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GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 401k Plan overview

Plan NameGROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY
Plan identification number 001

GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • 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).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ZIPPO MANUFACTURING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:ZIPPO MANUFACTURING COMPANY
Employer identification number (EIN):250920247
NAIC Classification:332900

Additional information about ZIPPO MANUFACTURING COMPANY

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 400106

More information about ZIPPO MANUFACTURING COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-12-01DONALD HALL
0012022-12-01
0012022-12-01DONALD HALL
0012021-12-01
0012021-12-01DONALD HALL
0012020-12-01
0012019-12-01
0012018-12-01
0012017-12-01
0012016-12-01DONALD HALL DONALD HALL2018-09-17
0012015-12-01DONALD HALL DONALD HALL2017-09-14
0012014-12-01DONALD HALL DONALD HALL2016-09-15
0012013-12-01RICHARD ROUPE RICHARD ROUPE2015-09-15
0012012-12-01RICHARD ROUPE RICHARD ROUPE2014-09-15
0012011-12-01RICHARD ROUPE RICHARD ROUPE2013-09-16
0012009-12-01RICHARD ROUPE RICHARD ROUPE2011-09-15
0012008-12-01

Plan Statistics for GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY

401k plan membership statisitcs for GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY

Measure Date Value
2023: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2023 401k membership
Market value of plan assets2023-11-30112,056,290
Acturial value of plan assets2023-11-30123,256,408
Funding target for retired participants and beneficiaries receiving payment2023-11-3068,852,608
Number of terminated vested participants2023-11-30281
Fundng target for terminated vested participants2023-11-3013,004,485
Active participant vested funding target2023-11-3027,432,947
Number of active participants2023-11-30304
Total funding liabilities for active participants2023-11-3027,432,947
Total participant count2023-11-301,249
Total funding target for all participants2023-11-30109,290,040
Balance at beginning of prior year after applicable adjustments2023-11-300
Prefunding balance at beginning of prior year after applicable adjustments2023-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2023-11-300
Prefunding balanced used to offset prior years funding requirement2023-11-300
Amount remaining of carryover balance2023-11-300
Amount remaining of prefunding balance2023-11-300
Present value of excess contributions2023-11-301,536,132
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-11-301,622,155
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-11-300
Reductions in caryover balances due to elections or deemed elections2023-11-300
Reductions in prefunding balances due to elections or deemed elections2023-11-300
Balance of carryovers at beginning of current year2023-11-300
Balance of prefunding at beginning of current year2023-11-300
Total employer contributions2023-11-301,981,966
Contributions allocated toward unpaid minimum require contributions from prior years2023-11-300
Contributions made to avoid restrictions adjusted to valuation date2023-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-11-301,893,572
Unpaid minimum required contributions for all prior years2023-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-11-300
Remaining amount of unpaid minimum required contributions2023-11-300
Minimum required contributions for current year target normal cost2023-11-30262,000
Net shortfall amortization installment of oustanding balance2023-11-300
Waiver amortization installment2023-11-300
Carryover balance elected to use to offset funding requirement2023-11-300
Prefunding balance elected to use to offset funding requirement2023-11-300
Additional cash requirement2023-11-300
Contributions allocatedtoward minimum required contributions for current year2023-11-301,893,572
Unpaid minimum required contributions for current year2023-11-300
Unpaid minimum required contributions for all years2023-11-300
2022: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2022 401k membership
Total participants, beginning-of-year2022-12-011,284
Total number of active participants reported on line 7a of the Form 55002022-12-01265
Number of retired or separated participants receiving benefits2022-12-01636
Number of other retired or separated participants entitled to future benefits2022-12-01263
Total of all active and inactive participants2022-12-011,164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-12-0146
Total participants2022-12-011,210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-12-010
Market value of plan assets2022-11-30132,004,579
Acturial value of plan assets2022-11-30122,588,330
Funding target for retired participants and beneficiaries receiving payment2022-11-3065,965,718
Number of terminated vested participants2022-11-30282
Fundng target for terminated vested participants2022-11-3012,636,540
Active participant vested funding target2022-11-3030,892,139
Number of active participants2022-11-30348
Total funding liabilities for active participants2022-11-3030,987,792
Total participant count2022-11-301,274
Total funding target for all participants2022-11-30109,590,050
Balance at beginning of prior year after applicable adjustments2022-11-300
Prefunding balance at beginning of prior year after applicable adjustments2022-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-11-300
Prefunding balanced used to offset prior years funding requirement2022-11-300
Amount remaining of carryover balance2022-11-300
Amount remaining of prefunding balance2022-11-300
Present value of excess contributions2022-11-301,898,322
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-11-302,007,476
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-11-300
Reductions in caryover balances due to elections or deemed elections2022-11-300
Reductions in prefunding balances due to elections or deemed elections2022-11-300
Balance of carryovers at beginning of current year2022-11-300
Balance of prefunding at beginning of current year2022-11-300
Total employer contributions2022-11-301,586,666
Contributions allocated toward unpaid minimum require contributions from prior years2022-11-300
Contributions made to avoid restrictions adjusted to valuation date2022-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-11-301,536,132
Unpaid minimum required contributions for all prior years2022-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-11-300
Remaining amount of unpaid minimum required contributions2022-11-300
Minimum required contributions for current year target normal cost2022-11-301,010,000
Net shortfall amortization installment of oustanding balance2022-11-300
Waiver amortization installment2022-11-300
Total funding amount beforereflecting carryover/prefunding balances2022-11-300
Carryover balance elected to use to offset funding requirement2022-11-300
Prefunding balance elected to use to offset funding requirement2022-11-300
Additional cash requirement2022-11-300
Contributions allocatedtoward minimum required contributions for current year2022-11-301,536,132
Unpaid minimum required contributions for current year2022-11-300
Unpaid minimum required contributions for all years2022-11-300
2021: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2021 401k membership
Total participants, beginning-of-year2021-12-011,267
Total number of active participants reported on line 7a of the Form 55002021-12-01288
Number of retired or separated participants receiving benefits2021-12-01623
Number of other retired or separated participants entitled to future benefits2021-12-01287
Total of all active and inactive participants2021-12-011,198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-12-0146
Total participants2021-12-011,244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-12-010
Market value of plan assets2021-11-30119,638,697
Acturial value of plan assets2021-11-30112,462,855
Funding target for retired participants and beneficiaries receiving payment2021-11-3062,707,036
Number of terminated vested participants2021-11-30300
Fundng target for terminated vested participants2021-11-3013,020,898
Active participant vested funding target2021-11-3033,702,623
Number of active participants2021-11-30388
Total funding liabilities for active participants2021-11-3033,835,738
Total participant count2021-11-301,309
Total funding target for all participants2021-11-30109,563,672
Balance at beginning of prior year after applicable adjustments2021-11-300
Prefunding balance at beginning of prior year after applicable adjustments2021-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-11-300
Prefunding balanced used to offset prior years funding requirement2021-11-300
Present value of excess contributions2021-11-30220,824
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-11-30233,124
Balance of carryovers at beginning of current year2021-11-300
Balance of prefunding at beginning of current year2021-11-300
Total employer contributions2021-11-301,972,500
