401k Plan data: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES plan

PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 401k Plan overview

Plan Name	PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES
Plan identification number	002

PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES Benefits

401k Plan Type

Defined 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).
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.

401k Sponsoring company profile

HOLLISTER-WHITNEY ELEVATOR CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: HOLLISTER-WHITNEY ELEVATOR CORPORATION

Employer identification number (EIN): 370796465

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-05-01 ANGELO MESSINA
002 2015-05-01 HERBERT GLASER
002 2014-05-01 HERBERT GLASER
002 2013-05-01 HERBERT GLASER, III
002 2012-05-01 HERBERT GLASER, III
002 2011-05-01 HERBERT GLASER, III
002 2010-05-01 HERBERT GLASER, III
002 2009-05-01 HERBERT GLASER, III
002 2008-05-01

Plan Statistics for PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES

401k plan membership statisitcs for PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES

Measure Date Value
2017: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2017 401k membership
Market value of plan assets 2017-04-30 6,383,997
Acturial value of plan assets 2017-04-30 6,383,997
Funding target for retired participants and beneficiaries receiving payment 2017-04-30 1,963,307
Number of terminated vested participants 2017-04-30 44
Fundng target for terminated vested participants 2017-04-30 440,207
Active participant vested funding target 2017-04-30 3,794,112
Number of active participants 2017-04-30 218
Total funding liabilities for active participants 2017-04-30 3,972,686
Total participant count 2017-04-30 300
Total funding target for all participants 2017-04-30 6,376,200
Balance at beginning of prior year after applicable adjustments 2017-04-30 1,469,507
Prefunding balance at beginning of prior year after applicable adjustments 2017-04-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-04-30 279,010
Prefunding balanced used to offset prior years funding requirement 2017-04-30 0
Amount remaining of carryover balance 2017-04-30 1,190,497
Amount remaining of prefunding balance 2017-04-30 0
Present value of excess contributions 2017-04-30 157,895
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-04-30 149,732
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-04-30 0
Reductions in caryover balances due to elections or deemed elections 2017-04-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-04-30 0
Balance of carryovers at beginning of current year 2017-04-30 1,128,948
Balance of prefunding at beginning of current year 2017-04-30 0
Total employer contributions 2017-04-30 0
Total employee contributions 2017-04-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-04-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-04-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-04-30 0
Unpaid minimum required contributions for all prior years 2017-04-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-04-30 0
Remaining amount of unpaid minimum required contributions 2017-04-30 0
Minimum required contributions for current year target normal cost 2017-04-30 284,537
Net shortfall amortization installment of oustanding balance 2017-04-30 0
Waiver amortization installment 2017-04-30 0
Waived amount of outstanding balance 2017-04-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-04-30 284,537
Carryover balance elected to use to offset funding requirement 2017-04-30 284,537
Prefunding balance elected to use to offset funding requirement 2017-04-30 0
Additional cash requirement 2017-04-30 0
Contributions allocatedtoward minimum required contributions for current year 2017-04-30 0
Unpaid minimum required contributions for current year 2017-04-30 0
Unpaid minimum required contributions for all years 2017-04-30 0
2016: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2016 401k membership
Total participants, beginning-of-year 2016-05-01 293
Total number of active participants reported on line 7a of the Form 5500 2016-05-01 213
Number of retired or separated participants receiving benefits 2016-05-01 38
Number of other retired or separated participants entitled to future benefits 2016-05-01 45
