interest in common/collective trusts at beginning of year2012-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-10-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-10-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-10-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-10-31$0
Asset value of US Government securities at end of year2012-10-31$0
Asset value of US Government securities at beginning of year2012-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-10-31$0
Net investment gain/loss from pooled separate accounts2012-10-31$254,327
Net investment gain or loss from common/collective trusts2012-10-31$0
Net gain/loss from 103.12 investment entities2012-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-10-31Yes
Was there a failure to transmit to the plan any participant contributions2012-10-31No
Has the plan failed to provide any benefit when due under the plan2012-10-31No
Assets. Invements in employer securities at end of year2012-10-31$0
Assets. Invements in employer securities at beginning of year2012-10-31$0
Assets. Value of employer real property at end of year2012-10-31$0
Assets. Value of employer real property at beginning of year2012-10-31$0
Contributions received in cash from employer2012-10-31$398,610
Employer contributions (assets) at end of year2012-10-31$158,160
Employer contributions (assets) at beginning of year2012-10-31$152,474
Income. Dividends from preferred stock2012-10-31$0
Income. Dividends from common stock2012-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-10-31$363,425
Asset. Corporate debt instrument preferred debt at end of year2012-10-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-10-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-10-31$0
Contract administrator fees2012-10-31$12,742
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-10-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-10-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-10-31$0
Liabilities. Value of benefit claims payable at end of year2012-10-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-10-31$33,092
Assets. Value of buildings and other operty used in plan operation at end of year2012-10-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-10-31$0
Did the plan have assets held for investment2012-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-10-31No
Aggregate proceeds on sale of assets2012-10-31$0
Aggregate carrying amount (costs) on sale of assets2012-10-31$0
Liabilities. Value of acquisition indebtedness at end of year2012-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-10-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-10-31Yes
Opinion of an independent qualified public accountant for this plan2012-10-31Disclaimer
Accountancy firm name2012-10-31URISH POPECK & CO., LLC
Accountancy firm EIN2012-10-31251306171
2011 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-10-31$0
Total unrealized appreciation/depreciation of assets2011-10-31$0
Total transfer of assets to this plan2011-10-31$0
Total transfer of assets from this plan2011-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$33,092
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Expenses. Interest paid2011-10-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-10-31$0
Total income from all sources (including contributions)2011-10-31$434,599
Total loss/gain on sale of assets2011-10-31$0
Total of all expenses incurred2011-10-31$422,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-31$409,483
Expenses. Certain deemed distributions of participant loans2011-10-31$0
Value of total corrective distributions2011-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-31$339,032
Value of total assets at end of year2011-10-31$2,668,691
Value of total assets at beginning of year2011-10-31$2,623,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-31$12,742
Total income from rents2011-10-31$0
Total interest from all sources2011-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-31No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2011-10-31$0
Total dividends received from registered investment company shares (eg mutual funds)2011-10-31$0
Assets. Real estate other than employer real property at end of year2011-10-31$0
Assets. Real estate other than employer real property at beginning of year2011-10-31$0
Administrative expenses professional fees incurred2011-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-10-31$0
Was this plan covered by a fidelity bond2011-10-31Yes
Value of fidelity bond cover2011-10-31$300,000
If this is an individual account plan, was there a blackout period2011-10-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2011-10-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-10-31$0
Were there any nonexempt tranactions with any party-in-interest2011-10-31No
Amount of non-exempt transactions with any party-in-interest2011-10-31$0
Contributions received from participants2011-10-31$0
Participant contributions at end of year2011-10-31$0
Participant contributions at beginning of year2011-10-31$0
Participant contributions at end of year2011-10-31$0
Participant contributions at beginning of year2011-10-31$0
Assets. Other investments not covered elsewhere at end of year2011-10-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-10-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-10-31$0
Assets. Loans (other than to participants) at end of year2011-10-31$0
Assets. Loans (other than to participants) at beginning of year2011-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-10-31$0
Other income not declared elsewhere2011-10-31$0
Administrative expenses (other) incurred2011-10-31$0
Liabilities. Value of operating payables at end of year2011-10-31$0
Liabilities. Value of operating payables at beginning of year2011-10-31$0
Total non interest bearing cash at end of year2011-10-31$0
Total non interest bearing cash at beginning of year2011-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Income. Non cash contributions2011-10-31$0
Value of net income/loss2011-10-31$12,374
Value of net assets at end of year (total assets less liabilities)2011-10-31$2,635,599
Value of net assets at beginning of year (total assets less liabilities)2011-10-31$2,623,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-10-31$0
Were any leases to which the plan was party in default or uncollectible2011-10-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-10-31$0
Assets. partnership/joint venture interests at end of year2011-10-31$0
Assets. partnership/joint venture interests at beginning of year2011-10-31$0
Investment advisory and management fees2011-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-10-31$0
Value of interest in pooled separate accounts at end of year2011-10-31$2,516,217
Value of interest in pooled separate accounts at beginning of year2011-10-31$2,492,688
Interest on participant loans2011-10-31$0
Income. Interest from loans (other than to participants)2011-10-31$0
Interest earned on other investments2011-10-31$0
Income. Interest from US Government securities2011-10-31$0
Income. Interest from corporate debt instruments2011-10-31$0
Value of interest in master investment trust accounts at end of year2011-10-31$0
Value of interest in master investment trust accounts at beginning of year2011-10-31$0
Value of interest in common/collective trusts at end of year2011-10-31$0
Value of interest in common/collective trusts at beginning of year2011-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-10-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-10-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-10-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-10-31$0
Asset value of US Government securities at end of year2011-10-31$0
Asset value of US Government securities at beginning of year2011-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-10-31$0
Net investment gain/loss from pooled separate accounts2011-10-31$95,567
Net investment gain or loss from common/collective trusts2011-10-31$0
Net gain/loss from 103.12 investment entities2011-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-31Yes
Was there a failure to transmit to the plan any participant contributions2011-10-31No
Has the plan failed to provide any benefit when due under the plan2011-10-31No
Assets. Invements in employer securities at end of year2011-10-31$0
Assets. Invements in employer securities at beginning of year2011-10-31$0
Assets. Value of employer real property at end of year2011-10-31$0
Assets. Value of employer real property at beginning of year2011-10-31$0
Contributions received in cash from employer2011-10-31$339,032
Employer contributions (assets) at end of year2011-10-31$152,474
Employer contributions (assets) at beginning of year2011-10-31$130,537
Income. Dividends from preferred stock2011-10-31$0
Income. Dividends from common stock2011-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-31$409,483
Asset. Corporate debt instrument preferred debt at end of year2011-10-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-10-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-10-31$0
Contract administrator fees2011-10-31$12,742
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-10-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-10-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-10-31$0
Liabilities. Value of benefit claims payable at end of year2011-10-31$33,092
Liabilities. Value of benefit claims payable at beginning of year2011-10-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-10-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-10-31$0
Did the plan have assets held for investment2011-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-31No
Aggregate proceeds on sale of assets2011-10-31$0
Aggregate carrying amount (costs) on sale of assets2011-10-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-10-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-31Yes
Opinion of an independent qualified public accountant for this plan2011-10-31Disclaimer
Accountancy firm name2011-10-31URISH POPECK & CO., LLC
Accountancy firm EIN2011-10-31251306171
2010 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2010 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2010-10-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-10-31$0
Funding deficiency by the employer to the plan for this plan year2010-10-31$0
Minimum employer required contribution for this plan year2010-10-31$0
Amount contributed by the employer to the plan for this plan year2010-10-31$0
2009 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2009 401k financial data
Unrealized appreciation/depreciation of real estate assets2009-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2009-10-31$0
Total unrealized appreciation/depreciation of assets2009-10-31$0
Total transfer of assets to this plan2009-10-31$0
Total transfer of assets from this plan2009-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-10-31$0
Expenses. Interest paid2009-10-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022009-10-31$0
Total income from all sources (including contributions)2009-10-31$269,139
Total loss/gain on sale of assets2009-10-31$0
Total of all expenses incurred2009-10-31$392,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-10-31$381,105
Expenses. Certain deemed distributions of participant loans2009-10-31$0
Value of total corrective distributions2009-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-10-31$0
Value of total assets at end of year2009-10-31$2,429,333
Value of total assets at beginning of year2009-10-31$2,552,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-10-31$11,492
Total income from rents2009-10-31$0
Total interest from all sources2009-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2009-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-10-31No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2009-10-31$0
Total dividends received from registered investment company shares (eg mutual funds)2009-10-31$0
Assets. Real estate other than employer real property at end of year2009-10-31$0
Assets. Real estate other than employer real property at beginning of year2009-10-31$0
Administrative expenses professional fees incurred2009-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2009-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2009-10-31$0
Was this plan covered by a fidelity bond2009-10-31Yes
Value of fidelity bond cover2009-10-31$300,000
If this is an individual account plan, was there a blackout period2009-10-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2009-10-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-10-31$0
Funding deficiency by the employer to the plan for this plan year2009-10-31$0
Minimum employer required contribution for this plan year2009-10-31$0
Amount contributed by the employer to the plan for this plan year2009-10-31$0
Were there any nonexempt tranactions with any party-in-interest2009-10-31No
Amount of non-exempt transactions with any party-in-interest2009-10-31$0
Contributions received from participants2009-10-31$0
Participant contributions at end of year2009-10-31$0
Participant contributions at beginning of year2009-10-31$0
Participant contributions at end of year2009-10-31$0
Participant contributions at beginning of year2009-10-31$0
Assets. Other investments not covered elsewhere at end of year2009-10-31$0
Assets. Other investments not covered elsewhere at beginning of year2009-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2009-10-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2009-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2009-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2009-10-31$0
Assets. Loans (other than to participants) at end of year2009-10-31$0
Assets. Loans (other than to participants) at beginning of year2009-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2009-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2009-10-31$0
Other income not declared elsewhere2009-10-31$0
Administrative expenses (other) incurred2009-10-31$0
Liabilities. Value of operating payables at end of year2009-10-31$0
Liabilities. Value of operating payables at beginning of year2009-10-31$0
Total non interest bearing cash at end of year2009-10-31$0
Total non interest bearing cash at beginning of year2009-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-10-31No
Income. Non cash contributions2009-10-31$0
Value of net income/loss2009-10-31$-123,458
Value of net assets at end of year (total assets less liabilities)2009-10-31$2,429,333
Value of net assets at beginning of year (total assets less liabilities)2009-10-31$2,552,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-10-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2009-10-31$0
Were any leases to which the plan was party in default or uncollectible2009-10-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2009-10-31$0
Assets. partnership/joint venture interests at end of year2009-10-31$0
Assets. partnership/joint venture interests at beginning of year2009-10-31$0
Investment advisory and management fees2009-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-10-31$0
Value of interest in pooled separate accounts at end of year2009-10-31$2,429,333
Value of interest in pooled separate accounts at beginning of year2009-10-31$2,552,791
Interest on participant loans2009-10-31$0
Income. Interest from loans (other than to participants)2009-10-31$0
Interest earned on other investments2009-10-31$0
Income. Interest from US Government securities2009-10-31$0
Income. Interest from corporate debt instruments2009-10-31$0
Value of interest in master investment trust accounts at end of year2009-10-31$0
Value of interest in master investment trust accounts at beginning of year2009-10-31$0
Value of interest in common/collective trusts at end of year2009-10-31$0
Value of interest in common/collective trusts at beginning of year2009-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2009-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2009-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2009-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2009-10-31$0
Assets. Value of investments in 103.12 investment entities at end of year2009-10-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2009-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-10-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2009-10-31$0
Asset value of US Government securities at end of year2009-10-31$0
Asset value of US Government securities at beginning of year2009-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-10-31$0
Net investment gain/loss from pooled separate accounts2009-10-31$269,139
Net investment gain or loss from common/collective trusts2009-10-31$0
Net gain/loss from 103.12 investment entities2009-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-10-31Yes
Was there a failure to transmit to the plan any participant contributions2009-10-31No
Has the plan failed to provide any benefit when due under the plan2009-10-31No
Assets. Invements in employer securities at end of year2009-10-31$0
Assets. Invements in employer securities at beginning of year2009-10-31$0
Assets. Value of employer real property at end of year2009-10-31$0
Assets. Value of employer real property at beginning of year2009-10-31$0
Contributions received in cash from employer2009-10-31$0
Employer contributions (assets) at end of year2009-10-31$0
Employer contributions (assets) at beginning of year2009-10-31$0
Income. Dividends from preferred stock2009-10-31$0
Income. Dividends from common stock2009-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-10-31$381,105
