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RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 401k Plan overview

Plan NameRETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC.
Plan identification number 003

RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ESSEX GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:ESSEX GROUP, INC.
Employer identification number (EIN):351313928
NAIC Classification:332900

Additional information about ESSEX GROUP, INC.

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 056985
Legal Registered Office Address: 601 ABBOT ROAD EAST LANSING


United States of America (USA)
48823

More information about ESSEX GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032017-01-01DAVID M. GRAY
0032016-01-01DAVID M. GRAY
0032016-01-01
0032015-01-01DAVID M. GRAY
0032015-01-01DAVID M. GRAY
0032014-01-01JAMES V. CASSELLA
0032013-01-01JAMES V. CASSELLA
0032012-01-01JAMES V. CASSELLA
0032011-01-01TRACYE GILLELAND
0032009-01-01TRACYE C. GILLELAND TRACYE C. GILLELAND2010-10-14

Plan Statistics for RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC.

401k plan membership statisitcs for RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC.

Measure Date Value
2017: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2017 401k membership
Market value of plan assets2017-12-3128,584,064
Acturial value of plan assets2017-12-3129,360,827
Funding target for retired participants and beneficiaries receiving payment2017-12-3116,613,104
Number of terminated vested participants2017-12-31555
Fundng target for terminated vested participants2017-12-319,485,698
Active participant vested funding target2017-12-313,993,001
Number of active participants2017-12-31259
Total funding liabilities for active participants2017-12-314,050,491
Total participant count2017-12-311,781
Total funding target for all participants2017-12-3130,149,293
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31912,749
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31967,970
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-312,003,893
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,852,697
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31525,000
Net shortfall amortization installment of oustanding balance2017-12-31788,466
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31669,759
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31669,759
Contributions allocatedtoward minimum required contributions for current year2017-12-311,852,697
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,781
Total number of active participants reported on line 7a of the Form 55002017-01-01266
Number of retired or separated participants receiving benefits2017-01-01834
Number of other retired or separated participants entitled to future benefits2017-01-01497
Total of all active and inactive participants2017-01-011,597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01156
Total participants2017-01-011,753
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2016 401k membership
Market value of plan assets2016-12-3127,195,980
Acturial value of plan assets2016-12-3129,018,800
Funding target for retired participants and beneficiaries receiving payment2016-12-3116,212,334
Number of terminated vested participants2016-12-31588
Fundng target for terminated vested participants2016-12-319,434,153
Active participant vested funding target2016-12-314,090,595
Number of active participants2016-12-31274
Total funding liabilities for active participants2016-12-314,158,784
Total participant count2016-12-311,827
Total funding target for all participants2016-12-3129,805,271
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-311,620,799
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,467,692
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31425,000
Net shortfall amortization installment of oustanding balance2016-12-31786,471
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31554,943
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31554,943
Contributions allocatedtoward minimum required contributions for current year2016-12-311,467,692
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,827
Total number of active participants reported on line 7a of the Form 55002016-01-01259
Number of retired or separated participants receiving benefits2016-01-01835
Number of other retired or separated participants entitled to future benefits2016-01-01540
Total of all active and inactive participants2016-01-011,634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01147
Total participants2016-01-011,781
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-012,458
Total number of active participants reported on line 7a of the Form 55002015-01-01274
Number of retired or separated participants receiving benefits2015-01-01841
Number of other retired or separated participants entitled to future benefits2015-01-01568
Total of all active and inactive participants2015-01-011,683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01144
Total participants2015-01-011,827
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-012,496
Total number of active participants reported on line 7a of the Form 55002014-01-01321
Number of retired or separated participants receiving benefits2014-01-01817
Number of other retired or separated participants entitled to future benefits2014-01-011,171
Total of all active and inactive participants2014-01-012,309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01149
Total participants2014-01-012,458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-012,516
Total number of active participants reported on line 7a of the Form 55002013-01-01345
Number of retired or separated participants receiving benefits2013-01-01778
Number of other retired or separated participants entitled to future benefits2013-01-011,237
Total of all active and inactive participants2013-01-012,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01136
Total participants2013-01-012,496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-012,547
Total number of active participants reported on line 7a of the Form 55002012-01-01367
Number of retired or separated participants receiving benefits2012-01-01729
Number of other retired or separated participants entitled to future benefits2012-01-011,291
Total of all active and inactive participants2012-01-012,387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01129
Total participants2012-01-012,516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-012,561
Total number of active participants reported on line 7a of the Form 55002011-01-01384
Number of retired or separated participants receiving benefits2011-01-01697
Number of other retired or separated participants entitled to future benefits2011-01-011,344
Total of all active and inactive participants2011-01-012,425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01122
Total participants2011-01-012,547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-012,601
Total number of active participants reported on line 7a of the Form 55002009-01-01445
Number of retired or separated participants receiving benefits2009-01-01615
Number of other retired or separated participants entitled to future benefits2009-01-011,417
Total of all active and inactive participants2009-01-012,477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01102
Total participants2009-01-012,579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC.