Contributions allocated toward unpaid minimum require contributions from prior years2021-11-300
Contributions made to avoid restrictions adjusted to valuation date2021-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-11-301,898,322
Liquidity shortfalls end of Q12021-11-300
Liquidity shortfalls end of Q22021-11-300
Liquidity shortfalls end of Q32021-11-300
Liquidity shortfalls end of Q42021-11-300
Remaining amount of unpaid minimum required contributions2021-11-300
Minimum required contributions for current year target normal cost2021-11-301,050,000
Net shortfall amortization installment of oustanding balance2021-11-300
Waiver amortization installment2021-11-300
Carryover balance elected to use to offset funding requirement2021-11-300
Prefunding balance elected to use to offset funding requirement2021-11-300
Contributions allocatedtoward minimum required contributions for current year2021-11-301,898,322
Unpaid minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for all years2021-11-300
2020: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2020 401k membership
Total participants, beginning-of-year2020-12-011,299
Total number of active participants reported on line 7a of the Form 55002020-12-01321
Number of retired or separated participants receiving benefits2020-12-01603
Number of other retired or separated participants entitled to future benefits2020-12-01299
Total of all active and inactive participants2020-12-011,223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-12-0144
Total participants2020-12-011,267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-12-010
Market value of plan assets2020-11-30110,315,847
Acturial value of plan assets2020-11-30108,319,702
Funding target for retired participants and beneficiaries receiving payment2020-11-3060,662,601
Number of terminated vested participants2020-11-30306
Fundng target for terminated vested participants2020-11-3014,122,290
Active participant vested funding target2020-11-3037,312,407
Number of active participants2020-11-30422
Total funding liabilities for active participants2020-11-3037,447,324
Total participant count2020-11-301,328
Total funding target for all participants2020-11-30112,232,215
Balance at beginning of prior year after applicable adjustments2020-11-300
Prefunding balance at beginning of prior year after applicable adjustments2020-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-11-300
Prefunding balanced used to offset prior years funding requirement2020-11-300
Amount remaining of carryover balance2020-11-300
Amount remaining of prefunding balance2020-11-300
Present value of excess contributions2020-11-301,838
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-11-301,944
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-11-300
Reductions in caryover balances due to elections or deemed elections2020-11-300
Reductions in prefunding balances due to elections or deemed elections2020-11-300
Balance of carryovers at beginning of current year2020-11-300
Balance of prefunding at beginning of current year2020-11-300
Total employer contributions2020-11-302,105,500
Total employee contributions2020-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-11-300
Contributions made to avoid restrictions adjusted to valuation date2020-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-11-302,018,327
Liquidity shortfalls end of Q12020-11-300
Liquidity shortfalls end of Q22020-11-300
Liquidity shortfalls end of Q32020-11-300
Liquidity shortfalls end of Q42020-11-300
Unpaid minimum required contributions for all prior years2020-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-11-300
Remaining amount of unpaid minimum required contributions2020-11-300
Minimum required contributions for current year target normal cost2020-11-30885,000
Net shortfall amortization installment of oustanding balance2020-11-303,912,513
Waiver amortization installment2020-11-300
Total funding amount beforereflecting carryover/prefunding balances2020-11-301,797,503
Carryover balance elected to use to offset funding requirement2020-11-300
Prefunding balance elected to use to offset funding requirement2020-11-300
Additional cash requirement2020-11-301,797,503
Contributions allocatedtoward minimum required contributions for current year2020-11-302,018,327
Unpaid minimum required contributions for current year2020-11-300
Unpaid minimum required contributions for all years2020-11-300
2019: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2019 401k membership
Total participants, beginning-of-year2019-12-011,321
Total number of active participants reported on line 7a of the Form 55002019-12-01370
Number of retired or separated participants receiving benefits2019-12-01573
Number of other retired or separated participants entitled to future benefits2019-12-01306
Total of all active and inactive participants2019-12-011,249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-12-0154
Total participants2019-12-011,303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-12-010
Market value of plan assets2019-11-30104,771,534
Acturial value of plan assets2019-11-30105,878,130
Funding target for retired participants and beneficiaries receiving payment2019-11-3056,379,298
Number of terminated vested participants2019-11-30448
Fundng target for terminated vested participants2019-11-3015,501,622
Active participant vested funding target2019-11-3038,087,784
Number of active participants2019-11-30450
Total funding liabilities for active participants2019-11-3038,216,729
Total participant count2019-11-301,472
Total funding target for all participants2019-11-30110,097,649
Balance at beginning of prior year after applicable adjustments2019-11-300
Prefunding balance at beginning of prior year after applicable adjustments2019-11-30733,597
Carryover balanced portion elected for use to offset prior years funding requirement2019-11-300
Prefunding balanced used to offset prior years funding requirement2019-11-30733,597
Amount remaining of carryover balance2019-11-300
Amount remaining of prefunding balance2019-11-300
Present value of excess contributions2019-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-11-300
Reductions in caryover balances due to elections or deemed elections2019-11-300
Reductions in prefunding balances due to elections or deemed elections2019-11-300
Balance of carryovers at beginning of current year2019-11-300
Balance of prefunding at beginning of current year2019-11-300
Total employer contributions2019-11-301,828,735
Contributions allocated toward unpaid minimum require contributions from prior years2019-11-300
Contributions made to avoid restrictions adjusted to valuation date2019-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-11-301,769,086
Liquidity shortfalls end of Q12019-11-300
Liquidity shortfalls end of Q22019-11-300
Liquidity shortfalls end of Q32019-11-300
Liquidity shortfalls end of Q42019-11-300
Unpaid minimum required contributions for all prior years2019-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-11-300
Remaining amount of unpaid minimum required contributions2019-11-300
Minimum required contributions for current year target normal cost2019-11-30917,000
Net shortfall amortization installment of oustanding balance2019-11-304,219,519
Waiver amortization installment2019-11-300
Total funding amount beforereflecting carryover/prefunding balances2019-11-301,767,248
Carryover balance elected to use to offset funding requirement2019-11-300
Prefunding balance elected to use to offset funding requirement2019-11-300
Additional cash requirement2019-11-301,767,248
Contributions allocatedtoward minimum required contributions for current year2019-11-301,769,086
Unpaid minimum required contributions for current year2019-11-300
Unpaid minimum required contributions for all years2019-11-300
2018: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2018 401k membership
Total participants, beginning-of-year2018-12-011,467
Total number of active participants reported on line 7a of the Form 55002018-12-01403
Number of retired or separated participants receiving benefits2018-12-01550
Number of other retired or separated participants entitled to future benefits2018-12-01316
Total of all active and inactive participants2018-12-011,269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-12-0152
Total participants2018-12-011,321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-12-010
Market value of plan assets2018-11-30110,003,317
Acturial value of plan assets2018-11-30103,874,683
Funding target for retired participants and beneficiaries receiving payment2018-11-3052,543,332
Number of terminated vested participants2018-11-30464
Fundng target for terminated vested participants2018-11-3015,791,724
Active participant vested funding target2018-11-3038,746,383
Number of active participants2018-11-30484
Total funding liabilities for active participants2018-11-3038,909,647
Total participant count2018-11-301,494
Total funding target for all participants2018-11-30107,244,703
Balance at beginning of prior year after applicable adjustments2018-11-300
Prefunding balance at beginning of prior year after applicable adjustments2018-11-301,300,445
Carryover balanced portion elected for use to offset prior years funding requirement2018-11-300
Prefunding balanced used to offset prior years funding requirement2018-11-30675,096
Amount remaining of carryover balance2018-11-300
Amount remaining of prefunding balance2018-11-30625,349
Present value of excess contributions2018-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-11-300
Reductions in caryover balances due to elections or deemed elections2018-11-300
Reductions in prefunding balances due to elections or deemed elections2018-11-300
Balance of carryovers at beginning of current year2018-11-300
Balance of prefunding at beginning of current year2018-11-30733,597
Total employer contributions2018-11-301,008,073
Contributions allocated toward unpaid minimum require contributions from prior years2018-11-300
Contributions made to avoid restrictions adjusted to valuation date2018-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-11-30950,563
Liquidity shortfalls end of Q12018-11-300
Liquidity shortfalls end of Q22018-11-300
Liquidity shortfalls end of Q32018-11-300
Liquidity shortfalls end of Q42018-11-300
Unpaid minimum required contributions for all prior years2018-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-11-300
Remaining amount of unpaid minimum required contributions2018-11-300
Minimum required contributions for current year target normal cost2018-11-30941,000
Net shortfall amortization installment of oustanding balance2018-11-304,103,617
Waiver amortization installment2018-11-300
Total funding amount beforereflecting carryover/prefunding balances2018-11-301,684,160
Carryover balance elected to use to offset funding requirement2018-11-300
Prefunding balance elected to use to offset funding requirement2018-11-30733,597
Additional cash requirement2018-11-30950,563
Contributions allocatedtoward minimum required contributions for current year2018-11-30950,563
Unpaid minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for all years2018-11-300
2017: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2017 401k membership
Total participants, beginning-of-year2017-12-011,487
Total number of active participants reported on line 7a of the Form 55002017-12-01443
Number of retired or separated participants receiving benefits2017-12-01521
Number of other retired or separated participants entitled to future benefits2017-12-01447
Total of all active and inactive participants2017-12-011,411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-12-0156
Total participants2017-12-011,467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-12-010
Market value of plan assets2017-11-3098,741,348
Acturial value of plan assets2017-11-30101,581,299
Funding target for retired participants and beneficiaries receiving payment2017-11-3048,432,989
Number of terminated vested participants2017-11-30497
Fundng target for terminated vested participants2017-11-3018,198,927
Active participant vested funding target2017-11-3037,041,947
Number of active participants2017-11-30495
Total funding liabilities for active participants2017-11-3037,214,965
Total participant count2017-11-301,508
Total funding target for all participants2017-11-30103,846,881
Balance at beginning of prior year after applicable adjustments2017-11-300
Prefunding balance at beginning of prior year after applicable adjustments2017-11-301,242,068
Carryover balanced portion elected for use to offset prior years funding requirement2017-11-300
Prefunding balanced used to offset prior years funding requirement2017-11-300
Amount remaining of carryover balance2017-11-300
Amount remaining of prefunding balance2017-11-301,242,068
Present value of excess contributions2017-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-11-300
Reductions in caryover balances due to elections or deemed elections2017-11-300
Reductions in prefunding balances due to elections or deemed elections2017-11-300
Balance of carryovers at beginning of current year2017-11-300
Balance of prefunding at beginning of current year2017-11-301,300,445
Total employer contributions2017-11-30872,389
Contributions allocated toward unpaid minimum require contributions from prior years2017-11-300
Contributions made to avoid restrictions adjusted to valuation date2017-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-11-30792,095
Remaining amount of unpaid minimum required contributions2017-11-300
Minimum required contributions for current year target normal cost2017-11-30878,000
Net shortfall amortization installment of oustanding balance2017-11-303,566,027
Waiver amortization installment2017-11-300
Total funding amount beforereflecting carryover/prefunding balances2017-11-301,467,191
Carryover balance elected to use to offset funding requirement2017-11-300
Prefunding balance elected to use to offset funding requirement2017-11-30675,096
Additional cash requirement2017-11-30792,095
Contributions allocatedtoward minimum required contributions for current year2017-11-30792,095
Unpaid minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for all years2017-11-300
2016: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2016 401k membership
Total participants, beginning-of-year2016-12-011,503
Total number of active participants reported on line 7a of the Form 55002016-12-01477
Number of retired or separated participants receiving benefits2016-12-01491
Number of other retired or separated participants entitled to future benefits2016-12-01465
Total of all active and inactive participants2016-12-011,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-0157
Total participants2016-12-011,490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-12-010
2015: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2015 401k membership
Total participants, beginning-of-year2015-12-011,513
Total number of active participants reported on line 7a of the Form 55002015-12-01494
Number of retired or separated participants receiving benefits2015-12-01461
Number of other retired or separated participants entitled to future benefits2015-12-01495
Total of all active and inactive participants2015-12-011,450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-0153
Total participants2015-12-011,503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-010
2014: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2014 401k membership
Total participants, beginning-of-year2014-12-011,543
Total number of active participants reported on line 7a of the Form 55002014-12-01547
Number of retired or separated participants receiving benefits2014-12-01422
Number of other retired or separated participants entitled to future benefits2014-12-01491
Total of all active and inactive participants2014-12-011,460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-0154
Total participants2014-12-011,514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-010
2013: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2013 401k membership
Total participants, beginning-of-year2013-12-011,563
Total number of active participants reported on line 7a of the Form 55002013-12-01603
Number of retired or separated participants receiving benefits2013-12-01413
Number of other retired or separated participants entitled to future benefits2013-12-01472
Total of all active and inactive participants2013-12-011,488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-0155
Total participants2013-12-011,543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-010
2012: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2012 401k membership
Total participants, beginning-of-year2012-12-011,581
Total number of active participants reported on line 7a of the Form 55002012-12-01629
Number of retired or separated participants receiving benefits2012-12-01398
Number of other retired or separated participants entitled to future benefits2012-12-01479
Total of all active and inactive participants2012-12-011,506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-0157
Total participants2012-12-011,563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-010
2011: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2011 401k membership
Total participants, beginning-of-year2011-12-011,584
Total number of active participants reported on line 7a of the Form 55002011-12-01667
Number of retired or separated participants receiving benefits2011-12-01386
Number of other retired or separated participants entitled to future benefits2011-12-01465
Total of all active and inactive participants2011-12-011,518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-0148
Total participants2011-12-011,566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-012
2009: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2009 401k membership
Total participants, beginning-of-year2009-12-011,623
Total number of active participants reported on line 7a of the Form 55002009-12-01740
Number of retired or separated participants receiving benefits2009-12-01401
Number of other retired or separated participants entitled to future benefits2009-12-01432