Total of all active and inactive participants 2016-05-01 296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-05-01 7
Total participants 2016-05-01 303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-05-01 17
2015: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2015 401k membership
Total participants, beginning-of-year 2015-05-01 272
Total number of active participants reported on line 7a of the Form 5500 2015-05-01 211
Number of retired or separated participants receiving benefits 2015-05-01 34
Number of other retired or separated participants entitled to future benefits 2015-05-01 42
Total of all active and inactive participants 2015-05-01 287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-05-01 6
Total participants 2015-05-01 293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-05-01 21
2014: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2014 401k membership
Total participants, beginning-of-year 2014-05-01 248
Total number of active participants reported on line 7a of the Form 5500 2014-05-01 199
Number of retired or separated participants receiving benefits 2014-05-01 29
Number of other retired or separated participants entitled to future benefits 2014-05-01 39
Total of all active and inactive participants 2014-05-01 267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-05-01 5
Total participants 2014-05-01 272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-05-01 11
2013: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2013 401k membership
Total participants, beginning-of-year 2013-05-01 223
Total number of active participants reported on line 7a of the Form 5500 2013-05-01 184
Number of retired or separated participants receiving benefits 2013-05-01 24
Number of other retired or separated participants entitled to future benefits 2013-05-01 38
Total of all active and inactive participants 2013-05-01 246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-05-01 2
Total participants 2013-05-01 248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-05-01 5
2012: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2012 401k membership
Total participants, beginning-of-year 2012-05-01 207
Total number of active participants reported on line 7a of the Form 5500 2012-05-01 171
Number of retired or separated participants receiving benefits 2012-05-01 19
Number of other retired or separated participants entitled to future benefits 2012-05-01 32
Total of all active and inactive participants 2012-05-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-05-01 1
Total participants 2012-05-01 223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-05-01 3
2011: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2011 401k membership
Total participants, beginning-of-year 2011-05-01 198
Total number of active participants reported on line 7a of the Form 5500 2011-05-01 157
Number of retired or separated participants receiving benefits 2011-05-01 18
Number of other retired or separated participants entitled to future benefits 2011-05-01 31
Total of all active and inactive participants 2011-05-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-05-01 1
Total participants 2011-05-01 207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-05-01 6
2010: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2010 401k membership
Total participants, beginning-of-year 2010-05-01 185
Total number of active participants reported on line 7a of the Form 5500 2010-05-01 172
Number of retired or separated participants receiving benefits 2010-05-01 6
Number of other retired or separated participants entitled to future benefits 2010-05-01 20
Total of all active and inactive participants 2010-05-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-05-01 0
Total participants 2010-05-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-05-01 0
2009: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2009 401k membership
Total participants, beginning-of-year 2009-05-01 181
Total number of active participants reported on line 7a of the Form 5500 2009-05-01 165
Number of retired or separated participants receiving benefits 2009-05-01 6
Number of other retired or separated participants entitled to future benefits 2009-05-01 14
Total of all active and inactive participants 2009-05-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-05-01 0
Total participants 2009-05-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-05-01 0