Measure Date Value
2017 : RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$141
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$104,510
Total income from all sources (including contributions)2017-12-31$6,078,121
Total of all expenses incurred2017-12-31$2,068,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,619,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,003,893
Value of total assets at end of year2017-12-31$32,761,790
Value of total assets at beginning of year2017-12-31$28,856,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$449,333
Total interest from all sources2017-12-31$32
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$682,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$682,263
Administrative expenses professional fees incurred2017-12-31$42,465
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,427
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$229,843
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$141
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$104,510
Other income not declared elsewhere2017-12-31$1,034
Administrative expenses (other) incurred2017-12-31$406,868
Total non interest bearing cash at end of year2017-12-31$393
Total non interest bearing cash at beginning of year2017-12-31$8,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,009,428
Value of net assets at end of year (total assets less liabilities)2017-12-31$32,761,649
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,752,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$31,168,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$26,937,581
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$32
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$2,919
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$59,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,391,677
Net gain/loss from 103.12 investment entities2017-12-31$-778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,003,893
Employer contributions (assets) at end of year2017-12-31$1,587,685
Employer contributions (assets) at beginning of year2017-12-31$1,620,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,619,360
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2017-12-31133891517
2016 : RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$104,510
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$125,354
Expenses. Interest paid2016-12-31$7
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$7
Total income from all sources (including contributions)2016-12-31$3,674,509
Total of all expenses incurred2016-12-31$2,118,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,584,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,620,799
Value of total assets at end of year2016-12-31$28,856,731
Value of total assets at beginning of year2016-12-31$27,321,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$533,788
Total interest from all sources2016-12-31$149
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$695,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$695,149
Administrative expenses professional fees incurred2016-12-31$120,678
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$229,843
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$140,051
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$104,510
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$125,354
Other income not declared elsewhere2016-12-31$2,715
Administrative expenses (other) incurred2016-12-31$409,516
Total non interest bearing cash at end of year2016-12-31$8,943
Total non interest bearing cash at beginning of year2016-12-31$37,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,556,241
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,752,221
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$27,195,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$3,594
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$26,937,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$26,133,754
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$149
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$59,565
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$1,009,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,385,166
Net gain/loss from 103.12 investment entities2016-12-31$-29,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,620,799
Employer contributions (assets) at end of year2016-12-31$1,620,799
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,584,473
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2016-12-31133891517
2015 : RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$125,354
Expenses. Interest paid2015-12-31$83
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$83
Total income from all sources (including contributions)2015-12-31$-481,490
Total of all expenses incurred2015-12-31$9,337,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,903,898
Value of total assets at end of year2015-12-31$27,321,334
Value of total assets at beginning of year2015-12-31$37,015,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$433,799
Total interest from all sources2015-12-31$132
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$798,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$798,192
Administrative expenses professional fees incurred2015-12-31$102,961
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$140,051
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$125,354
Administrative expenses (other) incurred2015-12-31$314,919
Total non interest bearing cash at end of year2015-12-31$37,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-9,819,270
Value of net assets at end of year (total assets less liabilities)2015-12-31$27,195,980
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$37,015,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$15,919
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$26,133,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$35,940,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$132
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$1,009,990
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$1,075,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,285,351
Net gain/loss from 103.12 investment entities2015-12-31$5,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,903,898
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2015-12-31133891517
2014 : RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,432,471
Total of all expenses incurred2014-12-31$1,768,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,513,632
Value of total assets at end of year2014-12-31$37,015,250
Value of total assets at beginning of year2014-12-31$36,350,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$254,545
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$797,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$797,807
Administrative expenses professional fees incurred2014-12-31$17,495
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$229,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$664,294