Total of all active and inactive participants2009-12-011,573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-0139
Total participants2009-12-011,612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-0157

Financial Data on GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY

Measure Date Value
2023 : GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2023 401k financial data
Total income from all sources (including contributions)2023-12-01$3,104,696
Total of all expenses incurred2023-12-01$107,725,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-01$107,555,243
Value of total assets at end of year2023-12-01$0
Value of total assets at beginning of year2023-12-01$104,621,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-01$170,468
Total dividends received (eg from common stock, registered investment company shares)2023-12-01$285,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-12-01$0
Total dividends received from registered investment company shares (eg mutual funds)2023-12-01$285,567
Was this plan covered by a fidelity bond2023-12-01Yes
Value of fidelity bond cover2023-12-01$3,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-01No
Administrative expenses (other) incurred2023-12-01$58,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-01No
Value of net income/loss2023-12-01$-104,621,015
Value of net assets at end of year (total assets less liabilities)2023-12-01$0
Value of net assets at beginning of year (total assets less liabilities)2023-12-01$104,621,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-01No
Were any leases to which the plan was party in default or uncollectible2023-12-01No
Investment advisory and management fees2023-12-01$7,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-01$1,939,737
Value of interest in pooled separate accounts at end of year2023-12-01$0
Value of interest in pooled separate accounts at beginning of year2023-12-01$101,492,645
Net investment gain/loss from pooled separate accounts2023-12-01$2,819,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-01Yes
Was there a failure to transmit to the plan any participant contributions2023-12-01No
Has the plan failed to provide any benefit when due under the plan2023-12-01No
Employer contributions (assets) at end of year2023-12-01$0
Employer contributions (assets) at beginning of year2023-12-01$1,188,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-01$107,555,243
Contract administrator fees2023-12-01$100,952
Did the plan have assets held for investment2023-12-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-01Yes
Opinion of an independent qualified public accountant for this plan2023-12-011
Accountancy firm name2023-12-01SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2023-12-01251408703
Total income from all sources (including contributions)2023-11-30$-472,167
Total of all expenses incurred2023-11-30$6,963,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-11-30$6,694,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-11-30$1,981,966
Value of total assets at end of year2023-11-30$104,621,015
Value of total assets at beginning of year2023-11-30$112,056,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-11-30$269,089
Total dividends received (eg from common stock, registered investment company shares)2023-11-30$532,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-11-30$532,292
Administrative expenses professional fees incurred2023-11-30$15,300
Was this plan covered by a fidelity bond2023-11-30Yes
Value of fidelity bond cover2023-11-30$3,000,000
Were there any nonexempt tranactions with any party-in-interest2023-11-30No
Other income not declared elsewhere2023-11-30$111
Administrative expenses (other) incurred2023-11-30$109,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-11-30No
Value of net income/loss2023-11-30$-7,435,275
Value of net assets at end of year (total assets less liabilities)2023-11-30$104,621,015
Value of net assets at beginning of year (total assets less liabilities)2023-11-30$112,056,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-11-30No
Were any leases to which the plan was party in default or uncollectible2023-11-30No
Investment advisory and management fees2023-11-30$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-11-30$1,939,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-11-30$28,449,110
Value of interest in pooled separate accounts at end of year2023-11-30$101,492,645
Value of interest in pooled separate accounts at beginning of year2023-11-30$77,248,386
Value of interest in common/collective trusts at end of year2023-11-30$0
Value of interest in common/collective trusts at beginning of year2023-11-30$6,358,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-11-30$-11,628,795
Net investment gain/loss from pooled separate accounts2023-11-30$6,890,795
Net investment gain or loss from common/collective trusts2023-11-30$1,751,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-11-30Yes
Was there a failure to transmit to the plan any participant contributions2023-11-30No
Has the plan failed to provide any benefit when due under the plan2023-11-30No
Contributions received in cash from employer2023-11-30$1,981,966
Employer contributions (assets) at end of year2023-11-30$1,188,633
Employer contributions (assets) at beginning of year2023-11-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-11-30$6,694,019
Contract administrator fees2023-11-30$106,641
Did the plan have assets held for investment2023-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-11-30No
Opinion of an independent qualified public accountant for this plan2023-11-30Unqualified
Accountancy firm name2023-11-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2023-11-30251408703
2022 : GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2022 401k financial data
Total income from all sources (including contributions)2022-12-01$-472,167
Total of all expenses incurred2022-12-01$6,963,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-01$6,694,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-01$1,981,966
Value of total assets at end of year2022-12-01$104,621,015
Value of total assets at beginning of year2022-12-01$112,056,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-01$269,089
Total dividends received (eg from common stock, registered investment company shares)2022-12-01$532,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-01$532,292
Administrative expenses professional fees incurred2022-12-01$15,300
Was this plan covered by a fidelity bond2022-12-01Yes
Value of fidelity bond cover2022-12-01$3,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-01No
Other income not declared elsewhere2022-12-01$111
Administrative expenses (other) incurred2022-12-01$109,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-01No
Value of net income/loss2022-12-01$-7,435,275
Value of net assets at end of year (total assets less liabilities)2022-12-01$104,621,015
Value of net assets at beginning of year (total assets less liabilities)2022-12-01$112,056,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-01No
Were any leases to which the plan was party in default or uncollectible2022-12-01No
Investment advisory and management fees2022-12-01$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-01$1,939,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-01$28,449,110
Value of interest in pooled separate accounts at end of year2022-12-01$101,492,645
Value of interest in pooled separate accounts at beginning of year2022-12-01$77,248,386
Value of interest in common/collective trusts at end of year2022-12-01$0
Value of interest in common/collective trusts at beginning of year2022-12-01$6,358,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-01$-11,628,795
Net investment gain/loss from pooled separate accounts2022-12-01$6,890,795
Net investment gain or loss from common/collective trusts2022-12-01$1,751,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-01Yes
Was there a failure to transmit to the plan any participant contributions2022-12-01No
Has the plan failed to provide any benefit when due under the plan2022-12-01No
Contributions received in cash from employer2022-12-01$1,981,966
Employer contributions (assets) at end of year2022-12-01$1,188,633
Employer contributions (assets) at beginning of year2022-12-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-01$6,694,019
Contract administrator fees2022-12-01$106,641
Did the plan have assets held for investment2022-12-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-01No
Opinion of an independent qualified public accountant for this plan2022-12-011
Accountancy firm name2022-12-01SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2022-12-01251408703
Total income from all sources (including contributions)2022-11-30$-12,505,343
Total of all expenses incurred2022-11-30$7,445,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-11-30$6,446,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-11-30$1,586,666
Value of total assets at end of year2022-11-30$112,056,290
Value of total assets at beginning of year2022-11-30$132,006,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-11-30$998,485
Total dividends received (eg from common stock, registered investment company shares)2022-11-30$1,065,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-11-30$1,065,965
Administrative expenses professional fees incurred2022-11-30$12,043
Was this plan covered by a fidelity bond2022-11-30Yes
Value of fidelity bond cover2022-11-30$3,000,000
Were there any nonexempt tranactions with any party-in-interest2022-11-30No
Administrative expenses (other) incurred2022-11-30$846,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-30No
Value of net income/loss2022-11-30$-19,950,492
Value of net assets at end of year (total assets less liabilities)2022-11-30$112,056,290
Value of net assets at beginning of year (total assets less liabilities)2022-11-30$132,006,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-11-30No
Were any leases to which the plan was party in default or uncollectible2022-11-30No
Investment advisory and management fees2022-11-30$22,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-11-30$28,449,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-11-30$54,706,799
Value of interest in pooled separate accounts at end of year2022-11-30$77,248,386
Value of interest in pooled separate accounts at beginning of year2022-11-30$70,341,281
Value of interest in common/collective trusts at end of year2022-11-30$6,358,794
Value of interest in common/collective trusts at beginning of year2022-11-30$6,618,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-11-30$-10,186,376
Net investment gain/loss from pooled separate accounts2022-11-30$-4,711,690
Net investment gain or loss from common/collective trusts2022-11-30$-259,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-11-30Yes
Was there a failure to transmit to the plan any participant contributions2022-11-30No
Has the plan failed to provide any benefit when due under the plan2022-11-30No
Contributions received in cash from employer2022-11-30$1,586,666
Employer contributions (assets) at end of year2022-11-30$0
Employer contributions (assets) at beginning of year2022-11-30$340,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-11-30$6,446,664
Contract administrator fees2022-11-30$117,586
Did the plan have assets held for investment2022-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-11-30No
Opinion of an independent qualified public accountant for this plan2022-11-30Unqualified
Accountancy firm name2022-11-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2022-11-30251408703
2021 : GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2021 401k financial data
Total income from all sources (including contributions)2021-11-30$19,614,192
Total of all expenses incurred2021-11-30$7,252,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-11-30$6,249,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-11-30$1,972,500
Value of total assets at end of year2021-11-30$132,006,782
Value of total assets at beginning of year2021-11-30$119,645,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-11-30$1,003,608
Total dividends received (eg from common stock, registered investment company shares)2021-11-30$823,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-11-30$823,147
Administrative expenses professional fees incurred2021-11-30$13,500
Was this plan covered by a fidelity bond2021-11-30Yes
Value of fidelity bond cover2021-11-30$3,000,000
Were there any nonexempt tranactions with any party-in-interest2021-11-30No
Administrative expenses (other) incurred2021-11-30$839,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-11-30No
Value of net income/loss2021-11-30$12,361,539
Value of net assets at end of year (total assets less liabilities)2021-11-30$132,006,782
Value of net assets at beginning of year (total assets less liabilities)2021-11-30$119,645,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-11-30No
Were any leases to which the plan was party in default or uncollectible2021-11-30No
Investment advisory and management fees2021-11-30$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-11-30$54,706,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-11-30$50,382,460
Value of interest in pooled separate accounts at end of year2021-11-30$70,341,281
Value of interest in pooled separate accounts at beginning of year2021-11-30$67,905,283
Value of interest in common/collective trusts at end of year2021-11-30$6,618,702
Value of interest in common/collective trusts at beginning of year2021-11-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-11-30$6,155,611
Net investment gain/loss from pooled separate accounts2021-11-30$8,342,132
Net investment gain or loss from common/collective trusts2021-11-30$2,320,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-11-30Yes
Was there a failure to transmit to the plan any participant contributions2021-11-30No
Has the plan failed to provide any benefit when due under the plan2021-11-30No
Contributions received in cash from employer2021-11-30$1,972,500
Employer contributions (assets) at end of year2021-11-30$340,000
Employer contributions (assets) at beginning of year2021-11-30$1,357,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-11-30$6,249,045
Contract administrator fees2021-11-30$120,976
Did the plan have assets held for investment2021-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-11-30No
Opinion of an independent qualified public accountant for this plan2021-11-30Unqualified
Accountancy firm name2021-11-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2021-11-30251408703
2020 : GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2020 401k financial data
Total income from all sources (including contributions)2020-11-30$15,283,083
Total of all expenses incurred2020-11-30$6,918,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-11-30$5,886,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-11-30$1,141,500
Value of total assets at end of year2020-11-30$119,645,243
Value of total assets at beginning of year2020-11-30$111,280,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-11-30$1,031,341
Total dividends received (eg from common stock, registered investment company shares)2020-11-30$1,102,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-11-30$1,102,148
Was this plan covered by a fidelity bond2020-11-30Yes
Value of fidelity bond cover2020-11-30$500,000
If this is an individual account plan, was there a blackout period2020-11-30No
Were there any nonexempt tranactions with any party-in-interest2020-11-30No
Administrative expenses (other) incurred2020-11-30$820,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-11-30No
Value of net income/loss2020-11-30$8,365,028
Value of net assets at end of year (total assets less liabilities)2020-11-30$119,645,243
Value of net assets at beginning of year (total assets less liabilities)2020-11-30$111,280,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-11-30No
Were any leases to which the plan was party in default or uncollectible2020-11-30No
Investment advisory and management fees2020-11-30$43,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-11-30$50,382,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-11-30$49,811,673
Value of interest in pooled separate accounts at end of year2020-11-30$67,905,283
Value of interest in pooled separate accounts at beginning of year2020-11-30$60,343,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-11-30$3,468,639
Net investment gain/loss from pooled separate accounts2020-11-30$9,570,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-11-30Yes
Was there a failure to transmit to the plan any participant contributions2020-11-30No
Has the plan failed to provide any benefit when due under the plan2020-11-30No
Contributions received in cash from employer2020-11-30$1,141,500
Employer contributions (assets) at end of year2020-11-30$1,357,500
Employer contributions (assets) at beginning of year2020-11-30$1,125,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-11-30$5,886,714
Contract administrator fees2020-11-30$167,783
Did the plan have assets held for investment2020-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-11-30Yes
Opinion of an independent qualified public accountant for this plan2020-11-30Disclaimer
Accountancy firm name2020-11-30SCHNEIDER DOWNS & CO., INC
Accountancy firm EIN2020-11-30251408703
2019 : GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2019 401k financial data
Total income from all sources (including contributions)2019-11-30$14,529,326
Total of all expenses incurred2019-11-30$9,096,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-11-30$8,148,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-11-30$1,730,798
Value of total assets at end of year2019-11-30$111,280,215
Value of total assets at beginning of year2019-11-30$105,847,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-11-30$948,038
Total dividends received (eg from common stock, registered investment company shares)2019-11-30$1,181,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-11-30$1,181,795
Was this plan covered by a fidelity bond2019-11-30Yes
Value of fidelity bond cover2019-11-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-11-30$0
Were there any nonexempt tranactions with any party-in-interest2019-11-30No
Administrative expenses (other) incurred2019-11-30$883,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-11-30No
Value of net income/loss2019-11-30$5,432,752
Value of net assets at end of year (total assets less liabilities)2019-11-30$111,280,215
Value of net assets at beginning of year (total assets less liabilities)2019-11-30$105,847,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-11-30No
Were any leases to which the plan was party in default or uncollectible2019-11-30No
Investment advisory and management fees2019-11-30$35,516
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-11-30$49,811,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-11-30$44,462,002
Value of interest in pooled separate accounts at end of year2019-11-30$60,343,542
Value of interest in pooled separate accounts at beginning of year2019-11-30$59,926,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-11-30$3,711,565
Net investment gain/loss from pooled separate accounts2019-11-30$7,905,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-11-30Yes
Was there a failure to transmit to the plan any participant contributions2019-11-30No
Has the plan failed to provide any benefit when due under the plan2019-11-30No
Contributions received in cash from employer2019-11-30$1,730,798
Employer contributions (assets) at end of year2019-11-30$1,125,000
Employer contributions (assets) at beginning of year2019-11-30$1,459,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-11-30$8,148,536
Contract administrator fees2019-11-30$28,744
Did the plan have assets held for investment2019-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-11-30Yes
Opinion of an independent qualified public accountant for this plan2019-11-30Disclaimer
Accountancy firm name2019-11-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2019-11-30251408703
2018 : GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2018 401k financial data
Total income from all sources (including contributions)2018-11-30$2,208,458
Total of all expenses incurred2018-11-30$6,395,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-11-30$5,482,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-11-30$2,077,298
Value of total assets at end of year2018-11-30$105,847,463
Value of total assets at beginning of year2018-11-30$110,034,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-11-30$913,702
Total dividends received (eg from common stock, registered investment company shares)2018-11-30$2,171,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-11-30$2,171,206
Was this plan covered by a fidelity bond2018-11-30Yes
Value of fidelity bond cover2018-11-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-11-30$0
Were there any nonexempt tranactions with any party-in-interest2018-11-30No
Administrative expenses (other) incurred2018-11-30$873,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Value of net income/loss2018-11-30$-4,187,434
Value of net assets at end of year (total assets less liabilities)2018-11-30$105,847,463
Value of net assets at beginning of year (total assets less liabilities)2018-11-30$110,034,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-11-30No
Were any leases to which the plan was party in default or uncollectible2018-11-30No
Investment advisory and management fees2018-11-30$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-11-30$44,462,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-11-30$40,721,007
Value of interest in pooled separate accounts at end of year2018-11-30$59,926,249
Value of interest in pooled separate accounts at beginning of year2018-11-30$68,441,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-11-30$-3,006,490
Net investment gain/loss from pooled separate accounts2018-11-30$966,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-11-30Yes
Was there a failure to transmit to the plan any participant contributions2018-11-30No
Has the plan failed to provide any benefit when due under the plan2018-11-30No
Contributions received in cash from employer2018-11-30$2,077,298
Employer contributions (assets) at end of year2018-11-30$1,459,212
Employer contributions (assets) at beginning of year2018-11-30$872,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-11-30$5,482,190
Contract administrator fees2018-11-30$10,562
Did the plan have assets held for investment2018-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-11-30Yes
Opinion of an independent qualified public accountant for this plan2018-11-30Disclaimer
Accountancy firm name2018-11-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2018-11-30251408703
2017 : GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2017 401k financial data
Total income from all sources (including contributions)2017-11-30$17,456,140
Total of all expenses incurred2017-11-30$6,162,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-11-30$5,246,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-11-30$872,389
Value of total assets at end of year2017-11-30$110,034,897
Value of total assets at beginning of year2017-11-30$98,741,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-11-30$915,692
Total dividends received (eg from common stock, registered investment company shares)2017-11-30$1,441,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-11-30$1,441,997
Was this plan covered by a fidelity bond2017-11-30Yes
Value of fidelity bond cover2017-11-30$5,000,000
If this is an individual account plan, was there a blackout period2017-11-30No
Were there any nonexempt tranactions with any party-in-interest2017-11-30No
Administrative expenses (other) incurred2017-11-30$847,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-30No
Value of net income/loss2017-11-30$11,293,549
Value of net assets at end of year (total assets less liabilities)2017-11-30$110,034,897
Value of net assets at beginning of year (total assets less liabilities)2017-11-30$98,741,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-11-30No
Were any leases to which the plan was party in default or uncollectible2017-11-30No
Investment advisory and management fees2017-11-30$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-11-30$40,721,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-11-30$35,135,111
Value of interest in pooled separate accounts at end of year2017-11-30$68,441,501
Value of interest in pooled separate accounts at beginning of year2017-11-30$63,606,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-11-30$2,477,232
Net investment gain/loss from pooled separate accounts2017-11-30$12,664,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-11-30Yes
Was there a failure to transmit to the plan any participant contributions2017-11-30No
Has the plan failed to provide any benefit when due under the plan2017-11-30No
Contributions received in cash from employer2017-11-30$872,389
Employer contributions (assets) at end of year2017-11-30$872,389
Employer contributions (assets) at beginning of year2017-11-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-11-30$5,246,899
Contract administrator fees2017-11-30$38,000
Did the plan have assets held for investment2017-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-11-30Yes
Opinion of an independent qualified public accountant for this plan2017-11-30Disclaimer
Accountancy firm name2017-11-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2017-11-30251408703
2016 : GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2016 401k financial data
Total income from all sources (including contributions)2016-11-30$4,555,782
Total of all expenses incurred2016-11-30$5,416,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-11-30$4,699,028
Value of total assets at end of year2016-11-30$98,741,348
Value of total assets at beginning of year2016-11-30$99,601,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-11-30$717,092
Total dividends received (eg from common stock, registered investment company shares)2016-11-30$2,571,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-11-30$2,571,865
Was this plan covered by a fidelity bond2016-11-30Yes
Value of fidelity bond cover2016-11-30$5,000,000
If this is an individual account plan, was there a blackout period2016-11-30No
Were there any nonexempt tranactions with any party-in-interest2016-11-30No
Administrative expenses (other) incurred2016-11-30$687,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-30No
Value of net income/loss2016-11-30$-860,338
Value of net assets at end of year (total assets less liabilities)2016-11-30$98,741,348
Value of net assets at beginning of year (total assets less liabilities)2016-11-30$99,601,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-11-30No
Were any leases to which the plan was party in default or uncollectible2016-11-30No
Investment advisory and management fees2016-11-30$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-11-30$35,135,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-11-30$34,758,752
Value of interest in pooled separate accounts at end of year2016-11-30$63,606,237