Measure	Date	Value
2017: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2017 401k membership
Market value of plan assets	2017-04-30	6,383,997
Acturial value of plan assets	2017-04-30	6,383,997
Funding target for retired participants and beneficiaries receiving payment	2017-04-30	1,963,307
Number of terminated vested participants	2017-04-30	44
Fundng target for terminated vested participants	2017-04-30	440,207
Active participant vested funding target	2017-04-30	3,794,112
Number of active participants	2017-04-30	218
Total funding liabilities for active participants	2017-04-30	3,972,686
Total participant count	2017-04-30	300
Total funding target for all participants	2017-04-30	6,376,200
Balance at beginning of prior year after applicable adjustments	2017-04-30	1,469,507
Prefunding balance at beginning of prior year after applicable adjustments	2017-04-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-04-30	279,010
Prefunding balanced used to offset prior years funding requirement	2017-04-30	0
Amount remaining of carryover balance	2017-04-30	1,190,497
Amount remaining of prefunding balance	2017-04-30	0
Present value of excess contributions	2017-04-30	157,895
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-04-30	149,732
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-04-30	0
Reductions in caryover balances due to elections or deemed elections	2017-04-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-04-30	0
Balance of carryovers at beginning of current year	2017-04-30	1,128,948
Balance of prefunding at beginning of current year	2017-04-30	0
Total employer contributions	2017-04-30	0
Total employee contributions	2017-04-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-04-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-04-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-04-30	0
Unpaid minimum required contributions for all prior years	2017-04-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-04-30	0
Remaining amount of unpaid minimum required contributions	2017-04-30	0
Minimum required contributions for current year target normal cost	2017-04-30	284,537
Net shortfall amortization installment of oustanding balance	2017-04-30	0
Waiver amortization installment	2017-04-30	0
Waived amount of outstanding balance	2017-04-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-04-30	284,537
Carryover balance elected to use to offset funding requirement	2017-04-30	284,537
Prefunding balance elected to use to offset funding requirement	2017-04-30	0
Additional cash requirement	2017-04-30	0
Contributions allocatedtoward minimum required contributions for current year	2017-04-30	0
Unpaid minimum required contributions for current year	2017-04-30	0
Unpaid minimum required contributions for all years	2017-04-30	0
2016: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2016 401k membership
Total participants, beginning-of-year	2016-05-01	293
Total number of active participants reported on line 7a of the Form 5500	2016-05-01	213
Number of retired or separated participants receiving benefits	2016-05-01	38
Number of other retired or separated participants entitled to future benefits	2016-05-01	45
Total of all active and inactive participants	2016-05-01	296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-05-01	7
Total participants	2016-05-01	303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-05-01	17
2015: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2015 401k membership
Total participants, beginning-of-year	2015-05-01	272
Total number of active participants reported on line 7a of the Form 5500	2015-05-01	211
Number of retired or separated participants receiving benefits	2015-05-01	34
Number of other retired or separated participants entitled to future benefits	2015-05-01	42
Total of all active and inactive participants	2015-05-01	287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-05-01	6
Total participants	2015-05-01	293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-05-01	21
2014: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2014 401k membership
Total participants, beginning-of-year	2014-05-01	248
Total number of active participants reported on line 7a of the Form 5500	2014-05-01	199
Number of retired or separated participants receiving benefits	2014-05-01	29
Number of other retired or separated participants entitled to future benefits	2014-05-01	39
Total of all active and inactive participants	2014-05-01	267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-05-01	5
Total participants	2014-05-01	272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-05-01	11
2013: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2013 401k membership
Total participants, beginning-of-year	2013-05-01	223
Total number of active participants reported on line 7a of the Form 5500	2013-05-01	184
Number of retired or separated participants receiving benefits	2013-05-01	24
Number of other retired or separated participants entitled to future benefits	2013-05-01	38
Total of all active and inactive participants	2013-05-01	246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-05-01	2
Total participants	2013-05-01	248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-05-01	5
2012: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2012 401k membership
Total participants, beginning-of-year	2012-05-01	207
Total number of active participants reported on line 7a of the Form 5500	2012-05-01	171
Number of retired or separated participants receiving benefits	2012-05-01	19
Number of other retired or separated participants entitled to future benefits	2012-05-01	32
Total of all active and inactive participants	2012-05-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-05-01	1
Total participants	2012-05-01	223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-05-01	3
2011: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2011 401k membership
Total participants, beginning-of-year	2011-05-01	198
Total number of active participants reported on line 7a of the Form 5500	2011-05-01	157
Number of retired or separated participants receiving benefits	2011-05-01	18
Number of other retired or separated participants entitled to future benefits	2011-05-01	31
Total of all active and inactive participants	2011-05-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-05-01	1
Total participants	2011-05-01	207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-05-01	6
2010: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2010 401k membership
Total participants, beginning-of-year	2010-05-01	185
Total number of active participants reported on line 7a of the Form 5500	2010-05-01	172
Number of retired or separated participants receiving benefits	2010-05-01	6
Number of other retired or separated participants entitled to future benefits	2010-05-01	20
Total of all active and inactive participants	2010-05-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-05-01	0
Total participants	2010-05-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-05-01	0
2009: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2009 401k membership
Total participants, beginning-of-year	2009-05-01	181
Total number of active participants reported on line 7a of the Form 5500	2009-05-01	165
Number of retired or separated participants receiving benefits	2009-05-01	6
Number of other retired or separated participants entitled to future benefits	2009-05-01	14
Total of all active and inactive participants	2009-05-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-05-01	0
Total participants	2009-05-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-05-01	0