Value of net assets at end of year (total assets less liabilities)2014-12-31$37,015,250
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$36,350,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$8,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$35,940,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$34,512,457
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$1,075,212
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$1,039,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,598,508
Net gain/loss from 103.12 investment entities2014-12-31$36,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Employer contributions (assets) at beginning of year2014-12-31$799,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,513,632
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2014-12-31133891517
2013 : RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$5,991,935
Total of all expenses incurred2013-12-31$1,631,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,436,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,407,671
Value of total assets at end of year2013-12-31$36,350,956
Value of total assets at beginning of year2013-12-31$31,990,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$194,373
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$743,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$743,390
Administrative expenses professional fees incurred2013-12-31$8,567
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other income not declared elsewhere2013-12-31$5,743
Administrative expenses (other) incurred2013-12-31$185,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,360,585
Value of net assets at end of year (total assets less liabilities)2013-12-31$36,350,956
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$31,990,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$34,512,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,681,617
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$1,039,055
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,796,076
Net gain/loss from 103.12 investment entities2013-12-31$39,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,407,671
Employer contributions (assets) at end of year2013-12-31$799,444
Employer contributions (assets) at beginning of year2013-12-31$308,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,436,977
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2013-12-31133891517
2012 : RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$4,683,800
Total of all expenses incurred2012-12-31$1,568,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,367,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$856,715
Value of total assets at end of year2012-12-31$31,990,371
Value of total assets at beginning of year2012-12-31$28,875,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$201,054
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$968,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$968,648
Administrative expenses professional fees incurred2012-12-31$40,535
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$160,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,114,845
Value of net assets at end of year (total assets less liabilities)2012-12-31$31,990,371
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,875,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$31,681,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$27,913,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,858,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$856,715
Employer contributions (assets) at end of year2012-12-31$308,754
Employer contributions (assets) at beginning of year2012-12-31$961,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,367,901
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2012-12-31133891517
2011 : RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,957,742
Total of all expenses incurred2011-12-31$1,391,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,264,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,126,201
Value of total assets at end of year2011-12-31$28,875,526
Value of total assets at beginning of year2011-12-31$28,308,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$126,981
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$665,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$665,801
Administrative expenses professional fees incurred2011-12-31$2,084
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other income not declared elsewhere2011-12-31$1,371
Administrative expenses (other) incurred2011-12-31$124,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$566,552
Value of net assets at end of year (total assets less liabilities)2011-12-31$28,875,526
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$28,308,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$27,913,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$26,505,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-835,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,126,201
Employer contributions (assets) at end of year2011-12-31$961,736
Employer contributions (assets) at beginning of year2011-12-31$1,803,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,264,209
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DELOITTE & TOUCH LLP
Accountancy firm EIN2011-12-31133891517
2010 : RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$6,208,222
Total of all expenses incurred2010-12-31$1,378,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,189,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,758,106
Value of total assets at end of year2010-12-31$28,308,974
Value of total assets at beginning of year2010-12-31$23,479,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$188,725
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$786,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$786,258
Administrative expenses professional fees incurred2010-12-31$20,709
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$451,954
Administrative expenses (other) incurred2010-12-31$168,016
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,829,595
Value of net assets at end of year (total assets less liabilities)2010-12-31$28,308,974
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$23,479,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$26,505,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$20,911,200
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,211,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,758,106
Employer contributions (assets) at end of year2010-12-31$1,803,086
Employer contributions (assets) at beginning of year2010-12-31$2,568,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,189,902
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DELOITTE & TOUCH LLP
Accountancy firm EIN2010-12-31133891517
2009 : RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC.

2017: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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