Value of interest in pooled separate accounts at beginning of year2016-11-30$64,842,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-11-30$-195,504
Net investment gain/loss from pooled separate accounts2016-11-30$2,179,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-11-30Yes
Was there a failure to transmit to the plan any participant contributions2016-11-30No
Has the plan failed to provide any benefit when due under the plan2016-11-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-11-30$4,699,028
Did the plan have assets held for investment2016-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-11-30Yes
Opinion of an independent qualified public accountant for this plan2016-11-30Disclaimer
Accountancy firm name2016-11-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2016-11-30251408703
2015 : GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2015 401k financial data
Total income from all sources (including contributions)2015-11-30$2,508,725
Total of all expenses incurred2015-11-30$4,722,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-11-30$4,349,952
Value of total assets at end of year2015-11-30$99,601,686
Value of total assets at beginning of year2015-11-30$101,815,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-11-30$372,332
Total dividends received (eg from common stock, registered investment company shares)2015-11-30$2,510,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-11-30$2,510,073
Was this plan covered by a fidelity bond2015-11-30Yes
Value of fidelity bond cover2015-11-30$5,000,000
If this is an individual account plan, was there a blackout period2015-11-30No
Were there any nonexempt tranactions with any party-in-interest2015-11-30No
Administrative expenses (other) incurred2015-11-30$340,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-11-30No
Value of net income/loss2015-11-30$-2,213,559
Value of net assets at end of year (total assets less liabilities)2015-11-30$99,601,686
Value of net assets at beginning of year (total assets less liabilities)2015-11-30$101,815,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-11-30No
Were any leases to which the plan was party in default or uncollectible2015-11-30No
Investment advisory and management fees2015-11-30$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-11-30$34,758,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-11-30$37,089,001
Value of interest in pooled separate accounts at end of year2015-11-30$64,842,934
Value of interest in pooled separate accounts at beginning of year2015-11-30$63,786,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-11-30$-2,790,322
Net investment gain/loss from pooled separate accounts2015-11-30$2,788,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-11-30No
Was there a failure to transmit to the plan any participant contributions2015-11-30No
Has the plan failed to provide any benefit when due under the plan2015-11-30No
Employer contributions (assets) at end of year2015-11-30$0
Employer contributions (assets) at beginning of year2015-11-30$940,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-11-30$4,349,952
Contract administrator fees2015-11-30$2,000
Did the plan have assets held for investment2015-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-11-30Yes
Opinion of an independent qualified public accountant for this plan2015-11-30Disclaimer
Accountancy firm name2015-11-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2015-11-30251408703
2014 : GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2014 401k financial data
Total income from all sources (including contributions)2014-11-30$9,641,007
Total of all expenses incurred2014-11-30$4,397,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-11-30$4,098,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-11-30$1,360,000
Value of total assets at end of year2014-11-30$101,815,245
Value of total assets at beginning of year2014-11-30$96,571,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-11-30$299,050
Total dividends received (eg from common stock, registered investment company shares)2014-11-30$1,374,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-11-30$1,374,639
Was this plan covered by a fidelity bond2014-11-30Yes
Value of fidelity bond cover2014-11-30$5,000,000
If this is an individual account plan, was there a blackout period2014-11-30No
Were there any nonexempt tranactions with any party-in-interest2014-11-30No
Administrative expenses (other) incurred2014-11-30$254,501
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-11-30No
Value of net income/loss2014-11-30$5,243,295
Value of net assets at end of year (total assets less liabilities)2014-11-30$101,815,245
Value of net assets at beginning of year (total assets less liabilities)2014-11-30$96,571,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-11-30No
Were any leases to which the plan was party in default or uncollectible2014-11-30No
Investment advisory and management fees2014-11-30$27,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-11-30$37,089,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-11-30$32,790,499
Value of interest in pooled separate accounts at end of year2014-11-30$63,786,244
Value of interest in pooled separate accounts at beginning of year2014-11-30$61,981,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-11-30$1,861,778
Net investment gain/loss from pooled separate accounts2014-11-30$5,044,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-11-30Yes
Was there a failure to transmit to the plan any participant contributions2014-11-30No
Has the plan failed to provide any benefit when due under the plan2014-11-30No
Contributions received in cash from employer2014-11-30$1,360,000
Employer contributions (assets) at end of year2014-11-30$940,000
Employer contributions (assets) at beginning of year2014-11-30$1,800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-11-30$4,098,662
Contract administrator fees2014-11-30$17,049
Did the plan have assets held for investment2014-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-11-30Yes
Opinion of an independent qualified public accountant for this plan2014-11-30Disclaimer
Accountancy firm name2014-11-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2014-11-30251408703
2013 : GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2013 401k financial data
Total income from all sources (including contributions)2013-11-30$20,436,642
Total of all expenses incurred2013-11-30$4,232,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-11-30$3,925,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-11-30$3,645,349
Value of total assets at end of year2013-11-30$96,571,950
Value of total assets at beginning of year2013-11-30$80,367,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-11-30$307,212
Total dividends received (eg from common stock, registered investment company shares)2013-11-30$960,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-11-30$960,272
Administrative expenses professional fees incurred2013-11-30$2,500
Was this plan covered by a fidelity bond2013-11-30Yes
Value of fidelity bond cover2013-11-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2013-11-30No
Administrative expenses (other) incurred2013-11-30$264,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-11-30No
Value of net income/loss2013-11-30$16,204,082
Value of net assets at end of year (total assets less liabilities)2013-11-30$96,571,950
Value of net assets at beginning of year (total assets less liabilities)2013-11-30$80,367,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-11-30No
Were any leases to which the plan was party in default or uncollectible2013-11-30No
Investment advisory and management fees2013-11-30$27,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-11-30$32,790,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-11-30$25,006,959
Value of interest in pooled separate accounts at end of year2013-11-30$61,981,451
Value of interest in pooled separate accounts at beginning of year2013-11-30$55,190,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-11-30$6,735,369
Net investment gain/loss from pooled separate accounts2013-11-30$9,095,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-11-30No
Was there a failure to transmit to the plan any participant contributions2013-11-30No
Has the plan failed to provide any benefit when due under the plan2013-11-30No
Contributions received in cash from employer2013-11-30$3,645,349
Employer contributions (assets) at end of year2013-11-30$1,800,000
Employer contributions (assets) at beginning of year2013-11-30$170,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-11-30$3,925,348
Contract administrator fees2013-11-30$12,650
Did the plan have assets held for investment2013-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-11-30Yes
Opinion of an independent qualified public accountant for this plan2013-11-30Disclaimer
Accountancy firm name2013-11-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2013-11-30251408703
2012 : GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2012 401k financial data