Financial Data on PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES

Measure	Date	Value
2017 : PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-04-30	$25,560
Total unrealized appreciation/depreciation of assets	2017-04-30	$25,560
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-04-30	$18,449
Total income from all sources (including contributions)	2017-04-30	$228,238
Total loss/gain on sale of assets	2017-04-30	$0
Total of all expenses incurred	2017-04-30	$198,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-04-30	$186,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-04-30	$0
Value of total assets at end of year	2017-04-30	$6,420,256
Value of total assets at beginning of year	2017-04-30	$6,409,430
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-04-30	$12,159
Total interest from all sources	2017-04-30	$202,678
Total dividends received (eg from common stock, registered investment company shares)	2017-04-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-04-30	No
Was this plan covered by a fidelity bond	2017-04-30	Yes
Value of fidelity bond cover	2017-04-30	$500,000
Were there any nonexempt tranactions with any party-in-interest	2017-04-30	Yes
Amount of non-exempt transactions with any party-in-interest	2017-04-30	$10,294
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-04-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-04-30	$8,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-04-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-04-30	$18,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-04-30	No
Value of net income/loss	2017-04-30	$29,275
Value of net assets at end of year (total assets less liabilities)	2017-04-30	$6,420,256
Value of net assets at beginning of year (total assets less liabilities)	2017-04-30	$6,390,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-04-30	No
Were any leases to which the plan was party in default or uncollectible	2017-04-30	No
Interest earned on other investments	2017-04-30	$202,678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-04-30	$6,420,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-04-30	$6,226,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-04-30	No
Was there a failure to transmit to the plan any participant contributions	2017-04-30	No
Has the plan failed to provide any benefit when due under the plan	2017-04-30	No
Employer contributions (assets) at end of year	2017-04-30	$0
Employer contributions (assets) at beginning of year	2017-04-30	$175,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-04-30	$186,804
Contract administrator fees	2017-04-30	$12,159
Did the plan have assets held for investment	2017-04-30	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	2017-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-04-30	Disclaimer
Accountancy firm name	2017-04-30	ROGOFF & COMPANY PC
Accountancy firm EIN	2017-04-30	132688836
2016 : PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-04-30	$-539,838
Total unrealized appreciation/depreciation of assets	2016-04-30	$-539,838
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-04-30	$18,449
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-04-30	$9,793
Total income from all sources (including contributions)	2016-04-30	$-153,207
Total loss/gain on sale of assets	2016-04-30	$0
Total of all expenses incurred	2016-04-30	$179,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-04-30	$168,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-04-30	$175,000
Value of total assets at end of year	2016-04-30	$6,409,430
Value of total assets at beginning of year	2016-04-30	$6,733,543
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-04-30	$11,145
Total interest from all sources	2016-04-30	$211,631
Total dividends received (eg from common stock, registered investment company shares)	2016-04-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-04-30	No
Was this plan covered by a fidelity bond	2016-04-30	Yes
Value of fidelity bond cover	2016-04-30	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-04-30	Yes
Amount of non-exempt transactions with any party-in-interest	2016-04-30	$35,525
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-04-30	$8,121
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-04-30	$177,174
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-04-30	$18,449
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-04-30	$9,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-04-30	No
Value of net income/loss	2016-04-30	$-332,769
Value of net assets at end of year (total assets less liabilities)	2016-04-30	$6,390,981
Value of net assets at beginning of year (total assets less liabilities)	2016-04-30	$6,723,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-04-30	No