Asset. Corporate debt instrument preferred debt at end of year2009-10-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2009-10-31$0
Asset. Corporate debt instrument debt (other) at end of year2009-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2009-10-31$0
Contract administrator fees2009-10-31$11,492
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32009-10-31No
Assets. Corporate common stocks other than exployer securities at end of year2009-10-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2009-10-31$0
Liabilities. Value of benefit claims payable at end of year2009-10-31$0
Liabilities. Value of benefit claims payable at beginning of year2009-10-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2009-10-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2009-10-31$0
Did the plan have assets held for investment2009-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-10-31No
Aggregate proceeds on sale of assets2009-10-31$0
Aggregate carrying amount (costs) on sale of assets2009-10-31$0
Liabilities. Value of acquisition indebtedness at end of year2009-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2009-10-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-10-31Yes
Opinion of an independent qualified public accountant for this plan2009-10-31Disclaimer
Accountancy firm name2009-10-31ALPERN-ROSENTHAL
Accountancy firm EIN2009-10-31251724342

Form 5500 Responses for RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC

2021: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01This submission is the final filingNo
2021-11-01This return/report is a short plan year return/report (less than 12 months)No
2021-11-01Plan is a collectively bargained planYes
2021-11-01Plan funding arrangement – InsuranceYes
2021-11-01Plan benefit arrangement – InsuranceYes
2020: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01This submission is the final filingNo
2020-11-01This return/report is a short plan year return/report (less than 12 months)No
2020-11-01Plan is a collectively bargained planYes
2020-11-01Plan funding arrangement – InsuranceYes
2020-11-01Plan benefit arrangement – InsuranceYes
2019: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01This submission is the final filingNo
2019-11-01This return/report is a short plan year return/report (less than 12 months)No
2019-11-01Plan is a collectively bargained planYes
2019-11-01Plan funding arrangement – InsuranceYes
2019-11-01Plan benefit arrangement – InsuranceYes
2018: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01This submission is the final filingNo
2018-11-01This return/report is a short plan year return/report (less than 12 months)No
2018-11-01Plan is a collectively bargained planYes
2018-11-01Plan funding arrangement – InsuranceYes
2018-11-01Plan benefit arrangement – InsuranceYes
2017: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
2017-11-01Plan is a collectively bargained planYes
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan benefit arrangement – InsuranceYes
2016: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planYes
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan benefit arrangement – InsuranceYes
2015: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planYes
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan benefit arrangement – InsuranceYes
2014: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planYes
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan benefit arrangement – InsuranceYes
2013: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planYes
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan benefit arrangement – InsuranceYes
2012: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planYes
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement – InsuranceYes
2012-11-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planYes
2011-11-01Plan funding arrangement – InsuranceYes
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement – InsuranceYes
2011-11-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planYes
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement – InsuranceYes
2009-11-01Plan benefit arrangement - TrustYes
2008: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA INC 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedYes
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planYes
2008-11-01Plan funding arrangement – InsuranceYes
2008-11-01Plan funding arrangement – TrustYes
2008-11-01Plan benefit arrangement – InsuranceYes
2008-11-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429071
Policy instance 1
Insurance contract or identification number429071
Number of Individuals Covered155
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $6,255
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,255
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429071
Policy instance 1
Insurance contract or identification number429071
Number of Individuals Covered157
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $6,894
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,152
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429071
Policy instance 1
Insurance contract or identification number429071
Number of Individuals Covered164
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $6,804
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,066
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429071
Policy instance 1
Insurance contract or identification number429071
Number of Individuals Covered166
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $6,872
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,872
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429071
Policy instance 1
Insurance contract or identification number429071
Number of Individuals Covered171
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $7,297
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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