Total income from all sources (including contributions)2012-11-30$13,850,568
Total of all expenses incurred2012-11-30$4,141,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-11-30$3,837,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-11-30$4,870,651
Value of total assets at end of year2012-11-30$80,367,868
Value of total assets at beginning of year2012-11-30$70,659,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-11-30$304,585
Total dividends received (eg from common stock, registered investment company shares)2012-11-30$752,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-11-30$752,281
Was this plan covered by a fidelity bond2012-11-30Yes
Value of fidelity bond cover2012-11-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2012-11-30No
Administrative expenses (other) incurred2012-11-30$257,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-11-30No
Value of net income/loss2012-11-30$9,708,850
Value of net assets at end of year (total assets less liabilities)2012-11-30$80,367,868
Value of net assets at beginning of year (total assets less liabilities)2012-11-30$70,659,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-11-30No
Were any leases to which the plan was party in default or uncollectible2012-11-30No
Investment advisory and management fees2012-11-30$27,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-11-30$25,006,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-11-30$32,063,291
Value of interest in pooled separate accounts at end of year2012-11-30$55,190,258
Value of interest in pooled separate accounts at beginning of year2012-11-30$38,595,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-11-30$3,931,138
Net investment gain/loss from pooled separate accounts2012-11-30$4,296,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-11-30Yes
Was there a failure to transmit to the plan any participant contributions2012-11-30No
Has the plan failed to provide any benefit when due under the plan2012-11-30No
Contributions received in cash from employer2012-11-30$4,870,651
Employer contributions (assets) at end of year2012-11-30$170,651
Employer contributions (assets) at beginning of year2012-11-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-11-30$3,837,133
Contract administrator fees2012-11-30$19,150
Did the plan have assets held for investment2012-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-11-30Yes
Opinion of an independent qualified public accountant for this plan2012-11-30Disclaimer
Accountancy firm name2012-11-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2012-11-30251408703
2011 : GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2011 401k financial data
Total transfer of assets from this plan2011-11-30$225,234
Total income from all sources (including contributions)2011-11-30$7,939,836
Total of all expenses incurred2011-11-30$3,835,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-11-30$3,795,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-11-30$5,396,102
Value of total assets at end of year2011-11-30$70,659,018
Value of total assets at beginning of year2011-11-30$66,779,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-11-30$40,150
Total dividends received (eg from common stock, registered investment company shares)2011-11-30$641,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-11-30$641,441
Was this plan covered by a fidelity bond2011-11-30Yes
Value of fidelity bond cover2011-11-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2011-11-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-11-30No
Value of net income/loss2011-11-30$4,104,427
Value of net assets at end of year (total assets less liabilities)2011-11-30$70,659,018
Value of net assets at beginning of year (total assets less liabilities)2011-11-30$66,779,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-11-30No
Were any leases to which the plan was party in default or uncollectible2011-11-30No
Investment advisory and management fees2011-11-30$27,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-11-30$32,063,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-11-30$28,704,400
Value of interest in pooled separate accounts at end of year2011-11-30$38,595,727
Value of interest in pooled separate accounts at beginning of year2011-11-30$37,671,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-11-30$-137,534
Net investment gain/loss from pooled separate accounts2011-11-30$2,039,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-11-30No
Was there a failure to transmit to the plan any participant contributions2011-11-30No
Has the plan failed to provide any benefit when due under the plan2011-11-30No
Contributions received in cash from employer2011-11-30$5,396,102
Employer contributions (assets) at end of year2011-11-30$0
Employer contributions (assets) at beginning of year2011-11-30$403,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-11-30$3,795,259
Contract administrator fees2011-11-30$12,650
Did the plan have assets held for investment2011-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-11-30Yes
Opinion of an independent qualified public accountant for this plan2011-11-30Disclaimer
Accountancy firm name2011-11-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2011-11-30251408703

Form 5500 Responses for GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY

2022: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2022 form 5500 responses
2022-12-01Type of plan entitySingle employer plan
2022-12-01Plan funding arrangement – InsuranceYes
2022-12-01Plan funding arrangement – TrustYes
2022-12-01Plan benefit arrangement – InsuranceYes
2022-12-01Plan benefit arrangement - TrustYes
2021: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2021 form 5500 responses
2021-12-01Type of plan entitySingle employer plan
2021-12-01Plan funding arrangement – InsuranceYes
2021-12-01Plan funding arrangement – TrustYes
2021-12-01Plan benefit arrangement – InsuranceYes
2021-12-01Plan benefit arrangement - TrustYes
2020: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01Plan funding arrangement – InsuranceYes
2020-12-01Plan funding arrangement – TrustYes
2020-12-01Plan benefit arrangement – InsuranceYes
2020-12-01Plan benefit arrangement - TrustYes
2019: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2019 form 5500 responses
2019-12-01Type of plan entitySingle employer plan
2019-12-01Plan funding arrangement – InsuranceYes
2019-12-01Plan funding arrangement – TrustYes
2019-12-01Plan benefit arrangement – InsuranceYes
2019-12-01Plan benefit arrangement - TrustYes
2018: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Plan funding arrangement – InsuranceYes
2018-12-01Plan funding arrangement – TrustYes
2018-12-01Plan benefit arrangement – InsuranceYes
2018-12-01Plan benefit arrangement - TrustYes
2017: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Plan funding arrangement – InsuranceYes
2017-12-01Plan funding arrangement – TrustYes
2017-12-01Plan benefit arrangement – InsuranceYes
2017-12-01Plan benefit arrangement - TrustYes
2016: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Plan funding arrangement – InsuranceYes
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement – InsuranceYes
2016-12-01Plan benefit arrangement - TrustYes
2015: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Plan funding arrangement – InsuranceYes
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement – InsuranceYes
2015-12-01Plan benefit arrangement - TrustYes
2014: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Plan funding arrangement – InsuranceYes
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement – InsuranceYes
2014-12-01Plan benefit arrangement - TrustYes
2013: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Plan funding arrangement – InsuranceYes
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement – InsuranceYes
2013-12-01Plan benefit arrangement - TrustYes
2012: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Plan funding arrangement – InsuranceYes
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement – InsuranceYes
2012-12-01Plan benefit arrangement - TrustYes
2011: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Plan funding arrangement – InsuranceYes
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement – InsuranceYes
2011-12-01Plan benefit arrangement - TrustYes
2009: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01This submission is the final filingNo
2009-12-01Plan funding arrangement – InsuranceYes
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement – InsuranceYes
2009-12-01Plan benefit arrangement - TrustYes
2008: GROUP PENSION PLAN FOR THE EMPLOYEES OF ZIPPO MANUFACTURING COMPANY 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number804712
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number804712
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number804712
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number804712
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number804712
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number804712
Policy instance 1

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