Were any leases to which the plan was party in default or uncollectible	2016-04-30	No
Interest earned on other investments	2016-04-30	$211,631
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-04-30	$6,226,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-04-30	$6,381,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-04-30	No
Was there a failure to transmit to the plan any participant contributions	2016-04-30	No
Has the plan failed to provide any benefit when due under the plan	2016-04-30	No
Contributions received in cash from employer	2016-04-30	$175,000
Employer contributions (assets) at end of year	2016-04-30	$175,000
Employer contributions (assets) at beginning of year	2016-04-30	$175,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-04-30	$168,417
Contract administrator fees	2016-04-30	$11,145
Did the plan have assets held for investment	2016-04-30	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	2016-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-04-30	Disclaimer
Accountancy firm name	2016-04-30	ROGOFF & COMPANY PC
Accountancy firm EIN	2016-04-30	132688836
2015 : PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-04-30	$9,793
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-04-30	$1,020
Expenses. Interest paid	2015-04-30	$135
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-04-30	$135
Total income from all sources (including contributions)	2015-04-30	$545,789
Total loss/gain on sale of assets	2015-04-30	$0
Total of all expenses incurred	2015-04-30	$146,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-04-30	$135,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-04-30	$175,000
Value of total assets at end of year	2015-04-30	$6,733,543
Value of total assets at beginning of year	2015-04-30	$6,325,360
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-04-30	$10,854
Total interest from all sources	2015-04-30	$200,416
Total dividends received (eg from common stock, registered investment company shares)	2015-04-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-04-30	No
Was this plan covered by a fidelity bond	2015-04-30	Yes
Value of fidelity bond cover	2015-04-30	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-04-30	Yes
Amount of non-exempt transactions with any party-in-interest	2015-04-30	$169,053
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-04-30	$177,174
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-04-30	$1,070
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-04-30	$9,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-04-30	$1,020
Other income not declared elsewhere	2015-04-30	$170,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-04-30	No
Value of net income/loss	2015-04-30	$399,410
Value of net assets at end of year (total assets less liabilities)	2015-04-30	$6,723,750
Value of net assets at beginning of year (total assets less liabilities)	2015-04-30	$6,324,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-04-30	No
Were any leases to which the plan was party in default or uncollectible	2015-04-30	No
Interest earned on other investments	2015-04-30	$200,416
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-04-30	$6,381,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-04-30	$6,324,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-04-30	No
Was there a failure to transmit to the plan any participant contributions	2015-04-30	No
Has the plan failed to provide any benefit when due under the plan	2015-04-30	No
Contributions received in cash from employer	2015-04-30	$175,000
Employer contributions (assets) at end of year	2015-04-30	$175,000
Employer contributions (assets) at beginning of year	2015-04-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-04-30	$135,390
Contract administrator fees	2015-04-30	$10,854
Did the plan have assets held for investment	2015-04-30	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	2015-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-04-30	Disclaimer
Accountancy firm name	2015-04-30	ROGOFF & COMPANY PC
Accountancy firm EIN	2015-04-30	132688836
2014 : PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-04-30	$1,020
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-04-30	$36,897
Total income from all sources (including contributions)	2014-04-30	$252,999
Total loss/gain on sale of assets	2014-04-30	$0
Total of all expenses incurred	2014-04-30	$116,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-04-30	$105,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-04-30	$174,996
Value of total assets at end of year	2014-04-30	$6,325,360
Value of total assets at beginning of year	2014-04-30	$6,224,726
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-04-30	$11,126
Total interest from all sources	2014-04-30	$192,976
Total dividends received (eg from common stock, registered investment company shares)	2014-04-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-04-30	No
Was this plan covered by a fidelity bond	2014-04-30	Yes
Value of fidelity bond cover	2014-04-30	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-04-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-04-30	$1,070
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-04-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-04-30	$1,020
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-04-30	$36,897
Other income not declared elsewhere	2014-04-30	$-114,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-04-30	No
Value of net income/loss	2014-04-30	$136,511
Value of net assets at end of year (total assets less liabilities)	2014-04-30	$6,324,340
Value of net assets at beginning of year (total assets less liabilities)	2014-04-30	$6,187,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-04-30	No
Were any leases to which the plan was party in default or uncollectible	2014-04-30	No
Interest earned on other investments	2014-04-30	$192,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-04-30	$6,324,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-04-30	$6,058,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-04-30	No
Was there a failure to transmit to the plan any participant contributions	2014-04-30	No
Has the plan failed to provide any benefit when due under the plan	2014-04-30	No
Contributions received in cash from employer	2014-04-30	$174,996
Employer contributions (assets) at end of year	2014-04-30	$0
Employer contributions (assets) at beginning of year	2014-04-30	$166,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-04-30	$105,362
Contract administrator fees	2014-04-30	$11,126
Did the plan have assets held for investment	2014-04-30	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	2014-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-04-30	Disclaimer
Accountancy firm name	2014-04-30	EISNERAMPER LLP
Accountancy firm EIN	2014-04-30	131639826
2013 : PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-04-30	$36,897
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-04-30	$52,395
Total income from all sources (including contributions)	2013-04-30	$331,294
Total loss/gain on sale of assets	2013-04-30	$0
Total of all expenses incurred	2013-04-30	$118,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-04-30	$108,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-04-30	$166,667
Value of total assets at end of year	2013-04-30	$5,410,105
Value of total assets at beginning of year	2013-04-30	$5,212,920
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-04-30	$10,391
Total interest from all sources	2013-04-30	$164,627
Total dividends received (eg from common stock, registered investment company shares)	2013-04-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-04-30	No
Was this plan covered by a fidelity bond	2013-04-30	Yes
Value of fidelity bond cover	2013-04-30	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-04-30	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-04-30	$36,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-04-30	$52,395
Other income not declared elsewhere	2013-04-30	$61,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-04-30	No
Value of net income/loss	2013-04-30	$212,683
Value of net assets at end of year (total assets less liabilities)	2013-04-30	$5,373,208
Value of net assets at beginning of year (total assets less liabilities)	2013-04-30	$5,160,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-04-30	No
Were any leases to which the plan was party in default or uncollectible	2013-04-30	No
Interest earned on other investments	2013-04-30	$164,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-04-30	$5,243,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-04-30	$5,212,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-04-30	No
Was there a failure to transmit to the plan any participant contributions	2013-04-30	No
Has the plan failed to provide any benefit when due under the plan	2013-04-30	No
Contributions received in cash from employer	2013-04-30	$166,667
Employer contributions (assets) at end of year	2013-04-30	$166,667
Employer contributions (assets) at beginning of year	2013-04-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-04-30	$108,220
Contract administrator fees	2013-04-30	$10,391
Did the plan have assets held for investment	2013-04-30	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	2013-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-04-30	Disclaimer
Accountancy firm name	2013-04-30	EISNERAMPER LLP
Accountancy firm EIN	2013-04-30	131639826
2012 : PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-04-30	$52,395
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-04-30	$0
Total income from all sources (including contributions)	2012-04-30	$160,113
Total loss/gain on sale of assets	2012-04-30	$0
Total of all expenses incurred	2012-04-30	$115,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-04-30	$105,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-04-30	$0
Value of total assets at end of year	2012-04-30	$5,212,920
Value of total assets at beginning of year	2012-04-30	$5,115,980
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-04-30	$10,279
Total interest from all sources	2012-04-30	$160,113
Total dividends received (eg from common stock, registered investment company shares)	2012-04-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-04-30	No
Was this plan covered by a fidelity bond	2012-04-30	Yes
Value of fidelity bond cover	2012-04-30	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-04-30	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-04-30	$52,395
Other income not declared elsewhere	2012-04-30	$752,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-04-30	No
Value of net income/loss	2012-04-30	$44,545
Value of net assets at end of year (total assets less liabilities)	2012-04-30	$5,160,525
Value of net assets at beginning of year (total assets less liabilities)	2012-04-30	$5,115,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-04-30	No
Were any leases to which the plan was party in default or uncollectible	2012-04-30	No
Interest earned on other investments	2012-04-30	$160,113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-04-30	$5,212,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-04-30	$4,895,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-04-30	No
Was there a failure to transmit to the plan any participant contributions	2012-04-30	No
Has the plan failed to provide any benefit when due under the plan	2012-04-30	No
Employer contributions (assets) at end of year	2012-04-30	$0
Employer contributions (assets) at beginning of year	2012-04-30	$220,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-04-30	$105,289
Contract administrator fees	2012-04-30	$10,279
Did the plan have assets held for investment	2012-04-30	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	2012-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-04-30	Disclaimer
Accountancy firm name	2012-04-30	SP COOPER & CO., LLP
Accountancy firm EIN	2012-04-30	135519833
2011 : PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-04-30	$0
Total income from all sources (including contributions)	2011-04-30	$371,195
Total loss/gain on sale of assets	2011-04-30	$0
Total of all expenses incurred	2011-04-30	$54,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-04-30	$44,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-04-30	$220,310
Value of total assets at end of year	2011-04-30	$5,115,980
Value of total assets at beginning of year	2011-04-30	$4,799,346
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-04-30	$9,727
Total interest from all sources	2011-04-30	$150,885
Total dividends received (eg from common stock, registered investment company shares)	2011-04-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-04-30	No
Was this plan covered by a fidelity bond	2011-04-30	Yes
Value of fidelity bond cover	2011-04-30	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-04-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-04-30	No
Value of net income/loss	2011-04-30	$316,634
Value of net assets at end of year (total assets less liabilities)	2011-04-30	$5,115,980
Value of net assets at beginning of year (total assets less liabilities)	2011-04-30	$4,799,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-04-30	No
Were any leases to which the plan was party in default or uncollectible	2011-04-30	No
Interest earned on other investments	2011-04-30	$150,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-04-30	$4,895,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-04-30	$4,495,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-04-30	No
Was there a failure to transmit to the plan any participant contributions	2011-04-30	No
Has the plan failed to provide any benefit when due under the plan	2011-04-30	No
Contributions received in cash from employer	2011-04-30	$220,310
Employer contributions (assets) at end of year	2011-04-30	$220,310
Employer contributions (assets) at beginning of year	2011-04-30	$304,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-04-30	$44,834
Contract administrator fees	2011-04-30	$9,727
Did the plan have assets held for investment	2011-04-30	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	2011-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-04-30	Disclaimer
Accountancy firm name	2011-04-30	SP COOPER & CO., LLP
Accountancy firm EIN	2011-04-30	135519833
2010 : PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-04-30	$0

Form 5500 Responses for PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES

2016: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2016 form 5500 responses
2016-05-01	Type of plan entity	Single employer plan
2016-05-01	Submission has been amended	No
2016-05-01	This submission is the final filing	No
2016-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-05-01	Plan is a collectively bargained plan	Yes
2016-05-01	Plan funding arrangement – Insurance	Yes
2016-05-01	Plan benefit arrangement – Insurance	Yes
2015: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2015 form 5500 responses
2015-05-01	Type of plan entity	Single employer plan
2015-05-01	Submission has been amended	No
2015-05-01	This submission is the final filing	No
2015-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-05-01	Plan is a collectively bargained plan	Yes
2015-05-01	Plan funding arrangement – Insurance	Yes
2015-05-01	Plan funding arrangement – Trust	Yes
2015-05-01	Plan benefit arrangement – Insurance	Yes
2015-05-01	Plan benefit arrangement - Trust	Yes
2014: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2014 form 5500 responses
2014-05-01	Type of plan entity	Single employer plan
2014-05-01	Submission has been amended	No
2014-05-01	This submission is the final filing	No
2014-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-05-01	Plan is a collectively bargained plan	Yes
2014-05-01	Plan funding arrangement – Insurance	Yes
2014-05-01	Plan funding arrangement – Trust	Yes
2014-05-01	Plan benefit arrangement – Insurance	Yes
2014-05-01	Plan benefit arrangement - Trust	Yes
2013: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2013 form 5500 responses
2013-05-01	Type of plan entity	Single employer plan
2013-05-01	Submission has been amended	Yes
2013-05-01	This submission is the final filing	No
2013-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-05-01	Plan is a collectively bargained plan	Yes
2013-05-01	Plan funding arrangement – Insurance	Yes
2013-05-01	Plan funding arrangement – Trust	Yes
2013-05-01	Plan benefit arrangement – Insurance	Yes
2013-05-01	Plan benefit arrangement - Trust	Yes
2012: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2012 form 5500 responses
2012-05-01	Type of plan entity	Single employer plan
2012-05-01	Submission has been amended	Yes
2012-05-01	This submission is the final filing	No
2012-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-05-01	Plan is a collectively bargained plan	Yes
2012-05-01	Plan funding arrangement – Insurance	Yes
2012-05-01	Plan funding arrangement – Trust	Yes
2012-05-01	Plan benefit arrangement – Insurance	Yes
2012-05-01	Plan benefit arrangement - Trust	Yes
2011: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2011 form 5500 responses
2011-05-01	Type of plan entity	Single employer plan
2011-05-01	Submission has been amended	Yes
2011-05-01	This submission is the final filing	No
2011-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-05-01	Plan is a collectively bargained plan	Yes
2011-05-01	Plan funding arrangement – Insurance	Yes
2011-05-01	Plan funding arrangement – Trust	Yes
2011-05-01	Plan benefit arrangement – Insurance	Yes
2011-05-01	Plan benefit arrangement - Trust	Yes
2010: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2010 form 5500 responses
2010-05-01	Type of plan entity	Single employer plan
2010-05-01	Submission has been amended	No
2010-05-01	This submission is the final filing	No
2010-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-05-01	Plan is a collectively bargained plan	Yes
2010-05-01	Plan funding arrangement – Insurance	Yes
2010-05-01	Plan funding arrangement – Trust	Yes
2010-05-01	Plan benefit arrangement – Insurance	Yes
2010-05-01	Plan benefit arrangement - Trust	Yes
2009: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2009 form 5500 responses
2009-05-01	Type of plan entity	Single employer plan
2009-05-01	Submission has been amended	No
2009-05-01	This submission is the final filing	No
2009-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-05-01	Plan is a collectively bargained plan	Yes
2009-05-01	Plan funding arrangement – Insurance	Yes
2009-05-01	Plan funding arrangement – Trust	Yes
2009-05-01	Plan benefit arrangement – Insurance	Yes
2009-05-01	Plan benefit arrangement - Trust	Yes
2008: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2008 form 5500 responses
2008-05-01	Type of plan entity	Single employer plan
2008-05-01	Submission has been amended	No
2008-05-01	This submission is the final filing	No
2008-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-05-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

IG1 10818

Policy instance

Insurance contract or identification number	IG1 10818
Number of Individuals Covered	292
Insurance policy start date	2015-05-01
Insurance policy end date	2016-04-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

IG1 10818

Policy instance

Insurance contract or identification number	IG1 10818
Number of Individuals Covered	272
Insurance policy start date	2014-05-01
Insurance policy end date	2015-04-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

IG1 10818

Policy instance

Insurance contract or identification number	IG1 10818
Number of Individuals Covered	248
Insurance policy start date	2013-05-01
Insurance policy end date	2014-04-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

IG1 10818

Policy instance

Insurance contract or identification number	IG1 10818
Number of Individuals Covered	223
Insurance policy start date	2012-05-01
Insurance policy end date	2013-04-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

IG1 10818

Policy instance

Insurance contract or identification number	IG1 10818
Number of Individuals Covered	207
Insurance policy start date	2011-05-01
Insurance policy end date	2012-04-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

IG 10818

Policy instance

Insurance contract or identification number	IG 10818
Number of Individuals Covered	198
Insurance policy start date	2010-05-01
Insurance policy end date	2011-04-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP ANNUITY

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Company Name:	HOLLISTER-WHITNEY ELEVATOR CORPORATION
Employer identification number (EIN):	370796465
NAIC Classification:	332900

Plan id#	Filing Submission Date	Name of Administrator
002	2016-05-01	ANGELO MESSINA
002	2015-05-01	HERBERT GLASER
002	2014-05-01	HERBERT GLASER
002	2013-05-01	HERBERT GLASER, III
002	2012-05-01	HERBERT GLASER, III
002	2011-05-01	HERBERT GLASER, III
002	2010-05-01	HERBERT GLASER, III
002	2009-05-01	HERBERT GLASER, III
002	2008-05-01