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Plan Name | THE HOURLY PENSION AND INVESTMENT PLAN |
Plan identification number | 016 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | THE TIMKEN COMPANY |
Employer identification number (EIN): | 340577130 |
Additional information about THE TIMKEN COMPANY
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1904-12-16 |
Company Identification Number: | 26206 |
Legal Registered Office Address: |
1835 DUEBER AVE SW - CANTON United States of America (USA) 447060000 |
More information about THE TIMKEN COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
016 | 2012-01-01 | CHRISTOPHER HOLDING | |||
016 | 2011-01-01 | CHRISTOPHER HOLDING | |||
016 | 2010-01-01 | CHRISTOPHER HOLDING | |||
016 | 2009-01-01 | PHILIP FRACASSA |
Measure | Date | Value |
---|---|---|
2012: THE HOURLY PENSION AND INVESTMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2,259 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 0 |
Number of participants with account balances | 2012-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: THE HOURLY PENSION AND INVESTMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 2,398 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,678 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 288 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 284 |
Total of all active and inactive participants | 2011-01-01 | 2,250 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 9 |
Total participants | 2011-01-01 | 2,259 |
Number of participants with account balances | 2011-01-01 | 2,225 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 16 |
2010: THE HOURLY PENSION AND INVESTMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 2,489 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1,933 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 176 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 280 |
Total of all active and inactive participants | 2010-01-01 | 2,389 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 9 |
Total participants | 2010-01-01 | 2,398 |
Number of participants with account balances | 2010-01-01 | 2,355 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 26 |
2009: THE HOURLY PENSION AND INVESTMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 2,647 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2,025 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 131 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 323 |
Total of all active and inactive participants | 2009-01-01 | 2,479 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 10 |
Total participants | 2009-01-01 | 2,489 |
Number of participants with account balances | 2009-01-01 | 2,379 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 153 |
Measure | Date | Value |
---|---|---|
2012 : THE HOURLY PENSION AND INVESTMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-06-29 | $0 |
Total transfer of assets from this plan | 2012-06-29 | $146,039,472 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-29 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-29 | $0 |
Total income from all sources (including contributions) | 2012-06-29 | $18,099,532 |
Total loss/gain on sale of assets | 2012-06-29 | $0 |
Total of all expenses incurred | 2012-06-29 | $9,205,535 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-29 | $8,926,876 |
Expenses. Certain deemed distributions of participant loans | 2012-06-29 | $177,428 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-29 | $3,459,365 |
Value of total assets at end of year | 2012-06-29 | $0 |
Value of total assets at beginning of year | 2012-06-29 | $137,145,475 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-29 | $101,231 |
Total interest from all sources | 2012-06-29 | $200,557 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-06-29 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-29 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2012-06-29 | $0 |
Was this plan covered by a fidelity bond | 2012-06-29 | Yes |
Value of fidelity bond cover | 2012-06-29 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2012-06-29 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-29 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-06-29 | No |
Contributions received from participants | 2012-06-29 | $1,848,300 |
Participant contributions at end of year | 2012-06-29 | $0 |
Participant contributions at beginning of year | 2012-06-29 | $8,615,683 |
Participant contributions at end of year | 2012-06-29 | $0 |
Participant contributions at beginning of year | 2012-06-29 | $124,062 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-06-29 | $0 |
Administrative expenses (other) incurred | 2012-06-29 | $41,428 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-29 | No |
Value of net income/loss | 2012-06-29 | $8,893,997 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-29 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-29 | $137,145,475 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-29 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-29 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-06-29 | No |
Investment advisory and management fees | 2012-06-29 | $59,803 |
Interest on participant loans | 2012-06-29 | $200,557 |
Value of interest in master investment trust accounts at end of year | 2012-06-29 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2012-06-29 | $128,059,403 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-29 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-06-29 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-06-29 | No |
Contributions received in cash from employer | 2012-06-29 | $1,611,065 |
Employer contributions (assets) at end of year | 2012-06-29 | $0 |
Employer contributions (assets) at beginning of year | 2012-06-29 | $346,327 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-29 | $8,926,876 |
Did the plan have assets held for investment | 2012-06-29 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-29 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-29 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-29 | No |
Opinion of an independent qualified public accountant for this plan | 2012-06-29 | Unqualified |
Accountancy firm name | 2012-06-29 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2012-06-29 | 346565596 |
2011 : THE HOURLY PENSION AND INVESTMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $-2,204,936 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $14,503,387 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $14,301,887 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $94 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $6,990,813 |
Value of total assets at end of year | 2011-12-31 | $137,145,475 |
Value of total assets at beginning of year | 2011-12-31 | $153,853,798 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $201,406 |
Total interest from all sources | 2011-12-31 | $420,276 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $3,605,706 |
Participant contributions at end of year | 2011-12-31 | $8,615,683 |
Participant contributions at beginning of year | 2011-12-31 | $8,503,599 |
Participant contributions at end of year | 2011-12-31 | $124,062 |
Participant contributions at beginning of year | 2011-12-31 | $304,057 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $10,032 |
Administrative expenses (other) incurred | 2011-12-31 | $87,928 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-16,708,323 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $137,145,475 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $153,853,798 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $113,478 |
Interest on participant loans | 2011-12-31 | $420,276 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $128,059,403 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $144,501,211 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $3,375,075 |
Employer contributions (assets) at end of year | 2011-12-31 | $346,327 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $544,931 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $14,301,887 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2011-12-31 | 346565596 |
2010 : THE HOURLY PENSION AND INVESTMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $53,194,339 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $9,245,568 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $9,077,436 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $15,913 |
Value of total corrective distributions | 2010-12-31 | $5,289 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $8,421,626 |
Value of total assets at end of year | 2010-12-31 | $153,853,798 |
Value of total assets at beginning of year | 2010-12-31 | $109,905,027 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $146,930 |
Total interest from all sources | 2010-12-31 | $471,353 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $4,370,512 |
Participant contributions at end of year | 2010-12-31 | $8,503,599 |
Participant contributions at beginning of year | 2010-12-31 | $8,071,373 |
Participant contributions at end of year | 2010-12-31 | $304,057 |
Participant contributions at beginning of year | 2010-12-31 | $103,111 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $43,630 |
Administrative expenses (other) incurred | 2010-12-31 | $90,069 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $43,948,771 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $153,853,798 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $109,905,027 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $56,861 |
Interest on participant loans | 2010-12-31 | $471,353 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $144,501,211 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $101,403,185 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $4,007,484 |
Employer contributions (assets) at end of year | 2010-12-31 | $544,931 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $327,358 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $9,077,436 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2010-12-31 | 346565596 |
2009 : THE HOURLY PENSION AND INVESTMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2012: THE HOURLY PENSION AND INVESTMENT PLAN 2012 form 5500 responses | ||
---|---|---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | Yes |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE HOURLY PENSION AND INVESTMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: THE HOURLY PENSION AND INVESTMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE HOURLY PENSION AND INVESTMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |